| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $123 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $123 | 0.00% | +1 | New |
| City State Bank | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2 | $246 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $246 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $246 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $249 | 0.00% | +2 | New |
| Caitlin John, LLC | 3 | $369 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3 | $369 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $493 | 0.00% | −44−91.7% | Reduced |
| Morton Brown Family Wealth, LLC | 5 | $616 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $739 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $739 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $739 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6 | $739 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 6 | $739 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 7 | $862 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $863 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $871 | 0.00% | +7 | New |
| CarsonAllaria Wealth Management, Ltd. | 8 | $985 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $985 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 8 | $985 | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | −95−89.6% | Reduced |
| MPWM Advisory Solutions, LLC | 9 | $1.11K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $1.35K | 0.00% | +1+10.0% | Added |
| MV Capital Management, Inc. | 11 | $1.35K | 0.00% | +10+1,000.0% | Added |
| Hoey Investments, Inc | 12 | $1.48K | 0.00% | −130−91.5% | Reduced |
| Barrett & Company, Inc. | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $1.48K | 0.00% | +12 | New |
| Whipplewood Advisors, LLC | 12 | $1.48K | 0.00% | +12 | New |
| Park Place Capital Corp | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.72K | 0.00% | −17−54.8% | Reduced |
| Evelyn Partners Investment Management LLP | 15 | $1.85K | 0.00% | +15 | New |
| Spectrum Wealth Counsel, LLC | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 17 | $2.09K | 0.00% | +5+41.7% | Added |
| Sachetta, LLC | 19 | $2.34K | 0.00% | +8+72.7% | Added |
| Front Row Advisors LLC | 21 | $2.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $2.71K | 0.00% | +22 | New |
| WPG Advisers, LLC | 23 | $2.83K | 0.00% | +23 | New |
| Manchester Capital Management LLC | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $2.96K | 0.00% | +24 | New |
| Horrell Capital Management, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.08K | 0.00% | −2−7.4% | Reduced |
| Avalon Trust Co | 26 | $3.20K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 28 | $3.45K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $4.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $4.19K | 0.00% | +34 | New |
| Costello Asset Management, INC | 35 | $4.31K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 36 | $4.43K | 0.00% | −1,293−97.3% | Reduced |
| TSFG, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 42 | $5.17K | 0.00% | −23−35.4% | Reduced |
| Fortitude Family Office, LLC | 43 | $5.29K | 0.00% | +37+616.7% | Added |
| WealthCollab, LLC | 43 | $5.30K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 47 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 56 | $6.00K | 0.00% | +23+69.7% | Added |
| Huntington National Bank | 50 | $6.16K | 0.00% | −7−12.3% | Reduced |
| Tompkins Financial Corp | 50 | $6.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 50 | $6.16K | 0.00% | +10+25.0% | Added |
| Van Hulzen Asset Management, LLC | 50 | $6.16K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $6.77K | 0.00% | +8+17.0% | Added |
| Continuum Advisory, LLC | 58 | $7.14K | 0.00% | −3−4.9% | Reduced |
| Bell Investment Advisors, Inc | 58 | $7.14K | 0.00% | +44+314.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $7.23K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $7.39K | 0.00% | +60 | New |
| Larson Financial Group LLC | 62 | $7.63K | 0.00% | +56+933.3% | Added |
| Mather Group, LLC. | 63 | $7.76K | 0.00% | +49+350.0% | Added |
| Private Wealth Management Group, LLC | 65 | $8.01K | 0.00% | −10−13.3% | Reduced |
| Allworth Financial LP | 68 | $8.22K | 0.00% | −22−24.4% | Reduced |
| Promethos Capital, LLC | 70 | $8.62K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 78 | $9.61K | 0.00% | +78 | New |
| Montag A & Associates Inc | 80 | $9.85K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 84 | $10.3K | 0.00% | +84 | New |
| Hara Capital LLC | 95 | $11.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 99 | $12.0K | 0.00% | +96+3,200.0% | Added |
| Steward Partners Investment Advisory, LLC | 108 | $13.3K | 0.00% | −219−67.0% | Reduced |
| Skopos Labs, Inc. | 108 | $13.3K | 0.00% | −1−0.9% | Reduced |
| Smartleaf Asset Management LLC | 114 | $14.0K | 0.00% | +56+96.6% | Added |
| Spire Wealth Management | 117 | $14.4K | 0.00% | −199−63.0% | Reduced |
| Principal Securities, Inc. | 117 | $14.4K | 0.00% | +26+28.6% | Added |
| Parkside Financial Bank & Trust | 117 | $14.4K | 0.00% | +42+56.0% | Added |
| Farther Finance Advisors, LLC | 120 | $14.8K | 0.00% | +51+73.9% | Added |
| Global Retirement Partners, LLC | 121 | $14.9K | 0.00% | −5−4.0% | Reduced |
| Bryn Mawr Trust Co | 139 | $17.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $17.1K | 0.00% | +63+82.9% | Added |
| CIBC Private Wealth Group, LLC | 150 | $18.0K | 0.00% | −174−53.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 166 | $20.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 172 | $21.2K | 0.00% | 00.0% | Unchanged |