| Peoples Financial Services Corp. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $20 | 0.00% | −1,417−99.9% | Reduced |
| Valued Wealth Advisors LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $199 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 12 | $239 | 0.00% | +12 | New |
| Unique Wealth Strategies, LLC | 25 | $459 | 0.00% | +25 | New |
| NVWM, LLC | 31 | $616 | 0.00% | +31 | New |
| Caitlin John, LLC | 34 | $667 | 0.00% | +1+3.0% | Added |
| Lynx Investment Advisory | 35 | $695 | 0.00% | +35 | New |
| Birch Capital Management, LLC | 36 | $715 | 0.00% | −2,600−98.6% | Reduced |
| PFG Private Wealth Management, LLC | 36 | $716 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $914 | 0.00% | −164−78.1% | Reduced |
| Bullock Wealth Management Group | 47 | $930 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $954 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 50 | $994 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Private Ocean, LLC | 54 | $1.07K | 0.00% | +54 | New |
| Delos Wealth Advisors, LLC | 62 | $1.24K | 0.00% | −61−49.6% | Reduced |
| Raffa Wealth Management, LLC | 65 | $1.29K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $1.33K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $1.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 100 | $1.98K | 0.00% | +38+61.3% | Added |
| BOK Financial Private Wealth, Inc. | 100 | $1.99K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 107 | $2.12K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 107 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 127 | $2.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 128 | $2.54K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 130 | $2.58K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 133 | $2.64K | 0.00% | −1,349−91.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 134 | $2.66K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 138 | $2.74K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 140 | $2.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 149 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 151 | $3.00K | 0.00% | −7,088−97.9% | Reduced |
| WFA of San Diego, LLC | 165 | $3.28K | 0.00% | +165 | New |
| St Germain D J Co Inc | 169 | $3.36K | 0.00% | −965−85.1% | Reduced |
| GHP Investment Advisors, Inc. | 175 | $3.48K | 0.00% | +175 | New |
| Aspect Partners, LLC | 187 | $3.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 194 | $3.85K | 0.00% | +194 | New |
| Red Tortoise LLC | 198 | $3.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 183 | $4.00K | 0.00% | +3+1.7% | Added |
| West Financial Advisors, LLC | 206 | $4.10K | 0.00% | +3+1.5% | Added |
| Providence Capital Advisors, LLC | 210 | $4.17K | 0.00% | +210 | New |
| Byrne Asset Management LLC | 219 | $4.33K | 0.00% | −400−64.6% | Reduced |
| Creekmur Asset Management LLC | 222 | $4.41K | 0.00% | −3,556−94.1% | Reduced |
| Highline Wealth Partners LLC | 225 | $4.47K | 0.00% | +225 | New |
| Trifecta Capital Advisors, LLC | 232 | $4.61K | 0.00% | +198+582.4% | Added |
| Anfield Capital Management, LLC | 251 | $4.99K | 0.00% | +251 | New |
| Heritage Wealth Advisors | 254 | $5.05K | 0.00% | −100−28.2% | Reduced |
| SWS Partners | 256 | $5.09K | 0.00% | +256 | New |
| Blue Bell Private Wealth Management, LLC | 274 | $5.44K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 278 | $5.52K | 0.00% | +278 | New |
| PSI Advisors, LLC | 279 | $5.54K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 285 | $5.66K | 0.00% | −1,715−85.8% | Reduced |
| Sachetta, LLC | 261 | $5.67K | 0.00% | +169+183.7% | Added |
| Central Pacific Bank - Trust Division | 286 | $5.68K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 287 | $5.70K | 0.00% | +2+0.7% | Added |
| Fairway Wealth LLC | 292 | $5.80K | 0.00% | +292 | New |
| Briaud Financial Planning, Inc | 345 | $6.00K | 0.00% | +4+1.2% | Added |
| McMahon Financial Advisors, LLC | 311 | $6.18K | 0.00% | +311 | New |
| SRS Capital Advisors, Inc. | 330 | $6.56K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 332 | $6.59K | 0.00% | +49+17.3% | Added |
| Optimum Investment Advisors | 350 | $6.96K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 352 | $7.00K | 0.00% | −4−1.1% | Reduced |
| Cetera Trust Company, N.A | 384 | $7.63K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 392 | $7.79K | 0.00% | +392 | New |
| Kayne Anderson Rudnick Investment Management LLC | 400 | $7.95K | 0.00% | +42+11.7% | Added |
| Resources Management Corp | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 416 | $8.27K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 432 | $8.58K | 0.01% | +432 | New |
| Prestige Wealth Management Group LLC | 441 | $8.76K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 443 | $8.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 458 | $9.10K | 0.00% | +28+6.5% | Added |
| Main Street Group, LTD | 469 | $9.28K | 0.00% | −1,213−72.1% | Reduced |
| Cranbrook Wealth Management, LLC | 484 | $9.62K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 537 | $9.85K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $9.94K | 0.00% | −160−24.2% | Reduced |
| AllSquare Wealth Management LLC | 500 | $9.94K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 500 | $9.94K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 504 | $10.0K | 0.00% | −91,193−99.5% | Reduced |
| Rocky Mountain Advisers, LLC | 534 | $10.6K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 550 | $10.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 555 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 557 | $11.1K | 0.00% | +1+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 560 | $11.1K | 0.00% | +560 | New |
| City Holding Co | 565 | $11.2K | 0.00% | −133−19.1% | Reduced |
| POM Investment Strategies, LLC | 565 | $11.2K | 0.01% | +9+1.6% | Added |
| Financial Network Wealth Advisors LLC | 566 | $11.2K | 0.01% | +566 | New |
| Tidemark, LLC | 579 | $11.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 597 | $11.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 628 | $12.5K | 0.00% | +460+273.8% | Added |
| Scarborough Advisors, LLC | 640 | $12.7K | 0.01% | +25+4.1% | Added |
| Castleview Partners, LLC | 661 | $13.1K | 0.01% | +284+75.3% | Added |
| DHJJ Financial Advisors, Ltd. | 680 | $13.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 700 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 755 | $15.0K | 0.01% | +11+1.5% | Added |
| Citizens National Bank Trust Department | 777 | $15.4K | 0.00% | −723−48.2% | Reduced |
| Centennial Bank | 781 | $15.5K | 0.01% | 00.0% | Unchanged |