| Eukles Asset Management | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 3 | $187 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 4 | $250 | 0.00% | +4 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 5 | $312 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $312 | 0.00% | +5 | New |
| Luken Investment Analytics, LLC | 5 | $312 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $313 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $313 | 0.00% | +5 | New |
| Triumph Capital Management | 7 | $437 | 0.00% | +7 | New |
| Davis Capital Management | 7 | $437 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 8 | $500 | 0.00% | −4−33.3% | Reduced |
| Chilton Capital Management LLC | 8 | $500 | 0.00% | +8 | New |
| Sankala Group LLC | 8 | $575 | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 10 | $625 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $625 | 0.00% | +10 | New |
| NorthAvenue LLC | 13 | $813 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 16 | $1.00K | 0.00% | −69−81.2% | Reduced |
| Eastern Bank | 16 | $1.00K | 0.00% | +16 | New |
| Seneschal Advisors, LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 17 | $1.08K | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 18 | $1.10K | 0.00% | +18 | New |
| Winnow Wealth LLC | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.25K | 0.00% | −15,802−99.9% | Reduced |
| NVWM, LLC | 21 | $1.31K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 26 | $1.62K | 0.00% | +1+4.0% | Added |
| S&T Bank | 27 | $1.69K | 0.00% | −195−87.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 27 | $1.69K | 0.00% | +27 | New |
| Strive Financial Group ,LLC | 28 | $1.75K | 0.00% | +28 | New |
| Murphy & Mullick Capital Management Corp | 29 | $1.81K | 0.00% | +4+16.0% | Added |
| Strategic Wealth Partners, Ltd. | 31 | $1.94K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 32 | $2.00K | 0.00% | +32 | New |
| CDKV Holdings LLC | 32 | $2.00K | 0.00% | +32 | New |
| Global Wealth Strategies & Associates | 34 | $2.12K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 34 | $2.13K | 0.00% | −2−5.6% | Reduced |
| Legacy Bridge, LLC | 34 | $2.13K | 0.00% | +34 | New |
| Old Second National Bank of Aurora | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 35 | $2.19K | 0.00% | +35 | New |
| Godfrey Financial Associates, Inc. | 35 | $2.19K | 0.00% | +35 | New |
| Bryn Mawr Trust Co | 36 | $2.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 36 | $2.25K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 39 | $2.44K | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 41 | $2.56K | 0.00% | +3+7.9% | Added |
| IMG Wealth Management, Inc. | 42 | $2.62K | 0.00% | −12−22.2% | Reduced |
| St Germain D J Co Inc | 44 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 44 | $2.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $2.75K | 0.00% | +44 | New |
| Principia Wealth Advisory, LLC | 47 | $2.94K | 0.00% | +16+51.6% | Added |
| Fairman Group, LLC | 47 | $2.94K | 0.00% | +47 | New |
| TFC Financial Management | 47 | $2.95K | 0.00% | −11−19.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 48 | $2.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $3.00K | 0.00% | −3−5.3% | Reduced |
| 1015 Capital Partners, LLC | 50 | $3.12K | 0.00% | +50 | New |
| Kingdom Financial Group LLC. | 52 | $3.24K | 0.00% | +52 | New |
| Kilter Group LLC | 52 | $3.25K | 0.00% | −9−14.8% | Reduced |
| IMA Wealth, Inc. | 53 | $3.31K | 0.00% | +53 | New |
| Financial Consulate, Inc | 53 | $3.31K | 0.00% | +23+76.7% | Added |
| Quaker Wealth Management, LLC | 54 | $3.37K | 0.00% | −471−89.7% | Reduced |
| Darwin Advisors, LLC | 54 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 55 | $3.44K | 0.00% | +55 | New |
| Armstrong Advisory Group, Inc | 56 | $3.50K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 58 | $3.62K | 0.00% | −2−3.3% | Reduced |
| Cedar Wealth Management, LLC | 66 | $4.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 66 | $4.12K | 0.00% | +12+22.2% | Added |
| CBIZ Investment Advisory Services, LLC | 68 | $4.25K | 0.00% | −32−32.0% | Reduced |
| Turning Point Benefit Group, Inc. | 70 | $4.37K | 0.00% | +25+55.6% | Added |
| Barrett & Company, Inc. | 75 | $4.69K | 0.00% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 75 | $4.69K | 0.00% | +75 | New |
| Essential Partners LLC | 77 | $4.81K | 0.00% | +17+28.3% | Added |
| Wilkerson Advisory Group LLC | 79 | $4.94K | 0.00% | +79 | New |
| Ogorek Anthony Joseph | 82 | $5.00K | 0.00% | −73−47.1% | Reduced |
| Cape Investment Advisory, Inc. | 87 | $5.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 90 | $5.62K | 0.00% | −35−28.0% | Reduced |
| Financial Management Professionals, Inc. | 91 | $5.69K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 92 | $5.75K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 94 | $5.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 95 | $5.94K | 0.00% | +95 | New |
| Wealth Preservation Advisors, LLC | 98 | $6.12K | 0.00% | −1−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $6.25K | 0.01% | −42−29.6% | Reduced |
| Evermay Wealth Management LLC | 100 | $6.25K | 0.00% | +100 | New |
| SHP Wealth Management | 102 | $6.37K | 0.00% | +102 | New |
| Cornerstone Planning Group LLC | 105 | $6.49K | 0.00% | −10−8.7% | Reduced |
| First Horizon Corp | 108 | $6.75K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 110 | $6.88K | 0.00% | +60+120.0% | Added |
| Clark Wealth Partners | 111 | $6.93K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 111 | $6.94K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 112 | $6.98K | 0.00% | +1+0.9% | Added |
| POM Investment Strategies, LLC | 112 | $6.99K | 0.00% | +112 | New |
| Financial Freedom, LLC | 115 | $7.18K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 120 | $7.50K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 121 | $7.56K | 0.00% | +121 | New |
| Avion Wealth | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 129 | $8.04K | 0.00% | +22+20.6% | Added |
| Nemes Rush Group LLC | 130 | $8.12K | 0.00% | +113+664.7% | Added |
| Jessup Wealth Management, Inc | 130 | $8.13K | 0.00% | +130 | New |
| Howard Hughes Medical Institute | 131 | $8.19K | 0.00% | 00.0% | Unchanged |