| REAP Financial Group, LLC | 1 | $21 | 0.00% | +1 | New |
| Aspect Partners, LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $128 | 0.00% | +6 | New |
| Ethos Financial Group, LLC | 8 | $171 | 0.00% | +8 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10 | $213 | 0.00% | −600,000−100.0% | Reduced |
| Chesapeake Asset Management LLC | 10 | $213 | 0.00% | −10−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 12 | $257 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $267 | 0.02% | −12,630−99.9% | Reduced |
| Old Second National Bank of Aurora | 13 | $278 | 0.00% | +13 | New |
| Creative Capital Management Investments LLC | 16 | $342 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $342 | 0.00% | +16 | New |
| NVWM, LLC | 20 | $427 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 21 | $448 | 0.00% | +21 | New |
| WestEnd Advisors, LLC | 23 | $491 | 0.00% | +2+9.5% | Added |
| SJS Investment Consulting Inc. | 24 | $513 | 0.00% | +24 | New |
| 1620 Investment Advisors, Inc. | 26 | $557 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $641 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $641 | 0.00% | +30 | New |
| Transce3nd, LLC | 32 | $680 | 0.00% | +32 | New |
| Richardson Financial Services Inc. | 33 | $705 | 0.00% | −33−50.0% | Reduced |
| Barrett & Company, Inc. | 33 | $705 | 0.00% | +33 | New |
| Quest 10 Wealth Builders, Inc. | 35 | $747 | 0.00% | +35 | New |
| MPWM Advisory Solutions, LLC | 35 | $747 | 0.00% | +35 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $748 | 0.00% | −369−91.3% | Reduced |
| Valued Wealth Advisors LLC | 36 | $769 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 36 | $777 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $790 | 0.00% | +37 | New |
| JDM Financial Group LLC | 38 | $811 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 40 | $854 | 0.00% | −231−85.2% | Reduced |
| Bullock Wealth Management Group | 42 | $897 | 0.00% | +42 | New |
| Sierra Ocean, LLC | 43 | $918 | 0.00% | +43 | New |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | −133−84.2% | Reduced |
| Strengthening Families & Communities, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 66 | $1.00K | 0.00% | −8−10.8% | Reduced |
| Wood Tarver Financial Group, LLC | 62 | $1.00K | 0.00% | +62 | New |
| Key Financial Inc | 48 | $1.02K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 48 | $1.02K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55 | $1.17K | 0.00% | +55 | New |
| Principia Wealth Advisory, LLC | 55 | $1.17K | 0.00% | +55 | New |
| Spectrum Wealth Counsel, LLC | 55 | $1.18K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 56 | $1.20K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $1.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 60 | $1.28K | 0.00% | +60 | New |
| Asset Dedication, LLC | 74 | $1.58K | 0.00% | −334−81.9% | Reduced |
| Highline Wealth Partners LLC | 75 | $1.60K | 0.00% | −598−88.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 76 | $1.61K | 0.00% | +76 | New |
| Fairfield Financial Advisors, LTD | 80 | $1.71K | 0.00% | −553−87.4% | Reduced |
| Atticus Wealth Management, LLC | 80 | $1.71K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 82 | $1.75K | 0.00% | −61−42.7% | Reduced |
| Continuum Advisory, LLC | 90 | $1.92K | 0.00% | −20−18.2% | Reduced |
| Washington Trust Co | 90 | $1.92K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $1.99K | 0.00% | +78+520.0% | Added |
| Hemington Wealth Management | 111 | $2.00K | 0.00% | +57+105.6% | Added |
| Clark Wealth Partners | 97 | $2.07K | 0.00% | +97 | New |
| Anfield Capital Management, LLC | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 100 | $2.13K | 0.00% | +100 | New |
| Menard Financial Group LLC | 104 | $2.22K | 0.00% | +104 | New |
| Nemes Rush Group LLC | 130 | $2.78K | 0.00% | +130 | New |
| Synergy Financial Management, LLC | 123 | $2.85K | 0.00% | +123 | New |
| WR Wealth Planners, LLC | 134 | $2.86K | 0.00% | +12+9.8% | Added |
| Pineridge Advisors LLC | 136 | $2.90K | 0.00% | −48−26.1% | Reduced |
| Coston, McIsaac & Partners | 184 | $3.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 148 | $3.16K | 0.00% | +84+131.3% | Added |
| West Paces Advisors Inc. | 154 | $3.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 165 | $3.52K | 0.00% | +79+91.9% | Added |
| Stephens Consulting, LLC | 167 | $3.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 173 | $3.69K | 0.00% | +173 | New |
| Cornerstone Planning Group LLC | 180 | $3.86K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 183 | $3.91K | 0.00% | +95+108.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 184 | $3.93K | 0.00% | +184 | New |
| Rakuten Securities, Inc. | 200 | $4.27K | 0.00% | +198+9,900.0% | Added |
| Banque Transatlantique SA | 201 | $4.29K | 0.00% | +201 | New |
| Carolina Wealth Advisors, LLC | 204 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 204 | $4.36K | 0.00% | +204 | New |
| MidAtlantic Capital Management, Inc. | 208 | $4.44K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 210 | $4.48K | 0.01% | +210 | New |
| Dunhill Financial, LLC | 210 | $4.49K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 213 | $4.55K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 215 | $4.59K | 0.00% | +31+16.8% | Added |
| Lee Danner & Bass Inc | 220 | $4.70K | 0.00% | +220 | New |
| GPS Wealth Strategies Group, LLC | 225 | $4.80K | 0.00% | −39−14.8% | Reduced |
| Glen Eagle Advisors, LLC | 233 | $4.97K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 240 | $5.12K | 0.00% | +240 | New |
| PSI Advisors, LLC | 250 | $5.34K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 251 | $5.36K | 0.00% | +251 | New |
| WealthCollab, LLC | 297 | $6.34K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 298 | $6.36K | 0.01% | +298 | New |
| Stonebridge Financial Group, LLC | 305 | $6.51K | 0.00% | +305 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 309 | $6.60K | 0.01% | +81+35.5% | Added |
| South State Corp. | 315 | $6.72K | 0.00% | +315 | New |
| Roble, Belko & Company, Inc | 344 | $7.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 369 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 340 | $7.00K | 0.00% | +340 | New |
| Red Tortoise LLC | 344 | $7.34K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 361 | $7.71K | 0.00% | −18−4.7% | Reduced |
| Quent Capital, LLC | 366 | $7.81K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 369 | $7.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 377 | $8.05K | 0.00% | +294+354.2% | Added |