| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Hallmark Capital Management Inc | 0 | $40 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $204 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $210 | 0.00% | −1−50.0% | Reduced |
| Core Alternative Capital | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $407 | 0.00% | +2 | New |
| Leonteq Securities AG | 2 | $407 | 0.00% | +2 | New |
| Opal Wealth Advisors, LLC | 2 | $408 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3 | $611 | 0.00% | −8,611−100.0% | Reduced |
| Aspect Partners, LLC | 3 | $611 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4 | $734 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $814 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $814 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $839 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $1.00K | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 5 | $1.02K | 0.00% | −15−75.0% | Reduced |
| Plato Investment Management Ltd | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.02K | 0.00% | +1+25.0% | Added |
| VisionPoint Advisory Group, LLC | 6 | $1.22K | 0.00% | +6 | New |
| Planning Capital Management Corp | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.43K | 0.00% | +2+40.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 7 | $1.43K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $1.55K | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.24K | 0.00% | −1−8.3% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.24K | 0.00% | +1+10.0% | Added |
| Gradient Investments LLC | 12 | $2.44K | 0.00% | +12 | New |
| Asset Dedication, LLC | 12 | $2.44K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15 | $3.05K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 16 | $3.26K | 0.00% | −9−36.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 16 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $3.51K | 0.00% | +16 | New |
| Cypress Capital Management LLC (WY) | 18 | $3.66K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 18 | $3.66K | 0.00% | +15+500.0% | Added |
| FinTrust Capital Advisors, LLC | 20 | $4.07K | 0.00% | +20 | New |
| Continuum Advisory, LLC | 22 | $4.48K | 0.00% | +2+10.0% | Added |
| Coston, McIsaac & Partners | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 25 | $5.09K | 0.00% | −1,173−97.9% | Reduced |
| Bell Investment Advisors, Inc | 25 | $5.09K | 0.00% | −7−21.9% | Reduced |
| Hoey Investments, Inc | 25 | $5.09K | 0.00% | +4+19.0% | Added |
| Rothschild Investment LLC | 25 | $5.09K | 0.00% | +6+31.6% | Added |
| Iron Horse Wealth Management, LLC | 26 | $5.29K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $5.29K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 26 | $5.29K | 0.00% | +26 | New |
| LRI Investments, LLC | 26 | $5.36K | 0.00% | +26 | New |
| St Germain D J Co Inc | 27 | $5.50K | 0.00% | −50−64.9% | Reduced |
| Baldwin Brothers Inc | 27 | $5.50K | 0.00% | +7+35.0% | Added |
| Laffer Tengler Investments | 29 | $5.90K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 29 | $5.91K | 0.00% | +29 | New |
| Tyler-Stone Wealth Management | 31 | $6.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $6.51K | 0.00% | −6−15.8% | Reduced |
| Operose Advisors LLC | 34 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $7.46K | 0.00% | −5−12.5% | Reduced |
| M&R Capital Management Inc | 37 | $7.53K | 0.00% | −200−84.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 37 | $7.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $7.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $8.00K | 0.00% | −3−7.3% | Reduced |
| Raffa Wealth Management, LLC | 40 | $8.21K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 40 | $8.74K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 44 | $8.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $9.37K | 0.00% | −8−16.3% | Reduced |
| Exchange Traded Concepts, LLC | 48 | $9.77K | 0.00% | +9+23.1% | Added |
| Annapolis Financial Services, LLC | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $11.0K | 0.00% | +29+116.0% | Added |
| GW&K Investment Management, LLC | 57 | $12.0K | 0.00% | +15+35.7% | Added |
| Caldwell Trust Co | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $12.4K | 0.00% | −23−27.4% | Reduced |
| REAP Financial Group, LLC | 61 | $12.5K | 0.00% | −3−4.7% | Reduced |
| Riverview Trust Co | 62 | $12.6K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 65 | $13.2K | 0.01% | +65 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $13.4K | 0.00% | −6−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $13.6K | 0.00% | −1−1.5% | Reduced |
| MV Capital Management, Inc. | 69 | $14.0K | 0.00% | +8+13.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 80 | $16.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 85 | $17.0K | 0.00% | +10+13.3% | Added |
| Smartleaf Asset Management LLC | 84 | $17.2K | 0.00% | +7+9.1% | Added |
| Abound Wealth Management | 89 | $18.1K | 0.01% | −12−11.9% | Reduced |
| MCF Advisors LLC | 94 | $19.1K | 0.00% | +1+1.1% | Added |
| Zions Bancorporation, N.A. | 94 | $19.1K | 0.00% | −27−22.3% | Reduced |
| TFC Financial Management | 99 | $20.1K | 0.00% | −1−1.0% | Reduced |
| Old Second National Bank of Aurora | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $20.4K | 0.01% | −17−14.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 101 | $20.6K | 0.01% | +101 | New |
| Frazier Financial Advisors, LLC | 103 | $21.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 110 | $22.4K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 113 | $23.0K | 0.02% | +113 | New |
| Park Place Capital Corp | 113 | $23.0K | 0.01% | −60−34.7% | Reduced |