| New Millennium Group LLC | 0 | $45 | 0.00% | −1−100.0% | Reduced |
| Traub Capital Management LLC | 1 | $257 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $469 | 0.01% | −17−94.4% | Reduced |
| Scarborough Advisors, LLC | 1 | $469 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $470 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1 | $470 | 0.00% | +1 | New |
| Old Second National Bank of Aurora | 2 | $938 | 0.00% | −248−99.2% | Reduced |
| DAGCO, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.41K | 0.00% | +3 | New |
| FWL Investment Management, LLC | 3 | $1.41K | 0.00% | +3 | New |
| Your Advocates Ltd., LLP | 3 | $1.43K | 0.00% | +1+50.0% | Added |
| IMA Wealth, Inc. | 4 | $1.88K | 0.00% | +4 | New |
| PMV Capital Advisers, LLC | 4 | $1.88K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $2.35K | 0.00% | +2+66.7% | Added |
| Investment Management Corp | 5 | $2.35K | 0.00% | +5 | New |
| Evergreen Private Wealth LLC | 5 | $2.35K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $2.81K | 0.00% | +3+100.0% | Added |
| Horizons Wealth Management | 7 | $3.28K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 7 | $3.28K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $3.75K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 8 | $3.75K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 8 | $3.75K | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 8 | $3.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 9 | $4.22K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $4.22K | 0.00% | +1+12.5% | Added |
| American Capital Advisory, LLC | 9 | $4.22K | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 9 | $4.22K | 0.00% | +5+125.0% | Added |
| Cape Investment Advisory, Inc. | 10 | $4.69K | 0.00% | −12−54.5% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $4.69K | 0.00% | +10 | New |
| SWAN Capital LLC | 11 | $5.16K | 0.00% | +11 | New |
| Heritage Wealth Advisors | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $5.63K | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 13 | $5.98K | 0.00% | −30−69.8% | Reduced |
| Perkins Coie Trust Co | 14 | $6.57K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 15 | $7.04K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 15 | $7.04K | 0.01% | +10+200.0% | Added |
| S&T Bank | 15 | $7.04K | 0.00% | +12+400.0% | Added |
| First Command Advisory Services, Inc. | 16 | $7.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $7.51K | 0.00% | +10+166.7% | Added |
| PFS Partners, LLC | 17 | $7.98K | 0.00% | +17 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 18 | $8.45K | 0.00% | −490−96.5% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $8.45K | 0.01% | +18 | New |
| Lummis Asset Management, LP | 19 | $8.91K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $8.91K | 0.01% | +4+26.7% | Added |
| HighMark Wealth Management LLC | 20 | $9.38K | 0.00% | −6−23.1% | Reduced |
| Copia Wealth Management | 20 | $9.38K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $9.38K | 0.01% | +20 | New |
| DecisionPoint Financial, LLC | 20 | $9.54K | 0.00% | +3+17.6% | Added |
| YANKCOM Partnership | 21 | $9.85K | 0.00% | +2+10.5% | Added |
| Tidemark, LLC | 21 | $9.86K | 0.00% | +6+40.0% | Added |
| LGT Financial Advisors LLC | 21 | $9.88K | 0.03% | +21 | New |
| Pinney & Scofield, Inc. | 23 | $10.8K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 24 | $11.3K | 0.00% | +24 | New |
| Beaird Harris Wealth Management, LLC | 25 | $11.7K | 0.00% | +10+66.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 25 | $11.7K | 0.01% | +25 | New |
| TSFG, LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 26 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $12.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $12.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $12.2K | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 27 | $12.7K | 0.00% | +2+8.0% | Added |
| Pineridge Advisors LLC | 28 | $13.3K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $13.3K | 0.00% | +2+7.7% | Added |
| Iron Horse Wealth Management, LLC | 29 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 29 | $13.6K | 0.00% | +29 | New |
| Pin Oak Investment Advisors Inc | 31 | $14.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $14.5K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 32 | $15.0K | 0.01% | +5+18.5% | Added |
| Cherry Tree Wealth Management, LLC | 33 | $15.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $15.5K | 0.00% | −17−34.0% | Reduced |
| Robinswood Financial LLC | 33 | $15.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 34 | $16.0K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 34 | $16.0K | 0.00% | +34 | New |
| Comprehensive Financial Planning, Inc. | 34 | $16.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $16.4K | 0.01% | −7−16.7% | Reduced |
| High Note Wealth, LLC | 35 | $16.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $16.9K | 0.01% | +26+260.0% | Added |
| MPWM Advisory Solutions, LLC | 37 | $17.4K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 38 | $17.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 38 | $17.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $18.0K | 0.00% | −3,634−98.9% | Reduced |
| Luken Investment Analytics, LLC | 39 | $18.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 40 | $18.8K | 0.00% | −8−16.7% | Reduced |
| Birchbrook, Inc. | 40 | $18.8K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $18.8K | 0.01% | +18+81.8% | Added |
| Capital A Wealth Management, LLC | 46 | $18.9K | 0.21% | −330−87.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 41 | $19.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 41 | $19.2K | 0.01% | +17+70.8% | Added |
| Albion Financial Group | 41 | $19.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 41 | $19.2K | 0.01% | 00.0% | Unchanged |