| Your Advocates Ltd., LLP | 0 | $1 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| Belmont Capital, LLC | 0 | $31 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5 | $1.27K | 0.00% | −6,072−99.9% | Reduced |
| Rakuten Securities, Inc. | 5 | $1.27K | 0.00% | +1+25.0% | Added |
| Anfield Capital Management, LLC | 5 | $1.27K | 0.00% | +5 | New |
| Glass Jacobson Investment Advisors llc | 6 | $1.53K | 0.00% | +6 | New |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.88K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 9 | $2.29K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 10 | $2.49K | 0.00% | +10 | New |
| Altshuler Shaham Ltd | 15 | $3.82K | 0.00% | +15 | New |
| Solstein Capital, LLC | 18 | $4.58K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 18 | $4.59K | 0.00% | −70−79.5% | Reduced |
| Highline Wealth Partners LLC | 23 | $5.88K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $5.98K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 26 | $6.62K | 0.00% | +26 | New |
| Tributary Capital Management, LLC | 26 | $6.62K | 0.00% | +26 | New |
| Guardian Wealth Management, Inc. | 30 | $7.53K | 0.01% | +1+3.4% | Added |
| Slocum, Gordon & Co LLP | 30 | $7.64K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 34 | $8.66K | 0.01% | −8−19.0% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $8.92K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 35 | $8.92K | 0.00% | +35 | New |
| Lowe Wealth Advisors, LLC | 35 | $8.96K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 36 | $9.17K | 0.00% | −19−34.5% | Reduced |
| FSA Wealth Management LLC | 36 | $9.17K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 38 | $9.68K | 0.00% | +38 | New |
| Mascoma Wealth Management LLC | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 41 | $10.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 42 | $10.7K | 0.00% | +2+5.0% | Added |
| Redmont Wealth Advisors LLC | 45 | $11.5K | 0.02% | +45 | New |
| Laffer Tengler Investments | 46 | $11.8K | 0.00% | +2+4.5% | Added |
| Stuart Chaussee & Associates, Inc. | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 47 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 48 | $12.3K | 0.01% | −11−18.6% | Reduced |
| Valued Wealth Advisors LLC | 50 | $12.6K | 0.01% | −23−31.5% | Reduced |
| Pacifica Partners Inc. | 50 | $12.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 52 | $13.2K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 52 | $13.2K | 0.00% | −300−85.2% | Reduced |
| Retirement Group, LLC | 54 | $13.8K | 0.00% | +54 | New |
| IAG Wealth Partners, LLC | 56 | $14.3K | 0.00% | −73−56.6% | Reduced |
| Westend Capital Management, LLC | 57 | $14.5K | 0.01% | +57 | New |
| Cedar Wealth Management, LLC | 58 | $14.8K | 0.00% | +58 | New |
| Blume Capital Management, Inc. | 60 | $15.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 65 | $16.6K | 0.00% | −67−50.8% | Reduced |
| Heck Capital Advisors, LLC | 65 | $16.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 65 | $16.7K | 0.02% | +65 | New |
| Center for Financial Planning, Inc. | 69 | $17.6K | 0.00% | +6+9.5% | Added |
| Vima LLC | 94 | $18.8K | 0.02% | −1−1.1% | Reduced |
| Stephens Consulting, LLC | 75 | $19.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 76 | $19.4K | 0.00% | +76 | New |
| Winch Advisory Services, LLC | 77 | $19.6K | 0.01% | +1+1.3% | Added |
| Pacific Center for Financial Services | 78 | $19.9K | 0.01% | +78 | New |
| TSFG, LLC | 77 | $20.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 79 | $20.1K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 81 | $20.6K | 0.00% | +17+26.6% | Added |
| Old Second National Bank of Aurora | 90 | $22.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $23.7K | 0.01% | +96+1,600.0% | Added |
| AllSquare Wealth Management LLC | 94 | $23.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 110 | $24.5K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 111 | $25.4K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $25.5K | 0.02% | −161−61.7% | Reduced |
| Timber Creek Capital Management LLC | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 103 | $25.7K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $26.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 105 | $26.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 106 | $27.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 107 | $27.2K | 0.00% | +1+0.9% | Added |
| Kelly Financial Services LLC | 109 | $27.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 113 | $28.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $30.6K | 0.01% | −23−16.1% | Reduced |
| REAP Financial Group, LLC | 120 | $30.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 121 | $30.8K | 0.01% | −293−70.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 125 | $31.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 125 | $31.8K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 136 | $32.1K | 0.00% | +9+7.1% | Added |
| Orion Capital Management LLC | 126 | $32.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 128 | $32.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 128 | $32.6K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 130 | $33.1K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 134 | $35.0K | 0.02% | +134 | New |
| Legend Financial Advisors, Inc. | 139 | $35.4K | 0.03% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 140 | $35.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 143 | $36.5K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 150 | $38.2K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 151 | $38.4K | 0.00% | +151 | New |
| American Capital Advisory, LLC | 200 | $40.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $41.8K | 0.01% | +9+5.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 168 | $42.8K | 0.01% | +20+13.5% | Added |
| Castleview Partners, LLC | 168 | $42.8K | 0.02% | +47+38.8% | Added |
| Wolff Wiese Magana LLC | 173 | $44.1K | 0.04% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 178 | $45.3K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $46.0K | 0.03% | −46−20.4% | Reduced |