| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Nicolet Bankshares Inc | 6,835 | $340 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $398 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 8 | $398 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $448 | 0.00% | −3−25.0% | Reduced |
| Hollencrest Capital Management | 10 | $497 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $497 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $554 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $647 | 0.00% | −1−7.1% | Reduced |
| Global Financial Private Client, LLC | 13 | $649 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $746 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $746 | 0.00% | +15 | New |
| Strategic Investment Solutions, Inc. | 15 | $762 | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 17 | $845 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $845 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $895 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.14K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 26 | $1.29K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $1.34K | 0.00% | −4−12.9% | Reduced |
| Fortis Capital Advisors, LLC | 36 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $2.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $2.19K | 0.00% | +14+46.7% | Added |
| Raffa Wealth Management, LLC | 45 | $2.24K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 46 | $2.29K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 47 | $2.34K | 0.00% | +47 | New |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $2.44K | 0.00% | +7+16.7% | Added |
| Geneos Wealth Management Inc. | 51 | $2.54K | 0.00% | −35−40.7% | Reduced |
| Schubert & Co | 55 | $2.73K | 0.00% | +26+89.7% | Added |
| Federated Hermes, Inc. | 60 | $2.98K | 0.00% | −4−6.3% | Reduced |
| Institutional & Family Asset Management, LLC | 60 | $2.98K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $3.00K | 0.00% | +6+9.4% | Added |
| CNB Bank | 67 | $3.33K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $3.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $3.93K | 0.00% | −73−48.0% | Reduced |
| Manchester Capital Management LLC | 80 | $3.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $4.00K | 0.00% | +40+80.0% | Added |
| Red Tortoise LLC | 83 | $4.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $4.18K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $4.28K | 0.00% | +86 | New |
| Abound Wealth Management | 95 | $4.73K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.97K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $4.97K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $4.97K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 110 | $5.47K | 0.00% | +78+243.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 125 | $6.21K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $6.61K | 0.00% | −5−3.6% | Reduced |
| Harbour Investments, Inc. | 136 | $6.76K | 0.00% | +111+444.0% | Added |
| Centerpoint Advisors, LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 160 | $7.96K | 0.00% | +160 | New |
| Brown, Lisle/Cummings, Inc. | 165 | $8.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 167 | $8.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $8.55K | 0.00% | +19+12.4% | Added |
| CVA Family Office, LLC | 175 | $8.70K | 0.00% | +20+12.9% | Added |
| Mascoma Wealth Management LLC | 165 | $8.81K | 0.00% | +1+0.6% | Added |
| Center for Financial Planning, Inc. | 180 | $8.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 180 | $8.95K | 0.01% | +180 | New |
| United Community Bank | 200 | $9.94K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 214 | $10.6K | 0.00% | +214 | New |
| Versant Capital Management, Inc | 218 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 245 | $11.0K | 0.00% | +77+45.8% | Added |
| DuPont Capital Management Corp | 226 | $11.2K | 0.00% | −12,066−98.2% | Reduced |
| Resources Management Corp | 300 | $12.0K | 0.00% | +300 | New |
| Independence Bank of Kentucky | 252 | $12.5K | 0.01% | +252 | New |
| Sutton Wealth Advisors Inc. | 260 | $12.9K | 0.01% | −116−30.9% | Reduced |
| Cove Street Capital, LLC | 278 | $14.0K | 0.00% | +278 | New |
| Parkside Financial Bank & Trust | 336 | $16.7K | 0.00% | −7−2.0% | Reduced |
| MCF Advisors LLC | 337 | $16.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 353 | $17.6K | 0.00% | +341+2,841.7% | Added |
| Global Retirement Partners, LLC | 358 | $19.3K | 0.00% | −63−15.0% | Reduced |
| Bell Investment Advisors, Inc | 418 | $20.8K | 0.00% | −11−2.6% | Reduced |
| KB Financial Partners, LLC | 422 | $21.0K | 0.01% | −188−30.8% | Reduced |
| Clear Street Markets LLC | 441 | $22.0K | 0.01% | −6,227−93.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 441 | $22.0K | 0.00% | −682−60.7% | Reduced |
| Ruedi Wealth Management, Inc. | 456 | $22.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 492 | $24.5K | 0.00% | +47+10.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 512 | $25.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 520 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 550 | $27.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 550 | $27.3K | 0.00% | +550 | New |
| Financial Perspectives, Inc | 580 | $28.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 650 | $32.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 677 | $34.0K | 0.02% | −96−12.4% | Reduced |
| Central Trust Co | 724 | $36.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 761 | $37.9K | 0.02% | +302+65.8% | Added |
| Smithfield Trust Co | 800 | $38.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 780 | $38.8K | 0.00% | +780 | New |
| Zions Bancorporation, N.A. | 806 | $40.1K | 0.00% | −20−2.4% | Reduced |
| Parallel Advisors, LLC | 829 | $41.2K | 0.00% | +36+4.5% | Added |
| Allworth Financial LP | 854 | $42.5K | 0.00% | +268+45.7% | Added |
| Lindbrook Capital, LLC | 913 | $45.4K | 0.01% | +468+105.2% | Added |
| Riverview Trust Co | 949 | $47.2K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 996 | $49.5K | 0.01% | −4−0.4% | Reduced |
| North Star Investment Management Corp. | 1,024 | $50.9K | 0.00% | 00.0% | Unchanged |