| Close Asset Management Ltd | 739 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $127 | 0.00% | +2 | New |
| Clear Investment Research, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $252 | 0.00% | −3−42.9% | Reduced |
| Trust Co of Vermont | 4 | $252 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $253 | 0.00% | −514−99.2% | Reduced |
| Chesapeake Asset Management LLC | 5 | $315 | 0.00% | −60−92.3% | Reduced |
| NVWM, LLC | 5 | $315 | 0.00% | −7−58.3% | Reduced |
| Sugar Maple Asset Management, LLC | 5 | $315 | 0.00% | +5 | New |
| Redwood Park Advisors LLC | 5 | $316 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 7 | $378 | 0.00% | −8−53.3% | Reduced |
| West Paces Advisors Inc. | 6 | $378 | 0.00% | −7−53.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 7 | $441 | 0.00% | +7 | New |
| NBC Securities, Inc. | 7 | $450 | 0.04% | −7,143−99.9% | Reduced |
| Colonial Trust Co | 8 | $504 | 0.00% | −1−11.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $631 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $631 | 0.00% | +10 | New |
| Van Hulzen Asset Management, LLC | 10 | $631 | 0.00% | +10 | New |
| Kohmann Bosshard Financial Services, LLC | 10 | $631 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 10 | $631 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $631 | 0.00% | +10 | New |
| Kestra Investment Management, LLC | 12 | $757 | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 12 | $757 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 12 | $762 | 0.00% | −7−36.8% | Reduced |
| Horizon Financial Services, LLC | 15 | $946 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 15 | $946 | 0.00% | +15 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 19 | $1.00K | 0.00% | +16+533.3% | Added |
| Trifecta Capital Advisors, LLC | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.01K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $1.07K | 0.00% | −45−72.6% | Reduced |
| Continuum Advisory, LLC | 19 | $1.20K | 0.00% | −16−45.7% | Reduced |
| Whipplewood Advisors, LLC | 20 | $1.26K | 0.00% | +20 | New |
| Decker Retirement Planning Inc. | 21 | $1.32K | 0.00% | +21 | New |
| Clark Wealth Partners | 22 | $1.39K | 0.00% | +22 | New |
| True Wealth Design, LLC | 24 | $1.54K | 0.00% | +2+9.1% | Added |
| St Germain D J Co Inc | 25 | $1.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $1.58K | 0.00% | +7+38.9% | Added |
| NewSquare Capital LLC | 26 | $1.64K | 0.00% | +26 | New |
| Cassady Schiller Wealth Management, LLC | 26 | $1.64K | 0.00% | +26 | New |
| Rosenberg Matthew Hamilton | 30 | $1.89K | 0.00% | −3−9.1% | Reduced |
| Winch Advisory Services, LLC | 30 | $1.89K | 0.00% | +5+20.0% | Added |
| Strengthening Families & Communities, LLC | 36 | $2.00K | 0.00% | −6,945−99.5% | Reduced |
| South Plains Financial, Inc. | 32 | $2.02K | 0.00% | +32 | New |
| Iron Horse Wealth Management, LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $2.14K | 0.00% | +2+6.3% | Added |
| SJS Investment Consulting Inc. | 38 | $2.40K | 0.00% | −20−34.5% | Reduced |
| Tucker Asset Management LLC | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 38 | $2.40K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 38 | $2.41K | 0.00% | +8+26.7% | Added |
| Raffa Wealth Management, LLC | 40 | $2.52K | 0.00% | −12−23.1% | Reduced |
| Archer Investment Corp | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 40 | $2.52K | 0.11% | +40 | New |
| WPG Advisers, LLC | 46 | $2.90K | 0.00% | +46 | New |
| Advantage Trust Co | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 50 | $3.15K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 51 | $3.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 52 | $3.29K | 0.00% | −21−28.8% | Reduced |
| Legacy Investment Solutions, LLC | 68 | $3.48K | 0.00% | −10−12.8% | Reduced |
| Legacy Wealth Managment, LLC | 68 | $3.48K | 0.00% | −10−12.8% | Reduced |
| WR Wealth Planners, LLC | 56 | $3.53K | 0.00% | +25+80.6% | Added |
| Aventura Private Wealth, LLC | 56 | $3.53K | 0.00% | +56 | New |
| Allianz SE | 59 | $3.72K | 0.00% | +59 | New |
| Abound Wealth Management | 61 | $3.83K | 0.00% | +4+7.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 61 | $3.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $3.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 62 | $3.91K | 0.00% | +1+1.6% | Added |
| Washington Trust Co | 64 | $4.04K | 0.00% | −3−4.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 64 | $4.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 66 | $4.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 67 | $4.24K | 0.00% | −19−22.1% | Reduced |
| Clear Street Markets LLC | 68 | $4.29K | 0.00% | +68 | New |
| MCF Advisors LLC | 68 | $4.29K | 0.00% | +30+78.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 68 | $4.29K | 0.01% | +68 | New |
| FSA Wealth Management LLC | 73 | $4.60K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 84 | $5.00K | 0.00% | +14+20.0% | Added |
| Pflug Koory, LLC | 85 | $5.36K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 106 | $5.55K | 0.00% | −373−77.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 90 | $5.67K | 0.00% | −7−7.2% | Reduced |
| Financial Management Professionals, Inc. | 90 | $5.67K | 0.00% | +53+143.2% | Added |
| Colonial Trust Advisors | 91 | $5.74K | 0.00% | −130−58.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 93 | $5.86K | 0.00% | +4+4.5% | Added |
| TSFG, LLC | 100 | $6.00K | 0.00% | −286−74.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 98 | $6.00K | 0.00% | +98 | New |
| Bell Investment Advisors, Inc | 98 | $6.18K | 0.00% | +1+1.0% | Added |
| Valued Wealth Advisors LLC | 99 | $6.24K | 0.00% | +13+15.1% | Added |
| Grove Bank & Trust | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $6.30K | 0.01% | +100 | New |
| Nova Wealth Management, Inc. | 100 | $6.30K | 0.01% | +100 | New |
| Raleigh Capital Management Inc. | 105 | $6.62K | 0.00% | −63−37.5% | Reduced |
| WealthCollab, LLC | 110 | $6.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $7.00K | 0.00% | −42−26.3% | Reduced |
| Webster Bank, N. A. | 112 | $7.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $7.13K | 0.00% | −40−26.1% | Reduced |
| MPWM Advisory Solutions, LLC | 119 | $7.50K | 0.01% | +119 | New |
| Hollencrest Capital Management | 120 | $7.57K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $7.57K | 0.00% | 00.0% | Unchanged |