| GHP Investment Advisors, Inc. | 2 | $71 | 0.00% | −18−90.0% | Reduced |
| True Wealth Design, LLC | 3 | $107 | 0.00% | −33−91.7% | Reduced |
| Manchester Capital Management LLC | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $177 | 0.00% | +3+150.0% | Added |
| Lodestone Wealth Management LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 8 | $283 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $319 | 0.00% | −18−66.7% | Reduced |
| Investors Portfolio Services LLC | 9 | $319 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $354 | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 10 | $363 | 0.00% | +10 | New |
| Rocky Mountain Advisers, LLC | 11 | $390 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $425 | 0.00% | −19−61.3% | Reduced |
| Downshift Financial, LLC | 12 | $425 | 0.00% | +12 | New |
| Mather Group, LLC. | 14 | $496 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 14 | $496 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $496 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 15 | $550 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16 | $567 | 0.00% | −16−50.0% | Reduced |
| Versant Capital Management, Inc | 17 | $602 | 0.00% | −153−90.0% | Reduced |
| Bell Investment Advisors, Inc | 19 | $673 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $673 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 20 | $708 | 0.00% | +20 | New |
| Central Trust Co | 25 | $886 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 25 | $886 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 27 | $956 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 30 | $1.06K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $1.20K | 0.00% | −64−65.3% | Reduced |
| Atwood & Palmer Inc | 35 | $1.24K | 0.00% | +5+16.7% | Added |
| Park Place Capital Corp | 36 | $1.27K | 0.00% | −49−57.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 40 | $1.42K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 48 | $1.70K | 0.00% | −50−51.0% | Reduced |
| 1620 Investment Advisors, Inc. | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.77K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 51 | $1.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 51 | $1.81K | 0.00% | +51 | New |
| CoreCap Advisors, LLC | 53 | $1.88K | 0.00% | −4−7.0% | Reduced |
| Optiver Holding B.V. | 55 | $1.95K | 0.00% | +55 | New |
| First Horizon Corp | 57 | $2.02K | 0.00% | −46−44.7% | Reduced |
| Kozak & Associates, Inc. | 60 | $2.13K | 0.00% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 64 | $2.27K | 0.00% | −2,466,227−100.0% | Reduced |
| Private Trust Co NA | 64 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 64 | $2.27K | 0.00% | +32+100.0% | Added |
| Stone House Investment Management, LLC | 66 | $2.34K | 0.00% | +24+57.1% | Added |
| Keating Financial Advisory Services, Inc. | 66 | $2.34K | 0.00% | +66 | New |
| Groupe la Francaise | 80 | $2.57K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 78 | $2.76K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $2.83K | 0.00% | −4,025−98.1% | Reduced |
| Meeder Asset Management Inc | 81 | $2.87K | 0.00% | +81 | New |
| Ameritas Advisory Services, LLC | 95 | $3.37K | 0.00% | +95 | New |
| Crewe Advisors LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 112 | $3.97K | 0.00% | +112 | New |
| Hantz Financial Services, Inc. | 113 | $4.00K | 0.00% | −152−57.4% | Reduced |
| Strategic Wealth Advisors LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 114 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 118 | $4.18K | 0.00% | +30+34.1% | Added |
| Parkside Financial Bank & Trust | 120 | $4.25K | 0.00% | +83+224.3% | Added |
| Global Retirement Partners, LLC | 122 | $4.32K | 0.00% | +122 | New |
| BOK Financial Private Wealth, Inc. | 124 | $4.39K | 0.00% | −138−52.7% | Reduced |
| Basecamp Wealth Advisors LLC | 129 | $4.57K | 0.00% | +76+143.4% | Added |
| Creative Financial Designs Inc | 139 | $4.92K | 0.00% | −5−3.5% | Reduced |
| TSFG, LLC | 150 | $5.00K | 0.00% | −2,288−93.8% | Reduced |
| Gould Capital, LLC | 150 | $5.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $5.31K | 0.00% | +75+100.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 158 | $5.60K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 159 | $5.63K | 0.00% | +159 | New |
| Fifth Third Bancorp | 165 | $5.84K | 0.00% | +126+323.1% | Added |
| CX Institutional | 169 | $6.00K | 0.00% | +169 | New |
| Limestone Investment Advisors LP | 170 | $6.02K | 0.00% | +170 | New |
| Sittner & Nelson, LLC | 192 | $6.80K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 194 | $6.87K | 0.00% | −65−25.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $7.08K | 0.00% | +200 | New |
| Quaker Wealth Management, LLC | 210 | $7.44K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 229 | $8.11K | 0.00% | −1,801−88.7% | Reduced |
| LRI Investments, LLC | 270 | $9.56K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 271 | $9.60K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 316 | $11.2K | 0.00% | −5,249−94.3% | Reduced |
| IFG Advisory, LLC | 321 | $11.4K | 0.00% | +321 | New |
| Quent Capital, LLC | 342 | $12.1K | 0.00% | +328+2,342.9% | Added |
| Huntington National Bank | 341 | $12.1K | 0.00% | +176+106.7% | Added |
| Umb Bank N A | 371 | $13.1K | 0.00% | +30+8.8% | Added |
| First Eagle Investment Management, LLC | 380 | $13.5K | 0.00% | +380 | New |
| Old Second National Bank of Aurora | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $14.6K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 425 | $15.1K | 0.01% | −650−60.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 459 | $16.2K | 0.00% | −63−12.1% | Reduced |
| Massmutual Trust Co FSB | 468 | $16.6K | 0.00% | −682−59.3% | Reduced |
| Hollencrest Capital Management | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $17.7K | 0.00% | +500 | New |
| United Financial Planning Group LLC | 500 | $17.7K | 0.01% | +500 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $20.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 618 | $21.9K | 0.00% | −18,138−96.7% | Reduced |
| IMA Wealth, Inc. | 657 | $23.3K | 0.00% | +657 | New |
| Silvant Capital Management LLC | 670 | $23.7K | 0.00% | +670 | New |
| Beacon Investment Advisory Services, Inc. | 750 | $26.6K | 0.00% | 00.0% | Unchanged |