| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $120 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 5 | $300 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $358 | 0.00% | −225−97.4% | Reduced |
| Cornerstone Planning Group LLC | 8 | $478 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 10 | $597 | 0.00% | +10 | New |
| Rise Advisors, LLC | 10 | $608 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 11 | $657 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $717 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12 | $717 | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $819 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $836 | 0.00% | +2+16.7% | Added |
| Iron Horse Wealth Management, LLC | 15 | $923 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 16 | $955 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 16 | $959 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 20 | $1.00K | 0.00% | −1,880−98.9% | Reduced |
| Capital Analysts, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $1.31K | 0.00% | −6−21.4% | Reduced |
| Independence Bank of Kentucky | 23 | $1.37K | 0.00% | +23 | New |
| True Wealth Design, LLC | 25 | $1.49K | 0.00% | −1−3.8% | Reduced |
| Main Street Group, LTD | 25 | $1.50K | 0.00% | +25 | New |
| Rockbridge Investment Management, LCC | 26 | $1.55K | 0.00% | +26 | New |
| Boyd Watterson Asset Management LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 28 | $1.67K | 0.00% | +28 | New |
| Tfo-TDC, LLC | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $1.88K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 45 | $2.69K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $2.75K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 48 | $2.87K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $2.99K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 50 | $3.00K | 0.00% | +50 | New |
| HBC Financial Services, PLLC | 60 | $3.00K | 0.00% | −134−69.1% | Reduced |
| Sachetta, LLC | 51 | $3.05K | 0.00% | +51 | New |
| New England Capital Financial Advisors LLC | 52 | $3.13K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $3.34K | 0.00% | −369−86.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 58 | $3.46K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 59 | $3.52K | 0.00% | +59 | New |
| PayPay Securities Corp | 59 | $3.56K | 0.17% | −105−64.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 61 | $3.64K | 0.00% | +61 | New |
| Pineridge Advisors LLC | 62 | $3.70K | 0.00% | +62 | New |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $3.78K | 0.00% | +43+215.0% | Added |
| Canada Pension Plan Investment Board | 64 | $3.82K | 0.00% | −5,316−98.8% | Reduced |
| Planning Capital Management Corp | 68 | $4.06K | 0.00% | +68 | New |
| Plato Investment Management Ltd | 71 | $4.24K | 0.01% | +71 | New |
| FWL Investment Management, LLC | 75 | $4.48K | 0.00% | +75 | New |
| Laurel Wealth Advisors LLC | 75 | $4.48K | 0.00% | −100−57.1% | Reduced |
| JNBA Financial Advisors | 76 | $4.54K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 78 | $4.66K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 78 | $4.66K | 0.00% | +19+32.2% | Added |
| Glass Jacobson Investment Advisors llc | 78 | $4.66K | 0.00% | +60+333.3% | Added |
| SOA Wealth Advisors, LLC. | 79 | $4.70K | 0.00% | −242−75.4% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $4.87K | 0.00% | +81 | New |
| Capital Advisors, Ltd. LLC | 90 | $5.00K | 0.00% | −8−8.2% | Reduced |
| Roble, Belko & Company, Inc | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 86 | $5.13K | 0.00% | +86 | New |
| Northwest Financial Advisors | 86 | $5.13K | 0.00% | +86 | New |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $5.25K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 88 | $5.25K | 0.00% | +88 | New |
| GHP Investment Advisors, Inc. | 93 | $5.55K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 95 | $5.67K | 0.00% | +95 | New |
| Nalls Sherbakoff Group, LLC | 95 | $5.67K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $5.97K | 0.00% | +100 | New |
| Pingora Partners LLC | 100 | $5.97K | 0.01% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $6.17K | 0.00% | −20−16.3% | Reduced |
| Desjardins Global Asset Management Inc. | 104 | $6.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 101 | $6.57K | 0.01% | +101 | New |
| Raleigh Capital Management Inc. | 114 | $6.80K | 0.00% | +55+93.2% | Added |
| Livelsberger Financial Advisory | 114 | $6.82K | 0.01% | +114 | New |
| RFP Financial Group LLC | 115 | $6.87K | 0.00% | +54+88.5% | Added |
| SJS Investment Consulting Inc. | 115 | $6.87K | 0.00% | −14−10.9% | Reduced |
| Gables Capital Management Inc. | 116 | $6.93K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 119 | $7.11K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 120 | $7.17K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 120 | $7.17K | 0.00% | +120 | New |
| Bell Investment Advisors, Inc | 122 | $7.29K | 0.00% | +3+2.5% | Added |
| HHM Wealth Advisors, LLC | 125 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 130 | $7.82K | 0.00% | −43−24.9% | Reduced |
| Fortitude Family Office, LLC | 131 | $7.82K | 0.01% | +131 | New |
| Bartlett & Co. LLC | 130 | $8.00K | 0.00% | −43−24.9% | Reduced |
| Hall Laurie J Trustee | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 139 | $8.30K | 0.00% | −75,919−99.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 140 | $8.36K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $8.96K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $8.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 157 | $9.00K | 0.00% | −1−0.6% | Reduced |
| West Oak Capital, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 153 | $9.14K | 0.00% | +100+188.7% | Added |