| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | −79−94.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Quarry LP | 1 | $65 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 2 | $130 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $195 | 0.00% | −19−86.4% | Reduced |
| Core Alternative Capital | 5 | $325 | 0.00% | +5 | New |
| Global Assets Advisory, LLC | 23,499 | $354 | 0.02% | +23,499 | New |
| Truvestments Capital LLC | 6 | $390 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 9 | $590 | 0.00% | −7−43.8% | Reduced |
| Cornerstone Planning Group LLC | 11 | $646 | 0.00% | +3+37.5% | Added |
| ICA Group Wealth Management, LLC | 10 | $650 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12 | $780 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $796 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $845 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 16 | $1.01K | 0.00% | +1+6.7% | Added |
| Castleview Partners, LLC | 16 | $1.04K | 0.00% | +5+45.5% | Added |
| MCF Advisors LLC | 16 | $1.04K | 0.00% | +4+33.3% | Added |
| Pacific Center for Financial Services | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $1.14K | 0.00% | +17 | New |
| Bullock Wealth Management Group | 18 | $1.19K | 0.00% | +18 | New |
| Jackson, Grant Investment Advisers, Inc. | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.54K | 0.00% | −26−52.0% | Reduced |
| RFP Financial Group LLC | 24 | $1.56K | 0.00% | −91−79.1% | Reduced |
| Main Street Group, LTD | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $2.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 33 | $2.15K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $2.27K | 0.00% | −43−55.1% | Reduced |
| Pineridge Advisors LLC | 37 | $2.40K | 0.00% | −25−40.3% | Reduced |
| North Star Investment Management Corp. | 39 | $2.54K | 0.00% | 00.0% | Unchanged |
| Motco | 43 | $2.79K | 0.00% | −3−6.5% | Reduced |
| Red Tortoise LLC | 43 | $2.79K | 0.00% | +43 | New |
| Kelly Financial Services LLC | 45 | $2.92K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 45 | $3.00K | 0.00% | −263−85.4% | Reduced |
| HBC Financial Services, PLLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $3.05K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 49 | $3.19K | 0.00% | −52−51.5% | Reduced |
| PayPay Securities Corp | 50 | $3.25K | 0.16% | −9−15.3% | Reduced |
| New England Capital Financial Advisors LLC | 52 | $3.41K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 58 | $3.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $3.96K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 72 | $4.00K | 0.00% | −3,002−97.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 69 | $4.49K | 0.00% | −7−9.2% | Reduced |
| Versant Capital Management, Inc | 74 | $4.81K | 0.00% | −878−92.2% | Reduced |
| SOA Wealth Advisors, LLC. | 78 | $5.07K | 0.00% | −1−1.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 82 | $5.33K | 0.00% | +82 | New |
| Delos Wealth Advisors, LLC | 85 | $5.55K | 0.01% | −235−73.4% | Reduced |
| Northwest Bank & Trust Co | 86 | $5.69K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $5.72K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 88 | $5.73K | 0.00% | +10+12.8% | Added |
| Hazlett, Burt & Watson, Inc. | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 92 | $6.00K | 0.00% | +2+2.2% | Added |
| GHP Investment Advisors, Inc. | 93 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $6.11K | 0.00% | −28−23.0% | Reduced |
| Barrett & Company, Inc. | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.50K | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 110 | $7.12K | 0.01% | +29+35.8% | Added |
| SJS Investment Consulting Inc. | 111 | $7.21K | 0.00% | −4−3.5% | Reduced |
| Winch Advisory Services, LLC | 113 | $7.36K | 0.00% | +65+135.4% | Added |
| Plato Investment Management Ltd | 115 | $7.47K | 0.00% | +44+62.0% | Added |
| Gables Capital Management Inc. | 116 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 119 | $7.73K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 120 | $7.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 120 | $7.80K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 122 | $7.93K | 0.00% | +19+18.4% | Added |
| RE Dickinson Investment Advisors, LLC | 125 | $8.00K | 0.01% | +1+0.8% | Added |
| HHM Wealth Advisors, LLC | 125 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 126 | $8.19K | 0.01% | −98−43.8% | Reduced |
| DecisionPoint Financial, LLC | 121 | $8.20K | 0.00% | +121 | New |
| Fortitude Family Office, LLC | 130 | $8.45K | 0.01% | −1−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 130 | $8.48K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 136 | $8.84K | 0.00% | +136 | New |
| Central Bank & Trust Co | 139 | $9.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 140 | $9.10K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $9.75K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $9.75K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 153 | $9.94K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 165 | $10.0K | 0.01% | −25,495−99.4% | Reduced |
| FSA Wealth Management LLC | 160 | $10.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 165 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 171 | $11.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 175 | $11.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 175 | $11.4K | 0.00% | +150+600.0% | Added |
| Johnson Financial Group, Inc. | 178 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 180 | $11.7K | 0.01% | +80+80.0% | Added |
| EnRich Financial Partners LLC | 192 | $12.5K | 0.00% | +192 | New |
| Park Place Capital Corp | 199 | $12.9K | 0.00% | −37−15.7% | Reduced |
| Godsey & Gibb Associates | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $13.0K | 0.01% | 00.0% | Unchanged |