| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 11,127 | $53 | 0.00% | +11,127 | New |
| WestEnd Advisors, LLC | 2 | $414 | 0.00% | +2 | New |
| Leonteq Securities AG | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $621 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $1.24K | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $1.45K | 0.00% | −4−36.4% | Reduced |
| FPC Investment Advisory, Inc. | 7 | $1.49K | 0.00% | +7 | New |
| Perkins Coie Trust Co | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $1.76K | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 9 | $1.85K | 0.00% | +9 | New |
| Gradient Investments LLC | 9 | $1.86K | 0.00% | −13−59.1% | Reduced |
| Fairman Group, LLC | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 10 | $2.07K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 13 | $2.69K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $3.10K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 16 | $3.21K | 0.00% | −45−73.8% | Reduced |
| Frank, Rimerman Advisors LLC | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 23 | $4.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $4.76K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $4.76K | 0.00% | +10+76.9% | Added |
| ClariVest Asset Management LLC | 24 | $4.96K | 0.00% | +18+300.0% | Added |
| TFC Financial Management | 27 | $5.58K | 0.00% | +3+12.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 28 | $6.00K | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 30 | $6.21K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $6.22K | 0.01% | +2+7.1% | Added |
| Creative Capital Management Investments LLC | 32 | $6.62K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $6.62K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 34 | $7.03K | 0.01% | +34 | New |
| Larson Financial Group LLC | 34 | $7.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $7.65K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 38 | $7.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $8.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $8.19K | 0.00% | −5−11.1% | Reduced |
| Annapolis Financial Services, LLC | 42 | $8.69K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 44 | $9.10K | 0.00% | +44 | New |
| Glass Jacobson Investment Advisors llc | 47 | $9.72K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 47 | $9.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $10.0K | 0.00% | +9+24.3% | Added |
| M&R Capital Management Inc | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $10.5K | 0.01% | +8+18.6% | Added |
| North Star Investment Management Corp. | 53 | $11.0K | 0.00% | +33+165.0% | Added |
| First PREMIER Bank | 54 | $11.0K | 0.00% | +8+17.4% | Added |
| Richard W. Paul & Associates, LLC | 56 | $11.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 56 | $11.6K | 0.00% | +56 | New |
| Institutional & Family Asset Management, LLC | 57 | $11.8K | 0.00% | −16−21.9% | Reduced |
| Old Second National Bank of Aurora | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 59 | $12.2K | 0.00% | +17+40.5% | Added |
| Pflug Koory, LLC | 60 | $12.4K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 61 | $12.6K | 0.00% | −12−16.4% | Reduced |
| Global Wealth Strategies & Associates | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $13.0K | 0.01% | +27+75.0% | Added |
| ORG Partners LLC | 64 | $13.4K | 0.03% | −1,183−94.9% | Reduced |
| Key Financial Inc | 66 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 73 | $15.1K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 73 | $15.1K | 0.01% | +73 | New |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $15.8K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 77 | $15.9K | 0.01% | −526−87.2% | Reduced |
| RFP Financial Group LLC | 78 | $16.1K | 0.01% | +23+41.8% | Added |
| Hancock Whitney Corp | 79 | $16.3K | 0.00% | −17,052−99.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 80 | $16.6K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 83 | $17.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 84 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $17.4K | 0.00% | +41+95.3% | Added |
| Cornerstone Planning Group LLC | 86 | $17.9K | 0.01% | −14−14.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 89 | $18.3K | 0.01% | +1+1.1% | Added |
| First Financial Corp | 91 | $18.8K | 0.01% | −236−72.2% | Reduced |
| Fortitude Family Office, LLC | 91 | $18.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 93 | $19.2K | 0.00% | +66+244.4% | Added |
| Rosenberg Matthew Hamilton | 97 | $20.4K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 101 | $20.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 103 | $21.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 104 | $21.5K | 0.01% | +83+395.2% | Added |
| West Paces Advisors Inc. | 107 | $22.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 111 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 114 | $23.6K | 0.01% | +114 | New |
| JNBA Financial Advisors | 115 | $23.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 115 | $23.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 156 | $24.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 121 | $25.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $25.4K | 0.01% | +4+3.4% | Added |
| South State Corp. | 125 | $25.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 128 | $26.5K | 0.01% | +23+21.9% | Added |
| Aspire Private Capital, LLC | 129 | $26.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 137 | $28.3K | 0.05% | −6−4.2% | Reduced |
| Versant Capital Management, Inc | 144 | $29.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $31.0K | 0.00% | +150 | New |
| Gleason Group, Inc. | 151 | $31.2K | 0.01% | +1+0.7% | Added |
| Indiana Trust & Investment Management CO | 153 | $31.6K | 0.01% | +153 | New |
| Northwest Bank & Trust Co | 156 | $32.5K | 0.03% | 00.0% | Unchanged |