| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $27 | 0.00% | +1 | New |
| Caitlin John, LLC | 4 | $109 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 6 | $142 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 6 | $163 | 0.00% | +6 | New |
| True Wealth Design, LLC | 10 | $271 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $271 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 11 | $298 | 0.00% | −8−42.1% | Reduced |
| Tyler-Stone Wealth Management | 11 | $298 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $326 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 13 | $352 | 0.00% | +13 | New |
| New Millennium Group LLC | 14 | $379 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $542 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $733 | 0.00% | +27 | New |
| MeadowBrook Investment Advisors LLC | 29 | $786 | 0.00% | +29 | New |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $840 | 0.00% | +12+63.2% | Added |
| Rakuten Securities, Inc. | 32 | $867 | 0.00% | +32 | New |
| Retirement Group, LLC | 34 | $921 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $922 | 0.00% | −7−17.1% | Reduced |
| Tower View Investment Management & Research LLC | 48 | $1.00K | 0.00% | +48 | New |
| Caldwell Sutter Capital, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 42 | $1.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $1.25K | 0.00% | +46 | New |
| Colonial Trust Advisors | 48 | $1.30K | 0.00% | −81−62.8% | Reduced |
| CVA Family Office, LLC | 50 | $1.35K | 0.00% | +50 | New |
| Iron Horse Wealth Management, LLC | 56 | $1.52K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $1.54K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 58 | $1.57K | 0.00% | +58 | New |
| CGC Financial Services, LLC | 69 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 69 | $1.88K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 72 | $1.95K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $2.09K | 0.00% | +77 | New |
| Lee Financial Co | 79 | $2.16K | 0.00% | +79 | New |
| Baystate Wealth Management LLC | 90 | $2.46K | 0.00% | +1+1.1% | Added |
| American National Bank | 95 | $2.58K | 0.00% | +95 | New |
| Sound Income Strategies, LLC | 97 | $2.63K | 0.00% | +53+120.5% | Added |
| Adirondack Trust Co | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $2.71K | 0.00% | −234−70.1% | Reduced |
| Larson Financial Group LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $2.71K | 0.00% | +100 | New |
| Frank, Rimerman Advisors LLC | 104 | $2.82K | 0.00% | +104 | New |
| Venturi Wealth Management, LLC | 105 | $2.84K | 0.00% | +105 | New |
| ICA Group Wealth Management, LLC | 106 | $2.87K | 0.00% | +106 | New |
| Capital Advisors, Ltd. LLC | 101 | $3.00K | 0.00% | −148−59.4% | Reduced |
| Cutler Group LP | 120 | $3.00K | 0.00% | −80−40.0% | Reduced |
| Strategic Investment Solutions, Inc. | 125 | $3.39K | 0.00% | −7,750−98.4% | Reduced |
| Old Second National Bank of Aurora | 139 | $3.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 152 | $4.00K | 0.00% | +68+81.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $4.07K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $4.07K | 0.00% | +150 | New |
| FinTrust Capital Advisors, LLC | 159 | $4.31K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 168 | $4.55K | 0.00% | +168 | New |
| Bell Investment Advisors, Inc | 169 | $4.58K | 0.00% | +57+50.9% | Added |
| PSI Advisors, LLC | 179 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 180 | $4.88K | 0.00% | 00.0% | Unchanged |
| City State Bank | 202 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 186 | $5.04K | 0.00% | −682−78.6% | Reduced |
| MV Capital Management, Inc. | 186 | $5.04K | 0.00% | −288−60.8% | Reduced |
| Pacific Center for Financial Services | 190 | $5.15K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $5.29K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 198 | $5.37K | 0.00% | +198 | New |
| Tompkins Financial Corp | 200 | $5.42K | 0.00% | −1,027−83.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $5.42K | 0.00% | −286−58.8% | Reduced |
| Guardian Wealth Management, Inc. | 202 | $5.48K | 0.00% | +202 | New |
| TCTC Holdings, LLC | 203 | $5.50K | 0.00% | +203 | New |
| AdvisorNet Financial, Inc | 208 | $5.64K | 0.00% | +149+252.5% | Added |
| Eagle Bay Advisors LLC | 217 | $5.88K | 0.00% | +37+20.6% | Added |
| Beacon Capital Management, LLC | 250 | $5.89K | 0.00% | −614−71.1% | Reduced |
| ORG Partners LLC | 232 | $6.29K | 0.00% | −681−74.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 235 | $6.40K | 0.00% | +98+71.5% | Added |
| Macroview Investment Management LLC | 241 | $6.53K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 268 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 262 | $7.00K | 0.00% | +8+3.1% | Added |
| Delta Asset Management LLC | 260 | $7.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 273 | $7.39K | 0.00% | −8−2.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 285 | $7.72K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 286 | $7.75K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $7.80K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $8.00K | 0.00% | −101−26.4% | Reduced |
| Dividend Assets Capital, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $8.13K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $8.34K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 321 | $8.70K | 0.00% | −60−15.7% | Reduced |
| Planned Solutions, Inc. | 381 | $10.3K | 0.00% | +381 | New |
| Fortitude Family Office, LLC | 389 | $10.5K | 0.01% | +389 | New |
| CNB Bank | 400 | $10.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 419 | $11.0K | 0.00% | +419 | New |
| FSC Wealth Advisors, LLC | 409 | $11.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 448 | $12.2K | 0.01% | +448 | New |
| Provenance Wealth Advisors, LLC | 453 | $12.3K | 0.00% | +453 | New |
| Prestige Wealth Management Group LLC | 451 | $12.3K | 0.00% | −75−14.3% | Reduced |
| Manchester Capital Management LLC | 463 | $12.5K | 0.00% | +163+54.3% | Added |
| WealthCollab, LLC | 469 | $12.7K | 0.01% | +469 | New |