| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 27 | $43 | 0.03% | −1,556−98.3% | Reduced |
| Rakuten Securities, Inc. | 2 | $55 | 0.00% | −12−85.7% | Reduced |
| Trust Co of Vermont | 4 | $111 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $111 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4 | $136 | 0.00% | −901−99.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $166 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $277 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $304 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 11 | $304 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $332 | 0.00% | −19−61.3% | Reduced |
| Bare Financial Services, Inc | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 13 | $359 | 0.00% | −104−88.9% | Reduced |
| New Millennium Group LLC | 14 | $387 | 0.00% | +14 | New |
| Capstone Investment Advisors, LLC | 15 | $415 | 0.00% | +15 | New |
| Quest Partners LLC | 20 | $553 | 0.00% | −3,541−99.4% | Reduced |
| True Wealth Design, LLC | 23 | $636 | 0.00% | +4+21.1% | Added |
| Camelot Portfolios, LLC | 24 | $666 | 0.00% | +24 | New |
| Unique Wealth Strategies, LLC | 25 | $688 | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 27 | $749 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 29 | $802 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 30 | $830 | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 32 | $885 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $1.22K | 0.00% | −53−54.6% | Reduced |
| Highline Wealth Partners LLC | 44 | $1.22K | 0.00% | +44 | New |
| Tower View Investment Management & Research LLC | 48 | $1.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $1.44K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 56 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 58 | $1.60K | 0.00% | +58 | New |
| DT Investment Partners, LLC | 59 | $1.63K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 69 | $1.91K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 70 | $1.93K | 0.00% | +14+25.0% | Added |
| Raffa Wealth Management, LLC | 72 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 77 | $2.00K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 77 | $2.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $2.27K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 84 | $2.32K | 0.00% | +84 | New |
| VitalStone Financial, LLC | 86 | $2.38K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $2.77K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 102 | $2.79K | 0.00% | −93−47.7% | Reduced |
| FinTrust Capital Advisors, LLC | 105 | $2.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 110 | $3.00K | 0.00% | −42−27.6% | Reduced |
| Financial Management Professionals, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 109 | $3.01K | 0.00% | +59+118.0% | Added |
| Hobbs Group Advisors, LLC | 110 | $3.04K | 0.00% | +110 | New |
| Caldwell Sutter Capital, Inc. | 117 | $3.23K | 0.00% | +20+20.6% | Added |
| Bell Investment Advisors, Inc | 130 | $3.60K | 0.00% | −18−12.2% | Reduced |
| Strategic Investment Solutions, Inc. | 125 | $3.60K | 0.00% | +125 | New |
| Larson Financial Group LLC | 131 | $3.62K | 0.00% | +31+31.0% | Added |
| Coppell Advisory Solutions LLC | 134 | $3.71K | 0.00% | +134 | New |
| Old Second National Bank of Aurora | 139 | $3.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 127 | $4.00K | 0.00% | −761−85.7% | Reduced |
| Hoey Investments, Inc | 150 | $4.15K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $4.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 153 | $4.22K | 0.00% | −142−48.1% | Reduced |
| SWS Partners | 164 | $4.53K | 0.00% | +164 | New |
| Vermillion & White Wealth Management Group, LLC | 168 | $4.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 168 | $4.66K | 0.00% | −1,363−89.0% | Reduced |
| Capital Advisors, Ltd. LLC | 164 | $5.00K | 0.00% | −6−3.5% | Reduced |
| Sachetta, LLC | 169 | $5.07K | 0.00% | +100+144.9% | Added |
| Pacific Center for Financial Services | 190 | $5.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 190 | $5.25K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 189 | $5.28K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 198 | $5.47K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 199 | $5.50K | 0.00% | +3+1.5% | Added |
| Tompkins Financial Corp | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| City State Bank | 202 | $5.58K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 202 | $5.59K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 203 | $5.61K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 236 | $6.53K | 0.00% | −50−17.5% | Reduced |
| Macroview Investment Management LLC | 241 | $6.66K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 251 | $7.00K | 0.00% | +199+382.7% | Added |
| Delta Asset Management LLC | 260 | $7.19K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 250 | $7.19K | 0.00% | +4+1.6% | Added |
| Fortitude Family Office, LLC | 264 | $7.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 267 | $7.39K | 0.00% | +1+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 285 | $7.88K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $7.96K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 294 | $8.13K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $8.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $8.51K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 319 | $8.82K | 0.00% | +89+38.7% | Added |
| Institutional & Family Asset Management, LLC | 339 | $9.37K | 0.00% | +339 | New |
| Byrne Asset Management LLC | 350 | $9.71K | 0.01% | −24,970−98.6% | Reduced |
| Glen Eagle Advisors, LLC | 397 | $11.0K | 0.00% | −850−68.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 394 | $11.0K | 0.00% | +100+34.0% | Added |
| CNB Bank | 400 | $11.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 400 | $11.1K | 0.00% | +400 | New |
| Oliver Lagore Vanvalin Investment Group | 400 | $11.1K | 0.00% | +400 | New |
| Fortis Group Advisors, LLC | 404 | $11.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 406 | $11.2K | 0.01% | 00.0% | Unchanged |