| Creekmur Asset Management LLC | 0 | $88 | 0.00% | 0 | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $201 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 2 | $402 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $403 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 3 | $604 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3 | $604 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 3 | $604 | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $604 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 4 | $804 | 0.00% | +3+300.0% | Added |
| Winnow Wealth LLC | 5 | $844 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $1.01K | 0.00% | +5 | New |
| Conquis Financial LLC | 5 | $1.01K | 0.00% | +5 | New |
| BankPlus Trust Department | 6 | $1.21K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 8 | $1.61K | 0.00% | +8 | New |
| FPC Investment Advisory, Inc. | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.81K | 0.00% | −6−40.0% | Reduced |
| HHM Wealth Advisors, LLC | 9 | $1.81K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 9 | $1.81K | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 11 | $2.21K | 0.00% | +7+175.0% | Added |
| Clark Wealth Partners | 11 | $2.21K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $2.41K | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12 | $2.42K | 0.00% | +12 | New |
| Hollencrest Capital Management | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $2.62K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 14 | $2.82K | 0.00% | −43−75.4% | Reduced |
| Glen Eagle Advisors, LLC | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $2.82K | 0.00% | +14 | New |
| New Wave Wealth Advisors LLC | 15 | $3.02K | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 16 | $3.22K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $3.38K | 0.00% | +11+220.0% | Added |
| Red Tortoise LLC | 17 | $3.42K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18 | $3.74K | 0.34% | −19,349−99.9% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $3.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 22 | $4.43K | 0.00% | +20+1,000.0% | Added |
| Flagship Wealth Advisors, LLC | 24 | $4.83K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $4.83K | 0.00% | −4−14.3% | Reduced |
| Cedar Mountain Advisors, LLC | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $5.03K | 0.00% | −1−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 26 | $5.23K | 0.00% | −41−61.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $5.23K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $5.23K | 0.00% | +26 | New |
| Crews Bank & Trust | 26 | $5.23K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $5.63K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 29 | $5.83K | 0.01% | +29 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $6.24K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 31 | $6.24K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $7.00K | 0.00% | +2+5.7% | Added |
| Aspect Partners, LLC | 35 | $7.04K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $7.10K | 0.01% | +34 | New |
| POM Investment Strategies, LLC | 36 | $7.24K | 0.01% | +36 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $7.24K | 0.00% | −67−65.0% | Reduced |
| LRI Investments, LLC | 38 | $7.64K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $7.65K | 0.00% | −1−2.6% | Reduced |
| Nemes Rush Group LLC | 42 | $8.45K | 0.00% | +42 | New |
| Mark Sheptoff Financial Planning, LLC | 45 | $9.05K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $9.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $9.86K | 0.00% | +25+104.2% | Added |
| Ogorek Anthony Joseph | 53 | $10.0K | 0.00% | +53 | New |
| WPG Advisers, LLC | 50 | $10.1K | 0.01% | +50 | New |
| Coston, McIsaac & Partners | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 55 | $11.1K | 0.01% | −18−24.7% | Reduced |
| TD Capital Management LLC | 56 | $11.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 58 | $11.7K | 0.00% | +58 | New |
| Quintet Private Bank (Europe) S.A. | 60 | $12.1K | 0.00% | +60 | New |
| Whipplewood Advisors, LLC | 60 | $12.1K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 61 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 62 | $12.5K | 0.00% | +47+313.3% | Added |
| North Star Investment Management Corp. | 64 | $12.9K | 0.00% | +64 | New |
| Heritage Wealth Advisors | 65 | $13.1K | 0.00% | +65 | New |
| Rialto Wealth Management, LLC | 68 | $13.7K | 0.00% | +68 | New |
| Promus Capital, LLC | 69 | $13.9K | 0.01% | +69 | New |
| 1620 Investment Advisors, Inc. | 71 | $14.2K | 0.01% | −15−17.4% | Reduced |
| Cornerstone Planning Group LLC | 68 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 75 | $15.1K | 0.00% | +75 | New |
| True Wealth Design, LLC | 77 | $15.5K | 0.01% | +1+1.3% | Added |
| Tradewinds Capital Management, LLC | 85 | $17.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 90 | $18.1K | 0.00% | +90 | New |
| Rise Advisors, LLC | 94 | $18.9K | 0.01% | −5−5.1% | Reduced |
| REAP Financial Group, LLC | 95 | $19.0K | 0.00% | +1+1.1% | Added |
| American National Bank | 95 | $19.1K | 0.00% | −5−5.0% | Reduced |
| Private Wealth Management Group, LLC | 98 | $19.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 100 | $20.1K | 0.00% | −3−2.9% | Reduced |
| Community Bank, N.A. | 100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $20.5K | 0.00% | −4−3.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 104 | $20.9K | 0.01% | +104 | New |
| Darwin Advisors, LLC | 106 | $21.3K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 107 | $21.4K | 0.00% | +107 | New |
| WealthCollab, LLC | 112 | $22.5K | 0.01% | −47−29.6% | Reduced |
| JFS Wealth Advisors, LLC | 115 | $23.1K | 0.00% | 00.0% | Unchanged |