| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $114 | 0.00% | +1 | New |
| Decker Retirement Planning Inc. | 1 | $114 | 0.00% | +1 | New |
| RE Dickinson Investment Advisors, LLC | 3 | $300 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $307 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $343 | 0.00% | +1+50.0% | Added |
| Cherry Tree Wealth Management, LLC | 4 | $457 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $570 | 0.00% | +5 | New |
| Legend Financial Advisors, Inc. | 5 | $570 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $684 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $684 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $737 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $798 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 7 | $798 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $798 | 0.00% | +7 | New |
| Trust Co of Vermont | 8 | $913 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $913 | 0.00% | +8 | New |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Sound Income Strategies, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.48K | 0.00% | +2+18.2% | Added |
| Sierra Ocean, LLC | 16 | $1.82K | 0.00% | +16 | New |
| Park Place Capital Corp | 17 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $2.21K | 0.00% | +15+375.0% | Added |
| Global Financial Private Client, LLC | 20 | $2.28K | 0.00% | +8+66.7% | Added |
| WealthTrak Capital Management LLC | 21 | $2.40K | 0.00% | +21 | New |
| HM Payson & Co | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $2.51K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $3.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $3.54K | 0.00% | −19−38.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $3.65K | 0.00% | −5−13.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33 | $3.76K | 0.00% | −25,907−99.9% | Reduced |
| Atlantic Trust, LLC | 33 | $3.76K | 0.00% | −3−8.3% | Reduced |
| Zions Bancorporation, N.A. | 33 | $3.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $3.99K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $4.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $4.11K | 0.00% | +9+33.3% | Added |
| Continuum Advisory, LLC | 37 | $4.22K | 0.00% | +1+2.8% | Added |
| Manchester Capital Management LLC | 37 | $4.22K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 37 | $4.22K | 0.00% | +37 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $4.24K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $4.56K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $4.90K | 0.00% | +10+30.3% | Added |
| DiNuzzo Private Wealth, Inc. | 43 | $4.91K | 0.00% | +1+2.4% | Added |
| REAP Financial Group, LLC | 47 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 48 | $5.48K | 0.00% | +8+20.0% | Added |
| Legacy Investment Solutions, LLC | 44 | $5.58K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 44 | $5.58K | 0.00% | 00.0% | Unchanged |
| City State Bank | 52 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $6.05K | 0.00% | +1+1.9% | Added |
| Talon Private Wealth, LLC | 56 | $6.39K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 59 | $6.73K | 0.00% | −590−90.9% | Reduced |
| Coppell Advisory Solutions LLC | 63 | $7.17K | 0.00% | −300−82.6% | Reduced |
| Rosenberg Matthew Hamilton | 65 | $7.42K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $7.42K | 0.00% | +5+8.3% | Added |
| Richards, Merrill & Peterson, Inc. | 70 | $7.99K | 0.00% | +70 | New |
| Venturi Wealth Management, LLC | 71 | $8.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $8.56K | 0.00% | +24+47.1% | Added |
| 1620 Investment Advisors, Inc. | 77 | $8.78K | 0.01% | −3−3.8% | Reduced |
| Colonial Trust Co | 77 | $8.78K | 0.00% | +77 | New |
| LRI Investments, LLC | 82 | $9.38K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 90 | $10.3K | 0.00% | −9,281−99.0% | Reduced |
| Stance Capital LLC | 92 | $10.5K | 0.01% | +92 | New |
| Grove Bank & Trust | 94 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 95 | $10.8K | 0.00% | −114−54.5% | Reduced |
| Rise Advisors, LLC | 96 | $10.9K | 0.01% | +4+4.3% | Added |
| Tortoise Investment Management, LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 101 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 109 | $12.4K | 0.00% | +109 | New |
| R Squared Ltd | 110 | $12.5K | 0.01% | +110 | New |
| WR Wealth Planners, LLC | 117 | $13.3K | 0.00% | −76−39.4% | Reduced |
| Valued Wealth Advisors LLC | 120 | $13.7K | 0.01% | +29+31.9% | Added |
| Eagle Bay Advisors LLC | 122 | $14.0K | 0.01% | −387−76.0% | Reduced |
| JNBA Financial Advisors | 125 | $14.3K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 127 | $14.5K | 0.00% | +8+6.7% | Added |
| C M Bidwell & Associates Ltd | 128 | $14.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $14.6K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 128 | $14.6K | 0.00% | +128 | New |
| Atala Financial Inc | 134 | $15.3K | 0.01% | +134 | New |
| TD Private Client Wealth LLC | 136 | $15.5K | 0.00% | −16−10.5% | Reduced |
| Whipplewood Advisors, LLC | 136 | $15.5K | 0.01% | +136 | New |
| Caitlin John, LLC | 149 | $17.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $17.1K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 162 | $18.5K | 0.01% | +162 | New |
| Clearstead Advisors, LLC | 162 | $18.5K | 0.00% | +26+19.1% | Added |
| WPG Advisers, LLC | 166 | $18.9K | 0.02% | +166 | New |
| GW&K Investment Management, LLC | 170 | $19.0K | 0.00% | +3+1.8% | Added |
| Central Trust Co | 176 | $20.1K | 0.00% | −2−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 184 | $21.0K | 0.00% | −2−1.1% | Reduced |
| Wood Tarver Financial Group, LLC | 200 | $22.0K | 0.01% | +200 | New |
| Bryn Mawr Trust Co | 196 | $22.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $22.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $22.8K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 200 | $22.8K | 0.01% | 00.0% | Unchanged |