| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| BFSG, LLC | 1 | $109 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $366 | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 6 | $439 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $459 | 0.00% | −4−40.0% | Reduced |
| True Wealth Design, LLC | 7 | $512 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $585 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $732 | 0.00% | +10 | New |
| PSI Advisors, LLC | 11 | $804 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 17 | $1.00K | 0.00% | −208−92.4% | Reduced |
| Long Island Wealth Management, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 17 | $1.24K | 0.00% | +17 | New |
| Sachetta, LLC | 18 | $1.32K | 0.00% | +18 | New |
| Avalon Trust Co | 19 | $1.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 20 | $1.46K | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 24 | $1.59K | 0.00% | +24 | New |
| Tortoise Investment Management, LLC | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 24 | $1.76K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $2.12K | 0.00% | +29 | New |
| DT Investment Partners, LLC | 29 | $2.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 33 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 34 | $2.49K | 0.00% | +34 | New |
| HHM Wealth Advisors, LLC | 34 | $2.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $2.56K | 0.00% | +35 | New |
| Eukles Asset Management | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 47 | $3.42K | 0.00% | +1+2.2% | Added |
| Pineridge Advisors LLC | 47 | $3.46K | 0.00% | +47 | New |
| McGlone Suttner Wealth Management, Inc. | 48 | $3.50K | 0.00% | +48 | New |
| Rakuten Securities, Inc. | 51 | $3.73K | 0.00% | +51 | New |
| Davidson Capital Management Inc. | 54 | $3.95K | 0.00% | +54 | New |
| Frazier Financial Advisors, LLC | 57 | $4.17K | 0.00% | +57 | New |
| Horizons Wealth Management | 61 | $4.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $4.46K | 0.00% | +61 | New |
| Vermillion & White Wealth Management Group, LLC | 63 | $4.61K | 0.00% | +63 | New |
| Plato Investment Management Ltd | 63 | $4.61K | 0.01% | +63 | New |
| Hollencrest Capital Management | 64 | $4.68K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 71 | $5.19K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 75 | $5.65K | 0.00% | +75 | New |
| Caitlin John, LLC | 84 | $6.12K | 0.00% | +84 | New |
| Castleview Partners, LLC | 87 | $6.36K | 0.00% | −759−89.7% | Reduced |
| Tennessee Valley Asset Management Partners | 89 | $6.47K | 0.00% | +89 | New |
| Provence Wealth Management Group | 90 | $6.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 92 | $6.73K | 0.00% | +80+666.7% | Added |
| Eagle Bay Advisors LLC | 93 | $6.80K | 0.00% | −945−91.0% | Reduced |
| Ogorek Anthony Joseph | 98 | $7.00K | 0.00% | −215−68.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 96 | $7.02K | 0.00% | +96 | New |
| Caldwell Sutter Capital, Inc. | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 101 | $7.42K | 0.00% | +101 | New |
| Coppell Advisory Solutions LLC | 106 | $7.75K | 0.00% | −24−18.5% | Reduced |
| Raffa Wealth Management, LLC | 108 | $7.90K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 100 | $7.92K | 0.00% | +100 | New |
| West Tower Group, LLC | 109 | $7.97K | 0.02% | +109 | New |
| JJJ Advisors Inc. | 121 | $8.85K | 0.00% | +18+17.5% | Added |
| Chesapeake Asset Management LLC | 122 | $8.98K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 125 | $9.00K | 0.00% | +98+363.0% | Added |
| AlphaMark Advisors, LLC | 125 | $9.00K | 0.00% | +125 | New |
| CoreFirst Bank & Trust | 125 | $9.14K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $9.73K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 134 | $9.80K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 135 | $9.87K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 135 | $9.87K | 0.00% | −5−3.6% | Reduced |
| Dividend Assets Capital, LLC | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 140 | $10.2K | 0.01% | +140 | New |
| Centennial Bank | 155 | $11.3K | 0.01% | −2,597−94.4% | Reduced |
| Larson Financial Group LLC | 156 | $11.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 165 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $12.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 168 | $12.3K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 170 | $12.4K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 170 | $12.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 172 | $12.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 172 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 180 | $13.2K | 0.01% | +113+168.7% | Added |
| Missouri Trust & Investment Co | 181 | $13.2K | 0.01% | +181 | New |
| West Paces Advisors Inc. | 190 | $13.9K | 0.00% | −71−27.2% | Reduced |
| Financial Management Professionals, Inc. | 187 | $14.0K | 0.00% | +29+18.4% | Added |
| Northwest Financial Advisors | 200 | $14.6K | 0.01% | +200 | New |
| Old Second National Bank of Aurora | 200 | $14.6K | 0.00% | +200 | New |
| Pacifica Partners Inc. | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 204 | $14.9K | 0.00% | +10+5.2% | Added |
| Kozak & Associates, Inc. | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 201 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 209 | $15.3K | 0.01% | +209 | New |
| Kathleen S. Wright Associates Inc. | 225 | $16.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 226 | $16.5K | 0.00% | +50+28.4% | Added |
| First Community Trust NA | 227 | $16.6K | 0.02% | −197−46.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 237 | $17.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 239 | $17.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 248 | $18.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 253 | $18.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 264 | $19.0K | 0.00% | −105−28.5% | Reduced |