| Close Asset Management Ltd | 900 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $51 | 0.00% | +1 | New |
| Copia Wealth Management | 1 | $51 | 0.00% | +1 | New |
| RE Dickinson Investment Advisors, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $202 | 0.00% | +4 | New |
| Sugar Maple Asset Management, LLC | 5 | $253 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $303 | 0.00% | +1+20.0% | Added |
| New Millennium Group LLC | 7 | $354 | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 7 | $354 | 0.00% | +7 | New |
| TFC Financial Management | 9 | $455 | 0.00% | +6+200.0% | Added |
| Winch Advisory Services, LLC | 9 | $459 | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $495 | 0.00% | −149−93.7% | Reduced |
| Old Second National Bank of Aurora | 10 | $505 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $505 | 0.00% | +10 | New |
| Winnow Wealth LLC | 11 | $516 | 0.00% | +11 | New |
| Richards, Merrill & Peterson, Inc. | 13 | $657 | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $707 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $708 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $748 | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 18 | $926 | 0.00% | +18 | New |
| Cape Investment Advisory, Inc. | 20 | $1.01K | 0.00% | +2+11.1% | Added |
| NVWM, LLC | 20 | $1.01K | 0.00% | +6+42.9% | Added |
| Albion Financial Group | 20 | $1.01K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $1.01K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 27 | $1.36K | 0.00% | −10−27.0% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.47K | 0.00% | −4−12.1% | Reduced |
| Capital A Wealth Management, LLC | 29 | $1.47K | 0.00% | +29 | New |
| Disciplina Capital Management LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $1.52K | 0.00% | +30 | New |
| WealthTrak Capital Management LLC | 30 | $1.52K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 31 | $1.57K | 0.00% | −19−38.0% | Reduced |
| Iron Horse Wealth Management, LLC | 32 | $1.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $1.67K | 0.00% | −35−51.5% | Reduced |
| Rakuten Securities, Inc. | 36 | $1.82K | 0.00% | −33−47.8% | Reduced |
| MPWM Advisory Solutions, LLC | 37 | $1.87K | 0.00% | +37 | New |
| Kozak & Associates, Inc. | 42 | $2.12K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.17K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 43 | $2.17K | 0.00% | +43 | New |
| Eagle Bay Advisors LLC | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $2.53K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $2.53K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 51 | $2.59K | 0.00% | +21+70.0% | Added |
| Prestige Wealth Management Group LLC | 54 | $2.73K | 0.00% | −2−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 55 | $2.78K | 0.00% | −10−15.4% | Reduced |
| South State Corp. | 56 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 56 | $2.83K | 0.00% | +40+250.0% | Added |
| High Note Wealth, LLC | 56 | $2.83K | 0.00% | +56 | New |
| Whipplewood Advisors, LLC | 60 | $3.03K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 60 | $3.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 73 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 73 | $3.69K | 0.01% | +73 | New |
| Vermillion & White Wealth Management Group, LLC | 74 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 76 | $3.84K | 0.00% | −94−55.3% | Reduced |
| Westside Investment Management, Inc. | 76 | $3.84K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 82 | $4.14K | 0.00% | +82 | New |
| Dunhill Financial, LLC | 86 | $4.34K | 0.00% | −24−21.8% | Reduced |
| Abound Wealth Management | 100 | $5.05K | 0.00% | −12−10.7% | Reduced |
| United Community Bank | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 102 | $5.14K | 0.00% | +1+1.0% | Added |
| Colonial Trust Advisors | 112 | $5.66K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 112 | $5.68K | 0.00% | +112 | New |
| Meeder Asset Management Inc | 113 | $5.71K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 114 | $5.77K | 0.00% | +68+147.8% | Added |
| SRS Capital Advisors, Inc. | 118 | $5.96K | 0.00% | −1,571−93.0% | Reduced |
| Vermillion Wealth Management, Inc. | 127 | $6.42K | 0.00% | +127 | New |
| MV Capital Management, Inc. | 127 | $6.42K | 0.00% | −143−53.0% | Reduced |
| Financial Gravity Companies, Inc. | 128 | $6.47K | 0.00% | +128 | New |
| Raffa Wealth Management, LLC | 129 | $6.52K | 0.00% | −9−6.5% | Reduced |
| Slocum, Gordon & Co LLP | 129 | $6.52K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 130 | $6.57K | 0.00% | +130 | New |
| GPS Wealth Strategies Group, LLC | 133 | $6.73K | 0.00% | +1+0.8% | Added |
| Bullock Wealth Management Group | 134 | $6.79K | 0.00% | −3−2.2% | Reduced |
| Pinnacle Bancorp, Inc. | 144 | $7.28K | 0.00% | −120−45.5% | Reduced |
| MB, Levis & Associates, LLC | 154 | $7.78K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 161 | $8.13K | 0.00% | −47−22.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 165 | $8.34K | 0.01% | +165 | New |
| Cassady Schiller Wealth Management, LLC | 166 | $8.39K | 0.00% | +166 | Added |
| Carolinas Wealth Consulting LLC | 167 | $8.44K | 0.00% | +19+12.8% | Added |
| Insight Financial Services | 175 | $8.84K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $9.09K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 176 | $9.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 183 | $9.24K | 0.00% | −192−51.2% | Reduced |
| Parkworth Wealth Management, Inc. | 183 | $9.26K | 0.01% | +183 | New |
| Bell Investment Advisors, Inc | 196 | $9.90K | 0.00% | +22+12.6% | Added |
| Cyrus J. Lawrence, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 198 | $10.0K | 0.00% | +50+33.8% | Added |
| Glass Jacobson Investment Advisors llc | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $10.2K | 0.00% | +200 | New |
| Main Street Group, LTD | 213 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 234 | $11.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 224 | $11.3K | 0.00% | +224 | New |
| Johnson Financial Group, Inc. | 230 | $11.8K | 0.00% | +100+76.9% | Added |