| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $183 | 0.02% | −1,046−99.9% | Reduced |
| NVWM, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $361 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $361 | 0.00% | +2 | New |
| Logan Capital Management Inc | 3 | $541 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $541 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $541 | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $541 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $721 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $721 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $722 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $722 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $756 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 5 | $901 | 0.00% | −9−64.3% | Reduced |
| HHM Wealth Advisors, LLC | 5 | $902 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Motco | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $1.26K | 0.00% | +7 | New |
| Kestra Investment Management, LLC | 7 | $1.27K | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.48K | 0.00% | +6+300.0% | Added |
| Morton Brown Family Wealth, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.62K | 0.00% | +6+200.0% | Added |
| Coppell Advisory Solutions LLC | 9 | $1.63K | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Atwood & Palmer Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 10 | $1.80K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $1.80K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $1.98K | 0.00% | +5+83.3% | Added |
| TD Capital Management LLC | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $2.16K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.34K | 0.00% | +3+30.0% | Added |
| Trifecta Capital Advisors, LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $2.70K | 0.00% | +15 | New |
| Bokf, NA | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 16 | $2.89K | 0.00% | +16 | New |
| Heritage Wealth Advisors | 17 | $3.06K | 0.00% | +3+21.4% | Added |
| Salem Investment Counselors Inc | 17 | $3.06K | 0.00% | −13−43.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 17 | $3.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $3.25K | 0.00% | −7−28.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 18 | $3.25K | 0.00% | +18 | New |
| Synergy Investment Management, LLC | 18 | $3.25K | 0.00% | +18 | New |
| Criterion Capital Advisors, LLC | 20 | $3.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $3.60K | 0.00% | +20 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | −1−3.8% | Reduced |
| Beacon Capital Management, LLC | 24 | $4.35K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $4.51K | 0.00% | +12+92.3% | Added |
| Continuum Advisory, LLC | 26 | $4.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $4.69K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $5.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.23K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $5.59K | 0.00% | +31 | New |
| Whipplewood Advisors, LLC | 31 | $5.59K | 0.00% | +31 | New |
| McIlrath & Eck, LLC | 33 | $5.95K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $6.31K | 0.00% | −11−23.9% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $6.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $6.31K | 0.00% | +3+9.4% | Added |
| Cedar Wealth Management, LLC | 36 | $6.49K | 0.00% | −36−50.0% | Reduced |
| TCTC Holdings, LLC | 36 | $6.49K | 0.00% | +36 | New |
| SRS Capital Advisors, Inc. | 36 | $6.49K | 0.00% | +17+89.5% | Added |
| FPC Investment Advisory, Inc. | 36 | $6.64K | 0.00% | +36 | New |
| Bartlett & Co. Wealth Management LLC | 38 | $6.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $6.85K | 0.00% | −6−13.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $7.03K | 0.01% | +39 | New |
| Arcadia Investment Advisors LLC | 40 | $7.21K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $7.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $7.57K | 0.00% | +15+55.6% | Added |
| Gables Capital Management Inc. | 44 | $7.93K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $8.29K | 0.00% | −3−6.1% | Reduced |
| True Wealth Design, LLC | 46 | $8.29K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 47 | $8.47K | 0.02% | −50−51.5% | Reduced |
| Westend Capital Management, LLC | 47 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $8.65K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $9.01K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $9.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $9.55K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 54 | $9.73K | 0.01% | +54 | New |
| CGC Financial Services, LLC | 55 | $9.91K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 58 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $10.8K | 0.01% | +7+13.2% | Added |
| Dunhill Financial, LLC | 61 | $10.9K | 0.01% | +12+24.5% | Added |
| TFC Financial Management | 62 | $11.2K | 0.00% | 00.0% | Unchanged |