| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Crewe Advisors LLC | 2 | $182 | 0.00% | −765−99.7% | Reduced |
| Creative Capital Management Investments LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Collier Financial | 2 | $214 | 0.00% | +2 | New |
| Vista Private Wealth Partners. LLC | 4 | $370 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $390 | 0.04% | −4,293−99.9% | Reduced |
| Chesapeake Asset Management LLC | 5 | $453 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $454 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $454 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $454 | 0.00% | +5 | New |
| Caitlin John, LLC | 6 | $537 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $545 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $635 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $645 | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $692 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $727 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $908 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10 | $908 | 0.00% | +2+25.0% | Added |
| Glass Jacobson Investment Advisors llc | 10 | $908 | 0.00% | +10 | New |
| Heritage Wealth Advisors | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Legend Financial Advisors, Inc. | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 13 | $1.18K | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14 | $1.27K | 0.00% | +7+100.0% | Added |
| NewSquare Capital LLC | 14 | $1.27K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $1.36K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.36K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 14 | $1.66K | 0.00% | +14 | New |
| TCTC Holdings, LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $1.91K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $2.00K | 0.00% | +22 | New |
| Clark Wealth Partners | 22 | $2.00K | 0.00% | +22 | New |
| Cassady Schiller Wealth Management, LLC | 24 | $2.18K | 0.00% | +24 | New |
| Strategic Investment Solutions, Inc. | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $2.38K | 0.00% | −10−27.8% | Reduced |
| Sachetta, LLC | 27 | $2.45K | 0.00% | −33−55.0% | Reduced |
| Raffa Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $3.09K | 0.00% | −10−22.7% | Reduced |
| Frazier Financial Advisors, LLC | 35 | $3.14K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 35 | $3.17K | 0.00% | +12+52.2% | Added |
| Legacy Bridge, LLC | 35 | $3.18K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 35 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.18K | 0.00% | +35 | New |
| Sugarloaf Wealth Management, LLC | 36 | $3.27K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $3.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $3.63K | 0.00% | −43−51.8% | Reduced |
| PSI Advisors, LLC | 40 | $3.63K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $3.81K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 43 | $3.90K | 0.00% | −8−15.7% | Reduced |
| Salomon & Ludwin, LLC | 44 | $3.99K | 0.00% | −7−13.7% | Reduced |
| Darwin Advisors, LLC | 44 | $3.99K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 46 | $4.17K | 0.00% | +46 | New |
| Park Square Financial Group, LLC | 48 | $4.36K | 0.00% | +48 | New |
| DT Investment Partners, LLC | 48 | $4.36K | 0.00% | −250−83.9% | Reduced |
| Carolinas Wealth Consulting LLC | 49 | $4.45K | 0.00% | −32−39.5% | Reduced |
| Atticus Wealth Management, LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $4.54K | 0.00% | +50 | New |
| CBIZ Investment Advisory Services, LLC | 53 | $4.81K | 0.00% | +35+194.4% | Added |
| Atala Financial Inc | 53 | $4.81K | 0.00% | +53 | New |
| Birchbrook, Inc. | 53 | $4.81K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 56 | $5.08K | 0.00% | −56−50.0% | Reduced |
| Fortitude Family Office, LLC | 56 | $5.08K | 0.00% | −38−40.4% | Reduced |
| Activest Wealth Management | 57 | $5.16K | 0.00% | +36+171.4% | Added |
| Abound Wealth Management | 60 | $5.42K | 0.00% | −13−17.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 60 | $5.45K | 0.00% | −5−7.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $5.45K | 0.00% | −859−93.5% | Reduced |
| Citizens National Bank Trust Department | 60 | $5.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 61 | $5.54K | 0.00% | +1+1.7% | Added |
| TruNorth Capital Management, LLC | 65 | $5.90K | 0.00% | +65 | New |
| Avion Wealth | 67 | $6.00K | 0.00% | +3+4.7% | Added |
| Eagle Bay Advisors LLC | 68 | $6.14K | 0.00% | −38−35.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $6.17K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 69 | $6.26K | 0.00% | +69 | New |
| Semmax Financial Advisors Inc. | 70 | $6.31K | 0.00% | +1+1.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 71 | $6.44K | 0.01% | +71 | New |
| Wolff Wiese Magana LLC | 72 | $6.54K | 0.00% | −323−81.8% | Reduced |
| Cornerstone Planning Group LLC | 72 | $6.70K | 0.00% | −3−4.0% | Reduced |
| Pathway Financial Advisers, LLC | 74 | $6.72K | 0.00% | −26,736−99.7% | Reduced |
| Old Second National Bank of Aurora | 76 | $6.90K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 80 | $7.26K | 0.00% | −1,063−93.0% | Reduced |
| Barrett & Company, Inc. | 80 | $7.26K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 88 | $7.45K | 0.01% | +88 | New |
| Hemington Wealth Management | 97 | $8.00K | 0.00% | −12−11.0% | Reduced |
| Bell Investment Advisors, Inc | 90 | $8.17K | 0.00% | −15−14.3% | Reduced |
| First Horizon Advisors, Inc. | 91 | $8.26K | 0.00% | −14−13.3% | Reduced |
| Endeavor Private Wealth, Inc. | 93 | $8.47K | 0.01% | +93 | New |
| Dunhill Financial, LLC | 97 | $8.76K | 0.00% | +26+36.6% | Added |
| SWAN Capital LLC | 97 | $8.83K | 0.00% | +25+34.7% | Added |
| Godsey & Gibb Associates | 100 | $9.08K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $9.08K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $9.08K | 0.00% | +100 | New |
| Crowley Wealth Management, Inc. | 100 | $9.08K | 0.01% | +100 | New |
| Sandy Spring Bank | 101 | $9.12K | 0.00% | 00.0% | Unchanged |