| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Graney & King, LLC | 2 | $552 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 3 | $820 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 3 | $828 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $828 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $828 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $829 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $887 | 0.00% | −3−50.0% | Reduced |
| True Wealth Design, LLC | 3 | $895 | 0.00% | −7−70.0% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4 | $1.10K | 0.00% | +2+100.0% | Added |
| Acima Private Wealth, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.10K | 0.00% | +1+33.3% | Added |
| NVWM, LLC | 4 | $1.10K | 0.00% | +1+33.3% | Added |
| Ruedi Wealth Management, Inc. | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5 | $1.38K | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $1.38K | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $1.38K | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 6 | $1.66K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $1.78K | 0.00% | +7 | New |
| Pacific Capital Wealth Advisors, Inc | 7 | $1.93K | 0.00% | −32−82.1% | Reduced |
| Wood Tarver Financial Group, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Kelly Lawrence W & Associates Inc | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 8 | $2.21K | 0.00% | +8 | New |
| Atwood & Palmer Inc | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $2.45K | 0.00% | −5−38.5% | Reduced |
| Talon Private Wealth, LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 9 | $2.52K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $2.76K | 0.00% | −1−9.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $2.76K | 0.00% | +2+25.0% | Added |
| Trifecta Capital Advisors, LLC | 10 | $2.76K | 0.00% | −1−9.1% | Reduced |
| NewSquare Capital LLC | 11 | $3.04K | 0.00% | +11 | New |
| Red Tortoise LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $3.31K | 0.00% | +1+9.1% | Added |
| Semmax Financial Advisors Inc. | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $3.59K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $3.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $3.88K | 0.00% | −4−22.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Pflug Koory, LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $4.14K | 0.00% | +15 | New |
| Holos Integrated Wealth LLC | 15 | $4.14K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $4.42K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $4.69K | 0.00% | −15−46.9% | Reduced |
| Decker Retirement Planning Inc. | 17 | $4.69K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $4.70K | 0.00% | −3−15.0% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $4.97K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 18 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 18 | $4.97K | 0.00% | +18 | New |
| BFSG, LLC | 19 | $5.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $5.39K | 0.00% | +20 | New |
| Morgan Dempsey Capital Management LLC | 20 | $5.52K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $5.52K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 22 | $6.08K | 0.00% | +22 | New |
| Catherine Avery Investment Management LLC | 22 | $6.08K | 0.01% | +22 | New |
| Anfield Capital Management, LLC | 23 | $6.35K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $6.35K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $6.35K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $6.38K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 24 | $6.63K | 0.01% | +24 | New |
| Legacy Investment Solutions, LLC | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $6.90K | 0.01% | +25 | New |
| Avion Wealth | 28 | $7.00K | 0.00% | −1−3.4% | Reduced |
| Park Place Capital Corp | 26 | $7.18K | 0.00% | −27−50.9% | Reduced |
| Legend Financial Advisors, Inc. | 26 | $7.18K | 0.01% | +6+30.0% | Added |
| Carolina Wealth Advisors, LLC | 27 | $7.46K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 27 | $7.46K | 0.00% | +27 | New |
| Albion Financial Group | 27 | $7.46K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 28 | $7.73K | 0.00% | +28 | New |
| TD Capital Management LLC | 28 | $7.74K | 0.00% | +5+21.7% | Added |
| Stephens Consulting, LLC | 29 | $8.01K | 0.00% | +7+31.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30 | $8.28K | 0.00% | −53−63.9% | Reduced |
| Fairway Wealth LLC | 30 | $8.28K | 0.00% | +30 | New |
| Asset Planning,Inc | 30 | $8.28K | 0.01% | +30 | New |
| Foster Dykema Cabot & Partners, LLC | 31 | $8.56K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 32 | $8.84K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 32 | $8.84K | 0.00% | +32 | New |
| Advantage Trust Co | 33 | $9.11K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 33 | $9.11K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 34 | $9.39K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 35 | $9.66K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 35 | $9.66K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 35 | $9.66K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 35 | $9.66K | 0.01% | +35 | New |
| FLP Wealth Management, LLC | 36 | $9.94K | 0.03% | +36 | New |
| Guardian Wealth Management, Inc. | 37 | $10.1K | 0.01% | 00.0% | Unchanged |