| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | −222−99.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $356 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $402 | 0.04% | −2,359−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3 | $488 | 0.00% | −287−99.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $488 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 4 | $650 | 0.00% | +4 | New |
| Talon Private Wealth, LLC | 5 | $812 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7 | $1.14K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 7 | $1.14K | 0.00% | +7 | New |
| First Financial Corp | 8 | $1.30K | 0.00% | +8 | New |
| BFSG, LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 10 | $1.62K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.79K | 0.00% | +1+10.0% | Added |
| Cornerstone Planning Group LLC | 11 | $1.79K | 0.00% | +5+83.3% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.95K | 0.00% | +12 | New |
| Pacific Capital Wealth Advisors, Inc | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $1.95K | 0.00% | +12 | New |
| Marshall & Sterling Wealth Advisors Inc. | 12 | $1.95K | 0.00% | +12 | New |
| Caitlin John, LLC | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $2.44K | 0.00% | +9+150.0% | Added |
| JNBA Financial Advisors | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | +3+18.8% | Added |
| TD Capital Management LLC | 20 | $3.26K | 0.00% | +10+100.0% | Added |
| Anfield Capital Management, LLC | 21 | $3.41K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $3.41K | 0.00% | +1+5.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $3.41K | 0.01% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $3.43K | 0.00% | +2+10.5% | Added |
| Raffa Wealth Management, LLC | 22 | $3.57K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 22 | $3.58K | 0.00% | +22 | New |
| Pittenger & Anderson Inc | 23 | $3.74K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $4.06K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 25 | $4.06K | 0.00% | +25 | New |
| Kohmann Bosshard Financial Services, LLC | 25 | $4.06K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 27 | $4.39K | 0.00% | +27 | New |
| Colonial Trust Advisors | 28 | $4.55K | 0.00% | −172−86.0% | Reduced |
| Sachetta, LLC | 29 | $4.71K | 0.00% | −30−50.8% | Reduced |
| Indiana Trust & Investment Management CO | 30 | $4.87K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $4.87K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $4.92K | 0.00% | +30 | New |
| Harvest Fund Management Co., Ltd | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $5.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $5.36K | 0.00% | +33 | New |
| Robinswood Financial LLC | 33 | $5.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $5.51K | 0.00% | +6+21.4% | Added |
| Key Financial Inc | 37 | $6.01K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 37 | $6.01K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 38 | $6.17K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $6.50K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.50K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 40 | $6.50K | 0.00% | +40 | New |
| Hopwood Financial Services, Inc. | 40 | $6.50K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 41 | $6.66K | 0.00% | +8+24.2% | Added |
| Old Second National Bank of Aurora | 42 | $6.82K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $7.47K | 0.00% | +46 | New |
| PSI Advisors, LLC | 48 | $7.76K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $8.12K | 0.01% | +50 | New |
| First United Bank Trust | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $8.12K | 0.01% | +50 | New |
| HighMark Wealth Management LLC | 52 | $8.45K | 0.00% | −3−5.5% | Reduced |
| Fortis Group Advisors, LLC | 55 | $8.93K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 55 | $8.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $9.10K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $9.10K | 0.01% | +56 | New |
| Live Oak Investment Partners | – | $9.21K | 0.01% | – | – |
| POM Investment Strategies, LLC | 61 | $9.91K | 0.01% | +51+510.0% | Added |
| Loomis Sayles & Co L P | 61 | $10.0K | 0.00% | +61 | New |
| West Financial Advisors, LLC | 63 | $10.2K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 68 | $10.8K | 0.01% | +68 | New |
| Capital Advisors, Ltd. LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 69 | $11.2K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 69 | $11.2K | 0.01% | +69 | New |
| DT Investment Partners, LLC | 70 | $11.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $11.4K | 0.01% | +70 | New |
| Peoples Financial Services Corp. | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 77 | $12.5K | 0.00% | +4+5.5% | Added |
| SOA Wealth Advisors, LLC. | 84 | $13.6K | 0.00% | +1+1.2% | Added |
| Cape Investment Advisory, Inc. | 84 | $13.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 89 | $14.0K | 0.01% | +3+3.5% | Added |
| GW&K Investment Management, LLC | 87 | $14.0K | 0.00% | +12+16.0% | Added |