| Pacific Center for Financial Services | 0 | $10 | 0.00% | 0 | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $32 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $32 | 0.00% | +1 | New |
| TFC Financial Management | 3 | $96 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 4 | $127 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $127 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $158 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $159 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $159 | 0.00% | +5 | New |
| WPG Advisers, LLC | 8 | $254 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 11 | $354 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 12 | $360 | 0.00% | +12 | New |
| Parkworth Wealth Management, Inc. | 12 | $381 | 0.00% | +12 | New |
| NBC Securities, Inc. | 14 | $467 | 0.04% | −108,287−100.0% | Reduced |
| Creekmur Asset Management LLC | 15 | $476 | 0.00% | +15 | New |
| Capital A Wealth Management, LLC | 15 | $476 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $508 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $540 | 0.00% | +17 | New |
| CGC Financial Services, LLC | 18 | $571 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 19 | $603 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $603 | 0.00% | +19 | New |
| Abound Wealth Management | 20 | $635 | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 20 | $635 | 0.00% | +20 | New |
| Whipplewood Advisors, LLC | 21 | $666 | 0.00% | +21 | New |
| Carolinas Wealth Consulting LLC | 23 | $730 | 0.00% | +10+76.9% | Added |
| Raffa Wealth Management, LLC | 28 | $888 | 0.00% | −86−75.4% | Reduced |
| Valued Wealth Advisors LLC | 30 | $952 | 0.00% | +6+25.0% | Added |
| NewSquare Capital LLC | 30 | $952 | 0.00% | +30 | New |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $1.00K | 0.00% | +9+23.7% | Added |
| Private Wealth Management Group, LLC | 32 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $1.05K | 0.00% | −5−13.2% | Reduced |
| Sachetta, LLC | 33 | $1.05K | 0.00% | +33 | New |
| Provenance Wealth Advisors, LLC | 34 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $1.08K | 0.00% | +14+73.7% | Added |
| Archer Investment Corp | 35 | $1.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $1.14K | 0.00% | +6+20.0% | Added |
| Sound Income Strategies, LLC | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 41 | $1.30K | 0.00% | +41 | New |
| Albion Financial Group | 42 | $1.33K | 0.00% | +42 | New |
| Cassady Schiller Wealth Management, LLC | 42 | $1.33K | 0.00% | +42 | New |
| Transce3nd, LLC | 43 | $1.35K | 0.00% | +43 | New |
| Whittier Trust Co | 43 | $1.36K | 0.00% | −61−58.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 44 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $1.55K | 0.00% | −6−10.9% | Reduced |
| Central Trust Co | 54 | $1.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $1.78K | 0.00% | −31−35.6% | Reduced |
| New Wave Wealth Advisors LLC | 56 | $1.79K | 0.00% | +56 | New |
| Iron Horse Wealth Management, LLC | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 64 | $2.03K | 0.00% | +64 | New |
| DiNuzzo Private Wealth, Inc. | 75 | $2.38K | 0.00% | +2+2.7% | Added |
| Semmax Financial Advisors Inc. | 79 | $2.63K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $2.73K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 87 | $2.76K | 0.01% | +87 | New |
| MPWM Advisory Solutions, LLC | 101 | $3.22K | 0.00% | +101 | New |
| SBI Securities Co., Ltd. | 106 | $3.36K | 0.00% | +106 | New |
| MCF Advisors LLC | 113 | $3.59K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 125 | $3.97K | 0.00% | +125 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $4.41K | 0.00% | +105+308.8% | Added |
| Glass Jacobson Investment Advisors llc | 139 | $4.41K | 0.00% | +54+63.5% | Added |
| Spire Wealth Management | 142 | $4.51K | 0.00% | +22+18.3% | Added |
| Criterion Capital Advisors, LLC | 150 | $4.65K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 150 | $4.76K | 0.00% | −150−50.0% | Reduced |
| Grove Bank & Trust | 150 | $4.76K | 0.00% | +54+56.3% | Added |
| Concord Wealth Partners | 152 | $4.81K | 0.00% | −12−7.3% | Reduced |
| Sierra Ocean, LLC | 156 | $4.97K | 0.00% | +156 | New |
| Crewe Advisors LLC | 158 | $5.01K | 0.00% | −725−82.1% | Reduced |
| Dunhill Financial, LLC | 159 | $5.06K | 0.00% | +32+25.2% | Added |
| Centennial Bank | 164 | $5.20K | 0.00% | −344−67.7% | Reduced |
| Key Financial Inc | 184 | $5.84K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 202 | $6.00K | 0.00% | −89−30.6% | Reduced |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $6.35K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $6.35K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $6.35K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $6.35K | 0.00% | +200 | New |
| Insight Financial Services | 200 | $6.35K | 0.00% | +200 | New |
| Putney Financial Group LLC | 200 | $6.35K | 0.01% | +200 | New |
| Golden State Wealth Management, LLC | 213 | $6.76K | 0.00% | +213 | New |
| Accredited Wealth Management, LLC | 217 | $6.89K | 0.01% | +217 | New |
| MV Capital Management, Inc. | 220 | $6.98K | 0.00% | +7+3.3% | Added |
| Capital Advisors, Ltd. LLC | 215 | $7.00K | 0.00% | +215 | New |
| Winch Advisory Services, LLC | 234 | $7.42K | 0.00% | +2+0.9% | Added |
| Quest 10 Wealth Builders, Inc. | 234 | $7.42K | 0.01% | +234 | New |
| Medallion Wealth Advisors, LLC | 256 | $8.12K | 0.00% | +256 | New |
| Millstone Evans Group, LLC | 276 | $8.76K | 0.01% | +276 | New |
| Smithfield Trust Co | 285 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 299 | $9.00K | 0.00% | +116+63.4% | Added |
| Westside Investment Management, Inc. | 294 | $9.33K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 297 | $9.42K | 0.00% | +297 | New |
| Costello Asset Management, INC | 300 | $9.52K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 300 | $9.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $9.52K | 0.00% | +14+4.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 315 | $9.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 342 | $10.9K | 0.00% | +114+50.0% | Added |
| Harbor Investment Advisory, LLC | 343 | $10.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 338 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 350 | $11.1K | 0.01% | +350 | New |
| Meeder Asset Management Inc | 355 | $11.3K | 0.00% | +355 | New |
| Hilltop National Bank | 365 | $11.6K | 0.00% | −2,000−84.6% | Reduced |