| Old Second National Bank of Aurora | 1 | $273 | 0.00% | −11−91.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $545 | 0.00% | −298−99.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $545 | 0.01% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $1.37K | 0.00% | +4+400.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $1.90K | 0.00% | +1+16.7% | Added |
| Flagship Wealth Advisors, LLC | 8 | $2.18K | 0.00% | −3,746−99.8% | Reduced |
| Richard W. Paul & Associates, LLC | 8 | $2.18K | 0.00% | −1,233−99.4% | Reduced |
| Duncker Streett & Co Inc | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.18K | 0.00% | +6+300.0% | Added |
| Twin Lakes Capital Management, LLC | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $2.73K | 0.00% | −459−97.9% | Reduced |
| 1 North Wealth Services LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 11 | $3.00K | 0.00% | +11 | New |
| Financially Speaking Inc | 11 | $3.00K | 0.00% | +11 | New |
| Anfield Capital Management, LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 12 | $3.27K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 28 | $3.54K | 0.00% | +9+47.4% | Added |
| Hager Investment Management Services, LLC | 13 | $3.54K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 15 | $4.08K | 0.00% | +15 | New |
| TruNorth Capital Management, LLC | 15 | $4.09K | 0.00% | −945−98.4% | Reduced |
| Costello Asset Management, INC | 15 | $4.12K | 0.00% | −29−65.9% | Reduced |
| Lummis Asset Management, LP | 16 | $4.36K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 16 | $4.36K | 0.00% | +6+60.0% | Added |
| Copia Wealth Management | 17 | $4.64K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $4.91K | 0.24% | −1−5.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 19 | $5.18K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $5.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 22 | $6.00K | 0.00% | +15+214.3% | Added |
| MorganRosel Wealth Management, LLC | 24 | $6.54K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $6.82K | 0.00% | −1,557−98.4% | Reduced |
| Piscataqua Savings Bank | 25 | $6.82K | 0.01% | +25 | New |
| Scarborough Advisors, LLC | 28 | $7.63K | 0.00% | +28 | New |
| Carolina Wealth Advisors, LLC | 29 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $7.92K | 0.00% | −295−91.0% | Reduced |
| Gold Investment Management Ltd. | 31 | $8.43K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 31 | $8.45K | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 31 | $8.45K | 0.00% | −1,300−97.7% | Reduced |
| North Capital, Inc. | 32 | $8.73K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 34 | $9.27K | 0.00% | +19+126.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 34 | $9.27K | 0.00% | +34 | New |
| Godsey & Gibb Associates | 34 | $9.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $9.27K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 35 | $9.54K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 35 | $9.54K | 0.01% | +35 | New |
| HHM Wealth Advisors, LLC | 35 | $9.54K | 0.00% | −167−82.7% | Reduced |
| Richardson Capital Management LLC | 37 | $10.1K | 0.01% | −135−78.5% | Reduced |
| Trust Co | 38 | $10.4K | 0.00% | −60−61.2% | Reduced |
| Principia Wealth Advisory, LLC | 38 | $10.4K | 0.01% | +22+137.5% | Added |
| SJS Investment Consulting Inc. | 38 | $10.4K | 0.00% | −11−22.4% | Reduced |
| Hurley Capital, LLC | 39 | $10.6K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 40 | $10.9K | 0.00% | +40 | New |
| LGT Financial Advisors LLC | 42 | $11.5K | 0.03% | −310−88.1% | Reduced |
| Innovative Advisory Group, LLC | 45 | $12.3K | 0.01% | +45 | New |
| Moisand Fitzgerald Tamayo, LLC | 45 | $12.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 45 | $12.4K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $12.5K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 46 | $12.5K | 0.00% | +32+228.6% | Added |
| S&T Bank | 47 | $12.8K | 0.00% | +16+51.6% | Added |
| PrairieView Partners, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 49 | $13.0K | 0.00% | +2+4.3% | Added |
| Briaud Financial Planning, Inc | 50 | $13.0K | 0.01% | +50 | New |
| WealthTrak Capital Management LLC | 49 | $13.4K | 0.01% | +13+36.1% | Added |
| Mechanics Financial Corp | 50 | $13.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 50 | $13.6K | 0.01% | +10+25.0% | Added |
| Delos Wealth Advisors, LLC | 50 | $13.6K | 0.01% | +50 | New |
| Redmont Wealth Advisors LLC | 50 | $13.6K | 0.02% | +50 | New |
| Pineridge Advisors LLC | 52 | $14.2K | 0.01% | −2−3.7% | Reduced |
| Bare Financial Services, Inc | 53 | $14.5K | 0.00% | +45+562.5% | Added |
| Midwest Capital Advisors, LLC | 53 | $14.5K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 53 | $14.5K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 54 | $14.7K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 57 | $15.5K | 0.01% | +55+2,750.0% | Added |
| MPWM Advisory Solutions, LLC | 57 | $15.6K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $15.6K | 0.01% | −2,494−97.8% | Reduced |
| PFS Partners, LLC | 58 | $15.9K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 60 | $16.4K | 0.01% | −25−29.4% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 60 | $16.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 63 | $17.2K | 0.00% | −12,861−99.5% | Reduced |
| Tortoise Investment Management, LLC | 65 | $17.7K | 0.00% | +34+109.7% | Added |
| Riggs Asset Managment Co. Inc. | 66 | $18.0K | 0.00% | +45+214.3% | Added |
| DAGCO, Inc. | 68 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 70 | $19.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 71 | $19.4K | 0.01% | −2−2.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 73 | $19.8K | 0.02% | +2+2.8% | Added |
| Knott David M Jr | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 78 | $21.3K | 0.01% | −4−4.9% | Reduced |
| Legacy Investment Solutions, LLC | 78 | $21.3K | 0.01% | +78 | New |
| Oliver Lagore Vanvalin Investment Group | 80 | $21.5K | 0.01% | +80 | New |
| Gitterman Wealth Management, LLC | 79 | $21.5K | 0.01% | +79 | New |
| Accredited Wealth Management, LLC | 80 | $21.8K | 0.02% | 00.0% | Unchanged |
