| Baldrige Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 30,060 | $0 | 0.00% | +30,060 | New |
| Kessler Investment Group, LLC | 2 | $149 | 0.00% | +2 | New |
| Red Tortoise LLC | 4 | $297 | 0.00% | −513−99.2% | Reduced |
| Tfo-TDC, LLC | 13 | $966 | 0.00% | +5+62.5% | Added |
| Clearview Wealth Advisors LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.19K | 0.00% | – | – |
| Avion Wealth | 28 | $2.00K | 0.00% | +13+86.7% | Added |
| Johnson Midwest Financial, LLC | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.08K | 0.00% | −277−90.8% | Reduced |
| Sofos Investments, Inc. | 74 | $2.09K | 0.09% | −19−20.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 29 | $2.15K | 0.00% | −944−97.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 31 | $2.30K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 32 | $2.39K | 0.00% | +12+60.0% | Added |
| Disciplined Investments, LLC | 38 | $2.82K | 0.00% | −30−44.1% | Reduced |
| Creative Capital Management Investments LLC | 40 | $2.97K | 0.00% | +40 | New |
| Cowen Prime Advisors LLC | 46 | $3.00K | 0.00% | +46 | New |
| PayPay Securities Corp | 41 | $3.05K | 0.20% | −40−49.4% | Reduced |
| First Personal Financial Services | 45 | $3.34K | 0.00% | +45 | New |
| Old Second National Bank of Aurora | 52 | $3.86K | 0.00% | −50−49.0% | Reduced |
| Okabena Investment Services Inc | 80 | $4.05K | 0.00% | +44+122.2% | Added |
| USA Financial Portformulas Corp | 56 | $4.16K | 0.01% | +56 | New |
| Gleason Group, Inc. | 57 | $4.21K | 0.00% | +1+1.8% | Added |
| Mach-1 Financial Group, Inc. | 58 | $4.31K | 0.03% | +58 | New |
| Pin Oak Investment Advisors Inc | 71 | $5.00K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 68 | $5.05K | 0.00% | −242−78.1% | Reduced |
| Cedar Wealth Management, LLC | 69 | $5.13K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 70 | $5.20K | 0.01% | +70 | New |
| RE Dickinson Investment Advisors, LLC | 78 | $6.00K | 0.00% | +28+56.0% | Added |
| Halpern Financial, Inc. | 83 | $6.17K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 89 | $6.61K | 0.00% | −835−90.4% | Reduced |
| Activest Wealth Management | 90 | $6.73K | 0.00% | +90 | New |
| Global Wealth Strategies & Associates | 94 | $6.99K | 0.00% | +10+11.9% | Added |
| Lansing Street Advisors | 100 | $7.43K | 0.00% | −9−8.3% | Reduced |
| PFS Partners, LLC | 100 | $7.43K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $7.43K | 0.01% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 100 | $7.44K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $7.47K | 0.01% | +100 | New |
| Savior LLC | 105 | $7.80K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 106 | $7.84K | 0.01% | +1+1.0% | Added |
| Pinnacle Holdings, LLC | 112 | $8.32K | 0.00% | +112 | New |
| Hoese & Co LLP | 100 | $8.35K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 115 | $8.58K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 120 | $8.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 121 | $8.99K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 121 | $8.99K | 2.45% | +20+19.8% | Added |
| JDM Financial Group LLC | 122 | $9.07K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 128 | $9.51K | 0.00% | −4,075−97.0% | Reduced |
| Quarry LP | 133 | $9.88K | 0.01% | −3,128−95.9% | Reduced |
| Piershale Financial Group, Inc. | 134 | $9.95K | 0.01% | +1+0.8% | Added |
| Close Asset Management Ltd | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 140 | $10.4K | 0.00% | −122−46.6% | Reduced |
| Syverson Strege & Co | 141 | $10.5K | 0.00% | +133+1,662.5% | Added |
| Atticus Wealth Management, LLC | 145 | $10.8K | 0.00% | −1,409−90.7% | Reduced |
| Kenfarb & Co. | 148 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $11.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 155 | $11.5K | 0.00% | +31+25.0% | Added |
| Financial Freedom, LLC | 161 | $12.0K | 0.01% | +1+0.6% | Added |
| Miller Wealth Advisors, LLC | 332 | $12.0K | 0.18% | +282+564.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 156 | $12.0K | 0.00% | +156 | New |
| Tradewinds Capital Management, LLC | 162 | $12.0K | 0.00% | +144+800.0% | Added |
| Schubert & Co | 167 | $12.4K | 0.01% | −100−37.5% | Reduced |
| NewSquare Capital LLC | 167 | $12.4K | 0.00% | +148+778.9% | Added |
| IAG Wealth Partners, LLC | 168 | $12.5K | 0.00% | +1+0.6% | Added |
| Legend Financial Advisors, Inc. | 172 | $12.8K | 0.01% | −75−30.4% | Reduced |
| Abound Wealth Management | 176 | $13.1K | 0.01% | +39+28.5% | Added |
| Milestone Investment Advisors LLC | 184 | $13.7K | 0.00% | +184 | New |
| Core Wealth Advisors, Inc. | 193 | $14.3K | 0.01% | −2,272−92.2% | Reduced |
| Godsey & Gibb Associates | 200 | $14.9K | 0.00% | −100−33.3% | Reduced |
| West Financial Advisors, LLC | 203 | $15.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $18.6K | 0.01% | +250 | New |
| Knott David M Jr | 258 | $19.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $19.9K | 0.02% | – | – |
| Horizon Bancorp Inc | 289 | $21.0K | 0.01% | +88+43.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 301 | $22.4K | 0.00% | +271+903.3% | Added |
| Quintet Private Bank (Europe) S.A. | 309 | $23.0K | 0.00% | +309 | New |
| Retirement Group, LLC | 305 | $23.0K | 0.01% | +81+36.2% | Added |
| Castleview Partners, LLC | 319 | $23.7K | 0.02% | +1+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 323 | $24.0K | 0.01% | −150−31.7% | Reduced |
| Silicon Valley Capital Partners | 325 | $24.2K | 0.01% | +325 | New |
| Virtus Investment Advisers, Inc. | 326 | $24.2K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 333 | $24.7K | 0.01% | +23+7.4% | Added |
| Chesapeake Asset Management LLC | 340 | $25.3K | 0.02% | +340 | New |
| Worth Asset Management, LLC | 355 | $26.4K | 0.02% | +2+0.6% | Added |
| Financial Perspectives, Inc | 360 | $26.8K | 0.01% | −40−10.0% | Reduced |
| Coston, McIsaac & Partners | 372 | $27.0K | 0.01% | +2+0.5% | Added |
| Institutional & Family Asset Management, LLC | 376 | $27.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 378 | $28.1K | 0.02% | −13−3.3% | Reduced |
| Maryland Capital Advisors Inc. | 378 | $28.1K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 379 | $28.1K | 0.01% | +76+25.1% | Added |
| Harvest Fund Management Co., Ltd | 387 | $29.0K | 0.01% | −13,193−97.2% | Reduced |
| First Community Trust NA | 395 | $29.4K | 0.03% | −50−11.2% | Reduced |
| PrairieView Partners, LLC | 414 | $30.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 328 | $31.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 428 | $31.8K | 0.01% | +4+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 444 | $33.0K | 0.00% | −549−55.3% | Reduced |
| Mendota Financial Group, LLC | 329 | $33.3K | 0.03% | −1−0.3% | Reduced |
