| Beaird Harris Wealth Management, LLC | 1 | $173 | 0.00% | −4−80.0% | Reduced |
| West Branch Capital LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1 | $173 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $346 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $346 | 0.00% | +2 | New |
| Fairscale Capital, LLC | 3 | $519 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3 | $519 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $519 | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $864 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 7 | $1.21K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $1.21K | 0.00% | −1−12.5% | Reduced |
| Strengthening Families & Communities, LLC | 7 | $1.22K | 0.00% | +7 | New |
| LGT Financial Advisors LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 8 | $1.38K | 0.00% | +8 | New |
| Country Trust Bank | 8 | $1.38K | 0.00% | +8 | New |
| Binnacle Investments Inc | 8 | $1.38K | 0.00% | +4+100.0% | Added |
| Winnow Wealth LLC | 8 | $1.38K | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 9 | $1.55K | 0.00% | +8+800.0% | Added |
| TFC Financial Management | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 10 | $1.73K | 0.00% | +10 | New |
| Texas Capital Bancshares Inc | 10 | $1.73K | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 10 | $1.73K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $1.90K | 0.00% | +2+22.2% | Added |
| Sofos Investments, Inc. | 12 | $2.10K | 0.00% | +12 | New |
| Clark Wealth Partners | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 14 | $2.42K | 0.01% | +14 | New |
| RMG Wealth Management LLC | 15 | $2.56K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $2.59K | 0.00% | +15 | New |
| Core Alternative Capital | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $2.94K | 0.00% | +17 | New |
| Kilter Group LLC | 18 | $3.11K | 0.00% | +1+5.9% | Added |
| Tortoise Investment Management, LLC | 18 | $3.11K | 0.00% | +3+20.0% | Added |
| True Wealth Design, LLC | 19 | $3.25K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 19 | $3.29K | 0.00% | −39−67.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 22 | $3.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $3.80K | 0.00% | +22 | New |
| Nemes Rush Group LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28 | $4.00K | 0.00% | +2+7.7% | Added |
| Wealth Preservation Advisors, LLC | 27 | $4.67K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $4.84K | 0.01% | −1,604−98.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 27 | $5.00K | 0.00% | +27 | New |
| IMG Wealth Management, Inc. | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $5.19K | 0.00% | −195−86.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $5.19K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $5.36K | 0.00% | +5+19.2% | Added |
| Frazier Financial Advisors, LLC | 33 | $5.71K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $6.22K | 0.00% | +36 | New |
| Noble Wealth Management PBC | 36 | $6.22K | 0.00% | +36 | New |
| Perkins Coie Trust Co | 38 | $6.57K | 0.00% | −39−50.6% | Reduced |
| Bangor Savings Bank | 40 | $6.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 41 | $7.09K | 0.00% | +41 | New |
| LFA - Lugano Financial Advisors SA | 42 | $7.26K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 45 | $7.78K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 45 | $7.78K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 46 | $7.95K | 0.01% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $8.30K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $8.64K | 0.01% | −135−73.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $8.64K | 0.00% | +50 | New |
| Newton One Investments LLC | 51 | $8.75K | 0.00% | +1+2.0% | Added |
| Anfield Capital Management, LLC | 55 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 55 | $9.51K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 57 | $9.86K | 0.00% | +7+14.0% | Added |
| Morse Asset Management, Inc | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $10.1K | 0.00% | +40+210.5% | Added |
| Duncker Streett & Co Inc | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 67 | $11.0K | 0.00% | +2+3.1% | Added |
| Hemington Wealth Management | 65 | $11.0K | 0.00% | +14+27.5% | Added |
| Arlington Trust Co LLC | 65 | $11.2K | 0.00% | +10+18.2% | Added |
| Howard Hughes Medical Institute | 68 | $11.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 68 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 68 | $11.8K | 0.00% | +68 | New |
| Avion Wealth | 71 | $12.0K | 0.00% | −8−10.1% | Reduced |
| DT Investment Partners, LLC | 70 | $12.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 71 | $12.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 77 | $13.3K | 0.00% | +31+67.4% | Added |
| Horizon Financial Services, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Private Wealth Management Group, LLC | 79 | $13.7K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 79 | $13.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $14.2K | 0.00% | −2−2.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 86 | $14.9K | 0.00% | +84+4,200.0% | Added |
| Aspect Partners, LLC | 88 | $15.2K | 0.01% | −1−1.1% | Reduced |
| North Capital, Inc. | 90 | $15.6K | 0.01% | +1+1.1% | Added |
| Bell Investment Advisors, Inc | 90 | $15.6K | 0.00% | −3−3.2% | Reduced |