| McCarthy Grittinger Financial Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Private Ocean, LLC | 1 | $51 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 5 | $237 | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 13 | $616 | 0.00% | +13 | New |
| Addison Advisors LLC | 17 | $806 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $806 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 18 | $853 | 0.00% | +18 | New |
| Rogco, LP | 20 | $948 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $995 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 22 | $1.04K | 0.00% | +5+29.4% | Added |
| Westside Investment Management, Inc. | 24 | $1.14K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 26 | $1.23K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $1.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.33K | 0.00% | +7+33.3% | Added |
| Dunhill Financial, LLC | 35 | $1.65K | 0.00% | +14+66.7% | Added |
| RFP Financial Group LLC | 35 | $1.66K | 0.00% | −10−22.2% | Reduced |
| Eagle Bay Advisors LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 39 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.90K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $1.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $2.16K | 0.00% | −1,252−96.0% | Reduced |
| Unique Wealth Strategies, LLC | 45 | $2.26K | 0.00% | +45 | New |
| Iron Horse Wealth Management, LLC | 53 | $2.51K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 57 | $2.69K | 0.00% | −4,618−98.8% | Reduced |
| Scarborough Advisors, LLC | 59 | $2.77K | 0.00% | +1+1.7% | Added |
| Estabrook Capital Management | 59 | $2.80K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 60 | $2.84K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 68 | $3.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $3.46K | 0.00% | +16+28.1% | Added |
| Trifecta Capital Advisors, LLC | 74 | $3.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 74 | $3.51K | 0.00% | +33+80.5% | Added |
| Cetera Trust Company, N.A | 86 | $4.08K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 90 | $4.27K | 0.00% | +80+800.0% | Added |
| SJS Investment Consulting Inc. | 91 | $4.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 94 | $4.46K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 97 | $4.60K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 98 | $4.65K | 0.00% | +6+6.5% | Added |
| NBT Bank N A | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $4.74K | 0.00% | +59+143.9% | Added |
| Cypress Capital, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Atticus Wealth Management, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Main Street Group, LTD | 100 | $4.77K | 0.00% | −19−16.0% | Reduced |
| Gould Capital, LLC | 103 | $4.88K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 104 | $4.95K | 0.00% | +10+10.6% | Added |
| Hantz Financial Services, Inc. | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 108 | $5.11K | 0.00% | +1+0.9% | Added |
| First Command Advisory Services, Inc. | 110 | $5.21K | 0.00% | −9−7.6% | Reduced |
| Breakwater Investment Management | 117 | $5.55K | 0.00% | +117 | New |
| Byrne Asset Management LLC | 130 | $6.11K | 0.00% | −26−16.7% | Reduced |
| Prestige Wealth Management Group LLC | 131 | $6.21K | 0.00% | −115−46.7% | Reduced |
| Delos Wealth Advisors, LLC | 134 | $6.35K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 145 | $6.87K | 0.00% | +20+16.0% | Added |
| Strengthening Families & Communities, LLC | 152 | $7.00K | 0.00% | +73+92.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 150 | $7.11K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $7.11K | 0.00% | +150 | New |
| America First Investment Advisors, LLC | 151 | $7.16K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 153 | $7.25K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 159 | $7.54K | 0.00% | +159 | New |
| Legend Financial Advisors, Inc. | 166 | $7.87K | 0.01% | +166 | New |
| Bell Investment Advisors, Inc | 168 | $7.96K | 0.00% | +9+5.7% | Added |
| Westend Capital Management, LLC | 168 | $8.02K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 171 | $8.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 179 | $8.48K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 184 | $8.72K | 0.00% | −99−35.0% | Reduced |
| JNBA Financial Advisors | 189 | $8.97K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $9.48K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $9.48K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 201 | $9.54K | 0.00% | −6−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 204 | $9.65K | 0.00% | −13−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 214 | $10.1K | 0.00% | −205−48.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 220 | $10.4K | 0.00% | −300−57.7% | Reduced |
| South State Corp. | 220 | $10.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 223 | $10.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 239 | $11.0K | 0.00% | +212+785.2% | Added |
| Institutional & Family Asset Management, LLC | 239 | $11.3K | 0.00% | +1+0.4% | Added |
| Olistico Wealth, LLC | 247 | $11.7K | 0.01% | +247 | New |
| DT Investment Partners, LLC | 249 | $11.8K | 0.00% | +81+48.2% | Added |
| SWAN Capital LLC | 250 | $11.8K | 0.01% | +250 | New |
| Bruce G. Allen Investments, LLC | 255 | $12.1K | 0.01% | +3+1.2% | Added |
| Lowe Wealth Advisors, LLC | 258 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 259 | $12.3K | 0.01% | +1+0.4% | Added |
| Painted Porch Advisors LLC | 269 | $12.7K | 0.01% | +269 | New |
| Wunderlich Capital Managemnt | 286 | $13.6K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 289 | $13.7K | 0.01% | +2+0.7% | Added |
| REAP Financial Group, LLC | 291 | $13.8K | 0.00% | −147−33.6% | Reduced |
| EdgeRock Capital LLC | 300 | $14.2K | 0.01% | +300 | New |
| GHP Investment Advisors, Inc. | 313 | $14.8K | 0.00% | +2+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 316 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 326 | $15.0K | 0.00% | +13+4.2% | Added |
| Oakworth Capital, Inc. | 320 | $15.2K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 322 | $15.3K | 0.01% | +322 | New |
| Front Row Advisors LLC | 325 | $15.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 332 | $15.7K | 0.00% | +2+0.6% | Added |