| New Millennium Group LLC | 1 | $102 | 0.00% | −27−96.4% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $267 | 0.00% | −3−60.0% | Reduced |
| IMA Wealth, Inc. | 3 | $400 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $400 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 6 | $814 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 8 | $1.07K | 0.00% | +4+100.0% | Added |
| WealthTrak Capital Management LLC | 10 | $1.33K | 0.00% | −317−96.9% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.73K | 0.00% | −21−61.8% | Reduced |
| Richardson Financial Services Inc. | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 16 | $2.13K | 0.00% | +9+128.6% | Added |
| Rossby Financial, LCC | 17 | $2.27K | 0.00% | −520−96.8% | Reduced |
| Hughes Financial Services, LLC | 18 | $2.41K | 0.00% | −11−37.9% | Reduced |
| Principia Wealth Advisory, LLC | 19 | $2.53K | 0.00% | +3+18.8% | Added |
| Semmax Financial Advisors Inc. | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $2.80K | 0.00% | −79−79.0% | Reduced |
| Perritt Capital Management Inc | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $3.07K | 0.00% | +15+187.5% | Added |
| Minot DeBlois Advisors LLC | 25 | $3.33K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 27 | $3.60K | 0.00% | +27 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.02K | 0.01% | +28+1,400.0% | Added |
| WealthCollab, LLC | 32 | $4.27K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 32 | $4.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 35 | $4.67K | 0.00% | −7−16.7% | Reduced |
| Birchbrook, Inc. | 35 | $4.67K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $4.67K | 0.00% | +35 | New |
| Legacy Wealth Managment, LLC | 36 | $4.80K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 36 | $4.80K | 0.00% | +36 | New |
| Kiker Wealth Management, LLC | 38 | $5.07K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 39 | $5.20K | 0.00% | −128−76.6% | Reduced |
| Goodman Advisory Group, LLC | 39 | $5.20K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 39 | $5.20K | 0.00% | +20+105.3% | Added |
| Creative Capital Management Investments LLC | 43 | $5.73K | 0.00% | +43 | New |
| Clark Wealth Partners | 48 | $6.40K | 0.00% | +17+54.8% | Added |
| Slocum, Gordon & Co LLP | 50 | $6.67K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $6.67K | 0.00% | +43+614.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 50 | $6.67K | 0.00% | +50 | New |
| S&T Bank | 51 | $6.80K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 52 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 52 | $6.93K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 53 | $7.07K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 57 | $7.60K | 0.01% | +57 | New |
| Total Investment Management Inc | 58 | $7.73K | 0.00% | +58 | New |
| Frazier Financial Advisors, LLC | 60 | $8.00K | 0.01% | −21−25.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 60 | $8.00K | 0.01% | −6−9.1% | Reduced |
| City State Bank | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 62 | $8.27K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $8.69K | 0.00% | −1−1.5% | Reduced |
| Raffa Wealth Management, LLC | 69 | $9.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 71 | $9.47K | 0.00% | −15−17.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $9.60K | 0.01% | −29−28.7% | Reduced |
| Riverview Trust Co | 73 | $9.73K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 77 | $10.0K | 0.00% | +1+1.3% | Added |
| Meeder Asset Management Inc | 76 | $10.1K | 0.00% | −130−63.1% | Reduced |
| Rialto Wealth Management, LLC | 76 | $10.1K | 0.00% | −3−3.8% | Reduced |
| IMG Wealth Management, Inc. | 77 | $10.3K | 0.01% | +77 | New |
| Anfield Capital Management, LLC | 82 | $10.9K | 0.00% | +82 | New |
| Avion Wealth | 88 | $11.0K | 0.00% | +28+46.7% | Added |
| Copia Wealth Management | 83 | $11.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 84 | $11.2K | 0.00% | +58+223.1% | Added |
| Maseco LLP | 86 | $11.5K | 0.00% | +86 | New |
| Fairway Wealth LLC | 89 | $11.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 90 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 95 | $12.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $12.8K | 0.01% | −31−24.4% | Reduced |
| Toth Financial Advisory Corp | 99 | $13.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $13.3K | 0.00% | −444−81.6% | Reduced |
| Costello Asset Management, INC | 100 | $13.3K | 0.01% | −49−32.9% | Reduced |
| Westside Investment Management, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 100 | $13.3K | 0.02% | +100 | New |
| Global Trust Asset Management, LLC | 102 | $13.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 102 | $13.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 105 | $14.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 106 | $14.2K | 0.00% | +50+89.3% | Added |
| Essential Partners LLC | 107 | $14.3K | 0.01% | +107 | New |
| Smallwood Wealth Investment Management, LLC | 119 | $15.9K | 0.01% | +11+10.2% | Added |
| Wealth Preservation Advisors, LLC | 119 | $15.9K | 0.01% | +20+20.2% | Added |
| Howard Hughes Medical Institute | 121 | $16.1K | 0.01% | +121 | New |
| Atlantic Edge Private Wealth Management, LLC | 122 | $16.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 125 | $16.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 125 | $16.7K | 0.00% | +40+47.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 132 | $17.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 140 | $19.0K | 0.00% | +1+0.7% | Added |
| GoalVest Advisory LLC | 145 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 150 | $20.1K | 0.01% | +69+85.2% | Added |
| Midwest Capital Advisors, LLC | 156 | $20.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 157 | $20.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 160 | $21.3K | 0.01% | −96−37.5% | Reduced |
| FWL Investment Management, LLC | 165 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 166 | $22.1K | 0.01% | +72+76.6% | Added |
| Kozak & Associates, Inc. | 168 | $23.5K | 0.00% | −31−15.6% | Reduced |
| Gifford Fong Associates | 178 | $24.0K | 0.01% | 00.0% | Unchanged |