| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $339 | 0.00% | −18−100.0% | Reduced |
| Private Ocean, LLC | 1 | $805 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $805 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $805 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $806 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $806 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $806 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $814 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $1.61K | 0.00% | +2 | New |
| JJJ Advisors Inc. | 2 | $1.61K | 0.00% | +2 | New |
| VisionPoint Advisory Group, LLC | 2 | $1.61K | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $1.61K | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $1.61K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $1.64K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $2.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $2.42K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3 | $2.42K | 0.00% | +3 | New |
| Frank, Rimerman Advisors LLC | 3 | $2.42K | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $2.42K | 0.00% | +3 | New |
| Able Wealth Management LLC | 3 | $2.42K | 0.00% | +3 | New |
| Atwood & Palmer Inc | 3 | $2.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $2.42K | 0.00% | +3 | New |
| Birchbrook, Inc. | 3 | $2.42K | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 4 | $3.22K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $3.22K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.22K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.22K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4 | $3.22K | 0.00% | +4 | New |
| Tennessee Valley Asset Management Partners | 4 | $3.22K | 0.00% | +4 | New |
| Winch Advisory Services, LLC | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $4.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $4.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $4.03K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $4.07K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $4.83K | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 6 | $4.96K | 0.00% | +6 | New |
| Long Island Wealth Management, Inc. | 6 | $5.00K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 7 | $5.08K | 0.00% | +7 | New |
| Northwest Capital Management Inc | 7 | $5.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $5.64K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $5.64K | 0.01% | +7 | New |
| TSFG, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $6.00K | 0.00% | +3+75.0% | Added |
| Hollencrest Capital Management | 8 | $6.44K | 0.00% | +2+33.3% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $6.44K | 0.00% | +8 | New |
| LM Advisors LLC | 8 | $6.44K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $6.44K | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 9 | $7.25K | 0.00% | −2−18.2% | Reduced |
| Rosenberg Matthew Hamilton | 9 | $7.25K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $7.25K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $7.25K | 0.00% | +9 | New |
| Aspect Partners, LLC | 9 | $7.25K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $7.26K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $8.05K | 0.00% | −40−80.0% | Reduced |
| Salem Investment Counselors Inc | 10 | $8.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $8.05K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $8.05K | 0.00% | +3+42.9% | Added |
| Northwest Financial Advisors | 10 | $8.05K | 0.01% | +10 | New |
| CNB Bank | 11 | $8.86K | 0.00% | −1−8.3% | Reduced |
| DAGCO, Inc. | 11 | $8.86K | 0.01% | +11 | New |
| Dynamic Wealth Strategies, LLC | 11 | $8.86K | 0.01% | +11 | New |
| Frazier Financial Advisors, LLC | 11 | $8.86K | 0.01% | +11 | New |
| Emfo, LLC | 12 | $9.66K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $9.66K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $9.66K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $9.66K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $9.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $9.74K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $10.9K | 0.01% | +15 | New |
| Provenance Wealth Advisors, LLC | 15 | $12.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $12.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 16 | $12.9K | 0.01% | +16 | New |
| First Pacific Financial | 16 | $12.9K | 0.00% | −1−5.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $12.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $12.9K | 0.01% | +16 | New |
| Capital Advisors, Ltd. LLC | 17 | $14.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 18 | $14.5K | 0.00% | −3−14.3% | Reduced |
| Eagle Bay Advisors LLC | 18 | $14.5K | 0.01% | −1−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $14.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $15.0K | 0.01% | +18 | New |
| Sugarloaf Wealth Management, LLC | 20 | $16.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $16.9K | 0.00% | +6+40.0% | Added |
| First Foundation Advisors | 22 | $17.7K | 0.00% | −371−94.4% | Reduced |
| Raffa Wealth Management, LLC | 22 | $17.7K | 0.01% | +3+15.8% | Added |