| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 18,401 | $23 | 0.00% | +18,401 | New |
| ClariVest Asset Management LLC | 1 | $815 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $825 | 0.00% | −1−50.0% | Reduced |
| Retirement Group, LLC | 1 | $825 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $825 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1 | $825 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $826 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $1.47K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.65K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.65K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $2.40K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $2.48K | 0.00% | −479−99.4% | Reduced |
| Atwood & Palmer Inc | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $2.88K | 0.00% | +3 | Added |
| Westside Investment Management, Inc. | 4 | $3.20K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.30K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.30K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4 | $3.30K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $3.30K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $3.32K | 0.00% | +4 | New |
| Winch Advisory Services, LLC | 4 | $3.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $4.13K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $4.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $4.83K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $4.95K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6 | $4.95K | 0.00% | +6 | New |
| BBJS Financial Advisors, LLC | 6 | $5.29K | 0.00% | −956−99.4% | Reduced |
| Northwest Capital Management Inc | 7 | $5.78K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $5.78K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $6.60K | 0.00% | −2−20.0% | Reduced |
| Hollencrest Capital Management | 8 | $6.60K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 8 | $7.00K | 0.01% | −3−27.3% | Reduced |
| Avion Wealth | 8 | $7.00K | 0.00% | +1+14.3% | Added |
| First PREMIER Bank | 9 | $7.00K | 0.00% | +9 | New |
| Rosenberg Matthew Hamilton | 9 | $7.20K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $7.43K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 9 | $7.43K | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 9 | $7.43K | 0.00% | +9 | New |
| Operose Advisors LLC | 10 | $8.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $8.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $8.25K | 0.00% | +5+100.0% | Added |
| Mechanics Financial Corp | 10 | $8.25K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $8.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $8.25K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 11 | $9.08K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $9.18K | 0.00% | +3+37.5% | Added |
| McIlrath & Eck, LLC | 12 | $9.90K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $9.90K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $9.90K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $9.90K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $10.2K | 0.01% | +10+500.0% | Added |
| Abound Wealth Management | 13 | $10.6K | 0.00% | +1+8.3% | Added |
| Godsey & Gibb Associates | 14 | $11.6K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $12.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $12.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 15 | $12.4K | 0.01% | +15 | New |
| PFS Partners, LLC | 15 | $12.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $13.2K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $13.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $13.2K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $14.0K | 0.01% | +15+750.0% | Added |
| FSA Wealth Management LLC | 18 | $15.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $16.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $17.0K | 0.00% | −5−20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $17.0K | 0.00% | +3+17.6% | Added |
| Pin Oak Investment Advisors Inc | 22 | $18.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $18.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $18.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 22 | $18.2K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 26 | $18.2K | 0.01% | −2−7.1% | Reduced |
| Pacific Center for Financial Services | 23 | $19.0K | 0.01% | +23 | New |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $19.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 24 | $19.8K | 0.00% | −2−7.7% | Reduced |
| Eagle Bay Advisors LLC | 24 | $19.8K | 0.01% | +6+33.3% | Added |
| Brown, Lisle/Cummings, Inc. | 25 | $20.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $20.6K | 0.00% | −103−80.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 25 | $20.7K | 0.00% | +25 | New |
| First Foundation Advisors | 26 | $21.5K | 0.00% | +4+18.2% | Added |
| Bartlett & Co. Wealth Management LLC | 28 | $23.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $23.1K | 0.01% | +19+211.1% | Added |
| Manchester Capital Management LLC | 29 | $23.9K | 0.00% | +5+20.8% | Added |