| Chesapeake Asset Management LLC | 1 | $163 | 0.00% | −1−50.0% | Reduced |
| Sugar Maple Asset Management, LLC | 1 | $164 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $328 | 0.00% | +2 | New |
| Kohmann Bosshard Financial Services, LLC | 2 | $328 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $343 | 0.00% | −5−71.4% | Reduced |
| Sound Income Strategies, LLC | 3 | $491 | 0.00% | −977−99.7% | Reduced |
| NVWM, LLC | 3 | $491 | 0.00% | −1−25.0% | Reduced |
| WealthTrak Capital Management LLC | 3 | $492 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $520 | 0.00% | +4 | New |
| Old Second National Bank of Aurora | 4 | $655 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 4 | $655 | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 5 | $819 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $907 | 0.08% | −5,516−99.9% | Reduced |
| Global Financial Private Client, LLC | 6 | $983 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $983 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $1.15K | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $1.31K | 0.00% | −1−11.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.64K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $1.64K | 0.00% | +10 | New |
| Pineridge Advisors LLC | 10 | $1.69K | 0.00% | −3−23.1% | Reduced |
| Roble, Belko & Company, Inc | 10 | $2.00K | 0.00% | +10 | New |
| FSA Wealth Management LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 15 | $2.46K | 0.00% | −290−95.1% | Reduced |
| Hollencrest Capital Management | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $2.46K | 0.00% | +15 | New |
| Evelyn Partners Asset Management Ltd | 16 | $2.62K | 0.00% | +16 | New |
| West Branch Capital LLC | 16 | $2.62K | 0.00% | +16 | New |
| Washington Trust Advisors, Inc. | 16 | $2.65K | 0.00% | +2+14.3% | Added |
| Fedenia Advisers LLC | 17 | $2.79K | 0.00% | +17 | New |
| New Wave Wealth Advisors LLC | 17 | $2.81K | 0.00% | −2,024−99.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $3.00K | 0.00% | −656−97.0% | Reduced |
| Avion Wealth | 19 | $3.00K | 0.00% | −8−29.6% | Reduced |
| HBC Financial Services, PLLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $3.11K | 0.00% | +1+5.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 20 | $3.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.60K | 0.00% | −6−21.4% | Reduced |
| Sierra Ocean, LLC | 22 | $3.64K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 24 | $3.93K | 0.00% | −8−25.0% | Reduced |
| REAP Financial Group, LLC | 26 | $4.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $4.26K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 27 | $4.35K | 0.00% | −224−89.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 27 | $4.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 27 | $4.42K | 0.00% | +27 | New |
| South State Corp. | 28 | $4.59K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $4.92K | 0.00% | −21−41.2% | Reduced |
| Financial Gravity Companies, Inc. | 30 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 33 | $5.41K | 0.00% | +5+17.9% | Added |
| Asset Dedication, LLC | 34 | $5.57K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $5.73K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 37 | $6.06K | 0.00% | −35−48.6% | Reduced |
| Aspect Partners, LLC | 38 | $6.23K | 0.00% | −14−26.9% | Reduced |
| Eagle Bay Advisors LLC | 43 | $7.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $8.10K | 0.00% | +20+69.0% | Added |
| Archer Investment Corp | 50 | $8.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $8.19K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $8.19K | 0.00% | +9+22.0% | Added |
| Bell Investment Advisors, Inc | 54 | $8.85K | 0.00% | −4−6.9% | Reduced |
| WPG Advisers, LLC | 54 | $8.85K | 0.01% | +54 | New |
| Valued Wealth Advisors LLC | 55 | $9.02K | 0.01% | −6−9.8% | Reduced |
| Wingate Wealth Advisors, Inc. | 59 | $9.67K | 0.01% | +59 | New |
| Sandy Spring Bank | 60 | $9.83K | 0.00% | +60 | New |
| St Germain D J Co Inc | 61 | $9.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $9.99K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 63 | $10.1K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 64 | $10.5K | 0.00% | +64 | New |
| BFSG, LLC | 64 | $10.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 64 | $10.5K | 0.00% | +24+60.0% | Added |
| Winch Advisory Services, LLC | 66 | $10.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $11.0K | 0.00% | −63−48.5% | Reduced |
| Zions Bancorporation, N.A. | 67 | $11.0K | 0.00% | −32−32.3% | Reduced |
| American Capital Advisory, LLC | 68 | $11.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 72 | $11.8K | 0.00% | −39−35.1% | Reduced |
| Optimum Investment Advisors | 75 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 75 | $12.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 79 | $12.9K | 0.01% | +79 | Added |
| Pin Oak Investment Advisors Inc | 74 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $13.3K | 0.01% | −17−17.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 90 | $14.0K | 0.01% | +90 | New |
| Bullock Wealth Management Group | 88 | $14.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 91 | $14.9K | 0.00% | +91 | New |
| Pinnacle Bancorp, Inc. | 92 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 93 | $15.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $15.3K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 99 | $16.3K | 0.01% | +99 | New |
| Morton Brown Family Wealth, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 100 | $16.4K | 0.04% | +100 | New |