| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 0 | $14 | 0.00% | 0 | New |
| Eagle Bay Advisors LLC | 1 | $73 | 0.00% | −88−98.9% | Reduced |
| Winnow Wealth LLC | 3 | $111 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 4 | $194 | 0.00% | +2+100.0% | Added |
| Wolff Wiese Magana LLC | 5 | $244 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $292 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $292 | 0.00% | +6 | New |
| BOK Financial Private Wealth, Inc. | 6 | $296 | 0.00% | +6 | New |
| Anchor Investment Management, LLC | 7 | $340 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $345 | 0.00% | −10−58.8% | Reduced |
| TFC Financial Management | 8 | $389 | 0.00% | −11−57.9% | Reduced |
| SJS Investment Consulting Inc. | 8 | $389 | 0.00% | −11−57.9% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $394 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9 | $437 | 0.00% | −1−10.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $437 | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $486 | 0.00% | −470−97.9% | Reduced |
| Whittier Trust Co | 10 | $486 | 0.00% | +10 | New |
| Legacy Investment Solutions, LLC | 15 | $519 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $519 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $584 | 0.00% | −4−25.0% | Reduced |
| Coppell Advisory Solutions LLC | 13 | $630 | 0.00% | −15−53.6% | Reduced |
| Hollencrest Capital Management | 15 | $729 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $778 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $778 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $826 | 0.00% | −55−76.4% | Reduced |
| Tompkins Financial Corp | 17 | $826 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $826 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 17 | $826 | 0.00% | +17 | New |
| True Wealth Design, LLC | 17 | $827 | 0.00% | −1,019−98.4% | Reduced |
| MCF Advisors LLC | 18 | $875 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 18 | $875 | 0.00% | +18 | New |
| Versant Capital Management, Inc | 19 | $924 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $969 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 20 | $972 | 0.00% | −90−81.8% | Reduced |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | −21−46.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.01K | 0.00% | +1+5.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $1.02K | 0.00% | +21 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.12K | 0.00% | +5+27.8% | Added |
| Trifecta Capital Advisors, LLC | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $1.17K | 0.00% | +24 | New |
| Zions Bancorporation, N.A. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 31 | $1.51K | 0.01% | +31 | New |
| Sound Income Strategies, LLC | 32 | $1.56K | 0.00% | −3−8.6% | Reduced |
| Red Tortoise LLC | 35 | $1.70K | 0.00% | +35 | New |
| MPWM Advisory Solutions, LLC | 35 | $1.70K | 0.00% | +35 | New |
| Grove Bank & Trust | 36 | $1.75K | 0.00% | +12+50.0% | Added |
| Oarsman Capital, Inc. | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $1.94K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 42 | $2.04K | 0.00% | +7+20.0% | Added |
| Raffa Wealth Management, LLC | 44 | $2.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $2.33K | 0.00% | −56−53.8% | Reduced |
| McIlrath & Eck, LLC | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $2.43K | 0.00% | +14+38.9% | Added |
| High Note Wealth, LLC | 50 | $2.43K | 0.00% | +50 | New |
| Clean Yield Group | 51 | $2.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.48K | 0.00% | −8−13.6% | Reduced |
| Assetmark, Inc | 53 | $2.58K | 0.00% | +13+32.5% | Added |
| WealthCollab, LLC | 57 | $2.77K | 0.00% | +57 | New |
| WPG Advisers, LLC | 59 | $2.87K | 0.00% | +59 | New |
| GPS Wealth Strategies Group, LLC | 60 | $2.92K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 65 | $3.16K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 70 | $3.40K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 72 | $3.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $3.65K | 0.00% | −5−6.3% | Reduced |
| Ransom Advisory, Ltd | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 78 | $3.79K | 0.00% | +78 | New |
| Independence Bank of Kentucky | 80 | $3.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 101 | $4.00K | 0.00% | −11−9.8% | Reduced |
| TCTC Holdings, LLC | 86 | $4.18K | 0.00% | +86 | New |
| Medallion Wealth Advisors, LLC | 100 | $4.22K | 0.00% | +100 | New |
| REAP Financial Group, LLC | 92 | $4.47K | 0.00% | +1+1.1% | Added |
| Raleigh Capital Management Inc. | 94 | $4.56K | 0.00% | −21−18.3% | Reduced |
| Creative Financial Designs Inc | 99 | $4.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $4.86K | 0.00% | +6+7.4% | Added |
| Brown Brothers Harriman & Co | 100 | $4.86K | 0.00% | −85−45.9% | Reduced |
| St Germain D J Co Inc | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $4.86K | 0.00% | +100 | New |
| Millstone Evans Group, LLC | 101 | $4.92K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 104 | $5.06K | 0.00% | −1−1.0% | Reduced |
| Graney & King, LLC | 106 | $5.15K | 0.00% | +106 | New |
| Bayforest Capital Ltd | 108 | $5.25K | 0.01% | +108 | New |
| Venturi Wealth Management, LLC | 108 | $5.25K | 0.00% | +72+200.0% | Added |
| CoreCap Advisors, LLC | 109 | $5.30K | 0.00% | +50+84.7% | Added |
| Tucker Asset Management LLC | 118 | $5.74K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $5.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 125 | $6.08K | 0.00% | −102−44.9% | Reduced |
| HighMark Wealth Management LLC | 128 | $6.22K | 0.00% | +43+50.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 129 | $6.34K | 0.00% | +14+12.2% | Added |
| Global Retirement Partners, LLC | 134 | $6.49K | 0.00% | −32−19.3% | Reduced |
| Harbor Investment Advisory, LLC | 140 | $6.80K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 122 | $6.81K | 0.00% | +122 | New |
| Capital Advisors, Ltd. LLC | 136 | $7.00K | 0.00% | −296−68.5% | Reduced |
| Manchester Capital Management LLC | 149 | $7.24K | 0.00% | −1,361−90.1% | Reduced |
| Central Trust Co | 158 | $7.68K | 0.00% | −142−47.3% | Reduced |
| Cromwell Holdings LLC | 157 | $7.72K | 0.00% | −190−54.8% | Reduced |
| Catalyst Capital Advisors LLC | 162 | $7.88K | 0.00% | −3−1.8% | Reduced |