| PrairieView Partners, LLC | 72 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 57 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 2 | $26 | 0.00% | −14,953−100.0% | Reduced |
| Y.D. More Investments Ltd | 768 | $27 | 0.00% | +768 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $29 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $105 | 0.00% | +2+33.3% | Added |
| Creative Capital Management Investments LLC | 9 | $119 | 0.00% | +9 | New |
| JJJ Advisors Inc. | 14 | $185 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 18 | $237 | 0.00% | −99−84.6% | Reduced |
| NVWM, LLC | 20 | $267 | 0.00% | +10+100.0% | Added |
| Rosenberg Matthew Hamilton | 23 | $303 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $318 | 0.00% | +25 | New |
| Ruedi Wealth Management, Inc. | 36 | $474 | 0.00% | +36 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $659 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 68 | $895 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 68 | $896 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $909 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 75 | $958 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Valued Wealth Advisors LLC | 80 | $1.07K | 0.00% | +18+29.0% | Added |
| Continuum Advisory, LLC | 82 | $1.08K | 0.00% | −14−14.6% | Reduced |
| Quent Capital, LLC | 84 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $1.17K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 85 | $1.19K | 0.00% | +85 | New |
| Triad Wealth Partners, LLC | 98 | $1.29K | 0.00% | +98 | New |
| Ashton Thomas Private Wealth, LLC | 99 | $1.30K | 0.00% | +99 | New |
| SWAN Capital LLC | 107 | $1.41K | 0.00% | +107 | New |
| Prestige Wealth Management Group LLC | 114 | $1.52K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 126 | $1.66K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 127 | $1.67K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 125 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 128 | $1.69K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 130 | $1.71K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 136 | $1.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 138 | $1.82K | 0.00% | +3+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 150 | $1.98K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 155 | $2.04K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 160 | $2.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 161 | $2.13K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 194 | $2.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 201 | $2.65K | 0.00% | +201 | New |
| Fairscale Capital, LLC | 200 | $2.85K | 0.00% | +200 | New |
| FinTrust Capital Advisors, LLC | 224 | $2.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $3.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 250 | $3.29K | 0.00% | −67−21.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 258 | $3.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 258 | $3.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 289 | $3.81K | 0.00% | −753−72.3% | Reduced |
| North Star Investment Management Corp. | 300 | $3.95K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 300 | $3.95K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 315 | $4.00K | 0.00% | +44+16.2% | Added |
| Versant Capital Management, Inc | 349 | $4.60K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 376 | $5.01K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 412 | $5.43K | 0.00% | +412 | New |
| Old Second National Bank of Aurora | 430 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 494 | $6.51K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 503 | $6.63K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 507 | $6.68K | 0.00% | +4+0.8% | Added |
| REAP Financial Group, LLC | 516 | $6.80K | 0.00% | −46−8.2% | Reduced |
| Resources Management Corp | 500 | $7.00K | 0.00% | −2,000−80.0% | Reduced |
| Cohen & Steers, Inc. | 510 | $7.00K | 0.00% | +510 | New |
| Castleview Partners, LLC | 553 | $7.29K | 0.00% | +286+107.1% | Added |
| Godsey & Gibb Associates | 553 | $7.29K | 0.00% | +553 | New |
| Innealta Capital, LLC | 578 | $7.62K | 0.00% | +578 | New |
| CVA Family Office, LLC | 598 | $7.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 599 | $7.89K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 632 | $8.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 659 | $8.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 675 | $8.89K | 0.01% | +8+1.2% | Added |
| Whittier Trust Co | 690 | $9.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 710 | $9.36K | 0.00% | +63+9.7% | Added |
| First Financial Corp | 717 | $9.45K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 769 | $10.1K | 0.00% | +769 | New |
| Bell Investment Advisors, Inc | 796 | $10.5K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 800 | $10.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 825 | $10.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 837 | $11.1K | 0.00% | +206+32.6% | Added |
| GW&K Investment Management, LLC | 965 | $12.0K | 0.00% | +95+10.9% | Added |
| Pinnacle Bancorp, Inc. | 936 | $12.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,107 | $14.6K | 0.01% | +12+1.1% | Added |
| Richard W. Paul & Associates, LLC | 1,133 | $14.9K | 0.01% | +4+0.4% | Added |
| Red Tortoise LLC | 1,165 | $15.3K | 0.01% | +13+1.1% | Added |
| Cornerstone Planning Group LLC | 1,190 | $15.8K | 0.00% | +555+87.4% | Added |
| Rise Advisors, LLC | 1,228 | $16.2K | 0.01% | +14+1.2% | Added |
| Bruce G. Allen Investments, LLC | 1,280 | $16.9K | 0.01% | −24−1.8% | Reduced |
| Family Firm, Inc. | 1,314 | $17.3K | 0.00% | +1,314 | New |
| Wetzel Investment Advisors, Inc. | 1,280 | $17.9K | 0.01% | −1,271−49.8% | Reduced |
| Front Row Advisors LLC | 1,361 | $18.1K | 0.01% | +285+26.5% | Added |
| United Community Bank | 1,430 | $18.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,471 | $19.4K | 0.01% | +1,471 | New |
| MV Capital Management, Inc. | 1,487 | $19.6K | 0.00% | +7+0.5% | Added |