| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3 | $435 | 0.00% | +3 | New |
| Fortis Capital Advisors, LLC | 3 | $435 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 4 | $518 | 0.00% | −3,429−99.9% | Reduced |
| FIL Ltd | 5 | $725 | 0.00% | +3+150.0% | Added |
| M&R Capital Management Inc | 5 | $725 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $870 | 0.00% | −7−53.8% | Reduced |
| Beacon Capital Management, LLC | 6 | $870 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −35−89.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| McIlrath & Eck, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $1.01K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 10 | $1.45K | 0.00% | +10 | New |
| Sanctuary Wealth Management, L.L.C. | 11 | $1.60K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $1.74K | 0.00% | +5+71.4% | Added |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | −4−23.5% | Reduced |
| Lazard Asset Management LLC | 18 | $2.00K | 0.00% | +7+63.6% | Added |
| Steward Financial Group LLC | 18 | $2.00K | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $2.18K | 0.00% | −16−51.6% | Reduced |
| Lee Financial Co | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16,001 | $2.32K | 0.00% | −753−4.5% | Reduced |
| Castleview Partners, LLC | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 17 | $2.58K | 0.00% | +17 | New |
| Abound Wealth Management | 18 | $2.61K | 0.00% | −23−56.1% | Reduced |
| Raffa Wealth Management, LLC | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $2.90K | 0.00% | +5+33.3% | Added |
| Valley National Advisers Inc | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $3.05K | 0.00% | −2−8.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 22 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $3.34K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 23 | $3.34K | 0.00% | +23 | New |
| Atlas Capital Advisors LLC | 24 | $3.48K | 0.00% | −22−47.8% | Reduced |
| Tfo-TDC, LLC | 178 | $3.54K | 0.00% | +178 | New |
| Laurel Wealth Advisors LLC | 26 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 28 | $4.06K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 31 | $4.50K | 0.00% | +31 | New |
| Comerica Securities,inc. | 31 | $4.53K | 0.00% | +31 | New |
| Accurate Wealth Management, LLC | 33 | $4.89K | 0.00% | +33 | New |
| Old Second National Bank of Aurora | 34 | $4.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 34 | $4.93K | 0.00% | +34 | New |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 35 | $5.08K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 35 | $5.08K | 0.00% | +35 | New |
| Win Advisors, Inc | 38 | $5.51K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $5.51K | 0.00% | +38 | New |
| Tradewinds Capital Management, LLC | 39 | $5.66K | 0.00% | +39 | New |
| FinTrust Capital Advisors, LLC | 40 | $5.80K | 0.00% | −12−23.1% | Reduced |
| TCTC Holdings, LLC | 41 | $5.95K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 43 | $6.24K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 44 | $6.38K | 0.00% | +44 | New |
| Bogart Wealth, LLC | 44 | $6.38K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 44 | $6.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $6.53K | 0.00% | +8+21.6% | Added |
| AllSquare Wealth Management LLC | 46 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 48 | $6.96K | 0.00% | −13−21.3% | Reduced |
| TSFG, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $7.25K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 53 | $7.69K | 0.01% | −7−11.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 53 | $7.69K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $7.69K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 54 | $7.83K | 0.00% | −7−11.5% | Reduced |
| DT Investment Partners, LLC | 55 | $7.98K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $8.20K | 0.00% | +57 | New |
| Coppell Advisory Solutions Corp. | 57 | $8.20K | 0.00% | +57 | New |
| JJJ Advisors Inc. | 55 | $8.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $8.56K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 63 | $9.00K | 0.00% | −1−1.6% | Reduced |
| Webster Bank, N. A. | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $9.14K | 0.00% | +10+18.9% | Added |
| Kistler-Tiffany Companies, LLC | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 72 | $10.4K | 0.00% | +45+166.7% | Added |
| Wellington Shields Capital Management, LLC | 76 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79 | $11.5K | 0.00% | −126−61.5% | Reduced |
| Delta Asset Management LLC | 79 | $11.5K | 0.00% | +79 | New |
| Earnest Partners LLC | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 80 | $12.0K | 0.00% | +5+6.7% | Added |
| Global Financial Private Client, LLC | 88 | $12.8K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 89 | $12.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 91 | $13.0K | 0.00% | +91 | New |
| Farmers & Merchants Investments Inc | 91 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 145 | $13.5K | 0.14% | −4,431−96.8% | Reduced |
| Institutional & Family Asset Management, LLC | 95 | $13.8K | 0.00% | −1−1.0% | Reduced |
| Hantz Financial Services, Inc. | 95 | $14.0K | 0.00% | +95 | New |
| Covestor Ltd | 104 | $15.0K | 0.01% | −3−2.8% | Reduced |
| Red Tortoise LLC | 104 | $15.1K | 0.01% | +104 | New |
| Dark Forest Capital Management LP | 105 | $15.2K | 0.00% | +105 | New |