| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Westend Capital Management, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $50 | 0.00% | +1 | New |
| Eukles Asset Management | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 2 | $99 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $99 | 0.00% | +2 | New |
| Mainstream Capital Management LLC | 3 | $148 | 0.00% | +3 | New |
| Measured Risk Portfolios, Inc. | 3 | $149 | 0.00% | +3 | New |
| NBC Securities, Inc. | 3 | $185 | 0.02% | −4,473−99.9% | Reduced |
| Core Alternative Capital | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $247 | 0.00% | +1+25.0% | Added |
| Sugar Maple Asset Management, LLC | 5 | $247 | 0.00% | +5 | New |
| Truvestments Capital LLC | 6 | $296 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $346 | 0.00% | −21−75.0% | Reduced |
| Nova Wealth Management, Inc. | 8 | $395 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 8 | $399 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 9 | $445 | 0.00% | +9 | New |
| Atwood & Palmer Inc | 10 | $495 | 0.00% | −4,000−99.8% | Reduced |
| Winnow Wealth LLC | 11 | $508 | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 12 | $612 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $692 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $759 | 0.00% | −100−87.0% | Reduced |
| Global Financial Private Client, LLC | 16 | $791 | 0.00% | +16 | New |
| Pacific Center for Financial Services | 17 | $863 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $889 | 0.00% | −86−82.7% | Reduced |
| Catherine Avery Investment Management LLC | 18 | $889 | 0.00% | +18 | New |
| Glass Jacobson Investment Advisors llc | 18 | $890 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 20 | $989 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $989 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $989 | 0.00% | +20 | New |
| Capital Analysts, LLC | 18 | $1.00K | 0.00% | +1+5.9% | Added |
| Navigoe, LLC | 31 | $1.00K | 0.00% | +31 | New |
| New Millennium Group LLC | 23 | $1.14K | 0.00% | +6+35.3% | Added |
| Safe Harbor Fiduciary, LLC | 25 | $1.24K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 26 | $1.28K | 0.00% | +26 | New |
| Chilton Capital Management LLC | 29 | $1.43K | 0.00% | −3,886−99.3% | Reduced |
| UMA Financial Services, Inc. | 29 | $1.43K | 0.00% | +29 | New |
| Delta Asset Management LLC | 31 | $1.53K | 0.00% | −51−62.2% | Reduced |
| Pinney & Scofield, Inc. | 31 | $1.53K | 0.00% | +31 | New |
| Trifecta Capital Advisors, LLC | 33 | $1.63K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 33 | $1.63K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $1.78K | 0.00% | −33−47.8% | Reduced |
| Contravisory Investment Management, Inc. | 36 | $1.78K | 0.00% | +36 | New |
| North Star Investment Management Corp. | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 39 | $1.93K | 0.00% | +39 | New |
| Flagship Wealth Advisors, LLC | 40 | $1.98K | 0.00% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 40 | $1.99K | 0.00% | +40 | New |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $2.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $2.32K | 0.00% | +44+1,466.7% | Added |
| Cornerstone Planning Group LLC | 49 | $2.43K | 0.00% | +36+276.9% | Added |
| Wingate Wealth Advisors, Inc. | 51 | $2.52K | 0.00% | +51 | New |
| Valued Wealth Advisors LLC | 51 | $2.53K | 0.00% | +15+41.7% | Added |
| Frazier Financial Advisors, LLC | 53 | $2.56K | 0.00% | +27+103.8% | Added |
| PayPay Securities Corp | 52 | $2.57K | 0.11% | +40+333.3% | Added |
| New England Capital Financial Advisors LLC | 52 | $2.59K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 53 | $2.62K | 0.00% | −100−65.4% | Reduced |
| Atlas Capital Advisors LLC | 56 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $3.11K | 0.00% | +16+34.0% | Added |
| Old Second National Bank of Aurora | 68 | $3.36K | 0.00% | −52−43.3% | Reduced |
| Iron Horse Wealth Management, LLC | 69 | $3.39K | 0.00% | +53+331.3% | Added |
| JNBA Financial Advisors | 69 | $3.41K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 70 | $3.46K | 0.00% | +70 | New |
| Vermillion Wealth Management, Inc. | 72 | $3.56K | 0.00% | +72 | New |
| BankPlus Trust Department | 72 | $3.56K | 0.00% | +72 | New |
| Laurel Wealth Advisors LLC | 75 | $3.71K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 78 | $3.85K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $4.00K | 0.00% | −345−77.5% | Reduced |
| Capital Advisors, Ltd. LLC | 76 | $4.00K | 0.00% | −38−33.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $4.35K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 86 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $4.45K | 0.00% | +4+4.7% | Added |
| Hallmark Capital Management Inc | 94 | $4.64K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 101 | $4.99K | 0.00% | +101 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.06K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 105 | $5.19K | 0.01% | +105 | New |
| GHP Investment Advisors, Inc. | 107 | $5.29K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 108 | $5.34K | 0.00% | +108 | New |
| South State Corp. | 111 | $5.49K | 0.00% | −495−81.7% | Reduced |
| Aspect Partners, LLC | 112 | $5.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $5.58K | 0.00% | +9+8.7% | Added |
| Gen-Wealth Partners Inc | 117 | $5.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 118 | $5.83K | 0.00% | +4+3.5% | Added |
| Financial Network Wealth Advisors LLC | 119 | $5.88K | 0.01% | −759−86.4% | Reduced |
| Transce3nd, LLC | 119 | $5.88K | 0.00% | +119 | New |
| Raiffeisen Bank International AG | 124 | $5.95K | 0.00% | +124 | New |
| Mountain Hill Investment Partners Corp. | 124 | $6.13K | 0.01% | +124 | New |
| Raffa Wealth Management, LLC | 127 | $6.30K | 0.00% | +100+370.4% | Added |
| Aventura Private Wealth, LLC | 129 | $6.37K | 0.00% | +129 | New |
| Pathway Financial Advisers, LLC | 130 | $6.40K | 0.00% | +30+30.0% | Added |
| Washington Trust Advisors, Inc. | 133 | $6.57K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 135 | $6.67K | 0.00% | +135 | New |
| Brown, Lisle/Cummings, Inc. | 140 | $6.92K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 144 | $7.13K | 0.01% | +144 | New |
| RE Dickinson Investment Advisors, LLC | 148 | $7.30K | 0.00% | 00.0% | Unchanged |