| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 1 | $113 | 0.00% | −15−93.8% | Reduced |
| Rakuten Securities, Inc. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1 | $113 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $113 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $113 | 0.00% | +1 | New |
| Winch Advisory Services, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $225 | 0.00% | −109−98.2% | Reduced |
| Golden State Wealth Management, LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $225 | 0.00% | +2 | New |
| Old Second National Bank of Aurora | 2 | $225 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $225 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 2 | $230 | 0.00% | −104−98.1% | Reduced |
| Salomon & Ludwin, LLC | 2 | $230 | 0.00% | −18−90.0% | Reduced |
| Cornerstone Planning Group LLC | 2 | $236 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $338 | 0.00% | +1+50.0% | Added |
| Evolution Wealth Management Inc. | 4 | $450 | 0.00% | +4 | New |
| Rexford Capital Inc | 4 | $450 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $460 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $563 | 0.00% | −25−83.3% | Reduced |
| Financial Gravity Companies, Inc. | 5 | $563 | 0.00% | +5 | New |
| Asset Dedication, LLC | 5 | $563 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $563 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $563 | 0.00% | +5 | New |
| Eukles Asset Management | 6 | $675 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $675 | 0.00% | +6 | New |
| CWM Advisors, LLC | 7 | $812 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $1.00K | 0.00% | −2−12.5% | Reduced |
| Arlington Trust Co LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 11 | $1.24K | 0.00% | +2+22.2% | Added |
| Timbuktu Capital Management, LLC | 11 | $1.27K | 0.00% | +11 | New |
| SHP Wealth Management | 12 | $1.33K | 0.00% | +3+33.3% | Added |
| Boyd Watterson Asset Management LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $1.57K | 0.00% | −1,667−99.2% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 15 | $1.69K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 16 | $1.80K | 0.00% | +6+60.0% | Added |
| HFM Investment Advisors, LLC | 17 | $1.91K | 0.00% | +10+142.9% | Added |
| Fulcrum Asset Management LLP | 17 | $1.97K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.14K | 0.00% | −2−9.5% | Reduced |
| Sittner & Nelson, LLC | 19 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $2.25K | 0.00% | +1+5.3% | Added |
| Westfuller Advisors, LLC | 21 | $2.40K | 0.00% | −2−8.7% | Reduced |
| City State Bank | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 22 | $2.48K | 0.00% | +2+10.0% | Added |
| Allianz SE | 25 | $2.81K | 0.00% | −5,272−99.5% | Reduced |
| Nemes Rush Group LLC | 25 | $2.81K | 0.00% | +25 | New |
| Transamerica Financial Advisors, Inc. | 25 | $2.85K | 0.00% | +15+150.0% | Added |
| Fortis Group Advisors, LLC | 26 | $2.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 28 | $3.16K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $3.26K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 29 | $3.26K | 0.00% | +29 | New |
| Atlantic Union Bankshares Corp | 29 | $3.28K | 0.00% | −3−9.4% | Reduced |
| Holos Integrated Wealth LLC | 29 | $3.28K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 30 | $3.38K | 0.00% | +30 | New |
| Spire Wealth Management | 31 | $3.49K | 0.00% | −6−16.2% | Reduced |
| Creative Capital Management Investments LLC | 33 | $3.71K | 0.00% | +33 | New |
| Cedar Mountain Advisors, LLC | 35 | $3.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $4.05K | 0.00% | +12+50.0% | Added |
| Rialto Wealth Management, LLC | 37 | $4.16K | 0.00% | +19+105.6% | Added |
| DT Investment Partners, LLC | 38 | $4.28K | 0.00% | −23−37.7% | Reduced |
| Bogart Wealth, LLC | 39 | $4.39K | 0.00% | +39 | New |
| West Branch Capital LLC | 39 | $4.39K | 0.00% | +39 | New |
| UMA Financial Services, Inc. | 44 | $4.95K | 0.00% | +24+120.0% | Added |
| High Note Wealth, LLC | 46 | $5.17K | 0.00% | +46 | New |
| Bellevue Asset Management, LLC | 46 | $5.26K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 43 | $5.41K | 0.00% | +41+2,050.0% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $5.63K | 0.00% | +12+31.6% | Added |
| Luminist Capital LLC | 51 | $5.74K | 0.01% | +51 | New |
| Horizon Financial Services, LLC | 52 | $5.85K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 52 | $5.89K | 0.00% | −1−1.9% | Reduced |
| Bell Investment Advisors, Inc | 56 | $6.30K | 0.00% | +5+9.8% | Added |
| Financial Avengers, Inc. | 58 | $6.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 59 | $6.64K | 0.00% | −24−28.9% | Reduced |
| Boreal Capital Management LLC | 59 | $6.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $6.75K | 0.00% | +60 | New |
| Covestor Ltd | 61 | $7.00K | 0.00% | +1+1.7% | Added |
| Capital Advisors, Ltd. LLC | 58 | $7.00K | 0.00% | +58 | New |
| Wilkerson Advisory Group LLC | 63 | $7.13K | 0.00% | +58+1,160.0% | Added |
| First Pacific Financial | 69 | $7.76K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 73 | $8.21K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 69 | $8.35K | 0.00% | 00.0% | Unchanged |