| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −2−100.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $520 | 0.00% | +10 | New |
| Live Oak Investment Partners | – | $572 | 0.00% | – | – |
| Impact Partnership Wealth, LLC | 12 | $624 | 0.00% | −516−97.7% | Reduced |
| Main Street Group, LTD | 13 | $702 | 0.00% | +13 | New |
| Truvestments Capital LLC | 14 | $729 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 14 | $736 | 0.00% | +14 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $749 | 0.00% | −2,933−99.5% | Reduced |
| Strategic Investment Solutions, Inc. | 15 | $801 | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 17 | $888 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $937 | 0.00% | +18 | New |
| Frank, Rimerman Advisors LLC | 18 | $937 | 0.00% | +18 | New |
| Pineridge Advisors LLC | 18 | $937 | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 20 | $1.02K | 0.00% | −31−60.8% | Reduced |
| Game Plan Financial Advisors, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Tfo-TDC, LLC | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 27 | $1.41K | 0.00% | +13+92.9% | Added |
| DHJJ Financial Advisors, Ltd. | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 30 | $1.58K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 31 | $1.61K | 0.00% | +31 | New |
| Tucker Asset Management LLC | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 37 | $1.93K | 0.00% | +37 | New |
| Perkins Coie Trust Co | 38 | $1.98K | 0.00% | −76−66.7% | Reduced |
| Byrne Asset Management LLC | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 39 | $2.03K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $2.29K | 0.00% | +13+41.9% | Added |
| Wolff Wiese Magana LLC | 45 | $2.34K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.52K | 0.00% | +1+2.1% | Added |
| Tradewinds Capital Management, LLC | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54 | $2.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $2.81K | 0.00% | +54 | New |
| Peoples Bank | 55 | $2.86K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 56 | $2.91K | 0.00% | +29+107.4% | Added |
| TSFG, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $3.07K | 0.00% | +59 | New |
| West Branch Capital LLC | 60 | $3.12K | 0.00% | +60 | New |
| Archer Investment Corp | 64 | $3.33K | 0.00% | +12+23.1% | Added |
| Valued Wealth Advisors LLC | 59 | $3.46K | 0.00% | +59 | New |
| Cornerstone Planning Group LLC | 67 | $3.50K | 0.00% | −17−20.2% | Reduced |
| REAP Financial Group, LLC | 70 | $3.65K | 0.00% | +70 | New |
| Planning Capital Management Corp | 72 | $3.75K | 0.00% | +72 | New |
| BFSG, LLC | 73 | $3.82K | 0.00% | +73 | New |
| Fairfield, Bush & Co. | 75 | $3.90K | 0.00% | +75 | New |
| Hantz Financial Services, Inc. | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 69 | $4.00K | 0.00% | −24−25.8% | Reduced |
| Red Tortoise LLC | 80 | $4.16K | 0.00% | +7+9.6% | Added |
| Iron Horse Wealth Management, LLC | 85 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 86 | $4.47K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $4.54K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $4.71K | 0.00% | −3,178−97.2% | Reduced |
| Garner Asset Management Corp | 100 | $4.74K | 0.00% | +100 | New |
| Keener Financial Planning LLC | 93 | $5.00K | 0.00% | +93 | New |
| Wetzel Investment Advisors, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Able Wealth Management LLC | 99 | $5.15K | 0.00% | +99 | New |
| 1832 Asset Management L.P. | 100 | $5.20K | 0.00% | −4,392,154−100.0% | Reduced |
| Dunhill Financial, LLC | 101 | $5.27K | 0.00% | +101 | New |
| Cape Investment Advisory, Inc. | 104 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 105 | $5.47K | 0.00% | +1+1.0% | Added |
| Sittner & Nelson, LLC | 109 | $5.67K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 110 | $5.72K | 0.00% | +82+292.9% | Added |
| SJS Investment Consulting Inc. | 113 | $5.88K | 0.00% | −11−8.9% | Reduced |
| Laffer Tengler Investments | 115 | $5.99K | 0.00% | +115 | New |
| Jackson, Grant Investment Advisers, Inc. | 120 | $6.25K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $6.25K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 125 | $6.50K | 0.00% | +125 | New |
| Financial Perspectives, Inc | 130 | $6.76K | 0.00% | −29−18.2% | Reduced |
| Resources Management Corp | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $7.44K | 0.00% | +143 | New |
| Caldwell Trust Co | 145 | $7.55K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 148 | $7.70K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $7.81K | 0.00% | −4−2.6% | Reduced |
| Pittenger & Anderson Inc | 150 | $7.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 157 | $8.17K | 0.00% | +157 | New |
| First Command Advisory Services, Inc. | 159 | $8.27K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 175 | $9.11K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 176 | $9.16K | 0.01% | +176 | New |
| Livelsberger Financial Advisory | 178 | $9.25K | 0.01% | +178 | New |
| Bogart Wealth, LLC | 180 | $9.37K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 182 | $9.47K | 0.00% | +137+304.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 184 | $9.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 189 | $9.84K | 0.00% | −570−75.1% | Reduced |
| Financial Freedom, LLC | 195 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $10.1K | 0.01% | +195 | New |
| Union Savings Bank | 196 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 200 | $10.4K | 0.00% | −50−20.0% | Reduced |
| First Community Trust NA | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 210 | $10.9K | 0.00% | −8−3.7% | Reduced |
| Long Island Wealth Management, Inc. | 215 | $11.0K | 0.01% | +215 | New |
| Prestige Wealth Management Group LLC | 219 | $11.5K | 0.00% | +35+19.0% | Added |
| Winch Advisory Services, LLC | 224 | $11.6K | 0.00% | +1+0.4% | Added |
| Norwood Financial Corp | 225 | $11.7K | 0.02% | −100−30.8% | Reduced |
| TFC Financial Management | 226 | $11.8K | 0.00% | −137−37.7% | Reduced |
| McIlrath & Eck, LLC | 230 | $12.0K | 0.00% | 00.0% | Unchanged |