| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −154−99.4% | Reduced |
| Asset Dedication, LLC | 0 | $36 | 0.00% | 0 | Unchanged |
| Creative Financial Designs Inc | 1 | $89 | 0.00% | −380−99.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $89 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $177 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $178 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $259 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $266 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $267 | 0.00% | +1+50.0% | Added |
| NBC Securities, Inc. | 3 | $287 | 0.03% | −3,241−99.9% | Reduced |
| Raffa Wealth Management, LLC | 4 | $355 | 0.00% | −14−77.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 4 | $355 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $355 | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 4 | $357 | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5 | $443 | 0.00% | +5 | New |
| Vista Private Wealth Partners. LLC | 5 | $447 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $532 | 0.00% | −4−40.0% | Reduced |
| Continuum Advisory, LLC | 7 | $621 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 8 | $709 | 0.00% | +1+14.3% | Added |
| Private Wealth Management Group, LLC | 10 | $887 | 0.00% | −58−85.3% | Reduced |
| True Wealth Design, LLC | 10 | $887 | 0.00% | −37−78.7% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $887 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $976 | 0.00% | −37−77.1% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $1.24K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $1.33K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.33K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $1.42K | 0.00% | +16 | New |
| Ancora Advisors, LLC | 17 | $1.51K | 0.00% | −2−10.5% | Reduced |
| Whipplewood Advisors, LLC | 18 | $1.60K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.77K | 0.00% | +10+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 21 | $1.86K | 0.00% | +9+75.0% | Added |
| Game Plan Financial Advisors, LLC | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $1.99K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 24 | $2.13K | 0.00% | +24 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $2.19K | 0.00% | +13+118.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $2.22K | 0.00% | +25 | New |
| Fedenia Advisers LLC | 25 | $2.22K | 0.00% | +25 | New |
| Legacy Investment Solutions, LLC | 35 | $2.30K | 0.00% | −7−16.7% | Reduced |
| Legacy Wealth Managment, LLC | 35 | $2.30K | 0.00% | −7−16.7% | Reduced |
| Red Tortoise LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 31 | $2.75K | 0.00% | +31 | New |
| Signature Resources Capital Management, LLC | 33 | $2.93K | 0.00% | −151−82.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $3.00K | 0.00% | −22−40.0% | Reduced |
| Copeland Capital Management, LLC | 34 | $3.02K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 37 | $3.38K | 0.00% | +37 | New |
| Motco | 39 | $3.46K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 39 | $3.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $3.73K | 0.00% | −2,534−98.4% | Reduced |
| GKV Capital Management Co., Inc. | 43 | $3.81K | 0.00% | +43 | New |
| Global Wealth Strategies & Associates | 44 | $3.90K | 0.00% | +44 | New |
| Delta Asset Management LLC | 45 | $3.99K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 48 | $4.26K | 0.00% | +48 | New |
| Bogart Wealth, LLC | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $4.43K | 0.00% | +25+100.0% | Added |
| Sachetta, LLC | 52 | $4.61K | 0.00% | −9−14.8% | Reduced |
| Aspect Partners, LLC | 53 | $4.70K | 0.00% | −14−20.9% | Reduced |
| Bruce G. Allen Investments, LLC | 54 | $4.79K | 0.00% | +4+8.0% | Added |
| Prestige Wealth Management Group LLC | 56 | $4.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 63 | $5.00K | 0.00% | −1,179−94.9% | Reduced |
| Eagle Bay Advisors LLC | 58 | $5.14K | 0.00% | +5+9.4% | Added |
| Addison Advisors LLC | 60 | $5.32K | 0.00% | −59−49.6% | Reduced |
| TCTC Holdings, LLC | 61 | $5.41K | 0.00% | +61 | New |
| Fairfield Financial Advisors, LTD | 65 | $5.78K | 0.00% | −16−19.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 70 | $6.21K | 0.01% | +70 | New |
| MV Capital Management, Inc. | 75 | $6.65K | 0.00% | −17−18.5% | Reduced |
| Johnson Financial Group, Inc. | 76 | $6.75K | 0.00% | −1,276−94.4% | Reduced |
| Medallion Wealth Advisors, LLC | 107 | $6.92K | 0.00% | +107 | New |
| McIlrath & Eck, LLC | 78 | $6.92K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 81 | $7.18K | 0.01% | +81 | New |
| SJS Investment Consulting Inc. | 82 | $7.27K | 0.00% | +62+310.0% | Added |
| Winch Advisory Services, LLC | 85 | $7.57K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 86 | $7.63K | 0.01% | +86 | New |
| DT Investment Partners, LLC | 86 | $7.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $7.72K | 0.00% | −20−18.7% | Reduced |
| Whittier Trust Co | 89 | $7.89K | 0.00% | −66−42.6% | Reduced |
| CoreCap Advisors, LLC | 90 | $7.98K | 0.00% | −65−41.9% | Reduced |
| GW&K Investment Management, LLC | 94 | $8.00K | 0.00% | −34−26.6% | Reduced |
| Rothschild Investment LLC | 91 | $8.07K | 0.00% | +45+97.8% | Added |
| Sierra Ocean, LLC | 91 | $8.12K | 0.01% | +91 | New |
| Atlas Capital Advisors LLC | 97 | $8.60K | 0.00% | −32−24.8% | Reduced |
| Dunhill Financial, LLC | 98 | $8.73K | 0.00% | −149−60.3% | Reduced |
| GHP Investment Advisors, Inc. | 99 | $8.76K | 0.00% | −247−71.4% | Reduced |
| Tompkins Financial Corp | 100 | $8.87K | 0.00% | 00.0% | Unchanged |