| Pacific Center for Financial Services | 0 | $22 | 0.00% | 0 | Unchanged |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $1.22K | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $1.27K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1 | $1.27K | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $1.27K | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $1.27K | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $1.27K | 0.00% | −3−75.0% | Reduced |
| Kimelman & Baird, LLC | 1 | $1.27K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $1.27K | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 1 | $1.27K | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $1.27K | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $1.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.54K | 0.00% | −2−50.0% | Reduced |
| Hexagon Capital Partners LLC | 2 | $2.54K | 0.00% | −1−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.54K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $2.54K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $2.54K | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $2.54K | 0.00% | +2 | New |
| Capital & Planning, LLC | 2 | $2.54K | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $2.54K | 0.00% | +2 | New |
| Fairman Group, LLC | 3 | $3.80K | 0.00% | −4−57.1% | Reduced |
| Eagle Bay Advisors LLC | 3 | $3.80K | 0.00% | −1−25.0% | Reduced |
| Creative Financial Designs Inc | 3 | $3.80K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $3.80K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $3.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $3.80K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $3.80K | 0.00% | +3 | New |
| Criterion Capital Advisors, LLC | 3 | $3.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $4.84K | 0.00% | +1+33.3% | Added |
| Richardson Financial Services Inc. | 4 | $5.07K | 0.00% | −5−55.6% | Reduced |
| Concord Wealth Partners | 4 | $5.07K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $5.07K | 0.00% | +4 | New |
| Painted Porch Advisors LLC | 4 | $5.07K | 0.00% | +4 | New |
| Reyes Financial Architecture, Inc. | 4 | $5.07K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $5.07K | 0.00% | −1−20.0% | Reduced |
| Private Wealth Management Group, LLC | 4 | $5.07K | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 4 | $5.12K | 0.00% | +1+33.3% | Added |
| Legacy Investment Solutions, LLC | 4 | $5.31K | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $5.31K | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $6.34K | 0.00% | +3+150.0% | Added |
| Clark Wealth Partners | 5 | $6.34K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $6.34K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $6.34K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $7.60K | 0.00% | +1+20.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 6 | $7.60K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 6 | $7.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $8.00K | 0.00% | −1−12.5% | Reduced |
| Semmax Financial Advisors Inc. | 6 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $8.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $8.87K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 7 | $8.87K | 0.01% | +7 | New |
| Ogorek Anthony Joseph | 8 | $10.0K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $10.1K | 0.00% | −3−27.3% | Reduced |
| Zions Bancorporation, N.A. | 8 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $10.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $10.1K | 0.00% | +6+300.0% | Added |
| Sierra Ocean, LLC | 8 | $10.1K | 0.01% | +8 | New |
| Dunhill Financial, LLC | 8 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $11.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $11.4K | 0.01% | +2+28.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $11.4K | 0.02% | +9 | New |
| Atlas Capital Advisors LLC | 10 | $12.7K | 0.00% | +7+233.3% | Added |
| Harbor Investment Advisory, LLC | 10 | $12.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 10 | $13.0K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $13.5K | 0.01% | +10 | New |
| Colonial Trust Co | 11 | $13.7K | 0.00% | +5+83.3% | Added |
| Darwin Advisors, LLC | 11 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $13.9K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 11 | $13.9K | 0.01% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $16.5K | 0.00% | +1+8.3% | Added |
| Bogart Wealth, LLC | 13 | $16.5K | 0.00% | +5+62.5% | Added |
| Winch Advisory Services, LLC | 13 | $16.5K | 0.00% | +13 | New |
| Bellevue Asset Management, LLC | 14 | $17.7K | 0.01% | +1+7.7% | Added |
| Red Tortoise LLC | 14 | $17.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $17.7K | 0.01% | +1+7.7% | Added |
| Washington Trust Co | 15 | $19.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 16 | $20.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $20.3K | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 17 | $21.5K | 0.01% | −6−26.1% | Reduced |
| Archer Investment Corp | 17 | $21.5K | 0.01% | −1−5.6% | Reduced |
| Financial Management Professionals, Inc. | 17 | $21.5K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 17 | $21.5K | 0.02% | +17 | New |
| Hurley Capital, LLC | 16 | $21.7K | 0.02% | +16 | New |
| Harvest Fund Management Co., Ltd | 17 | $22.0K | 0.00% | −140−89.2% | Reduced |
| Global Trust Asset Management, LLC | 18 | $22.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $22.8K | 0.00% | 00.0% | Unchanged |