| CKW Financial Group | 1 | $0 | 0.00% | −52−98.1% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $49 | 0.00% | +1 | New |
| FLP Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $194 | 0.00% | +2 | New |
| CNB Bank | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $292 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 4 | $388 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $389 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 5 | $486 | 0.00% | −70−93.3% | Reduced |
| Vista Private Wealth Partners. LLC | 5 | $486 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 8 | $777 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 8 | $809 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 9 | $874 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $874 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $971 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $971 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $971 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $1.07K | 0.00% | −56−83.6% | Reduced |
| Highline Wealth Partners LLC | 11 | $1.07K | 0.00% | +11 | New |
| BOK Financial Private Wealth, Inc. | 11 | $1.07K | 0.00% | +11 | New |
| Human Investing LLC | 11 | $1.07K | 0.00% | +11 | New |
| Parkworth Wealth Management, Inc. | 12 | $1.17K | 0.00% | +12 | New |
| Caitlin John, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 15 | $1.46K | 0.00% | −6−28.6% | Reduced |
| Clark Wealth Partners | 16 | $1.55K | 0.00% | +16 | New |
| NewSquare Capital LLC | 17 | $1.65K | 0.00% | +17 | New |
| Coppell Advisory Solutions LLC | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $1.84K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $1.94K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.05K | 0.00% | −102−82.9% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $2.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 26 | $2.52K | 0.00% | +26 | New |
| WFA Asset Management Corp | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 31 | $3.01K | 0.00% | +19+158.3% | Added |
| Criterion Capital Advisors, LLC | 63 | $3.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $3.11K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 33 | $3.20K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 35 | $3.40K | 0.00% | +35 | New |
| Pacific Center for Financial Services | 35 | $3.42K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 39 | $3.79K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 40 | $3.88K | 0.00% | +40 | New |
| Valued Wealth Advisors LLC | 41 | $3.98K | 0.00% | +23+127.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $4.00K | 0.00% | −138−73.4% | Reduced |
| Operose Advisors LLC | 43 | $4.17K | 0.00% | +30+230.8% | Added |
| Harbor Investment Advisory, LLC | 44 | $4.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $4.43K | 0.00% | −29−38.7% | Reduced |
| WR Wealth Planners, LLC | 46 | $4.47K | 0.00% | −77−62.6% | Reduced |
| Colonial Trust Co | 48 | $4.66K | 0.00% | +48 | New |
| Elequin Capital LP | 50 | $4.86K | 0.00% | −157−75.8% | Reduced |
| Front Row Advisors LLC | 50 | $4.86K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 51 | $4.95K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $4.95K | 0.00% | +28+121.7% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +13+35.1% | Added |
| True Wealth Design, LLC | 53 | $5.15K | 0.00% | +9+20.5% | Added |
| Dunhill Financial, LLC | 53 | $5.15K | 0.00% | +1+1.9% | Added |
| Comprehensive Financial Planning, Inc. | 54 | $5.24K | 0.00% | +54 | New |
| Cedar Mountain Advisors, LLC | 57 | $5.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $5.63K | 0.00% | +58 | New |
| Synergy Financial Management, LLC | 100 | $5.71K | 0.00% | +100 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $5.92K | 0.01% | +61 | New |
| Bruce G. Allen Investments, LLC | 65 | $6.31K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 67 | $6.51K | 0.00% | +1+1.5% | Added |
| High Note Wealth, LLC | 68 | $6.60K | 0.00% | +68 | New |
| SJS Investment Consulting Inc. | 71 | $6.89K | 0.00% | −142−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 73 | $7.09K | 0.00% | +12+19.7% | Added |
| Quest Partners LLC | 81 | $7.87K | 0.00% | −2,710−97.1% | Reduced |
| Legend Financial Advisors, Inc. | 83 | $8.06K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $8.64K | 0.00% | −165−65.0% | Reduced |
| Wood Tarver Financial Group, LLC | 99 | $9.00K | 0.00% | +99 | New |
| Zions Bancorporation, N.A. | 99 | $9.61K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $9.71K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $9.71K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $9.71K | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 104 | $10.0K | 0.00% | +104 | New |
| Transce3nd, LLC | 105 | $10.2K | 0.00% | +105 | New |
| CBIZ Investment Advisory Services, LLC | 107 | $10.4K | 0.00% | +21+24.4% | Added |
| Evermay Wealth Management LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 121 | $11.7K | 0.00% | −21−14.8% | Reduced |
| Tidemark, LLC | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 127 | $12.3K | 0.01% | +127 | New |
| Accent Capital Management, LLC | 131 | $12.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $13.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $13.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $13.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $13.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 147 | $14.3K | 0.00% | −90−38.0% | Reduced |
| Westside Investment Management, Inc. | 155 | $15.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 157 | $15.2K | 0.01% | +157 | New |