| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| West Branch Capital LLC | 1 | $258 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $514 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2 | $514 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $514 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $514 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $515 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $618 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $679 | 0.06% | −2,632−99.9% | Reduced |
| Valued Wealth Advisors LLC | 3 | $772 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $772 | 0.00% | +3 | New |
| MPWM Advisory Solutions, LLC | 3 | $772 | 0.00% | +3 | New |
| TD Capital Management LLC | 3 | $773 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.28K | 0.00% | −1−16.7% | Reduced |
| Tortoise Investment Management, LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 5 | $1.29K | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $1.29K | 0.00% | +5 | New |
| Fairman Group, LLC | 7 | $1.80K | 0.00% | −8−53.3% | Reduced |
| Heritage Wealth Advisors | 7 | $1.80K | 0.00% | +1+16.7% | Added |
| Clark Wealth Partners | 7 | $1.80K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 7 | $1.80K | 0.00% | +4+133.3% | Added |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.32K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| Hexagon Capital Partners LLC | 12 | $3.09K | 0.00% | +11+1,100.0% | Added |
| WR Wealth Planners, LLC | 13 | $3.34K | 0.00% | +2+18.2% | Added |
| NewSquare Capital LLC | 13 | $3.34K | 0.00% | +13 | New |
| Westend Capital Management, LLC | 15 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 15 | $3.86K | 0.00% | +15 | New |
| Concord Wealth Partners | 16 | $4.12K | 0.00% | −125−88.7% | Reduced |
| Eastern Bank | 16 | $4.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $4.37K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $4.38K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $5.14K | 0.00% | +2+11.1% | Added |
| Whipplewood Advisors, LLC | 20 | $5.14K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 22 | $5.66K | 0.00% | +2+10.0% | Added |
| Sachetta, LLC | 24 | $6.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $6.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $6.43K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $7.20K | 0.00% | +1+3.7% | Added |
| Raffa Wealth Management, LLC | 28 | $7.20K | 0.00% | +10+55.6% | Added |
| Carolina Wealth Advisors, LLC | 29 | $7.46K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 30 | $7.72K | 0.00% | +30 | New |
| Venturi Wealth Management, LLC | 30 | $7.72K | 0.00% | −42−58.3% | Reduced |
| DT Investment Partners, LLC | 31 | $7.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $8.14K | 0.00% | +6+23.1% | Added |
| Grove Bank & Trust | 32 | $8.23K | 0.00% | +22+220.0% | Added |
| Legacy Bridge, LLC | 35 | $9.00K | 0.00% | −90−72.0% | Reduced |
| North Star Investment Management Corp. | 36 | $9.26K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $9.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $9.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $9.52K | 0.00% | +2+5.7% | Added |
| Fortitude Family Office, LLC | 38 | $9.78K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 38 | $9.78K | 0.01% | +38 | New |
| Sierra Ocean, LLC | 38 | $9.79K | 0.01% | +38 | New |
| Bogart Wealth, LLC | 39 | $10.0K | 0.00% | +19+95.0% | Added |
| ORG Partners LLC | 43 | $11.1K | 0.00% | +43 | New |
| Quent Capital, LLC | 44 | $11.3K | 0.00% | +7+18.9% | Added |
| Kozak & Associates, Inc. | 46 | $11.8K | 0.00% | +46 | New |
| Raleigh Capital Management Inc. | 48 | $12.3K | 0.00% | −5−9.4% | Reduced |
| Sittner & Nelson, LLC | 48 | $12.3K | 0.01% | +18+60.0% | Added |
| Mattson Financial Services, LLC | 50 | $12.5K | 0.00% | +50 | New |
| Delta Asset Management LLC | 49 | $12.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $13.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 52 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 52 | $13.4K | 0.01% | +3+6.1% | Added |
| CNB Bank | 53 | $13.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 53 | $14.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $14.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 66 | $17.0K | 0.01% | +66 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 67 | $17.2K | 0.01% | +67 | New |
| Game Plan Financial Advisors, LLC | 70 | $18.0K | 0.01% | +70 | New |
| New England Capital Financial Advisors LLC | 70 | $18.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 71 | $18.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 75 | $19.3K | 0.00% | −54−41.9% | Reduced |
| Washington Trust Co | 75 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 75 | $19.3K | 0.02% | +75 | New |
| Pathway Financial Advisers, LLC | 77 | $19.6K | 0.01% | +1+1.3% | Added |
| Riverview Trust Co | 78 | $20.1K | 0.02% | −7−8.2% | Reduced |
| Cape Investment Advisory, Inc. | 78 | $20.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $21.1K | 0.00% | +27+49.1% | Added |
| GHP Investment Advisors, Inc. | 85 | $21.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 87 | $22.3K | 0.01% | +3+3.6% | Added |
| Farmers & Merchants Investments Inc | 88 | $22.6K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 91 | $23.4K | 0.01% | 00.0% | Unchanged |