| Johnson Midwest Financial, LLC | 10 | $0 | 0.00% | −155−93.9% | Reduced |
| First Command Advisory Services, Inc. | 17 | $0 | 0.00% | −117−87.3% | Reduced |
| McClarren Financial Advisors, Inc. | 72 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $0 | 0.00% | +18 | New |
| Sofos Investments, Inc. | 12 | $38 | 0.00% | −54−81.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6 | $70 | 0.00% | +6 | New |
| Cornerstone Management, Inc. | 8 | $94 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 19 | $221 | 0.00% | +19 | New |
| Robbins Farley LLC | 20 | $233 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 26 | $302 | 0.00% | +3+13.0% | Added |
| Fortis Capital Advisors, LLC | 33 | $384 | 0.00% | +33 | New |
| Global Wealth Strategies & Associates | 55 | $640 | 0.00% | +55 | New |
| Ellevest, Inc. | 59 | $686 | 0.00% | +59 | New |
| Bellwether Advisors, LLC | 60 | $697 | 0.00% | −516−89.6% | Reduced |
| Laurel Wealth Planning LLC | 60 | $698 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 64 | $744 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 80 | $930 | 0.00% | +80 | New |
| Transamerica Financial Advisors, Inc. | 85 | $1.00K | 0.00% | +84+8,400.0% | Added |
| Kathleen S. Wright Associates Inc. | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 90 | $1.05K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 97 | $1.13K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $1.16K | 0.00% | −1,783−94.7% | Reduced |
| Timber Creek Capital Management LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.16K | 0.00% | +100 | New |
| Capital Directions Investment Advisors, LLC | 100 | $1.16K | 0.00% | +100 | New |
| Live Oak Investment Partners | – | $1.16K | 0.00% | – | New |
| Solstein Capital, LLC | 156 | $1.81K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 237 | $2.00K | 0.00% | −1,250−84.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $2.00K | 0.02% | −170−50.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 135 | $2.00K | 0.00% | +2+1.5% | Added |
| Creative Capital Management Investments LLC | 213 | $2.00K | 0.00% | +213 | New |
| Okabena Investment Services Inc | 173 | $2.01K | 0.00% | +173 | New |
| Perkins Coie Trust Co | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.33K | 0.00% | +200 | New |
| Trifecta Capital Advisors, LLC | 205 | $2.38K | 0.00% | +205 | New |
| Whittier Trust Co of Nevada Inc | 220 | $2.56K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 225 | $2.62K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 226 | $2.63K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 247 | $2.87K | 0.00% | +247 | New |
| TD Ameritrade Investment Management, LLC | 248 | $3.00K | 0.00% | −51−17.1% | Reduced |
| Roble, Belko & Company, Inc | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 228 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 270 | $3.00K | 0.00% | +2+0.7% | Added |
| Miller Wealth Advisors, LLC | 260 | $3.00K | 0.00% | +5+2.0% | Added |
| James Investment Research Inc | 233 | $3.00K | 0.00% | +233 | New |
| Guardian Wealth Management, Inc. | 280 | $3.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 283 | $3.29K | 0.00% | +130+85.0% | Added |
| Leelyn Smith, LLC | 300 | $3.49K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 300 | $3.49K | 0.00% | +300 | New |
| Annapolis Financial Services, LLC | 319 | $3.71K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 377 | $4.00K | 0.00% | +4+1.1% | Added |
| West Oak Capital, LLC | 325 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 346 | $4.03K | 0.00% | +53+18.1% | Added |
| TD Capital Management LLC | 352 | $4.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 358 | $4.16K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 366 | $4.26K | 0.01% | +366 | New |
| Halpern Financial, Inc. | 376 | $4.37K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $4.65K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $4.65K | 0.00% | +400 | New |
| Rock Creek Group, LP | 405 | $4.71K | 0.00% | +405 | New |
| Pinnacle Bancorp, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 432 | $5.00K | 0.00% | +432 | New |
| BBJS Financial Advisors, LLC | 440 | $5.12K | 0.00% | +440 | New |
| Red Tortoise LLC | 449 | $5.22K | 0.00% | +449 | New |
| Grayhawk Investment Strategies Inc. | 468 | $5.44K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 469 | $5.45K | 0.00% | +469 | New |
| Silicon Valley Capital Partners | 470 | $5.46K | 0.00% | +470 | New |
| Evermay Wealth Management LLC | 494 | $5.74K | 0.00% | +167+51.1% | Added |
| FSC Wealth Advisors, LLC | 500 | $5.82K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $5.82K | 0.00% | +500 | New |
| Gs Investments, Inc. | 510 | $5.93K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 517 | $6.00K | 0.01% | +6+1.2% | Added |
| First National Bank of South Miami | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 577 | $6.00K | 0.00% | +2+0.3% | Added |
| Piershale Financial Group, Inc. | 526 | $6.12K | 0.01% | +526 | New |
| Mascoma Wealth Management LLC | 527 | $6.13K | 0.00% | +2+0.4% | Added |
| My Personal CFO, LLC | 542 | $6.31K | 0.01% | +542 | New |
| Central Bank & Trust Co | 547 | $6.36K | 0.00% | +547 | New |
| New Millennium Group LLC | 553 | $6.43K | 0.01% | −8−1.4% | Reduced |
| Highline Wealth Partners LLC | 564 | $6.56K | 0.00% | +5+0.9% | Added |
| St. Johns Investment Management Company, LLC | 565 | $6.57K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 597 | $6.94K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 600 | $6.98K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 566 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 577 | $7.00K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 656 | $7.63K | 0.00% | +9+1.4% | Added |
| ClariVest Asset Management LLC | 630 | $8.00K | 0.00% | −54−7.9% | Reduced |
| Evolution Advisers, Inc. | 700 | $8.00K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 664 | $8.00K | 0.00% | +664 | New |
| Proffitt & Goodson Inc | 700 | $8.14K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 700 | $8.14K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 757 | $8.73K | 0.01% | +30+4.1% | Added |
| Abound Wealth Management | 757 | $8.81K | 0.00% | +247+48.4% | Added |
| Hazlett, Burt & Watson, Inc. | 766 | $9.00K | 0.01% | +6+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 782 | $9.09K | 0.01% | +8+1.0% | Added |