| Cutler Group LP | 40 | $0 | 0.00% | −40−50.0% | Reduced |
| Pin Oak Investment Advisors Inc | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $4 | 0.00% | 0 | New |
| NewSquare Capital LLC | 1 | $15 | 0.00% | −6−85.7% | Reduced |
| Carmel Capital Partners, LLC | 1 | $15 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $30 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $30 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $31 | 0.00% | −28−93.3% | Reduced |
| Stephens Consulting, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3 | $45 | 0.00% | +3 | New |
| West Branch Capital LLC | 4 | $61 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 5 | $75 | 0.00% | +5 | New |
| Mark Sheptoff Financial Planning, LLC | 5 | $76 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5 | $76 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $106 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 8 | $121 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $121 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 9 | $136 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $151 | 0.00% | −40−80.0% | Reduced |
| Global Wealth Strategies & Associates | 10 | $151 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 10 | $151 | 0.00% | +10 | New |
| Ramirez Asset Management, Inc. | 10 | $151 | 0.00% | +10 | New |
| Crewe Advisors LLC | 11 | $167 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $182 | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 14 | $211 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 15 | $227 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $242 | 0.00% | 00.0% | Unchanged |
| American National Bank | 17 | $257 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $257 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $287 | 0.00% | −1−5.0% | Reduced |
| Albion Financial Group | 19 | $287 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 19 | $287 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 19 | $287 | 0.00% | +19 | New |
| Tfo-TDC, LLC | 22 | $292 | 0.00% | +22 | New |
| Hallmark Capital Management Inc | 20 | $302 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 20 | $302 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $302 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 20 | $302 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $302 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $302 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $302 | 0.00% | +20 | New |
| Ruedi Wealth Management, Inc. | 20 | $302 | 0.00% | +20 | New |
| Halpern Financial, Inc. | 21 | $317 | 0.00% | +4+23.5% | Added |
| Marquette Asset Management, LLC | 21 | $318 | 0.00% | −80−79.2% | Reduced |
| Coppell Advisory Solutions LLC | 32 | $356 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 24 | $362 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $393 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $423 | 0.00% | +5+21.7% | Added |
| Jones Financial Companies LLLP | 29 | $438 | 0.00% | −1−3.3% | Reduced |
| Red Tortoise LLC | 29 | $438 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 30 | $453 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 153 | $466 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $468 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 34 | $513 | 0.00% | +14+70.0% | Added |
| Provence Wealth Management Group | 34 | $513 | 0.00% | +34 | New |
| Glass Jacobson Investment Advisors llc | 34 | $514 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $528 | 0.00% | −97−73.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 35 | $529 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 37 | $559 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 38 | $574 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 39 | $589 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 40 | $604 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $604 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $604 | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 40 | $604 | 0.00% | +40 | New |
| Insight Financial Services | 42 | $634 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 43 | $650 | 0.00% | −40−48.2% | Reduced |
| JJJ Advisors Inc. | 44 | $665 | 0.00% | +20+83.3% | Added |
| Creative Financial Designs Inc | 46 | $695 | 0.00% | −3−6.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 46 | $695 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 48 | $725 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 50 | $755 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 51 | $768 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 52 | $785 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 58 | $876 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 59 | $891 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 61 | $921 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $936 | 0.00% | +62 | New |
| Tanglewood Legacy Advisors, LLC | 65 | $982 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $997 | 0.00% | −8−10.8% | Reduced |
| Resources Management Corp | 36 | $1.00K | 0.00% | −105−74.5% | Reduced |