| McClarren Financial Advisors, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | −8−72.7% | Reduced |
| FNY Investment Advisers, LLC | 15 | $0 | 0.00% | −25−62.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Burkett Financial Services, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $53 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2 | $53 | 0.00% | +2 | New |
| Great Lakes Retirement, Inc. | 2 | $53 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3 | $79 | 0.00% | +3 | New |
| Fairscale Capital, LLC | 3 | $82 | 0.00% | +3 | New |
| Moser Wealth Advisors, LLC | 4 | $105 | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 4 | $105 | 0.00% | +4 | New |
| West Branch Capital LLC | 4 | $106 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 5 | $131 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $132 | 0.00% | −1−16.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5 | $132 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5 | $132 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $132 | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 7 | $152 | 0.00% | +7 | New |
| Cordant, Inc. | 6 | $158 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $158 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $158 | 0.00% | +4+200.0% | Added |
| Halpern Financial, Inc. | 7 | $184 | 0.00% | −10−58.8% | Reduced |
| EdgeRock Capital LLC | 7 | $184 | 0.00% | +7 | New |
| Annapolis Financial Services, LLC | 7 | $185 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $210 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 8 | $211 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 9 | $237 | 0.00% | −243,568−100.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 9 | $237 | 0.00% | −65−87.8% | Reduced |
| GoalVest Advisory LLC | 9 | $237 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $237 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 10 | $263 | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 10 | $263 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 10 | $263 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $264 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 11 | $289 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $290 | 0.00% | +10+1,000.0% | Added |
| Atticus Wealth Management, LLC | 12 | $316 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $343 | 0.00% | −6−31.6% | Reduced |
| Family CFO Inc | 14 | $368 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 15 | $395 | 0.00% | −5−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $395 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 15 | $395 | 0.00% | 00.0% | Unchanged |
| Boit C F David | 16 | $420 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $421 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 17 | $448 | 0.00% | −20−54.1% | Reduced |
| JNBA Financial Advisors | 17 | $448 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 18 | $474 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $500 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 19 | $500 | 0.00% | +10+111.1% | Added |
| Westside Investment Management, Inc. | 19 | $500 | 0.00% | +12+171.4% | Added |
| City Holding Co | 20 | $526 | 0.00% | −10−33.3% | Reduced |
| Hallmark Capital Management Inc | 20 | $526 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $526 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 20 | $526 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $526 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20 | $526 | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $527 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 21 | $553 | 0.00% | −189−90.0% | Reduced |
| Crewe Advisors LLC | 21 | $553 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 22 | $579 | 0.00% | +20+1,000.0% | Added |
| Versant Capital Management, Inc | 23 | $605 | 0.00% | −22−48.9% | Reduced |
| Signature Resources Capital Management, LLC | 24 | $631 | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 24 | $650 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $658 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $684 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $711 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $763 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 37 | $769 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 32 | $842 | 0.00% | +5+18.5% | Added |
| CVA Family Office, LLC | 32 | $842 | 0.00% | +32 | New |
| Planning Capital Management Corp | 33 | $869 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $869 | 0.00% | +8+32.0% | Added |
| Glass Jacobson Investment Advisors llc | 34 | $895 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 35 | $921 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 36 | $947 | 0.00% | −80−69.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 36 | $947 | 0.00% | −10−21.7% | Reduced |
| Eagle Bay Advisors LLC | 36 | $947 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 38 | $1.00K | 0.00% | −89−70.1% | Reduced |
| Pin Oak Investment Advisors Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $1.00K | 0.00% | +10+41.7% | Added |
| Centerpoint Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | +15+68.2% | Added |
| Capital Analysts, LLC | 27 | $1.00K | 0.00% | +27 | New |
| West Oak Capital, LLC | 40 | $1.05K | 0.00% | −30−42.9% | Reduced |
| Old Second National Bank of Aurora | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $1.05K | 0.00% | +40 | New |
| Kimelman & Baird, LLC | 40 | $1.05K | 0.00% | +40 | New |
| Financial Network Wealth Advisors LLC | 41 | $1.08K | 0.00% | +41 | New |