| Peoples Financial Services Corp. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 19 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| American State Bank (Iowa) | 55 | $915 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 36 | $1.00K | 0.00% | −1,492−97.6% | Reduced |
| Worth Asset Management, LLC | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $1.00K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 65 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $1.44K | 0.00% | +86 | New |
| Financial Perspectives, Inc | 107 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 134 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 132 | $2.00K | 0.00% | +2+1.5% | Added |
| Pflug Koory, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 135 | $2.00K | 0.00% | +2+1.5% | Added |
| Sierra Capital LLC | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 133 | $2.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 157 | $2.61K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.00K | 0.00% | −9,550−97.9% | Reduced |
| Column Capital Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 190 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 151 | $3.00K | 0.00% | +23+18.0% | Added |
| Mach-1 Financial Group, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 227 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 234 | $4.00K | 0.00% | +4+1.7% | Added |
| IAG Wealth Partners, LLC | 266 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 269 | $4.00K | 0.00% | +26+10.7% | Added |
| New Millennium Group LLC | 268 | $4.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 230 | $4.00K | 0.00% | +230 | New |
| Kelly Financial Services LLC | 270 | $4.50K | 0.00% | +2+0.7% | Added |
| Prestige Wealth Management Group LLC | 295 | $5.00K | 0.00% | −14−4.5% | Reduced |
| Cambridge Trust Co | 316 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 317 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 291 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 276 | $5.00K | 0.00% | +276 | New |
| CFS Investment Advisory Services, LLC | 83,017 | $5.00K | 0.00% | +83,017 | New |
| Iron Horse Wealth Management, LLC | 361 | $6.00K | 0.01% | −3,267−90.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 349 | $6.00K | 0.00% | −458−56.8% | Reduced |
| Old Second National Bank of Aurora | 375 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 340 | $6.00K | 0.00% | +5+1.5% | Added |
| PYA Waltman Capital, LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 353 | $6.00K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 336 | $6.00K | 0.00% | +90+36.6% | Added |
| Capital Advisors, Ltd. LLC | 351 | $6.00K | 0.00% | +230+190.1% | Added |
| HWG Holdings LP | 365 | $6.00K | 0.00% | +365 | New |
| Sutton Wealth Advisors Inc. | 374 | $6.22K | 0.00% | −37−9.0% | Reduced |
| Evoke Wealth, LLC | 417 | $7.00K | 0.00% | −227−35.2% | Reduced |
| Byrne Asset Management LLC | 419 | $7.00K | 0.01% | −200−32.3% | Reduced |
| Resources Management Corp | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 416 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 479 | $7.00K | 0.00% | +7+1.5% | Added |
| FourThought Financial, LLC | 445 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 438 | $7.00K | 0.00% | +438 | New |
| Danda Trouve Investment Management, Inc. | 428 | $7.00K | 0.01% | +428 | New |
| Essex Investment Management Co LLC | 497 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 477 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 484 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 503 | $8.00K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 495 | $8.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 491 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $8.00K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 470 | $8.00K | 0.00% | +470 | New |
| Northwest Investment Counselors, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Brown, Lisle/Cummings, Inc. | 528 | $8.78K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 556 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 534 | $9.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 523 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 529 | $9.00K | 0.00% | +529 | New |
| TCI Wealth Advisors, Inc. | 608 | $10.0K | 0.00% | +4+0.7% | Added |
| Core Alternative Capital | 602 | $10.0K | 0.00% | +2+0.3% | Added |
| Castle Wealth Management LLC | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 626 | $10.0K | 0.00% | +46+7.9% | Added |
| Financial Avengers, Inc. | 675 | $11.0K | 0.01% | +9+1.4% | Added |
| Beaird Harris Wealth Management, LLC | 650 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 642 | $11.0K | 0.00% | +312+94.5% | Added |
| Morgan Dempsey Capital Management LLC | 669 | $11.0K | 0.00% | +669 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 663 | $11.0K | 0.01% | +663 | New |
| Fairfield Financial Advisors, LTD | 700 | $11.7K | 0.01% | +10+1.4% | Added |
| Horan Securities, Inc. | 723 | $12.0K | 0.01% | +3+0.4% | Added |
| Caldwell Trust Co | 754 | $12.5K | 0.00% | +254+50.8% | Added |
| Smithfield Trust Co | 800 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 800 | $13.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 800 | $13.0K | 0.01% | 00.0% | Unchanged |