| First Command Advisory Services, Inc. | 311 | $0 | 0.00% | +311 | New |
| Peoples Financial Services Corp. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3 | $54 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 4 | $72 | 0.00% | −1,500−99.7% | Reduced |
| Laurel Wealth Planning LLC | 10 | $181 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $271 | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 34 | $615 | 0.00% | +34 | New |
| True Wealth Design, LLC | 38 | $687 | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 43 | $777 | 0.00% | −248−85.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 45 | $814 | 0.00% | +45 | New |
| American State Bank (Iowa) | 55 | $994 | 0.00% | 00.0% | Unchanged |
| Trust Co | 53 | $1.00K | 0.00% | −20,332−99.7% | Reduced |
| Arrow Financial Corp | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 18 | $1.00K | 0.01% | −254−93.4% | Reduced |
| Raffa Wealth Management, LLC | 65 | $1.18K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $1.18K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $1.25K | 0.00% | −306−81.6% | Reduced |
| Baker Avenue Asset Management, LP | 72 | $1.30K | 0.00% | +72 | New |
| Addison Advisors LLC | 78 | $1.41K | 0.00% | −41−34.5% | Reduced |
| Worth Asset Management, LLC | 90 | $1.63K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 99 | $1.79K | 0.00% | +63+175.0% | Added |
| Costello Asset Management, INC | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 102 | $1.84K | 0.00% | +102 | New |
| Financial Perspectives, Inc | 107 | $1.93K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 127 | $2.00K | 0.00% | −24−15.9% | Reduced |
| Pflug Koory, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 133 | $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 |
| Penserra Capital Management LLC | 122 | $2.00K | 0.00% | +122 | New |
| Coastal Capital Group, Inc. | 135 | $2.25K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 133 | $2.42K | 0.00% | +1+0.8% | Added |
| Cribstone Capital Management, LLC | 134 | $2.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 143 | $2.58K | 0.00% | −206−59.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 148 | $2.68K | 0.00% | +148 | New |
| Richard W. Paul & Associates, LLC | 150 | $2.70K | 0.00% | +150 | New |
| Strengthening Families & Communities, LLC | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 149 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 148 | $3.00K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 160 | $3.00K | 0.00% | +160 | New |
| Affiance Financial, LLC | 189 | $3.42K | 0.00% | +189 | New |
| Mascoma Wealth Management LLC | 190 | $3.44K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $3.62K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $3.62K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 212 | $3.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 227 | $4.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 237 | $4.00K | 0.00% | +3+1.3% | Added |
| Abound Wealth Management | 232 | $4.20K | 0.00% | +146+169.8% | Added |
| Retirement Financial Solutions, LLC | 247 | $4.46K | 0.00% | +247 | New |
| Red Tortoise LLC | 248 | $4.48K | 0.00% | +248 | New |
| Johnson Financial Group, Inc. | 250 | $4.52K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 250 | $4.52K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 265 | $4.79K | 0.00% | +265 | New |
| IAG Wealth Partners, LLC | 266 | $4.81K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 268 | $4.84K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 272 | $4.93K | 0.00% | +2+0.7% | Added |
| Steward Financial Group LLC | 285 | $5.00K | 0.00% | +285 | New |
| Piershale Financial Group, Inc. | 300 | $5.42K | 0.00% | +300 | New |
| Key Financial Inc | 339 | $5.64K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 330 | $5.97K | 0.00% | −670−67.0% | Reduced |
| Winch Advisory Services, LLC | 345 | $6.00K | 0.00% | +5+1.5% | Added |
| Capital Advisors, Ltd. LLC | 627 | $6.00K | 0.00% | +276+78.6% | Added |
| Cambridge Trust Co | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 317 | $6.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 351 | $6.00K | 0.00% | +351 | New |
| MinichMacGregor Wealth Management, LLC | 347 | $6.27K | 0.00% | +347 | New |
| SRS Capital Advisors, Inc. | 350 | $6.33K | 0.00% | −292−45.5% | Reduced |
| Sutton Wealth Advisors Inc. | 374 | $6.76K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 384 | $6.94K | 0.01% | +384 | New |
| Resources Management Corp | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 393 | $7.10K | 0.00% | −135−25.6% | Reduced |
| Montag A & Associates Inc | 416 | $7.52K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 419 | $7.58K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 425 | $7.68K | 0.00% | +130+44.1% | Added |
| Adirondack Trust Co | 470 | $8.49K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 477 | $8.62K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 484 | $8.75K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 491 | $8.88K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 497 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $9.00K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 503 | $9.09K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 514 | $9.29K | 0.00% | +245+91.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 537 | $9.71K | 0.01% | +537 | New |
| Rocky Mountain Advisers, LLC | 534 | $10.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 571 | $10.3K | 0.00% | −79−12.2% | Reduced |
| Core Alternative Capital | 603 | $10.9K | 0.00% | +1+0.2% | Added |
| Beacon Capital Management, LLC | 617 | $11.2K | 0.00% | +61+11.0% | Added |
| TCI Wealth Advisors, Inc. | 636 | $11.5K | 0.00% | +28+4.6% | Added |
| Crewe Advisors LLC | 641 | $11.6K | 0.00% | −499−43.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 663 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 688 | $12.0K | 0.00% | +688 | New |
| McElhenny Sheffield Capital Management, LLC | 672 | $12.2K | 0.01% | +672 | New |
| Financial Avengers, Inc. | 685 | $12.4K | 0.01% | +10+1.5% | Added |
| EWG Elevate Inc. | 693 | $12.5K | 0.01% | +693 | New |
| City Holding Co | 698 | $12.6K | 0.00% | −171−19.7% | Reduced |
| Fairfield Financial Advisors, LTD | 711 | $12.9K | 0.01% | +11+1.6% | Added |
| Horan Securities, Inc. | 725 | $13.1K | 0.01% | +2+0.3% | Added |
| Centennial Bank | 781 | $14.1K | 0.01% | +781 | New |