| Johnson Midwest Financial, LLC | 84 | $0 | 0.00% | −701−89.3% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $0 | 0.00% | −185−93.4% | Reduced |
| HM Payson & Co | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $0 | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 53 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| Liberty Wealth Management LLC | 113 | $0 | 0.00% | +37+48.7% | Added |
| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 27 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 6 | $0 | 0.00% | +6 | New |
| Meeder Asset Management Inc | 66 | $0 | 0.00% | +66 | New |
| First Command Bank | 38 | $0 | 0.00% | +38 | New |
| First Command Financial Services, Inc. | 38 | $0 | 0.00% | +38 | New |
| CoreFirst Bank & Trust | 14 | $0 | 0.00% | +14 | New |
| Kowal Investment Group, LLC | 51 | $0 | 0.00% | +51 | New |
| Baron Financial Group, LLC | 180 | $981 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 300 | $1.00K | 0.00% | −3,023−91.0% | Reduced |
| Whittier Trust Co | 200 | $1.00K | 0.00% | −2,400−92.3% | Reduced |
| Savior LLC | 200 | $1.00K | 0.00% | −653−76.6% | Reduced |
| City Holding Co | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $1.00K | 0.00% | −40−28.6% | Reduced |
| Pacific Center for Financial Services | 231 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 182 | $1.00K | 0.00% | +26+16.7% | Added |
| CNB Bank | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 243 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 226 | $1.00K | 0.00% | +152+205.4% | Added |
| Tompkins Financial Corp | 200 | $1.00K | 0.00% | +200 | New |
| First Command Advisory Services, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Brewin Dolphin Ltd | 330 | $1.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 318 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 290 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 329 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 329 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 445 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 385 | $2.00K | 0.00% | +385 | New |
| Goodwin Investment Advisory | 321 | $2.00K | 0.00% | +321 | New |
| TD Private Client Wealth LLC | 399 | $2.17K | 0.00% | −773−66.0% | Reduced |
| Raffa Wealth Management, LLC | 491 | $2.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 591 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 560 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 508 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $3.00K | 0.00% | +100+25.0% | Added |
| Laurel Wealth Planning LLC | 534 | $3.00K | 0.00% | +533+53,300.0% | Added |
| Bell Investment Advisors, Inc | 470 | $3.00K | 0.00% | +470 | New |
| Heritage Wealth Advisors | 630 | $3.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 688 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 730 | $4.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 751 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 734 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 650 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 705 | $4.00K | 0.00% | +705 | New |
| TCI Wealth Advisors, Inc. | 990 | $5.00K | 0.00% | −75−7.0% | Reduced |
| Clearstead Advisors, LLC | 970 | $5.00K | 0.00% | +70+7.8% | Added |
| Hantz Financial Services, Inc. | 921 | $5.00K | 0.00% | −75−7.5% | Reduced |
| Northern Oak Wealth Management Inc | 974 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 971 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 850 | $5.00K | 0.00% | −150−15.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 910 | $5.00K | 0.00% | 00.0% | Unchanged |