| Acadian Asset Management LLC | 3 | $0 | 0.00% | −21,700−100.0% | Reduced |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | −108−88.5% | Reduced |
| Benjamin Edwards Inc | 9 | $0 | 0.00% | −16−64.0% | Reduced |
| Roble, Belko & Company, Inc | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $0 | 0.00% | +3+30.0% | Added |
| Retirement Group, LLC | 11 | $0 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 36 | $1 | 0.00% | +8+28.6% | Added |
| Perkins Coie Trust Co | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $24 | 0.00% | −52−98.1% | Reduced |
| Castleview Partners, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $24 | 0.00% | +1 | New |
| Costello Asset Management, INC | 3 | $71 | 0.00% | −10−76.9% | Reduced |
| WestEnd Advisors, LLC | – | $71 | 0.00% | – | – |
| Pacifica Partners Inc. | 3 | $72 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $94 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $118 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $148 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $188 | 0.00% | −4−33.3% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $212 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 10 | $235 | 0.00% | −5−33.3% | Reduced |
| West Paces Advisors Inc. | 10 | $235 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 10 | $235 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 11 | $259 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $283 | 0.00% | −18−60.0% | Reduced |
| Ahrens Investment Partners LLC | 13 | $306 | 0.00% | +13 | New |
| True Wealth Design, LLC | 15 | $353 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 16 | $377 | 0.00% | −147−90.2% | Reduced |
| Atticus Wealth Management, LLC | 16 | $377 | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 16 | $382 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 18 | $415 | 0.00% | +12+200.0% | Added |
| Fortis Capital Advisors, LLC | 18 | $423 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 18 | $433 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $447 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 19 | $447 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $462 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $470 | 0.00% | −1,405−98.6% | Reduced |
| Arrow Financial Corp | 20 | $470 | 0.00% | −4−16.7% | Reduced |
| WR Wealth Planners, LLC | 20 | $470 | 0.00% | +13+185.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 20 | $471 | 0.00% | −33−62.3% | Reduced |
| 25 LLC | 22 | $481 | 0.00% | +22 | New |
| Cornerstone Management, Inc. | 21 | $494 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $494 | 0.00% | 00.0% | Unchanged |
| Motco | 21 | $494 | 0.00% | +5+31.3% | Added |
| Clearview Wealth Advisors LLC | 21 | $510 | 0.00% | −4−16.0% | Reduced |
| Level Financial Advisors, Inc. | 22 | $517 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $518 | 0.00% | −30−57.7% | Reduced |
| Wolff Wiese Magana LLC | 22 | $518 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 28 | $659 | 0.00% | −34−54.8% | Reduced |
| Bromfield Sneider Wealth Advisors | 28 | $659 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $706 | 0.00% | −13−30.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 30 | $706 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 31 | $729 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 32 | $753 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 34 | $800 | 0.00% | +2+6.3% | Added |
| Creative Capital Management Investments LLC | 35 | $823 | 0.00% | −49−58.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $823 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $846 | 0.00% | +36 | New |
| Assetmark, Inc | 36 | $847 | 0.00% | −1−2.7% | Reduced |
| Western Pacific Wealth Management, LP | 37 | $870 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $871 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 37 | $882 | 0.00% | +37 | New |
| Tradewinds Capital Management, LLC | 39 | $918 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $941 | 0.00% | −192−82.8% | Reduced |
| NVWM, LLC | 40 | $941 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 40 | $946 | 0.00% | +14+53.8% | Added |
| Silicon Valley Capital Partners | 41 | $955 | 0.00% | +1+2.5% | Added |
| American State Bank (Iowa) | 41 | $964 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 41 | $966 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42 | $988 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $988 | 0.00% | +2+5.0% | Added |
| Horizons Wealth Management | 42 | $988 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 62 | $1.00K | 0.00% | −5−7.5% | Reduced |
| McClarren Financial Advisors, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| KB Financial Partners, LLC | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 47 | $1.00K | 0.00% | +34+261.5% | Added |
| Bank of New Hampshire | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 51 | $1.20K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 53 | $1.24K | 0.00% | +1+1.9% | Added |
| Insight Financial Services | 58 | $1.36K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 60 | $1.41K | 0.00% | +60 | New |
| Disciplined Investments, LLC | 65 | $1.53K | 0.00% | −10−13.3% | Reduced |
| Syverson Strege & Co | 68 | $1.60K | 0.00% | +1+1.5% | Added |
| Park Place Capital Corp | 70 | $1.65K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 74 | $1.74K | 0.00% | +1+1.4% | Added |
| First Command Bank | 76 | $1.79K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 76 | $1.79K | 0.00% | 00.0% | Unchanged |