| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | −2,249−99.7% | Reduced |
| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $13 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $27 | 0.00% | −4−66.7% | Reduced |
| Chilton Capital Management LLC | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3 | $40 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $40 | 0.00% | +3 | New |
| Sittner & Nelson, LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 5 | $67 | 0.00% | +5 | New |
| ZynergyRetirementPlanningLLC | 7 | $79 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $80 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 7 | $93 | 0.00% | +7 | New |
| Olistico Wealth, LLC | 7 | $93 | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $96 | 0.00% | +8 | New |
| Delta Asset Management LLC | 8 | $106 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $119 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9 | $120 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 9 | $120 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $200 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 17 | $225 | 0.00% | +17 | New |
| Your Advocates Ltd., LLP | 17 | $226 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $266 | 0.00% | −2−9.1% | Reduced |
| BFSG, LLC | 20 | $266 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $266 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $272 | 0.00% | +20 | New |
| Mather Group, LLC. | 23 | $306 | 0.00% | −22−48.9% | Reduced |
| Archer Investment Corp | 25 | $333 | 0.00% | −100−80.0% | Reduced |
| REAP Financial Group, LLC | 26 | $346 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 27 | $367 | 0.00% | −297−91.7% | Reduced |
| Pittenger & Anderson Inc | 30 | $399 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $399 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 34 | $416 | 0.00% | +34 | New |
| Modus Advisors, LLC | 35 | $466 | 0.00% | +35 | New |
| Legacy Investment Solutions, LLC | 40 | $500 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $500 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 38 | $505 | 0.00% | +38 | New |
| DT Investment Partners, LLC | 40 | $532 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $532 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 40 | $532 | 0.00% | +40 | New |
| Copia Wealth Management | 40 | $532 | 0.00% | +40 | New |
| Concord Wealth Partners | 42 | $559 | 0.00% | +40+2,000.0% | Added |
| Whipplewood Advisors, LLC | 44 | $585 | 0.00% | +44 | New |
| Raleigh Capital Management Inc. | 45 | $599 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $612 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 50 | $665 | 0.00% | −320−86.5% | Reduced |
| Global Trust Asset Management, LLC | 50 | $665 | 0.00% | −150−75.0% | Reduced |
| Blume Capital Management, Inc. | 50 | $665 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 50 | $665 | 0.00% | +50 | New |
| Kennebec Savings Bank | 50 | $675 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 51 | $678 | 0.00% | +51 | New |
| NBC Securities, Inc. | 53 | $715 | 0.07% | −54,690−99.9% | Reduced |
| CVA Family Office, LLC | 57 | $758 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 59 | $785 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 59 | $785 | 0.00% | +59 | New |
| Center for Financial Planning, Inc. | 60 | $798 | 0.00% | −13−17.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 61 | $811 | 0.00% | +20+48.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $823 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $851 | 0.00% | 00.0% | Unchanged |
| Trust Co | 65 | $865 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 71 | $945 | 0.00% | +71 | New |
| Capital Advisors, Ltd. LLC | 42 | $1.00K | 0.00% | −796−95.0% | Reduced |
| AlphaMark Advisors, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 134 | $1.00K | 0.00% | +134 | New |
| Cornerstone Planning Group LLC | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 102 | $1.02K | 0.00% | −15−12.8% | Reduced |
| Robinswood Financial LLC | 79 | $1.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 80 | $1.06K | 0.00% | +80 | New |
| Sierra Ocean, LLC | 84 | $1.12K | 0.00% | +84 | New |
| Cassady Schiller Wealth Management, LLC | 85 | $1.13K | 0.00% | +85 | New |
| Whittier Trust Co | 100 | $1.33K | 0.00% | −2,154−95.6% | Reduced |
| PFS Partners, LLC | 100 | $1.33K | 0.00% | −1,382−93.3% | Reduced |
| Coastline Trust Co | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $1.33K | 0.00% | +100 | New |
| Stonebridge Financial Group, LLC | 100 | $1.33K | 0.00% | +100 | New |
| Asset Planning,Inc | 100 | $1.33K | 0.00% | +100 | New |
| Synergy Investment Management, LLC | 100 | $1.33K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $1.33K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 102 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 104 | $1.38K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 115 | $1.45K | 0.00% | +115 | New |
| CarsonAllaria Wealth Management, Ltd. | 109 | $1.45K | 0.00% | −15−12.1% | Reduced |
| Clean Yield Group | 110 | $1.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 113 | $1.50K | 0.00% | −50−30.7% | Reduced |
| Armstrong Advisory Group, Inc | 115 | $1.53K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 115 | $1.53K | 0.00% | +15+15.0% | Added |