| Advocacy Wealth Management Services, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $247 | 0.00% | – | – |
| Clal Insurance Enterprises Holdings Ltd | 0 | $1.00K | 0.00% | −10,000−100.0% | Reduced |
| Macroview Investment Management LLC | 33 | $1.00K | 0.00% | +12+57.1% | Added |
| Carolinas Wealth Consulting LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Red Cedar Capital, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $2.00K | 0.00% | −342−89.5% | Reduced |
| Iron Horse Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $2.00K | 0.00% | +42 | New |
| HWG Holdings LP | 55 | $2.00K | 0.00% | +55 | New |
| MCF Advisors LLC | 56 | $2.00K | 0.00% | +56 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Raleigh Capital Management Inc. | 38 | $2.00K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 50 | $2.07K | 0.00% | −40−44.4% | Reduced |
| Global Financial Private Client, LLC | 52 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 71 | $3.00K | 0.00% | +56+373.3% | Added |
| Paladin Advisory Group, LLC | 92 | $3.00K | 0.00% | +92 | New |
| Kelly Financial Services LLC | 87 | $3.59K | 0.00% | −35−28.7% | Reduced |
| Norway Savings Bank | 100 | $4.00K | 0.00% | −150−60.0% | Reduced |
| Resources Management Corp | 100 | $4.00K | 0.00% | −25−20.0% | Reduced |
| Bellevue Asset Management, LLC | 102 | $4.00K | 0.00% | +1+1.0% | Added |
| Tyler-Stone Wealth Management | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $4.13K | 0.00% | +100 | New |
| South State Corp. | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 117 | $5.00K | 0.01% | +48+69.6% | Added |
| GW&K Investment Management, LLC | 123 | $5.00K | 0.00% | +123 | New |
| Capital Advisory Group Advisory Services, LLC | 115 | $5.00K | 0.00% | +115 | New |
| Larson Financial Group LLC | 151 | $6.00K | 0.00% | −578−79.3% | Reduced |
| Pittenger & Anderson Inc | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 136 | $6.00K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 140 | $6.00K | 0.00% | +140 | New |
| Financial Perspectives, Inc | 159 | $6.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 165 | $7.00K | 0.00% | −10,516−98.5% | Reduced |
| Ci Investments Inc. | 172 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 177 | $7.00K | 0.00% | +177 | New |
| Tortoise Investment Management, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 192 | $8.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 196 | $8.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 205 | $8.00K | 0.00% | +205 | New |
| Institutional & Family Asset Management, LLC | 227 | $9.00K | 0.00% | +1+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 211 | $9.00K | 0.00% | +26+14.1% | Added |
| Lee Financial Co | 237 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 250 | $10.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 243 | $10.1K | 0.01% | +243 | New |
| Fairfield Financial Advisors, LTD | 254 | $10.5K | 0.00% | +254 | New |
| Caldwell Trust Co | 257 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 263 | $11.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 256 | $11.0K | 0.00% | +52+25.5% | Added |
| Cordant, Inc. | 269 | $11.0K | 0.01% | +269 | New |
| Bradley & Co. Private Wealth Management, LLC | 280 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 302 | $12.0K | 0.00% | +222+277.5% | Added |
| Advanced Research Investment Solutions, LLC | 290 | $12.0K | 0.01% | +290 | New |
| Herold Advisors, Inc. | 300 | $12.4K | 0.00% | +300 | New |
| Norwood Financial Corp | 325 | $13.0K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 325 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 303 | $13.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 315 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 321 | $13.0K | 0.01% | +159+98.1% | Added |
| DB Wealth Management Group, LLC | 305 | $13.0K | 0.01% | +305 | New |
| Orion Capital Management LLC | 312 | $13.0K | 0.01% | +312 | New |
| Hantz Financial Services, Inc. | 340 | $14.0K | 0.00% | +250+277.8% | Added |
| Atlas Capital Advisors LLC | 360 | $14.9K | 0.00% | −292−44.8% | Reduced |
| Exchange Traded Concepts, LLC | 395 | $16.0K | 0.00% | −1,179−74.9% | Reduced |
| Howe & Rusling Inc | 376 | $16.0K | 0.00% | −152−28.8% | Reduced |
| Massmutual Trust Co FSB | 387 | $16.0K | 0.00% | +2+0.5% | Added |
| Global Trust Asset Management, LLC | 388 | $16.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 400 | $17.0K | 0.00% | −202−33.6% | Reduced |
| FourThought Financial, LLC | 401 | $17.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $17.0K | 0.01% | +400 | New |
| Dividend Assets Capital, LLC | 440 | $18.0K | 0.00% | −60−12.0% | Reduced |
| BerganKDV Wealth Management, LLC | 439 | $18.0K | 0.00% | +8+1.9% | Added |
| US Asset Management LLC | 434 | $18.0K | 0.02% | +434 | New |
| Glen Eagle Advisors, LLC | 450 | $18.6K | 0.00% | −85−15.9% | Reduced |
| Pinnacle Bancorp, Inc. | 454 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 457 | $19.0K | 0.00% | −20−4.2% | Reduced |
| Westside Investment Management, Inc. | 493 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 520 | $21.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |