| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Live Oak Investment Partners | – | $588 | 0.00% | – | New |
| Truvestments Capital LLC | 14 | $748 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $749 | 0.00% | −3,168−99.6% | Reduced |
| NewSquare Capital LLC | 15 | $802 | 0.00% | +15 | New |
| RWM Asset Management, LLC | 15 | $802 | 0.00% | +15 | New |
| JJJ Advisors Inc. | 16 | $928 | 0.00% | −214−93.0% | Reduced |
| Red Cedar Capital, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.00K | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 25 | $1.34K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 25 | $1.35K | 0.00% | −89−78.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Perkins Coie Trust Co | 38 | $2.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 41 | $2.19K | 0.00% | +41 | New |
| Old Second National Bank of Aurora | 42 | $2.25K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 44 | $2.35K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 45 | $2.41K | 0.00% | −240−84.2% | Reduced |
| Sofos Investments, Inc. | 53 | $2.60K | 0.03% | −523−90.8% | Reduced |
| Trifecta Capital Advisors, LLC | 54 | $2.89K | 0.00% | +54 | New |
| Iron Horse Wealth Management, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Hantz Financial Services, Inc. | 82 | $4.00K | 0.00% | −250−75.3% | Reduced |
| Johnson Midwest Financial, LLC | 78 | $4.00K | 0.01% | −59−43.1% | Reduced |
| HighMark Wealth Management LLC | 78 | $4.17K | 0.00% | +16+25.8% | Added |
| Kelly Financial Services LLC | 87 | $4.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 89 | $4.76K | 0.00% | +49+122.5% | Added |
| DT Investment Partners, LLC | 92 | $4.92K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 99 | $5.00K | 0.00% | +10+11.2% | Added |
| Horan Securities, Inc. | 94 | $5.03K | 0.00% | +94 | New |
| Cornerstone Planning Group LLC | 89 | $5.11K | 0.00% | +89 | New |
| Stuart Chaussee & Associates, Inc. | 96 | $5.13K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 99 | $5.30K | 0.00% | +24+32.0% | Added |
| Norway Savings Bank | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 103 | $5.51K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 103 | $5.53K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 106 | $5.67K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 114 | $6.09K | 0.00% | +54+90.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 123 | $6.58K | 0.00% | +36+41.4% | Added |
| TFC Financial Management | 133 | $7.11K | 0.00% | +100+303.0% | Added |
| Raleigh Capital Management Inc. | 141 | $7.54K | 0.00% | +103+271.1% | Added |
| Caldwell Trust Co | 145 | $7.75K | 0.00% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 145 | $7.75K | 0.00% | +145 | New |
| SOA Wealth Advisors, LLC. | 145 | $7.77K | 0.00% | −22−13.2% | Reduced |
| West Oak Capital, LLC | 145 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 151 | $8.07K | 0.00% | +151 | New |
| Abound Wealth Management | 153 | $8.18K | 0.00% | +55+56.1% | Added |
| Arcadia Investment Management Corp | 158 | $8.45K | 0.00% | +158 | New |
| Financial Perspectives, Inc | 159 | $8.47K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 159 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 159 | $9.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 164 | $9.00K | 0.01% | +164 | New |
| Sanctuary Wealth Management, L.L.C. | 175 | $9.36K | 0.01% | +175 | New |
| Koesten, Hirschmann & Crabtree, INC. | 190 | $10.2K | 0.01% | +190 | New |
| Financial Freedom, LLC | 195 | $10.4K | 0.01% | +195 | New |
| WFA of San Diego, LLC | 200 | $10.7K | 0.01% | +200 | New |
| Fiduciary Alliance LLC | 202 | $10.8K | 0.00% | +202 | New |
| First Community Trust NA | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,795 | $11.0K | 0.00% | +1,591+779.9% | Added |
| Prestige Wealth Management Group LLC | 224 | $12.0K | 0.00% | +6+2.8% | Added |
| Exchange Traded Concepts, LLC | 227 | $12.1K | 0.00% | −52−18.6% | Reduced |
| Institutional & Family Asset Management, LLC | 229 | $12.2K | 0.00% | +1+0.4% | Added |
| Align Wealth Management, LLC | 341 | $12.2K | 0.01% | +341 | New |
| Tortoise Investment Management, LLC | 242 | $12.9K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 244 | $13.0K | 0.02% | −53−17.8% | Reduced |
| SRS Capital Advisors, Inc. | 245 | $13.1K | 0.00% | −53−17.8% | Reduced |
| WR Wealth Planners, LLC | 246 | $13.2K | 0.01% | +1+0.4% | Added |
| Arcus Capital Partners, LLC | 250 | $13.4K | 0.01% | +250 | New |
| Fairfield Financial Advisors, LTD | 257 | $13.8K | 0.01% | +1+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 259 | $13.8K | 0.00% | +159+159.0% | Added |
| Pin Oak Investment Advisors Inc | 263 | $14.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 270 | $14.4K | 0.01% | +40+17.4% | Added |
| Accel Wealth Management | 271 | $14.5K | 0.01% | −1,000−78.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 280 | $15.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 286 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 288 | $15.0K | 0.01% | +288 | New |
| Knott David M Jr | 292 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 300 | $16.0K | 0.04% | +300 | New |
| Beacon Capital Management, LLC | 309 | $16.5K | 0.01% | −227−42.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 325 | $17.0K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 320 | $17.1K | 0.02% | +320 | New |
| BerganKDV Wealth Management, LLC | 321 | $17.1K | 0.00% | +186+137.8% | Added |
| Norwood Financial Corp | 325 | $17.4K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 331 | $17.5K | 0.01% | +265+401.5% | Added |
| Cedar Wealth Management, LLC | 350 | $18.7K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 338 | $19.4K | 0.00% | +338 | New |
| HHM Wealth Advisors, LLC | 375 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 378 | $20.2K | 0.01% | +378 | New |
| Atwood & Palmer Inc | 384 | $20.5K | 0.00% | +239+164.8% | Added |
| Global Trust Asset Management, LLC | 388 | $20.7K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 419 | $22.4K | 0.01% | +62+17.4% | Added |