| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $139 | 0.00% | −47−95.9% | Reduced |
| Highline Wealth Partners LLC | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $641 | 0.00% | – | – |
| ORG Partners LLC | 12 | $699 | 0.00% | −999−98.8% | Reduced |
| GoalVest Advisory LLC | 12 | $700 | 0.00% | +12 | New |
| Truvestments Capital LLC | 14 | $816 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14 | $817 | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| Macroview Investment Management LLC | 18 | $1.05K | 0.00% | +18 | New |
| Tfo-TDC, LLC | 22 | $1.08K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 19 | $1.11K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $1.63K | 0.00% | −10−26.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $1.75K | 0.00% | +30 | New |
| Guardian Wealth Management, Inc. | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 34 | $1.98K | 0.00% | +9+36.0% | Added |
| Byrne Asset Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 41 | $2.00K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $2.45K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 44 | $2.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 45 | $2.62K | 0.00% | +45 | New |
| SOA Wealth Advisors, LLC. | 48 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 51 | $2.95K | 0.00% | −36−41.4% | Reduced |
| JJJ Advisors Inc. | 51 | $2.97K | 0.00% | +51 | New |
| TSFG, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54 | $3.15K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 55 | $3.21K | 0.00% | +55 | New |
| Avion Wealth | 93 | $4.00K | 0.00% | −61,289−99.8% | Reduced |
| Red Tortoise LLC | 73 | $4.26K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 79 | $4.59K | 0.01% | +1+1.3% | Added |
| Cornerstone Planning Group LLC | 84 | $4.91K | 0.00% | +38+82.6% | Added |
| Iron Horse Wealth Management, LLC | 85 | $4.96K | 0.00% | +25+41.7% | Added |
| Hantz Financial Services, Inc. | 82 | $5.00K | 0.00% | −21−20.4% | Reduced |
| Private Ocean, LLC | 86 | $5.01K | 0.00% | 00.0% | Unchanged |
| American National Bank | 88 | $5.13K | 0.00% | +88 | New |
| DT Investment Partners, LLC | 92 | $5.36K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 95 | $5.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 104 | $6.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 104 | $6.10K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 109 | $6.36K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 114 | $6.64K | 0.00% | +76+200.0% | Added |
| Rock Creek Group, LP | 117 | $6.82K | 0.00% | +117 | New |
| Jackson, Grant Investment Advisers, Inc. | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 124 | $7.23K | 0.00% | +41+49.4% | Added |
| Ramirez Asset Management, Inc. | 125 | $7.29K | 0.00% | +125 | New |
| West Oak Capital, LLC | 145 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 138 | $8.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 145 | $8.45K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 148 | $8.63K | 0.00% | +148 | New |
| Pittenger & Anderson Inc | 150 | $8.74K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 151 | $8.80K | 0.01% | +151 | New |
| Optimum Investment Advisors | 154 | $8.98K | 0.00% | +4+2.7% | Added |
| Highlander Capital Management, LLC | 150 | $9.00K | 0.00% | +150 | New |
| Financial Perspectives, Inc | 159 | $9.24K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 159 | $9.27K | 0.00% | +159 | New |
| Sanctuary Wealth Management, L.L.C. | 175 | $10.2K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 178 | $10.4K | 0.00% | +178 | New |
| LFA - Lugano Financial Advisors SA | 180 | $10.5K | 0.01% | −9,519−98.1% | Reduced |
| Bogart Wealth, LLC | 180 | $10.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 184 | $10.7K | 0.00% | −25−12.0% | Reduced |
| Prestige Wealth Management Group LLC | 184 | $10.8K | 0.00% | +23+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 190 | $11.1K | 0.00% | −92−32.6% | Reduced |
| Financial Freedom, LLC | 195 | $11.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 196 | $11.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 200 | $11.7K | 0.00% | +200 | New |
| Hibernia Wealth Partners, LLC | 213 | $12.4K | 0.01% | +213 | New |
| Abound Wealth Management | 218 | $12.7K | 0.01% | −4−1.8% | Reduced |
| Winch Advisory Services, LLC | 223 | $13.0K | 0.00% | +1+0.5% | Added |
| McIlrath & Eck, LLC | 230 | $13.4K | 0.00% | +230 | New |
| Institutional & Family Asset Management, LLC | 231 | $13.5K | 0.00% | +1+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 246 | $14.3K | 0.01% | −9−3.5% | Reduced |
| Costello Asset Management, INC | 250 | $14.6K | 0.01% | −100−28.6% | Reduced |
| Cedar Wealth Management, LLC | 250 | $14.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 251 | $14.6K | 0.00% | +9+3.7% | Added |
| Beacon Capital Management, LLC | 311 | $15.3K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 265 | $16.0K | 0.02% | +2+0.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 280 | $16.3K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 286 | $16.7K | 0.01% | −86−23.1% | Reduced |
| Centerpoint Advisors, LLC | 293 | $17.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 294 | $17.1K | 0.00% | +279+1,860.0% | Added |
| Lee Financial Co | 322 | $18.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 325 | $18.9K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 325 | $19.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 325 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 333 | $19.4K | 0.01% | +333 | New |
| Ogorek Anthony Joseph | 345 | $20.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 349 | $20.3K | 0.01% | +349 | New |