| McClarren Financial Advisors, Inc. | 47 | $0 | 0.00% | +39+487.5% | Added |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Country Trust Bank | 5 | $236 | 0.00% | +5 | New |
| Live Oak Investment Partners | – | $519 | 0.00% | – | New |
| Evermay Wealth Management LLC | 14 | $661 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 14 | $664 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $692 | 0.00% | −34−69.4% | Reduced |
| Redwood Wealth Management Group, LLC | 15 | $708 | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 17 | $799 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $849 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $849 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $943 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $944 | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 22 | $1.04K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 27 | $1.27K | 0.00% | +27 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 31 | $1.45K | 0.00% | +1+3.3% | Added |
| Global Financial Private Client, LLC | 32 | $1.51K | 0.00% | −10,546−99.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 35 | $1.65K | 0.00% | −31−47.0% | Reduced |
| Byrne Asset Management LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 44 | $2.08K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 45 | $2.12K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 47 | $2.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $2.44K | 0.00% | +17+50.0% | Added |
| Richardson Capital Management LLC | 53 | $2.50K | 0.00% | +53 | New |
| EnRich Financial Partners LLC | 53 | $2.50K | 0.00% | +53 | New |
| Private Wealth Management Group, LLC | 54 | $2.55K | 0.00% | −9−14.3% | Reduced |
| Trifecta Capital Advisors, LLC | 54 | $2.55K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 55 | $2.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $2.61K | 0.00% | −106−65.8% | Reduced |
| Avion Wealth | 71 | $3.00K | 0.00% | −203−74.1% | Reduced |
| Archer Investment Corp | 64 | $3.02K | 0.00% | −6−8.6% | Reduced |
| BFSG, LLC | 74 | $3.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $3.54K | 0.00% | +28+59.6% | Added |
| Core Alternative Capital | 77 | $3.63K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 80 | $3.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 82 | $3.87K | 0.00% | +25+43.9% | Added |
| Private Ocean, LLC | 84 | $3.96K | 0.00% | −2−2.3% | Reduced |
| Keener Financial Planning LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 85 | $4.01K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $4.34K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $4.72K | 0.00% | −139−58.2% | Reduced |
| Redmont Wealth Advisors LLC | 100 | $4.72K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $4.72K | 0.00% | +100 | New |
| Camelot Portfolios, LLC | 100 | $4.72K | 0.00% | +100 | New |
| Elequin Capital LP | 100 | $4.72K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 112 | $4.89K | 0.00% | +65+138.3% | Added |
| Resources Management Corp | 100 | $5.00K | 0.00% | −40−28.6% | Reduced |
| Bellevue Asset Management, LLC | 106 | $5.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 112 | $5.29K | 0.00% | +9+8.7% | Added |
| Highline Wealth Partners LLC | 113 | $5.34K | 0.00% | +108+2,160.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 120 | $5.66K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $5.66K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 123 | $5.72K | 0.00% | +123 | New |
| Penserra Capital Management LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 129 | $6.09K | 0.00% | +129 | New |
| REAP Financial Group, LLC | 131 | $6.20K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 134 | $6.32K | 0.00% | +100+294.1% | Added |
| WR Wealth Planners, LLC | 137 | $6.46K | 0.00% | −168−55.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 102 | $6.54K | 0.00% | +2+2.0% | Added |
| Versant Capital Management, Inc | 143 | $6.75K | 0.00% | +99+225.0% | Added |
| West Oak Capital, LLC | 145 | $6.84K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 148 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 149 | $7.03K | 0.00% | +40+36.7% | Added |
| McMahon Financial Advisors, LLC | 149 | $7.03K | 0.00% | +149 | New |
| Pittenger & Anderson Inc | 150 | $7.08K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $7.08K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 150 | $7.08K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 159 | $7.50K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 159 | $7.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 175 | $8.26K | 0.00% | −157−47.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 175 | $8.26K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 176 | $8.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 180 | $8.49K | 0.00% | −32−15.1% | Reduced |
| Provenance Wealth Advisors, LLC | 182 | $8.59K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 190 | $8.96K | 0.01% | +190 | New |
| Family Firm, Inc. | 191 | $9.00K | 0.00% | +191 | New |
| Institutional & Family Asset Management, LLC | 191 | $9.03K | 0.00% | −116−37.8% | Reduced |
| Financial Freedom, LLC | 195 | $9.19K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 198 | $9.34K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 198 | $9.34K | 0.01% | +198 | New |
| Tortoise Investment Management, LLC | 200 | $9.44K | 0.00% | −25−11.1% | Reduced |
| WFA of San Diego, LLC | 200 | $9.44K | 0.01% | +200 | New |
| Tidemark, LLC | 216 | $10.2K | 0.00% | +216 | New |
| Winch Advisory Services, LLC | 226 | $10.7K | 0.00% | +1+0.4% | Added |
| McIlrath & Eck, LLC | 230 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 232 | $10.9K | 0.01% | +232 | New |
| Plante Moran Financial Advisors, LLC | 237 | $11.2K | 0.00% | +10+4.4% | Added |
| Cape Investment Advisory, Inc. | 247 | $11.7K | 0.01% | +100+68.0% | Added |
| Costello Asset Management, INC | 250 | $11.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 256 | $12.1K | 0.00% | +148+137.0% | Added |
| HighMark Wealth Management LLC | 257 | $12.1K | 0.01% | +109+73.6% | Added |
| Salomon & Ludwin, LLC | 259 | $12.2K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 264 | $12.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 265 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 280 | $13.2K | 0.01% | 00.0% | Unchanged |