| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $0 | 0.00% | +12 | New |
| High Net Worth Advisory Group LLC | 1 | $41 | 0.00% | −144−99.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $150 | 0.00% | +2 | New |
| First Financial Corp | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $376 | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 5 | $392 | 0.00% | −8−61.5% | Reduced |
| JJJ Advisors Inc. | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $601 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $826 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $901 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $901 | 0.00% | +12 | New |
| Motco | 13 | $977 | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 13 | $977 | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| Abound Wealth Management | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 15 | $1.13K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $1.20K | 0.00% | −4−20.0% | Reduced |
| Proffitt & Goodson Inc | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $1.88K | 0.00% | −25−50.0% | Reduced |
| Kozak & Associates, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $2.00K | 0.00% | +1+4.8% | Added |
| Harvest Fund Management Co., Ltd | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Beaird Harris Wealth Management, LLC | 29 | $2.18K | 0.00% | +29 | New |
| Schubert & Co | 31 | $2.33K | 0.00% | −7−18.4% | Reduced |
| My Personal CFO, LLC | 31 | $2.33K | 0.00% | +31 | New |
| Sugarloaf Wealth Management, LLC | 32 | $2.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 34 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 38 | $3.00K | 0.00% | +1+2.7% | Added |
| JFS Wealth Advisors, LLC | 49 | $3.68K | 0.00% | −6−10.9% | Reduced |
| Red Tortoise LLC | 49 | $3.68K | 0.00% | +49 | New |
| Antonetti Capital Management LLC | 50 | $3.76K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $3.76K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 54 | $4.07K | 0.00% | −133−71.1% | Reduced |
| West Paces Advisors Inc. | 55 | $4.13K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 56 | $4.21K | 0.00% | +56 | New |
| Oliver Lagore Vanvalin Investment Group | 60 | $4.51K | 0.00% | −4−6.3% | Reduced |
| Carolinas Wealth Consulting LLC | 64 | $4.81K | 0.00% | −4−5.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 68 | $5.00K | 0.00% | −13−16.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 171 | $5.11K | 0.00% | +103+151.5% | Added |
| Bell Investment Advisors, Inc | 74 | $5.56K | 0.00% | −2−2.6% | Reduced |
| McIlrath & Eck, LLC | 75 | $5.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $5.75K | 0.00% | −330−81.1% | Reduced |
| Prestige Wealth Management Group LLC | 79 | $5.93K | 0.00% | −7−8.1% | Reduced |
| Bank of New Hampshire | 85 | $6.00K | 0.00% | −120−58.5% | Reduced |
| Founders Capital Management | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $6.08K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 84 | $6.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $6.42K | 0.00% | +77 | New |
| Zullo Investment Group, Inc. | 90 | $6.78K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 94 | $7.06K | 0.00% | +54+135.0% | Added |
| MV Capital Management, Inc. | 95 | $7.14K | 0.00% | −57−37.5% | Reduced |
| Comerica Securities,inc. | 97 | $7.29K | 0.00% | +97 | New |
| AllSquare Wealth Management LLC | 100 | $7.51K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 101 | $7.60K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 105 | $7.89K | 0.00% | +105 | New |
| Ancora Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 110 | $8.00K | 0.01% | +110 | New |
| Glassy Mountain Advisors, Inc. | 107 | $8.04K | 0.00% | +107 | New |
| Tilia Fiduciary Partners, Inc. | 110 | $8.26K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 113 | $8.49K | 0.01% | +113 | New |
| Disciplined Investments, LLC | 117 | $8.82K | 0.00% | +10+9.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.13K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 126 | $9.46K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 130 | $9.77K | 0.00% | +5+4.0% | Added |
| RFP Financial Group LLC | 130 | $9.77K | 0.00% | +130 | New |
| City State Bank | 133 | $10.0K | 0.01% | −928−87.5% | Reduced |
| Glassman Wealth Services | 139 | $10.4K | 0.00% | −114−45.1% | Reduced |
| Arlington Partners LLC | 143 | $10.7K | 0.00% | +143 | New |
| Covestor Ltd | 150 | $11.0K | 0.01% | +15+11.1% | Added |
| Perkins Coie Trust Co | 148 | $11.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 153 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 153 | $11.5K | 0.00% | +153 | New |
| Riverview Trust Co | 158 | $12.0K | 0.01% | +158 | New |
| Harbor Investment Advisory, LLC | 165 | $12.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 166 | $12.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 168 | $12.6K | 0.00% | +108+180.0% | Added |
| Dividend Assets Capital, LLC | 193 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 183 | $14.0K | 0.00% | +136+289.4% | Added |
| M&R Capital Management Inc | 189 | $14.2K | 0.00% | +7+3.8% | Added |
| Hexagon Capital Partners LLC | 193 | $14.5K | 0.00% | −507−72.4% | Reduced |
| Key Financial Inc | 195 | $14.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 194 | $16.6K | 0.01% | +194 | New |
| Elequin Capital LP | 224 | $16.8K | 0.00% | +224 | New |
| Concord Wealth Partners | 228 | $17.1K | 0.01% | +228 | New |
| Tucker Asset Management LLC | 227 | $17.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $18.0K | 0.00% | 00.0% | Unchanged |