| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| CarsonAllaria Wealth Management, Ltd. | 4 | $0 | 0.00% | +4 | New |
| MCF Advisors LLC | 0 | $68 | 0.00% | 0 | New |
| Worth Asset Management, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $149 | 0.00% | +2 | New |
| Freedom Wealth Alliance, LLC | 5 | $372 | 0.00% | +5 | New |
| Berkshire Capital Holdings Inc | 10 | $745 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $968 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 770 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.49K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $1.71K | 0.00% | −67−74.4% | Reduced |
| Zullo Investment Group, Inc. | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 25 | $1.86K | 0.00% | +25 | New |
| Coppell Advisory Solutions Corp. | 25 | $1.86K | 0.00% | +25 | New |
| Retirement Financial Solutions, LLC | 25 | $1.86K | 0.00% | +25 | New |
| Financial Freedom, LLC | 27 | $2.01K | 0.00% | +27 | New |
| Beacon Capital Management, LLC | 30 | $2.23K | 0.00% | −82−73.2% | Reduced |
| DecisionPoint Financial, LLC | 32 | $2.38K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 35 | $2.61K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $3.00K | 0.00% | −7−15.2% | Reduced |
| Benjamin Edwards Inc | 44 | $3.00K | 0.00% | +1+2.3% | Added |
| TSFG, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41 | $3.05K | 0.00% | +41 | New |
| Key Financial Inc | 45 | $3.08K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 45 | $3.35K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 50 | $3.72K | 0.00% | +50 | New |
| Gs Investments, Inc. | 50 | $3.73K | 0.00% | −25−33.3% | Reduced |
| Delta Asset Management LLC | 50 | $3.73K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 43 | $3.80K | 0.00% | +43 | New |
| Live Oak Investment Partners | – | $3.87K | 0.00% | – | New |
| Coastal Capital Group, Inc. | 57 | $3.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 55 | $4.00K | 0.00% | −207,134−100.0% | Reduced |
| Retirement Group, LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 56 | $4.00K | 0.00% | +15+36.6% | Added |
| Glen Eagle Advisors, LLC | 55 | $4.10K | 0.00% | +22+66.7% | Added |
| Pacifica Partners Inc. | 57 | $4.24K | 0.00% | −300−84.0% | Reduced |
| Clean Yield Group | 58 | $4.32K | 0.00% | −55−48.7% | Reduced |
| Private Ocean, LLC | 64 | $4.77K | 0.00% | +64 | New |
| Carolinas Wealth Consulting LLC | 66 | $4.92K | 0.00% | +66 | New |
| Advanced Asset Management Advisors Inc | 68 | $5.07K | 0.00% | +68 | New |
| Field & Main Bank | 69 | $5.14K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 72 | $5.36K | 0.00% | +72 | New |
| Raleigh Capital Management Inc. | 78 | $5.83K | 0.00% | −2−2.5% | Reduced |
| Global Financial Private Client, LLC | 81 | $6.03K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 86 | $6.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $6.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $6.64K | 0.00% | +38+74.5% | Added |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | −25−20.0% | Reduced |
| First PREMIER Bank | 100 | $7.00K | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 94 | $7.00K | 0.00% | +94 | New |
| Highline Wealth Partners LLC | 96 | $7.12K | 0.01% | +1+1.1% | Added |
| Investors Research Corp | 96 | $7.15K | 0.00% | −10−9.4% | Reduced |
| Wolff Wiese Magana LLC | 100 | $7.45K | 0.01% | −208−67.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $7.45K | 0.00% | −57−36.3% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $7.45K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $7.45K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $7.49K | 0.00% | −25−20.0% | Reduced |
| MB, Levis & Associates, LLC | 102 | $7.57K | 0.01% | +102 | New |
| Sugarloaf Wealth Management, LLC | 102 | $7.62K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 74 | $7.70K | 0.08% | −1,789−96.0% | Reduced |
| DB Wealth Management Group, LLC | 106 | $7.90K | 0.01% | +106 | New |
| Kessler Investment Group, LLC | 102 | $8.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 104 | $8.00K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 109 | $8.12K | 0.00% | −27,461−99.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 119 | $8.86K | 0.00% | −3−2.5% | Reduced |
| Zions Bancorporation, N.A. | 119 | $8.86K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 124 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 125 | $9.31K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 128 | $9.54K | 0.00% | −8−5.9% | Reduced |
| Raffa Wealth Management, LLC | 131 | $9.76K | 0.00% | +28+27.2% | Added |
| Washington Trust Advisors, Inc. | 132 | $9.83K | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 132 | $9.83K | 0.01% | +132 | New |
| Fortis Capital Advisors, LLC | 138 | $10.3K | 0.01% | +138 | New |
| True Wealth Design, LLC | 139 | $10.4K | 0.00% | +139 | New |
| Islay Capital Management, LLC | 150 | $11.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 158 | $11.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 161 | $12.0K | 0.00% | +31+23.8% | Added |
| Trust Co of Vermont | 162 | $12.1K | 0.00% | +112+224.0% | Added |
| Archer Investment Corp | 179 | $13.3K | 0.01% | +129+258.0% | Added |
| Eagle Bay Advisors LLC | 184 | $13.7K | 0.01% | +13+7.6% | Added |
| Disciplined Investments, LLC | 190 | $14.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 193 | $14.4K | 0.00% | −716−78.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 199 | $14.8K | 0.01% | +199 | New |
| Caldwell Trust Co | 200 | $14.9K | 0.00% | −1,400−87.5% | Reduced |
| Burleson & Company, LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $14.9K | 0.01% | +200 | New |
| Capital Advisors, Ltd. LLC | 197 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 213 | $15.9K | 0.00% | −17−7.4% | Reduced |