| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +2+200.0% | Added |
| Coston, McIsaac & Partners | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Operose Advisors LLC | 1 | $127 | 0.00% | −55−98.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $127 | 0.00% | −18−94.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 1 | $127 | 0.00% | −7−87.5% | Reduced |
| DecisionPoint Financial, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $127 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $127 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $127 | 0.00% | +1 | New |
| Orion Capital Management LLC | 1 | $127 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $127 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $127 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $129 | 0.00% | −4−80.0% | Reduced |
| BFSG, LLC | 1 | $130 | 0.00% | +1 | New |
| Able Wealth Management LLC | 1 | $131 | 0.00% | +1 | New |
| Vima LLC | 1 | $131 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | $195 | 0.00% | +1+100.0% | Added |
| Credential Qtrade Securities Inc. | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $254 | 0.00% | −9−81.8% | Reduced |
| Laurel Wealth Advisors LLC | 2 | $254 | 0.00% | −2−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 2 | $254 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2 | $254 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $254 | 0.00% | +2 | New |
| Life Planning Partners, Inc | 2 | $254 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $254 | 0.00% | +2 | New |
| Livelsberger Financial Advisory | 2 | $254 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $254 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $319 | 0.00% | +3 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3 | $380 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3 | $381 | 0.00% | −14−82.4% | Reduced |
| Lowe Wealth Advisors, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $381 | 0.00% | +3 | New |
| Transcendent Capital Group LLC | 3 | $381 | 0.00% | +3 | New |
| CGC Financial Services, LLC | 3 | $383 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $385 | 0.00% | −36−92.3% | Reduced |
| Guardian Wealth Management, Inc. | 3 | $387 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 4 | $508 | 0.00% | −13−76.5% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $508 | 0.00% | −5−55.6% | Reduced |
| Impact Partnership Wealth, LLC | 4 | $508 | 0.00% | −1−20.0% | Reduced |
| Godsey & Gibb Associates | 4 | $508 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 4 | $508 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $508 | 0.00% | +2+100.0% | Added |
| Disciplined Equity Management, Inc. | 4 | $508 | 0.00% | +4 | New |
| ICA Group Wealth Management, LLC | 4 | $508 | 0.00% | +4 | New |
| Louisbourg Investments Inc. | 4 | $508 | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 4 | $509 | 0.00% | −2−33.3% | Reduced |
| Burkett Financial Services, LLC | 4 | $521 | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 5 | $634 | 0.00% | +5 | New |
| Emfo, LLC | 5 | $635 | 0.00% | −85−94.4% | Reduced |
| HHM Wealth Advisors, LLC | 5 | $635 | 0.00% | −5−50.0% | Reduced |
| True Wealth Design, LLC | 5 | $635 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $635 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $635 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $635 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $636 | 0.00% | +5 | New |
| Delta Asset Management LLC | 5 | $637 | 0.00% | +5 | New |
| McGlone Suttner Wealth Management, Inc. | 5 | $642 | 0.00% | +5 | New |
| Old Second National Bank of Aurora | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $762 | 0.00% | −1−14.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6 | $762 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 6 | $762 | 0.00% | +6 | New |
| Truvestments Capital LLC | 6 | $768 | 0.00% | +2+50.0% | Added |
| Jamison Private Wealth Management, Inc. | 6 | $769 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $799 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 7 | $888 | 0.00% | −1,262−99.4% | Reduced |
| Iron Horse Wealth Management, LLC | 7 | $888 | 0.00% | −1−12.5% | Reduced |
| Concord Wealth Partners | 7 | $888 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $888 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 7 | $888 | 0.00% | +2+40.0% | Added |
| Princeton Global Asset Management LLC | 7 | $888 | 0.00% | +5+250.0% | Added |
| Armstrong Advisory Group, Inc | 7 | $889 | 0.00% | −15−68.2% | Reduced |
| FSC Wealth Advisors, LLC | 7 | $889 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $889 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $889 | 0.00% | +5+250.0% | Added |
| Horizon Bancorp Inc | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | −5−31.3% | Reduced |
| Knott David M Jr | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 8 | $1.01K | 0.00% | −292−97.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.01K | 0.00% | 00.0% | Unchanged |