| Wood Tarver Financial Group, LLC | 36 | $0 | 0.00% | −93−72.1% | Reduced |
| First PREMIER Bank | 17 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 79 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 86 | $0 | 0.00% | +86 | New |
| Security National Bank | 1 | $11 | 0.00% | −10−90.9% | Reduced |
| Game Plan Financial Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $23 | 0.00% | −2,573−99.9% | Reduced |
| IMG Wealth Management, Inc. | 2 | $23 | 0.00% | −1,573−99.9% | Reduced |
| West Financial Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $34 | 0.00% | −41−93.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 3 | $34 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 4 | $46 | 0.00% | −2,500−99.8% | Reduced |
| DT Investment Partners, LLC | 4 | $46 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $46 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7 | $80 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $80 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 7 | $89 | 0.00% | +7 | New |
| Curio Wealth, LLC | 8 | $92 | 0.00% | +6+300.0% | Added |
| YANKCOM Partnership | 8 | $92 | 0.00% | +8 | New |
| Decker Retirement Planning Inc. | 12 | $138 | 0.00% | −110−90.2% | Reduced |
| Legacy Investment Solutions, LLC | 12 | $138 | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 12 | $138 | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 15 | $172 | 0.00% | +13+650.0% | Added |
| Winnow Wealth LLC | 16 | $184 | 0.00% | −33−67.3% | Reduced |
| Accordant Advisory Group Inc | 16 | $184 | 0.00% | +16 | New |
| Murphy & Mullick Capital Management Corp | 16 | $211 | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 19 | $217 | 0.00% | +19 | New |
| Ridgewood Investments LLC | 20 | $229 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 22 | $253 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $264 | 0.00% | +23 | New |
| Bear Mountain Capital, Inc. | 21 | $268 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 24 | $275 | 0.00% | −483−95.3% | Reduced |
| Fairman Group, LLC | 24 | $275 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 24 | $275 | 0.00% | +24 | New |
| Chilton Capital Management LLC | 24 | $276 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $276 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 25 | $287 | 0.00% | +25 | New |
| Tower Trust & Investment Co | 26 | $297 | 0.00% | −292−91.8% | Reduced |
| Robinswood Financial LLC | 26 | $297 | 0.00% | −31−54.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 28 | $321 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $321 | 0.00% | +28 | New |
| Proffitt & Goodson Inc | 29 | $333 | 0.00% | +7+31.8% | Added |
| MPWM Advisory Solutions, LLC | 31 | $355 | 0.00% | −70−69.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 34 | $390 | 0.00% | −30−46.9% | Reduced |
| TruNorth Capital Management, LLC | 37 | $424 | 0.00% | −887−96.0% | Reduced |
| Disciplined Equity Management, Inc. | 37 | $425 | 0.00% | +37 | New |
| Old Second National Bank of Aurora | 39 | $447 | 0.00% | +39 | New |
| Strengthening Families & Communities, LLC | 45 | $483 | 0.00% | −76−62.8% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $504 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $539 | 0.00% | +19+67.9% | Added |
| Beaird Harris Wealth Management, LLC | 49 | $562 | 0.00% | −412−89.4% | Reduced |
| Toth Financial Advisory Corp | 49 | $562 | 0.00% | +49 | New |
| Horizon Financial Services, LLC | 50 | $573 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 50 | $573 | 0.00% | +50 | New |
| Edmond de Rothschild Holding S.A. | 52 | $596 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 54 | $619 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 54 | $619 | 0.00% | +54 | New |
| Morton Brown Family Wealth, LLC | 59 | $676 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $688 | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 63 | $689 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 65 | $745 | 0.00% | +32+97.0% | Added |
| Stone House Investment Management, LLC | 67 | $768 | 0.00% | +43+179.2% | Added |
| Pflug Koory, LLC | 68 | $779 | 0.00% | −224−76.7% | Reduced |
| Cheviot Value Management, LLC | 72 | $786 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $800 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $814 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 72 | $825 | 0.00% | +72 | New |
| Glass Jacobson Investment Advisors llc | 72 | $826 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 74 | $848 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 74 | $848 | 0.00% | +24+48.0% | Added |
| Principia Wealth Advisory, LLC | 77 | $882 | 0.00% | −39−33.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 81 | $928 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 85 | $975 | 0.00% | +85 | New |
| Hanson & Doremus Investment Management | 104 | $1.00K | 0.00% | +104 | New |
| Oliver Lagore Vanvalin Investment Group | 96 | $1.03K | 0.00% | +96 | New |
| Financially Speaking Inc | 93 | $1.07K | 0.00% | +93 | New |
| Bay Harbor Wealth Management, LLC | 94 | $1.08K | 0.00% | +59+168.6% | Added |
| American Capital Advisory, LLC | 104 | $1.19K | 0.00% | −126−54.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 104 | $1.19K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 106 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 106 | $1.22K | 0.00% | +106 | New |
| Park Place Capital Corp | 112 | $1.23K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 112 | $1.28K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 116 | $1.33K | 0.00% | +95+452.4% | Added |
| Garde Capital, Inc. | 122 | $1.40K | 0.00% | −498−80.3% | Reduced |
| Parkworth Wealth Management, Inc. | 123 | $1.41K | 0.00% | +89+261.8% | Added |
| Centricity Wealth Management, LLC | 124 | $1.42K | 0.00% | −676−84.5% | Reduced |
| Crews Bank & Trust | 128 | $1.47K | 0.00% | −129−50.2% | Reduced |
| WealthTrak Capital Management LLC | 130 | $1.49K | 0.00% | −25−16.1% | Reduced |
| Activest Wealth Management | 132 | $1.51K | 0.00% | −556−80.8% | Reduced |
| Farmers & Merchants Investments Inc | 133 | $1.52K | 0.00% | −2,176−94.2% | Reduced |
| Gen-Wealth Partners Inc | 135 | $1.55K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 135 | $1.55K | 0.00% | +4+3.1% | Added |
| Highline Wealth Partners LLC | 140 | $1.60K | 0.00% | +82+141.4% | Added |