| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | +8+160.0% | Added |
| Horizon Bancorp Inc | 16 | $0 | 0.00% | +16 | New |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1 | $30 | 0.00% | +1 | New |
| IAG Wealth Partners, LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $90 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $119 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $136 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $171 | 0.00% | −6−46.2% | Reduced |
| Sutton Wealth Advisors Inc. | 6 | $178 | 0.00% | −31−83.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8 | $238 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $238 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $238 | 0.00% | +8 | New |
| New England Capital Financial Advisors LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $268 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 10 | $297 | 0.00% | +1+11.1% | Added |
| Carolinas Wealth Consulting LLC | 321 | $321 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $327 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $327 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $357 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $387 | 0.00% | +3+30.0% | Added |
| Meeder Asset Management Inc | 14 | $416 | 0.00% | −1,897−99.3% | Reduced |
| Global Financial Private Client, LLC | 15 | $445 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 15 | $447 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 16 | $476 | 0.00% | +2+14.3% | Added |
| South State Corp. | 18 | $535 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $536 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $565 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $565 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $565 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $566 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $595 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $595 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $595 | 0.00% | +3+17.6% | Added |
| Sunbelt Securities, Inc. | 21 | $604 | 0.00% | +21 | New |
| Hallmark Capital Management Inc | 21 | $625 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $625 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $712 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 25 | $743 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $744 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 26 | $773 | 0.00% | −6−18.8% | Reduced |
| Schubert & Co | 27 | $803 | 0.00% | +8+42.1% | Added |
| Accel Wealth Management | 28 | $833 | 0.00% | −13−31.7% | Reduced |
| Syverson Strege & Co | 29 | $862 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $892 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $922 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $922 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 32 | $952 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $1.00K | 0.00% | −10−21.7% | Reduced |
| Steward Financial Group LLC | 39 | $1.00K | 0.00% | +27+225.0% | Added |
| City State Bank | 18 | $1.00K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 35 | $1.04K | 0.00% | +2+6.1% | Added |
| Farmers & Merchants Investments Inc | 36 | $1.07K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 37 | $1.10K | 0.00% | +37 | New |
| Piscataqua Savings Bank | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49 | $1.46K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 49 | $1.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $1.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55 | $1.64K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 64 | $1.90K | 0.00% | −58−47.5% | Reduced |
| Ameritas Advisory Services, LLC | 64 | $1.91K | 0.00% | +64 | New |
| Smithfield Trust Co | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 71 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 30 | $2.23K | 0.10% | +30 | New |
| Hoertkorn Richard Charles | 78 | $2.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $2.44K | 0.00% | +38+86.4% | Added |
| Federation des caisses Desjardins du Quebec | 85 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 86 | $2.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 90 | $2.68K | 0.00% | −11−10.9% | Reduced |
| Lindbrook Capital, LLC | 93 | $2.77K | 0.00% | −37−28.5% | Reduced |
| Adirondack Retirement Specialists, Inc. | 98 | $2.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Caldwell Trust Co | 102 | $3.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 106 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $3.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $3.69K | 0.00% | +116+1,450.0% | Added |
| Pinnacle Bancorp, Inc. | 125 | $3.72K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 146 | $4.34K | 0.00% | −9−5.8% | Reduced |
| Hexagon Capital Partners LLC | 151 | $4.49K | 0.00% | +151 | New |
| Covestor Ltd | 159 | $5.00K | 0.00% | −24−13.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 174 | $5.17K | 0.00% | +6+3.6% | Added |
| TCTC Holdings, LLC | 194 | $5.77K | 0.00% | +29+17.6% | Added |
| Financial Perspectives, Inc | 209 | $6.22K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 210 | $6.25K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 212 | $6.30K | 0.00% | +8+3.9% | Added |