| Caas Capital Management LP | 4 | $591 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 17 | $776 | 0.00% | +17 | New |
| Baldwin Brothers Inc | 8 | $1.18K | 0.00% | −103−92.8% | Reduced |
| Spartan Planning & Wealth Management | 8 | $1.18K | 0.00% | +8 | New |
| Leelyn Smith, LLC | 10 | $1.48K | 0.00% | +10 | New |
| Lansing Street Advisors | 11 | $1.63K | 0.00% | +11 | New |
| Carolina Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 16 | $2.36K | 0.00% | +16 | New |
| NewSquare Capital LLC | 19 | $2.81K | 0.00% | +19 | New |
| Lowe Wealth Advisors, LLC | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $3.76K | 0.00% | +25 | New |
| Gables Capital Management Inc. | 30 | $4.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $4.73K | 0.00% | +32 | New |
| Financial Synergies Wealth Advisors, Inc. | 33 | $4.80K | 0.00% | +13+65.0% | Added |
| Carolinas Wealth Consulting LLC | 36 | $5.32K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $5.76K | 0.39% | +39 | New |
| Mendota Financial Group, LLC | 40 | $5.91K | 0.01% | +40 | New |
| TSFG, LLC | 42 | $6.00K | 0.00% | +1+2.4% | Added |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $7.00K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 50 | $7.33K | 0.01% | +34+212.5% | Added |
| Antonetti Capital Management LLC | 50 | $7.39K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $7.39K | 0.00% | +21+72.4% | Added |
| Park Place Capital Corp | 56 | $8.00K | 0.00% | +56 | New |
| SJS Investment Consulting Inc. | 56 | $8.27K | 0.00% | +33+143.5% | Added |
| JJJ Advisors Inc. | 55 | $8.55K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 60 | $8.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $9.47K | 0.00% | +26+68.4% | Added |
| DB Wealth Management Group, LLC | 78 | $11.5K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 86 | $12.7K | 0.01% | +86 | New |
| Beacon Capital Management, LLC | 86 | $12.8K | 0.00% | −196−69.5% | Reduced |
| Freedom Wealth Alliance, LLC | 87 | $12.9K | 0.02% | +87 | New |
| Coppell Advisory Solutions LLC | 90 | $13.3K | 0.00% | +90 | New |
| Coppell Advisory Solutions Corp. | 90 | $13.3K | 0.00% | +90 | New |
| Oliver Lagore Vanvalin Investment Group | 93 | $13.7K | 0.01% | +48+106.7% | Added |
| Sofos Investments, Inc. | 148 | $14.8K | 0.16% | −2,687−94.8% | Reduced |
| Winch Advisory Services, LLC | 98 | $15.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 100 | $15.0K | 0.01% | +100 | New |
| Steward Financial Group LLC | 103 | $15.0K | 0.01% | +103 | New |
| Cranbrook Wealth Management, LLC | 105 | $15.5K | 0.00% | −25−19.2% | Reduced |
| Hallmark Capital Management Inc | 105 | $15.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 106 | $15.7K | 0.00% | +106 | New |
| Bray Capital Advisors | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $16.0K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 120 | $17.7K | 0.01% | +120 | New |
| Fortis Capital Advisors, LLC | 120 | $17.7K | 0.01% | +120 | New |
| Granite FO LLC | 114 | $18.0K | 0.01% | +114 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $19.0K | 0.17% | −130−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 131 | $19.4K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 135 | $19.9K | 0.00% | +135 | New |
| Coston, McIsaac & Partners | 140 | $20.0K | 0.01% | +140 | New |
| Sugarloaf Wealth Management, LLC | 137 | $20.3K | 0.01% | −1−0.7% | Reduced |
| Credential Qtrade Securities Inc. | 143 | $21.1K | 0.00% | −29−16.9% | Reduced |
| Perkins Coie Trust Co | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 154 | $22.8K | 0.00% | −55−26.3% | Reduced |
| Tyler-Stone Wealth Management | 155 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $23.4K | 0.02% | +1+0.6% | Added |
| Addison Advisors LLC | 165 | $24.4K | 0.01% | −35−17.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 166 | $24.5K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 168 | $24.8K | 0.04% | +168 | New |
| Elequin Capital LP | 168 | $24.8K | 0.01% | +168 | New |
| GeoWealth Management, LLC | 165 | $25.0K | 0.00% | −19−10.3% | Reduced |
| Annapolis Financial Services, LLC | 170 | $25.1K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 175 | $26.0K | 0.00% | +175 | New |
| First PREMIER Bank | 180 | $27.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 190 | $28.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 199 | $29.4K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $29.6K | 0.02% | −45−18.4% | Reduced |
| Hoey Investments, Inc | 200 | $29.6K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $29.6K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $29.6K | 0.01% | +200 | New |
| My Personal CFO, LLC | 201 | $29.7K | 0.03% | +201 | New |
| Rocky Mountain Advisers, LLC | 200 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 203 | $30.0K | 0.00% | +203 | New |
| Stuart Chaussee & Associates, Inc. | 208 | $30.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 210 | $31.0K | 0.02% | +156+288.9% | Added |
| GoalVest Advisory LLC | 213 | $31.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 217 | $32.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 221 | $32.7K | 0.01% | +21+10.5% | Added |
| Carmichael Hill & Associates, Inc. | 222 | $32.8K | 0.02% | −310−58.3% | Reduced |
| Clearview Wealth Advisors LLC | 226 | $33.5K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 228 | $33.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 234 | $34.6K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 239 | $35.0K | 0.02% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 249 | $37.0K | 0.03% | +249 | New |
| Institutional & Family Asset Management, LLC | 251 | $37.1K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 256 | $37.8K | 0.01% | +256 | New |
| Stephens Consulting, LLC | 258 | $38.1K | 0.03% | +258 | New |
| Bell Investment Advisors, Inc | 269 | $39.7K | 0.01% | +23+9.3% | Added |
| Global Wealth Strategies & Associates | 272 | $40.2K | 0.02% | +272 | New |
| Bogart Wealth, LLC | 273 | $40.4K | 0.00% | 00.0% | Unchanged |
