| Indiana Trust & Investment Management CO | 93 | $12.3K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 91 | $12.0K | 0.01% | +16+21.3% | Added |
| Pacifica Partners Inc. | 93 | $12.0K | 0.01% | +33+55.0% | Added |
| New Millennium Group LLC | 90 | $11.9K | 0.01% | −14−13.5% | Reduced |
| Rossby Financial, LCC | 97 | $11.7K | 0.01% | +97 | New |
| Transce3nd, LLC | 86 | $11.4K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $11.4K | 0.00% | +76+760.0% | Added |
| Mechanics Financial Corp | 85 | $11.2K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 81 | $10.7K | 0.01% | +76+1,520.0% | Added |
| Islay Capital Management, LLC | 75 | $9.92K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 75 | $9.92K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 75 | $9.92K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 71 | $9.39K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 70 | $9.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 109 | $9.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $8.60K | 0.00% | −27−29.3% | Reduced |
| Central Trust Co | 65 | $8.53K | 0.00% | +35+116.7% | Added |
| Oakworth Capital, Inc. | 64 | $8.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 61 | $8.07K | 0.00% | −33−35.1% | Reduced |
| American Capital Advisory, LLC | 60 | $7.93K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 60 | $7.93K | 0.00% | +50+500.0% | Added |
| Compass Wealth Management LLC | 60 | $7.93K | 0.00% | +60 | New |
| Stonebridge Financial Group, LLC | 58 | $7.67K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 54 | $7.14K | 0.00% | +54 | New |
| Graney & King, LLC | 52 | $6.84K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $6.66K | 0.00% | +6+12.0% | Added |
| Old Point Trust & Financial Services N A | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $6.61K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 47 | $6.21K | 0.00% | +47 | New |
| Sachetta, LLC | 44 | $5.82K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 43 | $5.69K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $5.29K | 0.00% | −50−55.6% | Reduced |
| Lowe Wealth Advisors, LLC | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $5.16K | 0.01% | +6+18.2% | Added |
| Darwin Advisors, LLC | 58 | $4.99K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 36 | $4.76K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 34 | $4.50K | 0.00% | −14−29.2% | Reduced |
| Colonial Trust Co | 29 | $3.98K | 0.00% | +23+383.3% | Added |
| Delta Asset Management LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 30 | $3.97K | 0.00% | +30 | New |
| Murphy & Mullick Capital Management Corp | 30 | $3.97K | 0.00% | +30 | New |
| Nova Wealth Management, Inc. | 30 | $3.97K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 28 | $3.70K | 0.00% | −1,103−97.5% | Reduced |
| Cypress Capital Management LLC (WY) | 28 | $3.70K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 26 | $3.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $3.31K | 0.00% | −26−51.0% | Reduced |
| CGC Financial Services, LLC | 25 | $3.31K | 0.00% | −10−28.6% | Reduced |
| Hollencrest Capital Management | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Infini Capital Management Ltd | 25 | $3.31K | 0.00% | +25 | New |
| Legacy Wealth Managment, LLC | 25 | $3.31K | 0.00% | +25 | New |
| Davis Capital Management | 24 | $3.17K | 0.00% | −12−33.3% | Reduced |
| Grove Bank & Trust | 23 | $3.04K | 0.00% | +23 | New |
| First United Bank Trust | 22 | $2.91K | 0.00% | +22 | New |
| Spectrum Wealth Counsel, LLC | 21 | $2.78K | 0.00% | −10−32.3% | Reduced |
| Rise Advisors, LLC | 21 | $2.74K | 0.00% | −77−78.6% | Reduced |
| Catherine Avery Investment Management LLC | 20 | $2.65K | 0.00% | −20−50.0% | Reduced |
| Main Street Group, LTD | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $2.65K | 0.00% | +20 | New |
| Cheviot Value Management, LLC | 20 | $2.53K | 0.00% | +20 | New |
| Christopher J. Hasenberg, Inc | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $1.98K | 0.00% | +15 | New |
| Hoey Investments, Inc | 14 | $1.85K | 0.00% | +14 | New |
| FSA Wealth Management LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $1.72K | 0.00% | +4+44.4% | Added |
| Brown, Lisle/Cummings, Inc. | 13 | $1.72K | 0.00% | +13 | New |
| Cedar Mountain Advisors, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 10 | $1.37K | 0.00% | −13−56.5% | Reduced |
| Atwood & Palmer Inc | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 10 | $1.32K | 0.00% | +10 | New |
| 1620 Investment Advisors, Inc. | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 10 | $1.00K | 0.00% | −175−94.6% | Reduced |
| Kestra Investment Management, LLC | 7 | $926 | 0.00% | −194−96.5% | Reduced |
| West Paces Advisors Inc. | 7 | $926 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $926 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 7 | $926 | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 6 | $794 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 6 | $793 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $531 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 4 | $529 | 0.00% | −183−97.9% | Reduced |
| Fairman Group, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $397 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $397 | 0.00% | +3 | New |
| Prudent Man Investment Management, Inc. | 4 | $340 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $265 | 0.00% | 00.0% | Unchanged |