| Householder Group Estate & Retirement Specialist, LLC | 8 | $0 | 0.00% | +8 | New |
| Smartleaf Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $95 | 0.00% | −7−70.0% | Reduced |
| Creative Financial Designs Inc | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $126 | 0.00% | +4 | New |
| Archer Investment Corp | 8 | $252 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $281 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $284 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 10 | $315 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 11 | $347 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Vima LLC | 16 | $504 | 0.00% | +16 | New |
| Laurel Wealth Advisors LLC | 16 | $505 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $505 | 0.00% | +16 | New |
| Guardian Wealth Management, Inc. | 16 | $517 | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 17 | $541 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $568 | 0.00% | −4−18.2% | Reduced |
| Hallmark Capital Management Inc | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $631 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 20 | $631 | 0.00% | +20 | New |
| Sachetta, LLC | 20 | $631 | 0.00% | +20 | New |
| Coppell Advisory Solutions LLC | 22 | $694 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $726 | 0.00% | −13−36.1% | Reduced |
| ORG Partners LLC | 23 | $731 | 0.00% | +10+76.9% | Added |
| Burkett Financial Services, LLC | 23 | $738 | 0.00% | +23 | New |
| TCTC Holdings, LLC | 25 | $789 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $821 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $915 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $946 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Global Retirement Partners, LLC | 35 | $1.04K | 0.00% | −15−30.0% | Reduced |
| Northwest Capital Management Inc | 34 | $1.07K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 34 | $1.07K | 0.00% | +34 | New |
| Bangor Savings Bank | 35 | $1.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.17K | 0.00% | −29−43.9% | Reduced |
| Laffer Tengler Investments | 40 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 43 | $1.34K | 0.00% | +1+2.4% | Added |
| Proffitt & Goodson Inc | 43 | $1.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $1.58K | 0.00% | +50 | New |
| AllSquare Wealth Management LLC | 52 | $1.64K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $1.89K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 60 | $1.89K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $1.89K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $1.89K | 0.00% | +60 | New |
| Livelsberger Financial Advisory | 61 | $1.92K | 0.00% | +61 | New |
| Armstrong Advisory Group, Inc | 63 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 79 | $2.00K | 0.00% | +1+1.3% | Added |
| CKW Financial Group | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 90 | $2.00K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 65 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 66 | $2.07K | 0.00% | +1+1.5% | Added |
| Clearstead Advisors, LLC | 68 | $2.15K | 0.00% | −34−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 69 | $2.18K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 71 | $2.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $2.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $2.33K | 0.00% | +74 | New |
| Venturi Wealth Management, LLC | 74 | $2.33K | 0.00% | +74 | New |
| Principal Securities, Inc. | 77 | $2.43K | 0.00% | +77 | New |
| North Star Investment Management Corp. | 80 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 80 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $2.53K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 83 | $2.61K | 0.00% | +1+1.2% | Added |
| Sandy Spring Bank | 87 | $2.74K | 0.00% | −200−69.7% | Reduced |
| Semmax Financial Advisors Inc. | 91 | $2.77K | 0.00% | +1+1.1% | Added |
| HHM Wealth Advisors, LLC | 90 | $2.84K | 0.00% | −16−15.1% | Reduced |
| Barrett & Company, Inc. | 90 | $2.84K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 90 | $2.84K | 0.00% | +90 | New |
| MV Capital Management, Inc. | 91 | $2.87K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 96 | $3.03K | 0.00% | −9−8.6% | Reduced |
| Beacon Capital Management, LLC | 109 | $3.06K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $3.15K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 106 | $3.33K | 0.00% | +1+1.0% | Added |
| West Financial Advisors, LLC | 117 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 123 | $3.88K | 0.01% | +123 | New |
| Iron Horse Wealth Management, LLC | 126 | $3.97K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 131 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 132 | $4.16K | 0.00% | +132 | New |
| Quent Capital, LLC | 137 | $4.32K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 138 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 140 | $4.42K | 0.00% | +27+23.9% | Added |
| Proequities, Inc. | 152 | $4.79K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 158 | $4.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 167 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 151 | $5.00K | 0.00% | +151 | New |