| Horizon Bancorp Inc | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 28 | $0 | 0.00% | −66−70.2% | Reduced |
| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6 | $74 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7 | $80 | 0.00% | −166−96.0% | Reduced |
| ORG Partners LLC | 6 | $81 | 0.00% | −23−79.3% | Reduced |
| Cornerstone Planning Group LLC | 7 | $89 | 0.00% | −26−78.8% | Reduced |
| Tower Trust & Investment Co | 10 | $114 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $115 | 0.00% | −42−80.8% | Reduced |
| Private Wealth Management Group, LLC | 11 | $126 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $160 | 0.00% | −10−41.7% | Reduced |
| TD Capital Management LLC | 15 | $173 | 0.00% | +15 | New |
| Addison Advisors LLC | 16 | $184 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $206 | 0.00% | +14+350.0% | Added |
| Hallmark Capital Management Inc | 20 | $229 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $229 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $229 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $229 | 0.00% | +20 | New |
| Burkett Financial Services, LLC | 25 | $288 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $298 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $332 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $344 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 32 | $366 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 35 | $401 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $412 | 0.00% | +36 | New |
| Dunhill Financial, LLC | 36 | $412 | 0.00% | +36 | New |
| TFC Financial Management | 37 | $424 | 0.00% | +37 | New |
| BNP Paribas | 37 | $437 | 0.00% | +36+3,600.0% | Added |
| Evermay Wealth Management LLC | 40 | $458 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 40 | $458 | 0.00% | +40 | New |
| Core Alternative Capital | 40 | $458 | 0.00% | +40 | New |
| Semmax Financial Advisors Inc. | 39 | $477 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 40 | $488 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $493 | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 43 | $493 | 0.00% | +43 | New |
| Hilltop National Bank | 46 | $527 | 0.00% | +46 | New |
| Larson Financial Group LLC | 54 | $618 | 0.00% | +54 | New |
| Assetmark, Inc | 55 | $630 | 0.00% | −35−38.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 60 | $687 | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 61 | $698 | 0.01% | +61 | New |
| Armstrong Advisory Group, Inc | 63 | $722 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 65 | $744 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 64 | $748 | 0.00% | −280−81.4% | Reduced |
| Clearstead Advisors, LLC | 66 | $756 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 66 | $756 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $797 | 0.00% | −19−21.3% | Reduced |
| Barrett & Company, Inc. | 70 | $802 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 75 | $859 | 0.00% | +40+114.3% | Added |
| Cherry Tree Wealth Management, LLC | 76 | $871 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 82 | $939 | 0.00% | +50+156.3% | Added |
| Stone House Investment Management, LLC | 83 | $950 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 79 | $963 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 89 | $1.02K | 0.00% | +1+1.1% | Added |
| Fortitude Family Office, LLC | 90 | $1.03K | 0.00% | −580−86.6% | Reduced |
| Central Trust Co | 90 | $1.03K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $1.03K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 92 | $1.05K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 96 | $1.10K | 0.00% | −35−26.7% | Reduced |
| Bank & Trust Co | 97 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $1.12K | 0.00% | −57−36.8% | Reduced |
| Danske Bank A/S | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 103 | $1.18K | 0.00% | −87−45.8% | Reduced |
| Main Street Group, LTD | 106 | $1.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $1.25K | 0.00% | +99+990.0% | Added |
| Hager Investment Management Services, LLC | 113 | $1.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.34K | 0.00% | +117 | New |
| Eq Wealth Advisors, LLC | 120 | $1.37K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 120 | $1.37K | 0.00% | +120 | New |
| Iron Horse Wealth Management, LLC | 126 | $1.44K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 130 | $1.49K | 0.00% | −107−45.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 144 | $1.65K | 0.00% | −150−51.0% | Reduced |
| Asset Dedication, LLC | 148 | $1.70K | 0.00% | −19−11.4% | Reduced |
| Johnson Financial Group, Inc. | 153 | $1.75K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 154 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 166 | $1.90K | 0.00% | +166 | New |
| Versant Capital Management, Inc | 168 | $1.92K | 0.00% | +168 | New |
| Principal Securities, Inc. | 171 | $1.96K | 0.00% | +162+1,800.0% | Added |
| Hanson & Doremus Investment Management | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 176 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $2.04K | 0.00% | −138−43.7% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $2.16K | 0.00% | −468−71.3% | Reduced |
| Smartleaf Asset Management LLC | 186 | $2.18K | 0.00% | −50−21.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 192 | $2.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 193 | $2.21K | 0.00% | +193 | New |
| Prestige Wealth Management Group LLC | 197 | $2.26K | 0.00% | +119+152.6% | Added |
| Colonial Trust Co | 200 | $2.29K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 200 | $2.29K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $2.46K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 218 | $2.50K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $2.75K | 0.00% | 00.0% | Unchanged |