| HBC Financial Services, PLLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 536,253 | $107 | 0.00% | +528,416+6,742.6% | Added |
| JJJ Advisors Inc. | 2 | $141 | 0.00% | −31−93.9% | Reduced |
| Mendota Financial Group, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $502 | 0.00% | −118−94.4% | Reduced |
| TD Capital Management LLC | 8 | $574 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 8 | $574 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $789 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $934 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | −4−14.3% | Reduced |
| Kozak & Associates, Inc. | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18 | $1.29K | 0.00% | +18 | New |
| NewSquare Capital LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23 | $1.65K | 0.00% | −7−23.3% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $2.00K | 0.00% | −1,977−95.2% | Reduced |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Wolff Wiese Magana LLC | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $2.23K | 0.00% | −11−26.2% | Reduced |
| Raleigh Capital Management Inc. | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $2.65K | 0.00% | −8−17.8% | Reduced |
| Archer Investment Corp | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $2.66K | 0.00% | +1+2.8% | Added |
| HighMark Wealth Management LLC | 38 | $2.71K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 38 | $2.73K | 0.00% | +38 | New |
| Pension & Wealth Management Advisors, Inc. | 40 | $2.87K | 0.00% | +40 | New |
| McCarthy Grittinger Financial Group, LLC | 41 | $2.94K | 0.00% | +41 | New |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $3.01K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $3.01K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 43 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 46 | $3.30K | 0.00% | +46 | New |
| DB Wealth Management Group, LLC | 51 | $3.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.31K | 0.00% | +60 | New |
| West Branch Capital LLC | 61 | $4.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 63 | $4.52K | 0.00% | +11+21.2% | Added |
| Investment Research & Advisory Group, Inc. | 66 | $4.74K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 66 | $4.74K | 0.00% | +66 | New |
| Pacific Center for Financial Services | 68 | $4.88K | 0.00% | +68 | New |
| Private Ocean, LLC | 68 | $4.90K | 0.00% | −1−1.4% | Reduced |
| Guardian Wealth Management, Inc. | 70 | $5.01K | 0.00% | −52−42.6% | Reduced |
| Raffa Wealth Management, LLC | 71 | $5.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $5.10K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 79 | $5.67K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 91 | $6.00K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $6.10K | 0.00% | −100−54.1% | Reduced |
| Annapolis Financial Services, LLC | 85 | $6.10K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 88 | $6.32K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $7.00K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 102 | $7.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $7.39K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 104 | $7.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 110 | $7.89K | 0.00% | +4+3.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 113 | $8.00K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 113 | $8.11K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $8.76K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 132 | $9.54K | 0.00% | +10+8.2% | Added |
| Ruedi Wealth Management, Inc. | 133 | $9.54K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 143 | $10.3K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 147 | $10.6K | 0.01% | +114+345.5% | Added |
| Kelly Financial Services LLC | 148 | $10.6K | 0.01% | +86+138.7% | Added |
| Riggs Asset Managment Co. Inc. | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 152 | $10.9K | 0.01% | −1,021−87.0% | Reduced |
| Old Second National Bank of Aurora | 153 | $11.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 154 | $11.1K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 160 | $11.5K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 161 | $11.6K | 0.00% | −28−14.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 166 | $11.9K | 0.00% | −14−7.8% | Reduced |
| Norwood Financial Corp | 170 | $12.2K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 170 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 170 | $12.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 171 | $12.3K | 0.01% | +1+0.6% | Added |
| FSC Wealth Advisors, LLC | 171 | $12.3K | 0.02% | +171 | New |
| Bogart Wealth, LLC | 176 | $12.6K | 0.00% | −1−0.6% | Reduced |
| Bell Investment Advisors, Inc | 178 | $12.8K | 0.00% | +23+14.8% | Added |
| Ahrens Investment Partners LLC | 180 | $12.9K | 0.01% | +180 | New |
| Northwest Investment Counselors, LLC | 180 | $12.9K | 0.00% | +17+10.4% | Added |
| Prestige Wealth Management Group LLC | 181 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $13.0K | 0.00% | −266−58.8% | Reduced |
| Strengthening Families & Communities, LLC | 188 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 192 | $13.8K | 0.00% | −44−18.6% | Reduced |
| Tradewinds Capital Management, LLC | 192 | $13.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 192 | $13.8K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 192 | $13.8K | 0.00% | +192 | New |
| M&R Capital Management Inc | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 222 | $15.0K | 0.00% | +11+5.2% | Added |
| WealthPlan Investment Management, LLC | 211 | $15.2K | 0.00% | +211 | New |
| Financial Synergies Wealth Advisors, Inc. | 213 | $15.3K | 0.00% | 00.0% | Unchanged |