| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $292 | 0.00% | −9−81.8% | Reduced |
| Godfrey Financial Associates, Inc. | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $292 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $292 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $295 | 0.00% | +2 | New |
| Manning & Napier Advisors LLC | 3 | $438 | 0.00% | −66−95.7% | Reduced |
| Bare Financial Services, Inc | 3 | $439 | 0.00% | −28−90.3% | Reduced |
| American Capital Advisory, LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $439 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 4 | $585 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 5 | $731 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $731 | 0.00% | +1+25.0% | Added |
| Quaker Wealth Management, LLC | 5 | $732 | 0.00% | −1−16.7% | Reduced |
| USA Financial Portformulas Corp | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $877 | 0.00% | +6 | New |
| S&T Bank | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $1.32K | 0.00% | +9 | New |
| Triumph Capital Management | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.46K | 0.00% | −3−23.1% | Reduced |
| High Note Wealth, LLC | 10 | $1.46K | 0.00% | +8+400.0% | Added |
| TD Waterhouse Canada Inc. | 10 | $1.47K | 0.00% | −64−86.5% | Reduced |
| JNBA Financial Advisors | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $1.75K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.90K | 0.00% | +3+30.0% | Added |
| Rialto Wealth Management, LLC | 13 | $1.90K | 0.00% | +10+333.3% | Added |
| Hazlett, Burt & Watson, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.05K | 0.00% | −4−22.2% | Reduced |
| Burk Holdings LLC | 14 | $2.05K | 0.00% | +14 | New |
| Key Capital Management, INC | 14 | $2.05K | 0.00% | +14 | New |
| CBIZ Investment Advisory Services, LLC | 14 | $2.06K | 0.00% | −43−75.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15 | $2.19K | 0.00% | +15 | New |
| Portus Wealth Advisors, LLC | 15 | $2.19K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $2.63K | 0.00% | +2+12.5% | Added |
| Torren Management, LLC | 19 | $2.77K | 0.00% | −185−90.7% | Reduced |
| Hughes Financial Services, LLC | 19 | $2.78K | 0.00% | +4+26.7% | Added |
| Abound Wealth Management | 19 | $2.78K | 0.00% | +7+58.3% | Added |
| Harbor Investment Advisory, LLC | 20 | $2.92K | 0.00% | −19−48.7% | Reduced |
| Morse Asset Management, Inc | 20 | $2.92K | 0.00% | −1−4.8% | Reduced |
| Highline Wealth Partners LLC | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 20 | $2.92K | 0.00% | +7+53.8% | Added |
| Dunhill Financial, LLC | 20 | $3.04K | 0.00% | +2+11.1% | Added |
| Aventura Private Wealth, LLC | 21 | $3.07K | 0.00% | −100−82.6% | Reduced |
| Ares Financial Consulting, LLC | 21 | $3.09K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 23 | $3.36K | 0.00% | +23 | New |
| Kilter Group LLC | 23 | $3.36K | 0.00% | +4+21.1% | Added |
| Hollencrest Capital Management | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $3.80K | 0.00% | +8+44.4% | Added |
| Bell Investment Advisors, Inc | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $4.13K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $4.39K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $4.39K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 31 | $4.57K | 0.00% | +31 | New |
| ZRC Wealth Management, LLC | 34 | $4.97K | 0.00% | +6+21.4% | Added |
| Raffa Wealth Management, LLC | 35 | $5.12K | 0.00% | +2+6.1% | Added |
| Arlington Trust Co LLC | 35 | $5.12K | 0.00% | +35 | New |
| Westside Investment Management, Inc. | 37 | $5.55K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $5.56K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $5.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $5.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $6.08K | 0.00% | −340−89.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 45 | $6.58K | 0.00% | +20+80.0% | Added |
| BFSG, LLC | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $7.37K | 0.00% | −3−5.7% | Reduced |
| Reyes Financial Architecture, Inc. | 53 | $7.75K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 53 | $7.75K | 0.00% | +53 | New |
| Operose Advisors LLC | 58 | $8.48K | 0.00% | +58 | New |
| St Germain D J Co Inc | 59 | $8.63K | 0.00% | −16−21.3% | Reduced |
| Whipplewood Advisors, LLC | 61 | $8.92K | 0.00% | +61 | New |
| Albion Financial Group | 61 | $8.92K | 0.00% | +2+3.4% | Added |
| Bruce G. Allen Investments, LLC | 62 | $9.07K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $9.19K | 0.00% | +21+47.7% | Added |
| Ritter Daniher Financial Advisory LLC | 70 | $10.2K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 71 | $10.4K | 0.00% | +71 | New |
| Kemnay Advisory Services Inc. | 73 | $10.7K | 0.00% | +73 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 73 | $10.7K | 0.01% | +73 | New |
| JPL Wealth Management, LLC | 73 | $10.7K | 0.00% | +73 | New |
| Horizon Bancorp Inc | 77 | $11.0K | 0.01% | −33−30.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 77 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 77 | $11.3K | 0.00% | +5+6.9% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $11.8K | 0.00% | +53+196.3% | Added |
| True Wealth Design, LLC | 84 | $12.3K | 0.00% | +8+10.5% | Added |
| Salem Investment Counselors Inc | 84 | $12.4K | 0.00% | +84 | New |
| Southern Michigan Bank & Trust | 87 | $12.7K | 0.00% | +87 | New |