| Horizon Bancorp Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $56 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $111 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $111 | 0.00% | +2 | New |
| First Pacific Financial | 3 | $166 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $166 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $224 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $277 | 0.00% | −1−16.7% | Reduced |
| Tradewinds Capital Management, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $332 | 0.00% | −10−62.5% | Reduced |
| HFM Investment Advisors, LLC | 7 | $387 | 0.00% | −1−12.5% | Reduced |
| Logan Capital Management Inc | 7 | $387 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $436 | 0.00% | −4−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $498 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9 | $498 | 0.00% | +9 | New |
| Wealth Watch Advisors, INC | 9 | $498 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 9 | $516 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $553 | 0.00% | −2−16.7% | Reduced |
| Bare Financial Services, Inc | 10 | $553 | 0.00% | +10 | New |
| Park Place Capital Corp | 12 | $663 | 0.00% | −10−45.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 12 | $663 | 0.00% | +12 | New |
| JPL Wealth Management, LLC | 12 | $664 | 0.00% | +12 | New |
| Archer Investment Corp | 12 | $687 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 13 | $730 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $773 | 0.00% | −2−12.5% | Reduced |
| NBC Securities, Inc. | 14 | $773 | 0.00% | +14 | New |
| Cranbrook Wealth Management, LLC | 14 | $795 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $829 | 0.00% | −39−72.2% | Reduced |
| Guerra Advisors Inc | 15 | $829 | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 15 | $830 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 17 | $940 | 0.00% | +17 | New |
| WestEnd Advisors, LLC | 17 | $940 | 0.00% | +17 | New |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | −9,241−99.9% | Reduced |
| Cloud Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| Avalon Trust Co | 20 | $1.11K | 0.00% | −1,692−98.8% | Reduced |
| Bogart Wealth, LLC | 20 | $1.11K | 0.00% | +10+100.0% | Added |
| NVWM, LLC | 20 | $1.11K | 0.00% | +11+122.2% | Added |
| Hurley Capital, LLC | 20 | $1.11K | 0.00% | +20 | New |
| ESL Trust Services, LLC | 21 | $1.16K | 0.00% | +21 | New |
| ZRC Wealth Management, LLC | 21 | $1.16K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 23 | $1.27K | 0.00% | −177−88.5% | Reduced |
| Bruce G. Allen Investments, LLC | 23 | $1.27K | 0.00% | +15+187.5% | Added |
| WPG Advisers, LLC | 24 | $1.33K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $1.40K | 0.00% | −3−10.7% | Reduced |
| Atlantic Trust, LLC | 27 | $1.49K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $1.55K | 0.00% | +20+250.0% | Added |
| Rialto Wealth Management, LLC | 29 | $1.60K | 0.00% | −6−17.1% | Reduced |
| S&T Bank | 30 | $1.66K | 0.00% | +30 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 33 | $1.82K | 0.00% | −10−23.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 33 | $1.82K | 0.00% | +33 | New |
| CBIZ Investment Advisory Services, LLC | 35 | $1.94K | 0.00% | +25+250.0% | Added |
| Sofos Investments, Inc. | 35 | $1.96K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 36 | $1.99K | 0.00% | −40−52.6% | Reduced |
| Orion Capital Management LLC | 50 | $2.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $3.00K | 0.00% | +8+17.0% | Added |
| Fortitude Family Office, LLC | 58 | $3.21K | 0.00% | −46−44.2% | Reduced |
| Frazier Financial Advisors, LLC | 63 | $3.48K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 64 | $3.54K | 0.00% | −5−7.2% | Reduced |
| Abound Wealth Management | 64 | $3.54K | 0.00% | +10+18.5% | Added |
| Colonial Trust Co | 64 | $3.56K | 0.00% | +53+481.8% | Added |
| High Note Wealth, LLC | 69 | $3.81K | 0.00% | −19−21.6% | Reduced |
| First Community Trust NA | 69 | $3.81K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 74 | $4.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $4.09K | 0.00% | +30+68.2% | Added |
| Anfield Capital Management, LLC | 75 | $4.15K | 0.00% | −14−15.7% | Reduced |
| Ameritas Advisory Services, LLC | 78 | $4.34K | 0.00% | −3,025−97.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 81 | $4.48K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 83 | $4.59K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 83 | $4.59K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 85 | $4.70K | 0.00% | −63−42.6% | Reduced |
| Private Wealth Management Group, LLC | 86 | $4.75K | 0.00% | +86 | New |
| Kings Path Partners LLC | 90 | $4.97K | 0.00% | +90 | New |
| Wolff Wiese Magana LLC | 95 | $5.25K | 0.00% | +30+46.2% | Added |
| Sunbelt Securities, Inc. | 96 | $5.31K | 0.00% | +96 | New |
| Salomon & Ludwin, LLC | 99 | $5.47K | 0.00% | +99 | New |
| Rosenberg Matthew Hamilton | 100 | $5.53K | 0.00% | −818−89.1% | Reduced |
| North Star Investment Management Corp. | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 102 | $5.64K | 0.00% | +38+59.4% | Added |
| Dogwood Wealth Management LLC | 106 | $5.86K | 0.00% | +106 | New |
| Harbor Investment Advisory, LLC | 114 | $6.30K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 120 | $6.63K | 0.00% | −5−4.0% | Reduced |
| Glen Eagle Advisors, LLC | 125 | $6.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 126 | $6.96K | 0.00% | −1−0.8% | Reduced |
| IMG Wealth Management, Inc. | 129 | $7.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 130 | $7.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $7.36K | 0.00% | +2+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 135 | $7.46K | 0.00% | +135 | New |
| Quaker Wealth Management, LLC | 136 | $7.52K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $7.74K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 143 | $7.91K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 146 | $8.00K | 0.00% | −44−23.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 145 | $8.01K | 0.01% | +2+1.4% | Added |
| Tower Trust & Investment Co | 150 | $8.29K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $8.29K | 0.00% | 00.0% | Unchanged |