| Highland Investment Advisors LLC | 1 | $74 | 0.00% | +1 | New |
| Keb Asset Management, LLC | 1 | $79 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $149 | 0.00% | +2 | New |
| MidFirst Bank | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $223 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $224 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $224 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $260 | 0.00% | +3 | New |
| Tidemark, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $298 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $368 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 6 | $447 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $447 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $447 | 0.00% | +2+50.0% | Added |
| Clark Wealth Partners | 6 | $447 | 0.00% | +6 | New |
| Bryn Mawr Trust Co | 7 | $521 | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $596 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $596 | 0.00% | +4+100.0% | Added |
| Operose Advisors LLC | 8 | $596 | 0.00% | +8 | New |
| Meramec Financial Planners, LLC | 8 | $630 | 0.00% | +8 | New |
| Phillip James Consulting Co. | 9 | $670 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 9 | $670 | 0.00% | +6+200.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $671 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $745 | 0.00% | −49−83.1% | Reduced |
| Archer Investment Corp | 11 | $809 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $893 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 16 | $1.19K | 0.00% | +7+77.8% | Added |
| WestEnd Advisors, LLC | 18 | $1.34K | 0.00% | +2+12.5% | Added |
| American Capital Advisory, LLC | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $1.42K | 0.00% | +10+111.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 22 | $1.64K | 0.00% | −64−74.4% | Reduced |
| Park Square Financial Group, LLC | 23 | $1.71K | 0.02% | −19−45.2% | Reduced |
| Creative Financial Designs Inc | 23 | $1.71K | 0.00% | −3−11.5% | Reduced |
| Park Place Capital Corp | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $1.71K | 0.00% | +2+9.5% | Added |
| BOK Financial Private Wealth, Inc. | 24 | $1.79K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 25 | $1.93K | 0.00% | +12+92.3% | Added |
| NBT Bank N A | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 31 | $2.31K | 0.00% | +14+82.4% | Added |
| Creative Capital Management Investments LLC | 31 | $2.31K | 0.00% | +31 | New |
| Bravera Wealth | 33 | $2.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 34 | $2.53K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $2.53K | 0.00% | +3+9.7% | Added |
| Principia Wealth Advisory, LLC | 36 | $2.68K | 0.00% | +2+5.9% | Added |
| DiNuzzo Private Wealth, Inc. | 37 | $2.75K | 0.00% | +2+5.7% | Added |
| Hughes Financial Services, LLC | 38 | $2.83K | 0.00% | +25+192.3% | Added |
| IMG Wealth Management, Inc. | 41 | $3.05K | 0.00% | +31+310.0% | Added |
| Osbon Capital Management LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 44 | $3.28K | 0.00% | +44 | New |
| Tounjian Advisory Partners, LLC | 45 | $3.38K | 0.00% | −15,709−99.7% | Reduced |
| Orion Capital Management LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 51 | $3.80K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 54 | $4.02K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 54 | $4.08K | 0.00% | +54 | New |
| Bay Harbor Wealth Management, LLC | 57 | $4.24K | 0.00% | +8+16.3% | Added |
| Decker Retirement Planning Inc. | 57 | $4.24K | 0.00% | +57 | New |
| Ares Financial Consulting, LLC | 60 | $4.47K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 60 | $4.47K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 63 | $4.69K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 63 | $4.69K | 0.00% | +43+215.0% | Added |
| Signature Resources Capital Management, LLC | 64 | $4.76K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 69 | $5.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 71 | $5.29K | 0.00% | +31+77.5% | Added |
| Addison Advisors LLC | 74 | $5.51K | 0.00% | −1,059−93.5% | Reduced |
| High Note Wealth, LLC | 77 | $5.73K | 0.00% | +8+11.6% | Added |
| Rialto Wealth Management, LLC | 77 | $5.73K | 0.00% | +20+35.1% | Added |
| WPG Advisers, LLC | 81 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $6.05K | 0.00% | +1+1.4% | Added |
| Rexford Capital Inc | 83 | $6.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $6.40K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 89 | $6.63K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 90 | $6.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $6.78K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 95 | $7.07K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 100 | $7.45K | 0.01% | 00.0% | Unchanged |
| Bayban | 100 | $7.45K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 107 | $7.97K | 0.00% | +107 | New |
| Avion Wealth | 115 | $8.00K | 0.00% | +37+47.4% | Added |
| Bogart Wealth, LLC | 116 | $8.64K | 0.00% | +60+107.1% | Added |
| MV Capital Management, Inc. | 116 | $8.64K | 0.00% | +9+8.4% | Added |
| CDKV Holdings LLC | 118 | $8.79K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 120 | $9.09K | 0.00% | −125−51.0% | Reduced |
| Core Capital Management & Research, inc. | 130 | $9.62K | 0.01% | +130 | New |
| Caldwell Trust Co | 130 | $9.68K | 0.00% | 00.0% | Unchanged |