| Prudent Man Investment Management, Inc. | 1 | $397 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $792 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $793 | 0.00% | −15−88.2% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $1.98K | 0.00% | −10−66.7% | Reduced |
| Hillsdale Investment Management Inc. | 5 | $1.98K | 0.00% | +5 | New |
| Harbor Asset Planning, Inc. | 5 | $1.98K | 0.00% | +5 | New |
| Birchwood Financial Partners, Inc. | 8 | $3.17K | 0.00% | +8 | New |
| Tower Research Capital LLC (TRC) | 9 | $3.57K | 0.00% | +5+125.0% | Added |
| Ankerstar Wealth, LLC | 9 | $3.57K | 0.00% | +9 | New |
| Macquarie Group Ltd | 10 | $3.96K | 0.00% | −2,000−99.5% | Reduced |
| Country Trust Bank | 10 | $3.96K | 0.00% | −30−75.0% | Reduced |
| SWAN Capital LLC | 10 | $3.96K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 11 | $4.36K | 0.00% | −3−21.4% | Reduced |
| Bellevue Asset Management, LLC | 12 | $4.75K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 16 | $6.34K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 18 | $7.13K | 0.00% | +18 | New |
| Global Wealth Strategies & Associates | 20 | $7.93K | 0.00% | −9−31.0% | Reduced |
| Midwest Capital Advisors, LLC | 20 | $7.93K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 20 | $7.93K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 20 | $7.93K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 20 | $7.93K | 0.00% | +20 | New |
| Horizon Bancorp Inc | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 23 | $9.12K | 0.01% | +23 | New |
| Russell Investments Group, Ltd. | 24 | $9.51K | 0.00% | +24 | New |
| Harel Insurance Investments & Financial Services Ltd. | – | $10.0K | 0.00% | – | – |
| Barnes Dennig Private Wealth Management LLC | 26 | $10.3K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 22 | $10.5K | 0.08% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 28 | $11.0K | 0.00% | +28 | New |
| LM Advisors LLC | 4,697 | $11.9K | 0.24% | −6,560−58.3% | Reduced |
| Quarry LP | 30 | $11.9K | 0.00% | +30 | New |
| FNY Investment Advisers, LLC | 32 | $12.0K | 0.00% | +32 | New |
| Merrithew & Thorsten Inc | 31 | $12.0K | 0.01% | +31 | New |
| Sankala Group LLC | 25 | $12.1K | 0.01% | +25 | New |
| Atwood & Palmer Inc | 31 | $12.3K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 32 | $12.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 34 | $13.5K | 0.00% | +34 | New |
| Valued Wealth Advisors LLC | 35 | $13.9K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 39 | $15.5K | 0.00% | +39 | New |
| Pinney & Scofield, Inc. | 41 | $16.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 42 | $16.6K | 0.00% | +42 | New |
| Oakum Bay Capital LLC | 46 | $18.2K | 0.01% | +46 | New |
| Navigoe, LLC | 48 | $19.0K | 0.01% | +8+20.0% | Added |
| Comprehensive Financial Planning, Inc. | 48 | $19.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $19.8K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 50 | $19.8K | 0.02% | +50 | New |
| Optima Capital LLC | 50 | $19.8K | 0.01% | +50 | New |
| Alerus Financial NA | 55 | $21.8K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 55 | $21.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $22.2K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 59 | $23.4K | 0.01% | +59 | New |
| Broadwater Capital Management LLC | 59 | $23.4K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 53 | $23.6K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 60 | $23.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $25.4K | 0.02% | +64 | New |
| Pflug Koory, LLC | 65 | $25.8K | 0.01% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 66 | $26.2K | 0.03% | +66 | New |
| Eukles Asset Management | 67 | $26.6K | 0.01% | +67 | New |
| Bernard Wealth Management Corp. | 71 | $28.1K | 0.01% | +5+7.6% | Added |
| Signature Resources Capital Management, LLC | 75 | $29.7K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 75 | $29.7K | 0.01% | +10+15.4% | Added |
| USA Financial Portformulas Corp | 78 | $30.9K | 0.01% | +78 | New |
| CNB Bank | 80 | $31.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 81 | $32.1K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 81 | $32.1K | 0.02% | +81 | New |
| 4Thought Financial Group Inc. | 82 | $32.3K | 0.02% | +1+1.2% | Added |
| Networth Advisors, LLC | 85 | $33.7K | 0.02% | +85 | New |
| Chapman Financial Group, LLC | 85 | $33.7K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $34.5K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $36.5K | 0.02% | +12+15.0% | Added |
| Wilkerson Advisory Group LLC | 92 | $36.5K | 0.01% | +92 | New |
| Gold Investment Management Ltd. | 98 | $38.8K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 99 | $39.2K | 0.04% | +99 | New |
| Islay Capital Management, LLC | 100 | $39.6K | 0.02% | −3−2.9% | Reduced |
| Dougherty Wealth Advisers LLC | 100 | $39.6K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 100 | $39.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 105 | $41.6K | 0.00% | −35−25.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 105 | $41.6K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 112 | $44.4K | 0.00% | +25+28.7% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $44.5K | 0.04% | +100 | New |
| DHJJ Financial Advisors, Ltd. | 113 | $44.8K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 117 | $46.4K | 0.01% | +117 | New |
| Kings Path Partners LLC | 119 | $47.2K | 0.02% | −490−80.5% | Reduced |
| Meramec Financial Planners, LLC | 104 | $47.4K | 0.02% | +104 | New |
| Ares Financial Consulting, LLC | 120 | $47.6K | 0.05% | +120 | New |
| First PREMIER Bank | 120 | $48.0K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 122 | $48.4K | 0.02% | +40+48.8% | Added |
| Decker Retirement Planning Inc. | 129 | $51.1K | 0.03% | −13−9.2% | Reduced |
| Nvest Wealth Strategies, Inc. | 135 | $53.5K | 0.04% | +135 | New |
| Security National Bank | 137 | $54.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 140 | $55.5K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 141 | $55.9K | 0.03% | +100+243.9% | Added |
| Kilter Group LLC | 145 | $57.5K | 0.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 146 | $57.9K | 0.27% | −146−50.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 147 | $58.3K | 0.04% | +35+31.3% | Added |
| Basepoint Wealth LLC | 150 | $59.4K | 0.04% | +150 | New |
| Fortitude Family Office, LLC | 150 | $59.4K | 0.01% | −65−30.2% | Reduced |
| MB, Levis & Associates, LLC | 150 | $59.4K | 0.03% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 150 | $59.4K | 0.05% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 156 | $61.8K | 0.02% | +117+300.0% | Added |
| Osterweis Capital Management Inc | – | $63.0K | 0.00% | – | – |