| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $465 | 0.00% | – | – |
| Carolinas Wealth Consulting LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $698 | 0.00% | +3 | New |
| Stonebridge Capital Advisors LLC | 4 | $930 | 0.00% | −3−42.9% | Reduced |
| Arlington Partners LLC | 4 | $930 | 0.00% | +4 | New |
| Simplex Trading, LLC | 5 | $1.00K | 0.00% | −3,808−99.9% | Reduced |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 3 | $1.00K | 0.00% | +3 | New |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 233 | $1.15K | 0.05% | +31+15.3% | Added |
| Wolff Wiese Magana LLC | 5 | $1.16K | 0.00% | −1−16.7% | Reduced |
| USA Financial Portformulas Corp | 5 | $1.16K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.16K | 0.00% | −1−16.7% | Reduced |
| Disciplined Investments, LLC | 6 | $1.40K | 0.00% | +1+20.0% | Added |
| Farmers & Merchants Investments Inc | 6 | $1.40K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 6 | $1.40K | 0.00% | +6 | New |
| Morton Brown Family Wealth, LLC | 6 | $1.40K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 7 | $1.63K | 0.00% | +4+133.3% | Added |
| PayPay Securities Corp | 8 | $1.86K | 0.12% | −2−20.0% | Reduced |
| American National Bank | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $1.86K | 0.00% | +8 | New |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 10 | $2.00K | 0.00% | +10 | New |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Savior LLC | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $2.63K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $3.26K | 0.00% | +4+40.0% | Added |
| Tilia Fiduciary Partners, Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $3.49K | 0.00% | +15 | New |
| Pflug Koory, LLC | 16 | $3.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.19K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $4.19K | 0.00% | +2+12.5% | Added |
| HM Payson & Co | 20 | $4.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $4.65K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $4.88K | 0.00% | +6+40.0% | Added |
| Bogart Wealth, LLC | 21 | $4.88K | 0.00% | +20+2,000.0% | Added |
| Lee Financial Co | 22 | $5.12K | 0.00% | −2−8.3% | Reduced |
| Colonial Trust Advisors | 23 | $5.35K | 0.00% | −2−8.0% | Reduced |
| Atticus Wealth Management, LLC | 24 | $5.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $6.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $6.51K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $6.98K | 0.00% | +30 | New |
| Brown Brothers Harriman & Co | 30 | $6.98K | 0.00% | +26+650.0% | Added |
| Capital Advisors, Ltd. LLC | 28 | $7.00K | 0.00% | −36−56.3% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $7.21K | 0.00% | +3+10.7% | Added |
| GPS Wealth Strategies Group, LLC | 32 | $7.44K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 33 | $7.67K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 33 | $8.00K | 0.01% | −35−51.5% | Reduced |
| Column Capital Advisors, LLC | 35 | $8.14K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 35 | $8.14K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $8.14K | 0.00% | −16−31.4% | Reduced |
| Key Financial Inc | 42 | $9.77K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 43 | $10.0K | 0.01% | +43 | New |
| Newbridge Financial Services Group, Inc. | 44 | $10.2K | 0.01% | −10−18.5% | Reduced |
| Oakworth Capital, Inc. | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 49 | $11.4K | 0.01% | −1,041−95.5% | Reduced |
| Ridgewood Investments LLC | 49 | $11.4K | 0.01% | +49 | New |
| TCI Wealth Advisors, Inc. | 50 | $11.6K | 0.00% | −32−39.0% | Reduced |
| Manchester Capital Management LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $12.0K | 0.00% | −5−8.6% | Reduced |
| RFP Financial Group LLC | 52 | $12.1K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $12.1K | 0.00% | +4+8.3% | Added |
| Glen Eagle Advisors, LLC | 52 | $12.1K | 0.00% | +4+8.3% | Added |
| Prestige Wealth Management Group LLC | 52 | $12.1K | 0.00% | +6+13.0% | Added |
| Trust Co of Vermont | 53 | $12.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 59 | $13.7K | 0.00% | +9+18.0% | Added |
| Valley National Advisers Inc | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 61 | $14.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 61 | $14.2K | 0.01% | +19+45.2% | Added |
| NVWM, LLC | 64 | $14.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 64 | $14.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 64 | $14.9K | 0.00% | +18+39.1% | Added |
| Chilton Capital Management LLC | 64 | $14.9K | 0.00% | +64 | New |
| Asset Dedication, LLC | 64 | $15.0K | 0.00% | −13−16.9% | Reduced |
| Anchor Investment Management, LLC | 65 | $15.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 66 | $15.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 68 | $15.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 70 | $16.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $17.0K | 0.00% | +57+356.3% | Added |
| Covestor Ltd | 75 | $17.0K | 0.01% | +3+4.2% | Added |
| Creative Capital Management Investments LLC | 75 | $17.4K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $17.4K | 0.00% | −9−10.7% | Reduced |