| Bellwether Advisors, LLC | 1 | $90 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $180 | 0.00% | +2 | New |
| Wiser Advisor Group LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $199 | 0.00% | −2−50.0% | Reduced |
| GoalVest Advisory LLC | 3 | $270 | 0.00% | −27−90.0% | Reduced |
| Marquette Asset Management, LLC | 4 | $360 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $434 | 0.00% | +5 | New |
| ZynergyRetirementPlanningLLC | 9 | $719 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $719 | 0.00% | +8 | New |
| Lowe Wealth Advisors, LLC | 9 | $809 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $899 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $899 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 11 | $988 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 12 | $1.08K | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 15 | $1.35K | 0.00% | +15 | New |
| Horizon Financial Services, LLC | 16 | $1.44K | 0.00% | +16 | New |
| American Capital Advisory, LLC | 16 | $1.44K | 0.00% | +16 | New |
| Fairman Group, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 19 | $1.71K | 0.00% | +19 | New |
| Nova Wealth Management, Inc. | 19 | $1.71K | 0.00% | +19 | New |
| WealthTrak Capital Management LLC | 20 | $1.80K | 0.00% | +10+100.0% | Added |
| Comprehensive Financial Planning, Inc. | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $2.08K | 0.00% | +23 | New |
| Founders Capital Management | 25 | $2.25K | 0.00% | +25 | New |
| Northwest Capital Management Inc | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 28 | $2.52K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 29 | $2.61K | 0.00% | +29 | New |
| Decker Retirement Planning Inc. | 30 | $2.70K | 0.00% | −74−71.2% | Reduced |
| Legacy Wealth Managment, LLC | 30 | $2.70K | 0.00% | −54−64.3% | Reduced |
| Aspect Partners, LLC | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 31 | $2.79K | 0.00% | +31 | New |
| Ravenstone Capital Management Inc. | 31 | $2.79K | 0.00% | +31 | New |
| Cooksen Wealth, LLC | 33 | $2.88K | 0.00% | +33 | New |
| Global Wealth Strategies & Associates | 33 | $2.96K | 0.00% | −102−75.6% | Reduced |
| POM Investment Strategies, LLC | 33 | $2.96K | 0.00% | −60−64.5% | Reduced |
| Valued Wealth Advisors LLC | 34 | $3.08K | 0.00% | −7−17.1% | Reduced |
| Ruedi Wealth Management, Inc. | 37 | $3.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $3.33K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $3.39K | 0.19% | +5+15.6% | Added |
| Clarity Asset Management, Inc. | 39 | $3.53K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 46 | $4.13K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 50 | $4.36K | 0.00% | +50 | New |
| Montag & Caldwell, LLC | 49 | $4.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 55 | $4.94K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 53 | $5.00K | 0.00% | +2+3.9% | Added |
| Anfield Capital Management, LLC | 56 | $5.03K | 0.00% | −56−50.0% | Reduced |
| Centricity Wealth Management, LLC | 60 | $5.39K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 60 | $5.39K | 0.00% | +60 | New |
| Stone House Investment Management, LLC | 60 | $5.39K | 0.00% | +60 | New |
| Guardian Wealth Management, Inc. | 61 | $5.48K | 0.00% | −9,651−99.4% | Reduced |
| Kozak & Associates, Inc. | 66 | $5.56K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 64 | $5.79K | 0.01% | +7+12.3% | Added |
| West Oak Capital, LLC | 65 | $5.80K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 65 | $5.84K | 0.00% | −119−64.7% | Reduced |
| Inlight Wealth Management, LLC | 71 | $6.38K | 0.00% | +71 | New |
| DiNuzzo Private Wealth, Inc. | 72 | $6.47K | 0.00% | +4+5.9% | Added |
| Abound Financial, LLC | 77 | $6.92K | 0.00% | +77 | New |
| Hazlett, Burt & Watson, Inc. | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 82 | $7.37K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 86 | $7.73K | 0.00% | −27−23.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 88 | $7.91K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $8.09K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $8.99K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $8.99K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 100 | $8.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $9.06K | 0.00% | +1+1.0% | Added |
| Gables Capital Management Inc. | 103 | $9.26K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 105 | $9.44K | 0.01% | +5+5.0% | Added |
| Clean Yield Group | 105 | $9.44K | 0.00% | +105 | New |
| Consultiva Wealth Management, Corp. | 106 | $9.53K | 0.03% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 859,444 | $9.56K | 0.27% | +108,472+14.4% | Added |
| N.E.W. Advisory Services LLC | 108 | $9.71K | 0.00% | +108 | New |
| Silicon Valley Capital Partners | 112 | $9.81K | 0.00% | −23−17.0% | Reduced |
| Dogwood Wealth Management LLC | 111 | $10.0K | 0.01% | +111 | New |
| Main Street Group, LTD | 112 | $10.1K | 0.00% | +47+72.3% | Added |
| PFS Partners, LLC | 115 | $10.3K | 0.01% | +1+0.9% | Added |
| Global Financial Private Client, LLC | 118 | $10.6K | 0.00% | +31+35.6% | Added |
| Hollencrest Capital Management | 121 | $10.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 124 | $11.1K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 124 | $11.1K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 125 | $11.2K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 127 | $11.4K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 129 | $11.6K | 0.00% | −6−4.4% | Reduced |
| Tortoise Investment Management, LLC | 136 | $12.2K | 0.00% | +1+0.7% | Added |
| FSC Wealth Advisors, LLC | 143 | $12.8K | 0.01% | +2+1.4% | Added |
| Iron Horse Wealth Management, LLC | 143 | $12.8K | 0.00% | −1−0.7% | Reduced |
| Atala Financial Inc | 143 | $12.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 146 | $13.1K | 0.01% | +8+5.8% | Added |
| Union Savings Bank | 150 | $13.5K | 0.01% | −35−18.9% | Reduced |
| Accredited Wealth Management, LLC | 149 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 153 | $13.7K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 161 | $14.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 162 | $14.6K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 171 | $15.4K | 0.01% | 00.0% | Unchanged |