| Synergy Financial Management, LLC | 1 | $49 | 0.00% | +1 | New |
| West Branch Capital LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $169 | 0.00% | +2 | New |
| Sugar Maple Asset Management, LLC | 5 | $422 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $507 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $507 | 0.00% | +6 | New |
| Aventura Private Wealth, LLC | 7 | $591 | 0.00% | +7 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $821 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 10 | $845 | 0.00% | +10 | New |
| Winnow Wealth LLC | 11 | $858 | 0.00% | +11 | New |
| NewSquare Capital LLC | 11 | $929 | 0.00% | +11 | New |
| Medallion Wealth Advisors, LLC | 12 | $988 | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $1.11K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $1.18K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.61K | 0.00% | +1+5.6% | Added |
| Mascoma Wealth Management LLC | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 22 | $1.86K | 0.00% | +22 | New |
| Core Alternative Capital | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $2.11K | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 26 | $2.20K | 0.00% | −6−18.8% | Reduced |
| Highline Wealth Partners LLC | 26 | $2.20K | 0.00% | +17+188.9% | Added |
| WPG Advisers, LLC | 26 | $2.20K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 28 | $2.37K | 0.00% | −5−15.2% | Reduced |
| Clark Wealth Partners | 28 | $2.37K | 0.00% | +28 | New |
| Kestra Investment Management, LLC | 32 | $2.69K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $3.13K | 0.00% | +37 | New |
| FWL Investment Management, LLC | 40 | $3.38K | 0.00% | −55−57.9% | Reduced |
| Global Financial Private Client, LLC | 40 | $3.38K | 0.00% | +8+25.0% | Added |
| Conquis Financial LLC | 41 | $3.46K | 0.00% | +41 | New |
| FLP Wealth Management, LLC | 42 | $3.58K | 0.01% | +42 | New |
| Red Tortoise LLC | 43 | $3.63K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 45 | $3.80K | 0.00% | +45 | New |
| NBC Securities, Inc. | 48 | $4.14K | 0.38% | −50,122−99.9% | Reduced |
| Johnson Financial Group, Inc. | 50 | $4.18K | 0.00% | −18−26.5% | Reduced |
| Provenance Wealth Advisors, LLC | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $4.39K | 0.00% | +13+33.3% | Added |
| CNB Bank | 54 | $4.56K | 0.00% | −1−1.8% | Reduced |
| Logan Capital Management Inc | 55 | $4.68K | 0.00% | +55 | New |
| Chesapeake Asset Management LLC | 59 | $4.98K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $5.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $5.24K | 0.00% | +3+5.1% | Added |
| Central Pacific Bank - Trust Division | 65 | $5.49K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $5.75K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 69 | $5.83K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 70 | $5.91K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 70 | $5.91K | 0.00% | +70 | New |
| Financial Connections Group, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 73 | $6.17K | 0.01% | +73 | New |
| Abound Wealth Management | 78 | $6.62K | 0.00% | −18−18.8% | Reduced |
| Anfield Capital Management, LLC | 79 | $6.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 79 | $6.67K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $6.76K | 0.01% | +80 | New |
| Raffa Wealth Management, LLC | 82 | $6.93K | 0.00% | +24+41.4% | Added |
| Bell Investment Advisors, Inc | 86 | $7.27K | 0.00% | −19−18.1% | Reduced |
| TFC Financial Management | 89 | $7.52K | 0.00% | +70+368.4% | Added |
| TruNorth Capital Management, LLC | 92 | $7.77K | 0.00% | −195−67.9% | Reduced |
| Operose Advisors LLC | 100 | $8.45K | 0.00% | −176−63.8% | Reduced |
| Atlantic Trust, LLC | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $8.45K | 0.01% | +100 | New |
| Richards, Merrill & Peterson, Inc. | 105 | $8.87K | 0.00% | +105 | New |
| Heritage Wealth Advisors | 116 | $9.76K | 0.00% | −499−81.1% | Reduced |
| Horizon Bancorp Inc | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 122 | $10.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 123 | $10.4K | 0.00% | +26+26.8% | Added |
| GoalVest Advisory LLC | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 131 | $11.1K | 0.00% | −24−15.5% | Reduced |
| Coppell Advisory Solutions LLC | 137 | $11.6K | 0.00% | −15−9.9% | Reduced |
| Bank & Trust Co | 141 | $11.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 145 | $12.1K | 0.01% | +145 | New |
| BOK Financial Private Wealth, Inc. | 148 | $12.5K | 0.00% | +40+37.0% | Added |
| HGK Asset Management Inc | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 168 | $14.2K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 160 | $14.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 177 | $15.0K | 0.00% | +177 | New |
| ORG Partners LLC | 177 | $15.0K | 0.00% | +100+129.9% | Added |
| Wood Tarver Financial Group, LLC | 180 | $15.0K | 0.01% | +180 | New |
| Retirement Wealth Solutions LLC | 183 | $15.4K | 0.01% | +183 | New |
| Sierra Ocean, LLC | 187 | $15.8K | 0.01% | +187 | New |
| Walleye Capital LLC | 189 | $16.0K | 0.00% | −4,537−96.0% | Reduced |
| Loomis Sayles & Co L P | 191 | $16.0K | 0.00% | −679−78.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 195 | $16.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $16.9K | 0.01% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 201 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 201 | $17.0K | 0.00% | +13+6.9% | Added |
| Midwest Capital Advisors, LLC | 201 | $17.0K | 0.01% | +201 | New |
| Financial Perspectives, Inc | 209 | $17.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 215 | $18.1K | 0.00% | +1+0.5% | Added |
| Pinnacle Bancorp, Inc. | 221 | $18.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 222 | $18.8K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 227 | $19.2K | 0.01% | +227 | New |
| Albion Financial Group | 246 | $20.8K | 0.00% | −864−77.8% | Reduced |
| Whipplewood Advisors, LLC | 249 | $21.0K | 0.01% | +249 | New |
| Nordwand Advisors, LLC | 250 | $21.1K | 0.01% | 00.0% | Unchanged |