| Eukles Asset Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| True Wealth Design, LLC | 1 | $6 | 0.00% | +1 | New |
| Atticus Wealth Management, LLC | 2 | $13 | 0.00% | −332−99.4% | Reduced |
| Disciplined Investments, LLC | 3 | $19 | 0.00% | +1+50.0% | Added |
| Coppell Advisory Solutions LLC | 5 | $32 | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $32 | 0.00% | +5 | New |
| Berkshire Capital Holdings Inc | 10 | $64 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $64 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $64 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $64 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 14 | $90 | 0.00% | −136−90.7% | Reduced |
| AlphaStar Capital Management, LLC | 15,873 | $102 | 0.00% | +483+3.1% | Added |
| Bourgeon Capital Management LLC | 18 | $116 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $128 | 0.00% | −3,800−99.5% | Reduced |
| Horan Securities, Inc. | 20 | $128 | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 20 | $128 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 21 | $135 | 0.00% | +21 | New |
| Burns Matteson Capital Management, LLC | 22 | $141 | 0.00% | +2+10.0% | Added |
| HM Payson & Co | 25 | $160 | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 29 | $186 | 0.00% | −220,375−100.0% | Reduced |
| BerganKDV Wealth Management, LLC | 34 | $218 | 0.00% | −15−30.6% | Reduced |
| Abound Wealth Management | 35 | $225 | 0.00% | −1−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 43 | $276 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $289 | 0.00% | +25+125.0% | Added |
| CIBC Private Wealth Group, LLC | 46,710 | $300 | 0.00% | −35,648−43.3% | Reduced |
| Tucker Asset Management LLC | 48 | $307 | 0.00% | +44+1,100.0% | Added |
| Schubert & Co | 48 | $308 | 0.00% | +22+84.6% | Added |
| Prestige Wealth Management Group LLC | 87 | $559 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $642 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $642 | 0.00% | −10−9.1% | Reduced |
| Institutional & Family Asset Management, LLC | 100 | $642 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $642 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $642 | 0.00% | +100 | New |
| DB Wealth Management Group, LLC | 100 | $642 | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 111 | $713 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 124 | $796 | 0.00% | −34−21.5% | Reduced |
| Burleson & Company, LLC | 127 | $815 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $828 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 145 | $931 | 0.00% | +145 | New |
| Barrett & Company, Inc. | 150 | $963 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 159 | $1.00K | 0.00% | −154−49.2% | Reduced |
| Private Trust Co NA | 100 | $1.00K | 0.00% | −100−50.0% | Reduced |
| Financial Management Professionals, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 155 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 100 | $1.00K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 116 | $1.00K | 0.00% | +116 | New |
| First Community Trust NA | 100 | $1.00K | 0.00% | +100 | New |
| Rise Advisors, LLC | 160 | $1.03K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 163 | $1.05K | 0.00% | −444−73.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 170 | $1.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 175 | $1.12K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 188 | $1.21K | 0.00% | −312−62.4% | Reduced |
| New England Capital Financial Advisors LLC | 175 | $1.23K | 0.00% | +175 | New |
| Johnson Financial Group, Inc. | 200 | $1.28K | 0.00% | −75−27.3% | Reduced |
| PSI Advisors, LLC | 200 | $1.28K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $1.28K | 0.00% | +200 | New |
| PayPay Securities Corp | 224 | $1.44K | 0.10% | +224 | New |
| Moisand Fitzgerald Tamayo, LLC | 230 | $1.48K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 246 | $1.58K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 250 | $1.60K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 250 | $1.60K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 251 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 260 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 266 | $1.71K | 0.00% | −1,300−83.0% | Reduced |
| HHM Wealth Advisors, LLC | 276 | $1.77K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $1.93K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 300 | $1.93K | 0.00% | +150+100.0% | Added |
| Clear Harbor Asset Management, LLC | 300 | $1.93K | 0.00% | +300 | New |
| C M Bidwell & Associates Ltd | 303 | $1.95K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 360 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 375 | $2.00K | 0.00% | +375 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 327 | $2.10K | 0.00% | +69+26.7% | Added |
| First Horizon Advisors, Inc. | 333 | $2.14K | 0.00% | −489−59.5% | Reduced |
| Sound Income Strategies, LLC | 334 | $2.14K | 0.00% | +41+14.0% | Added |
| Sittner & Nelson, LLC | 350 | $2.25K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 383 | $2.46K | 0.00% | −588−60.6% | Reduced |
| JNBA Financial Advisors | 388 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 396 | $2.54K | 0.00% | −380−49.0% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $2.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 405 | $2.60K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 409 | $2.63K | 0.00% | +111+37.2% | Added |
| Global Wealth Strategies & Associates | 409 | $2.63K | 0.00% | +409 | New |
| Beacon Capital Management, LLC | 410 | $2.63K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 411 | $2.64K | 0.00% | −200−32.7% | Reduced |
| Carolinas Wealth Consulting LLC | 418 | $2.68K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 445 | $2.86K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $3.00K | 0.00% | −2,991−85.7% | Reduced |
| Tompkins Financial Corp | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 411 | $3.00K | 0.00% | +411 | New |
| MinichMacGregor Wealth Management, LLC | 475 | $3.05K | 0.00% | +475 | New |
| Tilia Fiduciary Partners, Inc. | 478 | $3.07K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.21K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 500 | $3.21K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 500 | $3.21K | 0.00% | +500 | New |