| Lazard Asset Management LLC | 57 | $0 | 0.00% | −56−49.6% | Reduced |
| 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 | 50 | $0 | 0.00% | −50−50.0% | Reduced |
| Draper Asset Management, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $29 | 0.00% | +15 | New |
| Eukles Asset Management | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $46 | 0.00% | −2,725−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $61 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $61 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $77 | 0.00% | +4+400.0% | Added |
| Cornerstone Planning Group LLC | 5 | $77 | 0.00% | +5 | New |
| MB, Levis & Associates, LLC | 10 | $153 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $153 | 0.00% | +10 | New |
| Lee Financial Co | 10 | $154 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $154 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 18 | $276 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 20 | $307 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $353 | 0.00% | +20+666.7% | Added |
| TFC Financial Management | 24 | $368 | 0.00% | +24 | New |
| HM Payson & Co | 25 | $384 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $690 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 50 | $767 | 0.00% | −800−94.1% | Reduced |
| Financial Freedom, LLC | 50 | $767 | 0.00% | −450−90.0% | Reduced |
| Johnson Financial Group, Inc. | 50 | $767 | 0.00% | −150−75.0% | Reduced |
| WFA of San Diego, LLC | 50 | $767 | 0.00% | +50 | New |
| Abound Wealth Management | 55 | $844 | 0.00% | +20+57.1% | Added |
| Penserra Capital Management LLC | 106 | $1.00K | 0.00% | −133,887−99.9% | Reduced |
| Strengthening Families & Communities, LLC | 96 | $1.00K | 0.00% | −4−4.0% | Reduced |
| FinTrust Capital Advisors, LLC | 188 | $1.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $1.30K | 0.00% | +40+88.9% | Added |
| Prestige Wealth Management Group LLC | 87 | $1.33K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 100 | $1.53K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 111 | $1.70K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $1.98K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 118 | $2.00K | 0.00% | +118 | New |
| ClariVest Asset Management LLC | 108 | $2.00K | 0.00% | +108 | New |
| Harel Insurance Investments & Financial Services Ltd. | 145 | $2.00K | 0.00% | +145 | New |
| DecisionPoint Financial, LLC | 145 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 149 | $2.29K | 0.00% | +27+22.1% | Added |
| Baker Avenue Asset Management, LP | 150 | $2.30K | 0.00% | −60,918−99.8% | Reduced |
| PayPay Securities Corp | 150 | $2.30K | 0.14% | −1−0.7% | Reduced |
| Bangor Savings Bank | 155 | $2.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 157 | $2.41K | 0.00% | +157 | New |
| Rise Advisors, LLC | 160 | $2.45K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 166 | $2.54K | 0.00% | +3+1.8% | Added |
| Blue Bell Private Wealth Management, LLC | 170 | $2.61K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 175 | $2.68K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 175 | $2.68K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 230 | $3.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 246 | $3.77K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 250 | $3.83K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 252 | $3.86K | 0.00% | +17+7.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $3.96K | 0.00% | −150−36.8% | Reduced |
| VitalStone Financial, LLC | 375 | $4.00K | 0.00% | −877−70.0% | Reduced |
| AllSquare Wealth Management LLC | 300 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 293 | $4.49K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 300 | $4.60K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 303 | $4.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 317 | $4.86K | 0.00% | +51+19.2% | Added |
| Tacita Capital Inc | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 329 | $5.04K | 0.00% | +329 | New |
| Sittner & Nelson, LLC | 350 | $5.37K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 383 | $6.00K | 0.00% | +383 | New |
| Glen Eagle Advisors, LLC | 406 | $6.21K | 0.00% | +1+0.2% | Added |
| Global Wealth Strategies & Associates | 409 | $6.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 410 | $6.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 435 | $6.67K | 0.00% | +367+539.7% | Added |
| Barrett & Company, Inc. | 450 | $6.90K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 476 | $7.30K | 0.00% | +200+72.5% | Added |
| Tilia Fiduciary Partners, Inc. | 478 | $7.33K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 500 | $7.67K | 0.00% | −7,000−93.3% | Reduced |
| Webster Bank, N. A. | 500 | $7.67K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $7.67K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 500 | $7.67K | 0.00% | +500 | New |
| Column Capital Advisors, LLC | 500 | $7.67K | 0.00% | +500 | New |
| Investors Research Corp | 506 | $7.76K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 516 | $7.91K | 0.00% | +200+63.3% | Added |
| City State Bank | 550 | $8.00K | 0.00% | −250−31.3% | Reduced |
| Massmutual Trust Co FSB | 560 | $8.59K | 0.00% | +560 | New |
| Miller Wealth Advisors, LLC | 560 | $8.59K | 0.01% | +310+124.0% | Added |
| Bell Investment Advisors, Inc | 641 | $9.83K | 0.00% | −83−11.5% | Reduced |
| Smithfield Trust Co | 642 | $10.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 662 | $10.1K | 0.00% | +187+39.4% | Added |
| Bay Harbor Wealth Management, LLC | 689 | $10.6K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 700 | $10.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 706 | $10.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 717 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 713 | $11.0K | 0.00% | +139+24.2% | Added |
| Financial Connections Group, Inc. | 749 | $11.0K | 0.01% | +365+95.1% | Added |