| HBC Financial Services, PLLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| First Personal Financial Services | 1 | $18 | 0.00% | +1 | New |
| Eukles Asset Management | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $35 | 0.00% | +2 | New |
| Motco | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $69 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $137 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $172 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $172 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $172 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $172 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $172 | 0.00% | +3+42.9% | Added |
| Assetmark, Inc | 13 | $223 | 0.00% | +13 | New |
| Bourgeon Capital Management LLC | 18 | $310 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $413 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25 | $430 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $515 | 0.00% | −302−91.0% | Reduced |
| MV Capital Management, Inc. | 30 | $516 | 0.00% | +30 | New |
| Addison Advisors LLC | 32 | $550 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $636 | 0.00% | +37 | New |
| Tfo-TDC, LLC | 44 | $755 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $773 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $859 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $1.05K | 0.00% | +60 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $1.46K | 0.00% | +85 | New |
| Prestige Wealth Management Group LLC | 87 | $1.49K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 88 | $1.51K | 0.00% | +38+76.0% | Added |
| Strengthening Families & Communities, LLC | 96 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $1.65K | 0.00% | +100 | New |
| First Community Trust NA | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $1.72K | 0.00% | +100 | New |
| Vima LLC | 100 | $1.72K | 0.00% | +100 | New |
| ClariVest Asset Management LLC | 108 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $1.87K | 0.00% | +54+98.2% | Added |
| Tradewinds Capital Management, LLC | 110 | $1.89K | 0.00% | −142−56.3% | Reduced |
| Horizon Bancorp Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 129 | $2.00K | 0.00% | +63+95.5% | Added |
| Plante Moran Financial Advisors, LLC | 120 | $2.06K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 134 | $2.30K | 0.00% | +134 | New |
| DecisionPoint Financial, LLC | 145 | $2.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 145 | $2.49K | 0.00% | +145 | New |
| Raffa Wealth Management, LLC | 157 | $2.70K | 0.00% | +46+41.4% | Added |
| Blue Bell Private Wealth Management, LLC | 170 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 186 | $3.19K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $3.43K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $3.43K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $3.43K | 0.00% | +200 | New |
| American Capital Advisory, LLC | 200 | $3.43K | 0.00% | +200 | New |
| PayPay Securities Corp | 200 | $3.44K | 0.17% | −436−68.6% | Reduced |
| Rise Advisors, LLC | 210 | $3.61K | 0.00% | +50+31.3% | Added |
| Roble, Belko & Company, Inc | 255 | $4.00K | 0.00% | +250+5,000.0% | Added |
| Solstein Capital, LLC | 250 | $4.29K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 250 | $4.29K | 0.00% | +250 | New |
| Pingora Partners LLC | 250 | $4.29K | 0.00% | +250 | New |
| Bangor Savings Bank | 255 | $4.38K | 0.00% | +100+64.5% | Added |
| Dunhill Financial, LLC | 274 | $4.71K | 0.00% | +274 | New |
| ZRC Wealth Management, LLC | 305 | $4.88K | 0.00% | +5+1.7% | Added |
| VitalStone Financial, LLC | 318 | $5.00K | 0.00% | +18+6.0% | Added |
| Indiana Trust & Investment Management CO | 300 | $5.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $5.15K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $5.15K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 303 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 313 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 320 | $5.49K | 0.00% | +120+60.0% | Added |
| Coppell Advisory Solutions LLC | 323 | $5.55K | 0.00% | +318+6,360.0% | Added |
| Fortitude Family Office, LLC | 323 | $5.55K | 0.00% | +323 | New |
| Custom Portfolio Group LLC | 326 | $5.60K | 0.00% | +326 | New |
| Northwest Financial Advisors | 333 | $5.72K | 0.00% | +333 | New |
| Stone House Investment Management, LLC | 337 | $5.79K | 0.00% | +180+114.6% | Added |
| Wolff Wiese Magana LLC | 348 | $5.98K | 0.01% | +348 | New |
| Cedar Mountain Advisors, LLC | 350 | $6.01K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 350 | $6.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 350 | $6.01K | 0.00% | +300+600.0% | Added |
| Beacon Capital Management, LLC | 410 | $6.56K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 272 | $6.82K | 0.00% | +272 | New |
| Global Wealth Strategies & Associates | 409 | $7.02K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 450 | $7.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 462 | $7.93K | 0.00% | +54+13.2% | Added |
| Webster Bank, N. A. | 500 | $8.59K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 506 | $8.69K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 516 | $8.86K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 516 | $8.86K | 0.00% | +310+150.5% | Added |
| City State Bank | 550 | $9.00K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 550 | $9.44K | 0.01% | +550 | New |
| West Paces Advisors Inc. | 560 | $9.62K | 0.00% | −180−24.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 584 | $10.0K | 0.00% | +584 | New |
| VisionPoint Advisory Group, LLC | 600 | $10.3K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 615 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 621 | $10.7K | 0.00% | −500−44.6% | Reduced |
| Creekmur Asset Management LLC | 624 | $10.7K | 0.00% | +624 | New |