| Horizon Bancorp Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 11 | $0 | 0.00% | +11 | New |
| Lazard Asset Management LLC | 21 | $0 | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 1 | $24 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $73 | 0.00% | −100−97.1% | Reduced |
| Barrett & Company, Inc. | 3 | $73 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $122 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $122 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 11 | $183 | 0.00% | +11 | New |
| Investors Research Corp | 8 | $194 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $218 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9 | $219 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $243 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $291 | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 16 | $388 | 0.00% | +16 | New |
| True Wealth Design, LLC | 16 | $389 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 17 | $413 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $462 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $485 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $486 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $535 | 0.00% | +22 | New |
| Carmel Capital Partners, LLC | 25 | $607 | 0.00% | +25 | New |
| JJJ Advisors Inc. | 29 | $705 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $728 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $729 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 34 | $826 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $850 | 0.00% | +25+250.0% | Added |
| Cape Investment Advisory, Inc. | 39 | $947 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $971 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $995 | 0.00% | +41 | New |
| Thompson Siegel & Walmsley LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 55 | $1.00K | 0.00% | +15+37.5% | Added |
| McClarren Financial Advisors, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 44 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 47 | $1.14K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 50 | $1.21K | 0.00% | +50 | New |
| Gordian Capital Singapore Pte Ltd | 51 | $1.24K | 0.00% | +50+5,000.0% | Added |
| Quintet Private Bank (Europe) S.A. | 55 | $1.34K | 0.00% | +8+17.0% | Added |
| Global Wealth Strategies & Associates | 60 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $1.46K | 0.00% | +15+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 64 | $1.55K | 0.00% | +64 | New |
| Raffa Wealth Management, LLC | 64 | $1.55K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 80 | $1.94K | 0.00% | +30+60.0% | Added |
| Nalls Sherbakoff Group, LLC | 80 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 120 | $2.00K | 0.00% | +40+50.0% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Morton Brown Family Wealth, LLC | 83 | $2.02K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 85 | $2.06K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $2.13K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 90 | $2.19K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 95 | $2.31K | 0.00% | +95 | New |
| Sutton Wealth Advisors Inc. | 97 | $2.35K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 104 | $2.52K | 0.00% | +104 | New |
| Sittner & Nelson, LLC | 105 | $2.55K | 0.00% | +100+2,000.0% | Added |
| SRS Capital Advisors, Inc. | 106 | $2.57K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 108 | $2.62K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 114 | $2.77K | 0.00% | −150−56.8% | Reduced |
| Atlantic Trust, LLC | 117 | $2.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 119 | $2.89K | 0.00% | −85−41.7% | Reduced |
| Winch Advisory Services, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 124 | $3.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 125 | $3.04K | 0.00% | −350−73.7% | Reduced |
| M&R Capital Management Inc | 125 | $3.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 128 | $3.11K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 135 | $3.28K | 0.00% | −20−12.9% | Reduced |
| Insight Financial Services | 150 | $3.64K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 150 | $3.64K | 0.00% | +100+200.0% | Added |
| Institutional & Family Asset Management, LLC | 151 | $3.67K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 155 | $3.76K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 157 | $3.81K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 160 | $3.88K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 160 | $3.88K | 0.00% | +160 | New |
| Tradewinds Capital Management, LLC | 162 | $3.93K | 0.00% | +15+10.2% | Added |
| Baker Avenue Asset Management, LP | 167 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 170 | $4.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $4.25K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 175 | $4.25K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 190 | $4.61K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 193 | $4.69K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 199 | $4.83K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $4.86K | 0.00% | −200−50.0% | Reduced |
| Toth Financial Advisory Corp | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $4.86K | 0.00% | 00.0% | Unchanged |