| Horizon Bancorp Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 30 | $0 | 0.00% | +9+42.9% | Added |
| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | +10 | New |
| Wetzel Investment Advisors, Inc. | 9 | $0 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Jefferies Financial Group Inc. | 1 | $23 | 0.00% | −1,001−99.9% | Reduced |
| Chilton Capital Management LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3 | $70 | 0.00% | +3 | New |
| Pension & Wealth Management Advisors, Inc. | 3 | $70 | 0.00% | +3 | New |
| Sittner & Nelson, LLC | 5 | $117 | 0.00% | −100−95.2% | Reduced |
| HWG Holdings LP | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $117 | 0.00% | +5 | New |
| Robbins Farley LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $118 | 0.00% | +5 | New |
| CVA Family Office, LLC | 6 | $141 | 0.00% | +6 | New |
| Able Wealth Management LLC | 6 | $141 | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $164 | 0.00% | +7 | New |
| Signature Resources Capital Management, LLC | 7 | $164 | 0.00% | +7 | New |
| Delta Asset Management LLC | 8 | $188 | 0.00% | −100−92.6% | Reduced |
| Western Pacific Wealth Management, LP | 9 | $211 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $211 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $235 | 0.00% | −12−54.5% | Reduced |
| Raelipskie Partnership | 10 | $235 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 11 | $258 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $259 | 0.00% | +11 | New |
| Baldwin Brothers Inc | 14 | $328 | 0.00% | −100−87.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14 | $328 | 0.00% | −50−78.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $352 | 0.00% | +15 | New |
| Your Advocates Ltd., LLP | 17 | $399 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $423 | 0.00% | +2+12.5% | Added |
| Center for Financial Planning, Inc. | 19 | $446 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $469 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $469 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 20 | $470 | 0.00% | +20 | New |
| Bradley & Co. Private Wealth Management, LLC | 21 | $493 | 0.00% | +20+2,000.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 25 | $587 | 0.00% | +25 | New |
| Pittenger & Anderson Inc | 30 | $704 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $704 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $798 | 0.00% | −182−84.3% | Reduced |
| AllSquare Wealth Management LLC | 34 | $798 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 36 | $845 | 0.00% | +36 | New |
| REAP Financial Group, LLC | 36 | $845 | 0.00% | +36 | New |
| Bay Harbor Wealth Management, LLC | 40 | $938 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 42 | $986 | 0.00% | +42 | New |
| Salomon & Ludwin, LLC | 41 | $995 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | −500−90.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 70 | $1.00K | 0.00% | +15+27.3% | Added |
| McClarren Financial Advisors, Inc. | 55 | $1.00K | 0.00% | +12+27.9% | Added |
| Ulland Investment Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 50 | $1.17K | 0.00% | −350−87.5% | Reduced |
| Indiana Trust & Investment Management CO | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $1.20K | 0.00% | +4+8.5% | Added |
| Gordian Capital Singapore Pte Ltd | 51 | $1.20K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 55 | $1.29K | 0.00% | +55 | New |
| Quintet Private Bank (Europe) S.A. | 55 | $1.29K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $1.45K | 0.00% | +61 | New |
| Raffa Wealth Management, LLC | 64 | $1.50K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 80 | $1.88K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 83 | $1.95K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 85 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $2.00K | 0.00% | +16+26.7% | Added |
| Venturi Wealth Management, LLC | 90 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 94 | $2.21K | 0.00% | +34+56.7% | Added |
| Main Street Group, LTD | 95 | $2.23K | 0.00% | +95 | New |
| Spartan Planning & Wealth Management | 95 | $2.23K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $2.35K | 0.00% | +100 | New |
| First United Bank Trust | 100 | $2.35K | 0.00% | +100 | New |
| DHJJ Financial Advisors, Ltd. | 100 | $2.35K | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 100 | $2.35K | 0.00% | +100 | New |
| Voisard Asset Management Group, Inc. | 102 | $2.39K | 0.00% | +102 | New |
| SRS Capital Advisors, Inc. | 106 | $2.49K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $2.58K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 111 | $2.60K | 0.00% | +111 | New |
| Sachetta, LLC | 119 | $2.79K | 0.00% | +119 | New |
| CarsonAllaria Wealth Management, Ltd. | 124 | $2.91K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 125 | $2.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 125 | $2.93K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 127 | $2.98K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 200 | $3.12K | 0.00% | +200 | New |
| Oliver Lagore Vanvalin Investment Group | 135 | $3.17K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 136 | $3.19K | 0.00% | +17+14.3% | Added |
| Institutional & Family Asset Management, LLC | 145 | $3.40K | 0.00% | −6−4.0% | Reduced |
| Insight Financial Services | 150 | $3.52K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 150 | $3.52K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 155 | $3.64K | 0.00% | 00.0% | Unchanged |