| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | −75−96.2% | Reduced |
| Hoey Investments, Inc | 2 | $183 | 0.00% | −83−97.6% | Reduced |
| Tfo-TDC, LLC | 2 | $183 | 0.00% | −7−77.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 3 | $275 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 35,223 | $385 | 0.02% | +35,223 | New |
| WestEnd Advisors, LLC | 7 | $640 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 8 | $732 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $915 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 11 | $987 | 0.00% | −52−82.5% | Reduced |
| VitalStone Financial, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $1.54K | 0.00% | −47−73.4% | Reduced |
| True Wealth Design, LLC | 20 | $1.83K | 0.00% | −6−23.1% | Reduced |
| Granite FO LLC | 23 | $2.19K | 0.00% | −277−92.3% | Reduced |
| Ruedi Wealth Management, Inc. | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.38K | 0.00% | −104−80.0% | Reduced |
| Clear Point Advisors Inc. | 27 | $2.45K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 31 | $2.83K | 0.00% | +9+40.9% | Added |
| NCP Inc. | 37 | $3.30K | 0.00% | +37 | New |
| Wetzel Investment Advisors, Inc. | 40 | $3.49K | 0.00% | −128−76.2% | Reduced |
| Addison Advisors LLC | 39 | $3.56K | 0.00% | +24+160.0% | Added |
| Hartford Financial Management Inc. | 42 | $3.84K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 43 | $3.93K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 49 | $4.48K | 0.00% | −6−10.9% | Reduced |
| JDM Financial Group LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $4.57K | 0.00% | +50 | New |
| TFC Financial Management | 51 | $4.68K | 0.00% | −12−19.0% | Reduced |
| Tributary Capital Management, LLC | 52 | $4.75K | 0.00% | +52 | New |
| DiNuzzo Private Wealth, Inc. | 55 | $5.03K | 0.00% | −2−3.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 53 | $5.09K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 56 | $5.12K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 56 | $5.12K | 0.00% | +56 | New |
| Carmichael Hill & Associates, Inc. | 61 | $5.58K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 63 | $5.73K | 0.00% | +1+1.6% | Added |
| TruNorth Capital Management, LLC | 63 | $5.76K | 0.00% | +63 | New |
| Retirement Group, LLC | 64 | $5.85K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 65 | $5.94K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 65 | $5.96K | 0.00% | +65 | New |
| Stephenson National Bank & Trust | 67 | $6.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 72 | $6.58K | 0.33% | −1−1.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 73 | $6.67K | 0.00% | +12+19.7% | Added |
| Penserra Capital Management LLC | 87 | $7.00K | 0.00% | −5,194−98.4% | Reduced |
| Financial Freedom, LLC | 79 | $7.21K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 79 | $7.22K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 76 | $7.30K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 80 | $7.31K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 85 | $7.77K | 0.00% | −65−43.3% | Reduced |
| Cutler Group LP | 89 | $8.00K | 0.00% | −37,750−99.8% | Reduced |
| Valued Wealth Advisors LLC | 93 | $8.50K | 0.01% | +5+5.7% | Added |
| Global Wealth Strategies & Associates | 97 | $8.87K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 98 | $8.99K | 0.00% | +21+27.3% | Added |
| Dunhill Financial, LLC | 98 | $9.00K | 0.01% | +15+18.1% | Added |
| nVerses Capital, LLC | 100 | $9.14K | 0.02% | +100 | New |
| Fairman Group, LLC | 101 | $9.19K | 0.01% | −209−67.4% | Reduced |
| Delos Wealth Advisors, LLC | 103 | $9.41K | 0.01% | +103 | New |
| Creekmur Asset Management LLC | 106 | $9.69K | 0.00% | +50+89.3% | Added |
| CBIZ Investment Advisory Services, LLC | 107 | $9.78K | 0.00% | +107 | New |
| VisionPoint Advisory Group, LLC | 109 | $9.92K | 0.00% | +1+0.9% | Added |
| Horizon Bancorp Inc | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 112 | $10.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 115 | $10.5K | 0.00% | −33−22.3% | Reduced |
| Family CFO Inc | 115 | $10.5K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 119 | $10.9K | 0.00% | −227−65.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 119 | $10.9K | 0.00% | −122−50.6% | Reduced |
| Partnership Wealth Management, LLC | 119 | $10.9K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 124 | $11.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 125 | $11.4K | 0.01% | +125 | New |
| Cherry Tree Wealth Management, LLC | 127 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 130 | $11.9K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 136 | $12.4K | 0.01% | +27+24.8% | Added |
| Annapolis Financial Services, LLC | 142 | $13.0K | 0.00% | −400−73.8% | Reduced |
| Operose Advisors LLC | 145 | $13.3K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 156 | $14.3K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 157 | $14.3K | 0.02% | +157 | New |
| Provenance Wealth Advisors, LLC | 166 | $15.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 170 | $15.5K | 0.01% | −5−2.9% | Reduced |
| DSM Capital Partners LLC | 172 | $15.7K | 0.00% | −113−39.6% | Reduced |
| Timber Creek Capital Management LLC | 178 | $16.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 181 | $16.5K | 0.00% | −163−47.4% | Reduced |
| Wiser Advisor Group LLC | 187 | $17.2K | 0.03% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 190 | $17.4K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 200 | $18.0K | 0.01% | −50−20.0% | Reduced |
| Ogorek Anthony Joseph | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $18.3K | 0.01% | −449−69.2% | Reduced |
| Estabrook Capital Management | 205 | $18.7K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 206 | $18.8K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 207 | $18.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 216 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 221 | $20.2K | 0.01% | +1+0.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 224 | $20.5K | 0.00% | −166−42.6% | Reduced |
| Richardson Capital Management LLC | 234 | $21.4K | 0.02% | +185+377.6% | Added |
| Emfo, LLC | 240 | $21.9K | 0.02% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 242 | $22.1K | 0.01% | +1+0.4% | Added |
| Delta Asset Management LLC | 247 | $22.6K | 0.00% | 00.0% | Unchanged |