| Strategic Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 0 | $5 | 0.00% | 0 | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $85 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $212 | 0.00% | −1−16.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 7 | $296 | 0.00% | +7 | New |
| Game Plan Financial Advisors, LLC | 8 | $339 | 0.00% | +3+60.0% | Added |
| Acumen Wealth Advisors, LLC | 10 | $424 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $424 | 0.00% | +10 | New |
| Sankala Group LLC | 12 | $585 | 0.00% | +12 | New |
| Whipplewood Advisors, LLC | 15 | $635 | 0.00% | −2,776−99.5% | Reduced |
| Breakwater Investment Management | 16 | $678 | 0.00% | −34−68.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 17 | $737 | 0.00% | +17 | New |
| Vanguard Advisers Inc | 19 | $804 | 0.00% | −81−81.0% | Reduced |
| Gilpin Wealth Management, LLC | 34 | $1.44K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 35 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 45 | $1.91K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 46 | $1.95K | 0.00% | +46 | New |
| Three Bearings Fiduciary Advisors, Inc. | 47 | $1.99K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 47 | $1.99K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 54 | $2.29K | 0.00% | +54 | New |
| CWM Advisors, LLC | 59 | $2.50K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 60 | $2.54K | 0.00% | −129−68.3% | Reduced |
| DecisionPoint Financial, LLC | 63 | $2.65K | 0.00% | +43+215.0% | Added |
| Luminist Capital LLC | 63 | $2.67K | 0.00% | +63 | New |
| Strengthening Families & Communities, LLC | 68 | $2.88K | 0.00% | +38+126.7% | Added |
| McCarthy Grittinger Financial Group, LLC | 69 | $2.92K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 72 | $3.05K | 0.00% | +72 | New |
| Talon Private Wealth, LLC | 75 | $3.22K | 0.00% | +75 | New |
| Sunrise Financial Services, LLC | 82 | $3.47K | 0.00% | +21+34.4% | Added |
| Burk Holdings LLC | 92 | $3.90K | 0.00% | −12−11.5% | Reduced |
| Horizon Bancorp Inc | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 95 | $4.02K | 0.00% | −40−29.6% | Reduced |
| Wiser Advisor Group LLC | 95 | $4.03K | 0.00% | +1+1.1% | Added |
| Premier Financial Group | 99 | $4.19K | 0.00% | +99 | New |
| Paladin Partners, LLC | 100 | $4.23K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.23K | 0.00% | +95+1,900.0% | Added |
| Harborfront Financial Group LLC | 103 | $4.36K | 0.02% | +103 | New |
| Copia Wealth Management | 114 | $4.83K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 114 | $4.83K | 0.00% | +57+100.0% | Added |
| NCP Inc. | 125 | $5.29K | 0.01% | −1,382−91.7% | Reduced |
| Maryland Capital Advisors Inc. | 128 | $5.42K | 0.00% | +128 | New |
| J.Safra Asset Management Corp | 130 | $5.50K | 0.00% | −70−35.0% | Reduced |
| HighMark Wealth Management LLC | 130 | $5.51K | 0.00% | +1+0.8% | Added |
| Kroeger Financial Partners | 132 | $5.59K | 0.01% | +132 | New |
| Barnes Dennig Private Wealth Management LLC | 137 | $5.80K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 141 | $5.97K | 0.00% | +141 | New |
| Evolution Advisers, Inc. | 163 | $6.00K | 0.00% | +6+3.8% | Added |
| Ameliora Wealth Management Ltd. | 150 | $6.35K | 0.00% | −150−50.0% | Reduced |
| Olistico Wealth, LLC | 150 | $6.35K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 153 | $6.48K | 0.01% | +153 | New |
| Davis Capital Management | 157 | $6.65K | 0.00% | +77+96.3% | Added |
| Key Capital Management, INC | 165 | $6.99K | 0.00% | −449−73.1% | Reduced |
| Horrell Capital Management, Inc. | 166 | $7.03K | 0.00% | −55−24.9% | Reduced |
| Decker Retirement Planning Inc. | 178 | $7.54K | 0.00% | +178 | New |
| Cetera Trust Company, N.A | 198 | $8.38K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 200 | $8.47K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 200 | $8.47K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 203 | $8.59K | 0.01% | +25+14.0% | Added |
| SIMA Wealth Partners, LLC | 216 | $9.15K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 224 | $9.48K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 226 | $9.56K | 0.01% | −6−2.6% | Reduced |
| Capital CS Group, LLC | 235 | $9.95K | 0.01% | +235 | New |
| Capula Management Ltd | 244 | $10.3K | 0.00% | +244 | New |
| Abound Financial, LLC | 247 | $10.5K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 247 | $10.5K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 250 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 252 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 259 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 263 | $11.1K | 0.01% | −2−0.8% | Reduced |
| Arlington Trust Co LLC | 269 | $11.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 287 | $12.2K | 0.00% | −25−8.0% | Reduced |
| PayPay Securities Corp | 290 | $12.3K | 0.30% | +35+13.7% | Added |
| Retirement Wealth Solutions LLC | 291 | $12.3K | 0.01% | −84−22.4% | Reduced |
| Activest Wealth Management | 300 | $12.7K | 0.00% | −6,101−95.3% | Reduced |
| Bard Associates Inc | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 306 | $12.9K | 0.01% | +5+1.7% | Added |
| Creative Capital Management Investments LLC | 308 | $13.0K | 0.00% | +308 | New |
| Atomic Invest LLC | 320 | $14.1K | 0.00% | −120−27.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 340 | $14.4K | 0.01% | −489−59.0% | Reduced |
| GGM Financials LLC | 340 | $14.4K | 0.01% | +2+0.6% | Added |
| Fairman Group, LLC | 341 | $14.4K | 0.01% | +5+1.5% | Added |
| Fiduciary Advisors, Inc. | 357 | $15.1K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 400 | $15.4K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 383 | $16.2K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 395 | $16.7K | 0.02% | 00.0% | Unchanged |
| Sfam, LLC | 410 | $17.4K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 425 | $18.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 431 | $18.0K | 0.00% | +172+66.4% | Added |
| ESL Trust Services, LLC | 447 | $18.9K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 460 | $19.5K | 0.01% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 471 | $19.9K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 471 | $19.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 472 | $20.0K | 0.01% | +209+79.5% | Added |
| Navigoe, LLC | 477 | $20.0K | 0.01% | +59+14.1% | Added |
| CGC Financial Services, LLC | 486 | $20.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 495 | $21.0K | 0.00% | −53−9.7% | Reduced |
| Bullseye Investment Management, LLC | 496 | $21.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 520 | $21.2K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 520 | $22.0K | 0.01% | −93−15.2% | Reduced |