| Kohmann Bosshard Financial Services, LLC | 1 | $396 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $396 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $396 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $396 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $397 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2 | $792 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $792 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $793 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $793 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $1.58K | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $2.38K | 0.00% | +2+50.0% | Added |
| Carolinas Wealth Consulting LLC | 7 | $2.50K | 0.00% | +3+75.0% | Added |
| Financial Gravity Companies, Inc. | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $2.94K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $3.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $3.17K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $3.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $3.17K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $3.17K | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 9 | $3.57K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $3.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.57K | 0.00% | −4−30.8% | Reduced |
| Meeder Asset Management Inc | 10 | $3.96K | 0.00% | −60−85.7% | Reduced |
| Concord Wealth Partners | 10 | $3.96K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $4.36K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 11 | $4.36K | 0.00% | +9+450.0% | Added |
| Ridgewood Investments LLC | 12 | $4.75K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $6.34K | 0.00% | +2+14.3% | Added |
| Sound Income Strategies, LLC | 18 | $7.13K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $7.92K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 20 | $7.92K | 0.00% | +20 | New |
| New Wave Wealth Advisors LLC | 20 | $7.92K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 21 | $8.32K | 0.00% | −20−48.8% | Reduced |
| Washington Trust Advisors, Inc. | 21 | $8.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $9.11K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $9.91K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25 | $9.91K | 0.00% | +25 | New |
| Frazier Financial Advisors, LLC | 26 | $10.4K | 0.01% | −11−29.7% | Reduced |
| Bogart Wealth, LLC | 27 | $10.7K | 0.00% | +9+50.0% | Added |
| Bellwether Advisors, LLC | 27 | $10.7K | 0.00% | +27 | New |
| Assetmark, Inc | 28 | $11.1K | 0.00% | +3+12.0% | Added |
| Private Wealth Management Group, LLC | 31 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $12.3K | 0.00% | +4+14.8% | Added |
| Retirement Wealth Solutions LLC | 36 | $13.8K | 0.01% | +36 | New |
| St Germain D J Co Inc | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $14.3K | 0.00% | −5−12.2% | Reduced |
| Skopos Labs, Inc. | 43 | $16.7K | 0.00% | +13+43.3% | Added |
| Criterion Capital Advisors, LLC | 46 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 45 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 45 | $17.8K | 0.01% | +45 | New |
| RE Dickinson Investment Advisors, LLC | 45 | $17.9K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 46 | $18.2K | 0.00% | +46 | New |
| Clearstead Advisors, LLC | 47 | $18.6K | 0.00% | −19−28.8% | Reduced |
| Contravisory Investment Management, Inc. | 48 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 52 | $20.6K | 0.01% | +52 | New |
| Smithfield Trust Co | 53 | $21.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $21.8K | 0.00% | +55 | New |
| TD Private Client Wealth LLC | 57 | $22.6K | 0.00% | −15−20.8% | Reduced |
| Paladin Advisory Group, LLC | 58 | $23.0K | 0.02% | −26−31.0% | Reduced |
| Centerpoint Advisors, LLC | 57 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 60 | $23.8K | 0.02% | +60 | New |
| CBIZ Investment Advisory Services, LLC | 63 | $25.0K | 0.00% | +18+40.0% | Added |
| Matrix Trust Co | 62 | $25.0K | 0.00% | +3+5.1% | Added |
| Iron Horse Wealth Management, LLC | 65 | $25.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 70 | $27.7K | 0.00% | −27−27.8% | Reduced |
| Riverview Trust Co | 70 | $27.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $27.7K | 0.00% | +12+20.7% | Added |
| JFS Wealth Advisors, LLC | 71 | $28.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $28.1K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 73 | $28.9K | 0.02% | +73 | New |
| Geneos Wealth Management Inc. | 81 | $32.1K | 0.00% | −10−11.0% | Reduced |
| YANKCOM Partnership | 87 | $34.5K | 0.02% | +87 | New |
| Global Retirement Partners, LLC | 88 | $34.9K | 0.00% | +20+29.4% | Added |
| Endeavor Private Wealth, Inc. | 90 | $35.6K | 0.03% | +90 | New |
| Creative Financial Designs Inc | 90 | $35.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 91 | $36.8K | 0.00% | −55−37.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 94 | $37.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $37.8K | 0.00% | −13−12.0% | Reduced |
| Smartleaf Asset Management LLC | 98 | $39.1K | 0.00% | +9+10.1% | Added |
| Bank & Trust Co | 104 | $41.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 105 | $41.6K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 118 | $46.8K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 118 | $46.8K | 0.00% | 00.0% | Unchanged |