| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | +7 | New |
| BerganKDV Wealth Management, LLC | 0 | $1 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $99 | 0.00% | −5−71.4% | Reduced |
| True Wealth Design, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $198 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 4 | $199 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5 | $244 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $248 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $297 | 0.00% | −18,776−100.0% | Reduced |
| Washington Trust Co | 7 | $347 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $398 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 10 | $487 | 0.00% | −3,177−99.7% | Reduced |
| Fred Alger Management, LLC | 10 | $496 | 0.00% | −179,317−100.0% | Reduced |
| Morton Brown Family Wealth, LLC | 11 | $545 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 18 | $892 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $991 | 0.00% | +1+5.3% | Added |
| Disciplined Investments, LLC | 20 | $991 | 0.00% | +2+11.1% | Added |
| Horizon Bancorp Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $1.04K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 22 | $1.09K | 0.00% | −106−82.8% | Reduced |
| Versant Capital Management, Inc | 22 | $1.09K | 0.00% | +5+29.4% | Added |
| EverSource Wealth Advisors, LLC | 23 | $1.14K | 0.00% | −445−95.1% | Reduced |
| Arlington Partners LLC | 27 | $1.34K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 28 | $1.39K | 0.00% | +28 | New |
| Creative Financial Designs Inc | 31 | $1.54K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 35 | $1.73K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 35 | $1.73K | 0.00% | +35 | New |
| Moisand Fitzgerald Tamayo, LLC | 37 | $1.83K | 0.00% | +23+164.3% | Added |
| PayPay Securities Corp | 40 | $1.98K | 0.13% | +40 | New |
| Kames Capital plc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $2.08K | 0.00% | −27−39.1% | Reduced |
| Zions Bancorporation, N.A. | 48 | $2.38K | 0.00% | −18−27.3% | Reduced |
| TCI Wealth Advisors, Inc. | 49 | $2.43K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 49 | $2.43K | 0.00% | +49 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.48K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 50 | $2.48K | 0.00% | +50 | New |
| Stone House Investment Management, LLC | 54 | $2.68K | 0.00% | +54 | New |
| Ancora Advisors, LLC | 56 | $2.77K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 56 | $2.77K | 0.00% | −7−11.1% | Reduced |
| Old Second National Bank of Aurora | 56 | $2.77K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 58 | $2.87K | 0.00% | −5−7.9% | Reduced |
| Rise Advisors, LLC | 58 | $2.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $2.96K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $2.97K | 0.00% | −98−62.0% | Reduced |
| Earnest Partners LLC | 60 | $2.97K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 65 | $3.22K | 0.00% | −47−42.0% | Reduced |
| Country Trust Bank | 73 | $3.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $3.81K | 0.00% | −28−26.7% | Reduced |
| Farmers & Merchants Investments Inc | 77 | $3.81K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 80 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $3.96K | 0.00% | −2−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 84 | $4.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $4.56K | 0.00% | +15+19.5% | Added |
| Geneos Wealth Management Inc. | 93 | $4.61K | 0.00% | +13+16.3% | Added |
| FinTrust Capital Advisors, LLC | 100 | $4.71K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $4.86K | 0.00% | +98 | New |
| Gradient Investments LLC | 100 | $4.96K | 0.00% | +100 | New |
| Institutional & Family Asset Management, LLC | 101 | $5.00K | 0.00% | −17−14.4% | Reduced |
| Prestige Wealth Management Group LLC | 110 | $5.45K | 0.00% | −71−39.2% | Reduced |
| Sageworth Trust Co of South Dakota | 118 | $5.85K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 129 | $6.39K | 0.00% | −103−44.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 135 | $6.69K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 150 | $7.00K | 0.00% | −7−4.5% | Reduced |
| Spire Wealth Management | 142 | $7.03K | 0.00% | −25−15.0% | Reduced |
| Venturi Wealth Management, LLC | 148 | $7.33K | 0.00% | +148 | New |
| Whittier Trust Co of Nevada Inc | 150 | $7.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 160 | $7.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $8.00K | 0.00% | −169−48.7% | Reduced |
| West Branch Capital LLC | 170 | $8.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 184 | $9.12K | 0.01% | +184 | New |
| Glassman Wealth Services | 195 | $9.66K | 0.00% | −33−14.5% | Reduced |
| Sandy Spring Bank | 198 | $9.81K | 0.00% | −200−50.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $9.90K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 200 | $9.91K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $9.91K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 217 | $10.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 215 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $12.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 286 | $14.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 294 | $14.6K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 306 | $15.2K | 0.00% | +306 | New |
| Huntington National Bank | 308 | $15.3K | 0.00% | +196+175.0% | Added |
| Whittier Trust Co | 316 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 348 | $17.0K | 0.00% | +178+104.7% | Added |
| Lee Financial Co | 355 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 371 | $18.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 375 | $18.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 429 | $21.0K | 0.01% | +156+57.1% | Added |
| Massmutual Trust Co FSB | 445 | $22.1K | 0.00% | +234+110.9% | Added |
| Carmichael Hill & Associates, Inc. | 503 | $24.9K | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 507 | $25.1K | 0.00% | +507 | New |
| Smithfield Trust Co | 550 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 544 | $27.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 607 | $30.1K | 0.01% | +2+0.3% | Added |
| Signaturefd, LLC | 638 | $31.6K | 0.00% | −15−2.3% | Reduced |