| First PREMIER Bank | 4 | $0 | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 1 | $42 | 0.00% | −320−99.7% | Reduced |
| MV Capital Management, Inc. | 1 | $43 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $170 | 0.00% | −3,040−99.9% | Reduced |
| Sandy Spring Bank | 4 | $170 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $170 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $255 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $297 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $334 | 0.00% | +3+60.0% | Added |
| Assetmark, Inc | 8 | $339 | 0.00% | −15,254−99.9% | Reduced |
| Sunbelt Securities, Inc. | 8 | $339 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $339 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $381 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $424 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $424 | 0.00% | +10 | New |
| SYSTM Wealth Solutions LLC | 11 | $467 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $509 | 0.00% | −89−88.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $552 | 0.00% | −2−13.3% | Reduced |
| SJS Investment Consulting Inc. | 14 | $594 | 0.00% | −1−6.7% | Reduced |
| Tyler-Stone Wealth Management | 16 | $679 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $698 | 0.00% | +15 | New |
| FinTrust Capital Advisors, LLC | 20 | $835 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $848 | 0.00% | +20 | New |
| Horizon Bancorp Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.27K | 0.00% | −13−30.2% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $1.27K | 0.00% | +30 | New |
| Quest Partners LLC | 31 | $1.31K | 0.00% | −13,877−99.8% | Reduced |
| PayPay Securities Corp | 31 | $1.31K | 0.07% | −1−3.1% | Reduced |
| Creative Financial Designs Inc | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $1.74K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 45 | $1.91K | 0.00% | −1,555−97.2% | Reduced |
| Umb Bank N A | 47 | $1.99K | 0.00% | +47 | New |
| Magellan Asset Management Ltd | 49 | $2.08K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.16K | 0.00% | −1−1.9% | Reduced |
| Stone House Investment Management, LLC | 54 | $2.29K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 56 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $2.50K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.71K | 0.00% | +26+68.4% | Added |
| Harbour Investments, Inc. | 71 | $3.01K | 0.00% | −39−35.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 73 | $3.10K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 73 | $3.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 81 | $3.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 89 | $3.77K | 0.00% | −26−22.6% | Reduced |
| Bear Mountain Capital, Inc. | 100 | $3.92K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 93 | $3.94K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $4.16K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $4.24K | 0.00% | −152−60.3% | Reduced |
| Gradient Investments LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 102 | $4.33K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 117 | $4.96K | 0.00% | +58+98.3% | Added |
| Your Advocates Ltd., LLP | 121 | $5.13K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $5.73K | 0.00% | −22−14.0% | Reduced |
| Farther Finance Advisors, LLC | 149 | $6.22K | 0.00% | +9+6.4% | Added |
| Venturi Wealth Management, LLC | 148 | $6.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $6.32K | 0.00% | −86−36.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 150 | $6.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 170 | $7.21K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $8.48K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $8.48K | 0.00% | +200 | New |
| Banque Cantonale Vaudoise | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 217 | $9.06K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 217 | $9.21K | 0.00% | +217 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $10.3K | 0.00% | +242 | New |
| Bartlett & Co. Wealth Management LLC | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 257 | $10.9K | 0.00% | +104+68.0% | Added |
| Custom Portfolio Group LLC | 260 | $11.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 285 | $12.1K | 0.00% | +141+97.9% | Added |
| GAMMA Investing LLC | 289 | $12.3K | 0.00% | +16+5.9% | Added |
| Whittier Trust Co | 316 | $13.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 346 | $14.7K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 346 | $14.7K | 0.00% | +346 | New |
| ICA Group Wealth Management, LLC | 350 | $14.8K | 0.00% | +350 | New |
| Smithfield Trust Co | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 342 | $15.0K | 0.00% | +77+29.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 357 | $15.1K | 0.00% | +270+310.3% | Added |
| Raffa Wealth Management, LLC | 358 | $15.2K | 0.00% | +72+25.2% | Added |
| Tortoise Investment Management, LLC | 371 | $15.7K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 394 | $16.7K | 0.02% | +394 | New |
| CoreCap Advisors, LLC | 400 | $17.0K | 0.00% | +400 | New |
| Mather Group, LLC. | 429 | $17.9K | 0.00% | +429 | New |
| National Bank of Canada | 394 | $18.3K | 0.00% | −519−56.8% | Reduced |
| Central Trust Co | 432 | $18.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 445 | $19.0K | 0.01% | +158+55.1% | Added |
| Parallel Advisors, LLC | 498 | $21.1K | 0.00% | −743−59.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 500 | $21.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 544 | $23.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 571 | $24.2K | 0.00% | +571 | New |
| Massmutual Trust Co FSB | 589 | $25.0K | 0.00% | +286+94.4% | Added |
| CNB Bank | 599 | $25.4K | 0.01% | −321−34.9% | Reduced |