| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Surevest, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Tfo-TDC, LLC | 5 | $1.00K | 0.00% | +5 | New |
| IAG Wealth Partners, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Quintet Private Bank (Europe) S.A. | 15 | $1.70K | 0.00% | +15 | New |
| Howe & Rusling Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $2.00K | 0.00% | −2−14.3% | Reduced |
| Institutional & Family Asset Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.00K | 0.00% | +4+50.0% | Added |
| Raffa Wealth Management, LLC | 22 | $2.86K | 0.00% | −375−94.5% | Reduced |
| Creative Financial Designs Inc | 25 | $3.00K | 0.00% | −113−81.9% | Reduced |
| Johnson Financial Group, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 27 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| Eagle Bay Advisors LLC | 31 | $4.03K | 0.00% | +31 | New |
| Country Trust Bank | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $5.00K | 0.00% | +1+2.7% | Added |
| Beacon Capital Management, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $5.00K | 0.00% | +26+260.0% | Added |
| Independence Bank of Kentucky | 41 | $5.00K | 0.00% | +41 | New |
| Northwest Investment Counselors, LLC | 46 | $6.00K | 0.00% | −34−42.5% | Reduced |
| Old Second National Bank of Aurora | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $6.00K | 0.00% | +44 | New |
| Investors Research Corp | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 54 | $7.00K | 0.00% | +4+8.0% | Added |
| Plante Moran Financial Advisors, LLC | 55 | $7.00K | 0.00% | +55 | New |
| Blue Bell Private Wealth Management, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 67 | $9.00K | 0.01% | +67 | New |
| Crewe Advisors LLC | 73 | $9.00K | 0.00% | +73 | New |
| Ronald Blue Trust, Inc. | 63 | $9.00K | 0.00% | +63 | New |
| GoalVest Advisory LLC | 76 | $10.0K | 0.01% | −281−78.7% | Reduced |
| Ellevest, Inc. | 74 | $10.0K | 0.00% | +22+42.3% | Added |
| Fairfield, Bush & Co. | 75 | $10.0K | 0.01% | +75 | New |
| Truvestments Capital LLC | 74 | $10.0K | 0.01% | +74 | New |
| Clearview Wealth Advisors LLC | 86 | $11.0K | 0.01% | −61−41.5% | Reduced |
| Westside Investment Management, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 92 | $12.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 93 | $12.0K | 0.00% | +93 | New |
| Kelly Lawrence W & Associates Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 106 | $14.0K | 0.01% | +1+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 113 | $15.0K | 0.01% | −799−87.6% | Reduced |
| Hall Laurie J Trustee | 119 | $15.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 112 | $15.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 115 | $15.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $15.0K | 0.00% | +83+267.7% | Added |
| Bangor Savings Bank | 113 | $15.0K | 0.00% | +113 | New |
| Neo Ivy Capital Management | 122 | $15.0K | 0.04% | +122 | New |
| Aspire Private Capital, LLC | 126 | $16.0K | 0.01% | −3−2.3% | Reduced |
| Logan Capital Management Inc | 124 | $16.0K | 0.00% | +124 | New |
| Key Financial Inc | 128 | $17.0K | 0.01% | −10−7.2% | Reduced |
| Tyler-Stone Wealth Management | 142 | $18.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 137 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 133 | $18.0K | 0.00% | +13+10.8% | Added |
| High Net Worth Advisory Group LLC | 150 | $19.0K | 0.01% | −195−56.5% | Reduced |
| Desjardins Global Asset Management Inc. | 149 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 148 | $19.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 144 | $19.0K | 0.00% | +1+0.7% | Added |
| Valley National Advisers Inc | 158 | $20.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 150 | $20.0K | 0.01% | −5−3.2% | Reduced |
| Seldon Capital LP | 151 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 160 | $21.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 182 | $23.7K | 0.00% | +35+23.8% | Added |
| Rockbridge Investment Management, LCC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 207 | $26.9K | 0.00% | +14+7.3% | Added |
| Bartlett & Co. LLC | 207 | $27.0K | 0.00% | +14+7.3% | Added |
| Sutton Wealth Advisors Inc. | 212 | $27.5K | 0.01% | +3+1.4% | Added |
| St. James Investment Advisors, LLC | 225 | $29.0K | 0.06% | −230−50.5% | Reduced |
| Atticus Wealth Management, LLC | 228 | $30.0K | 0.01% | +1+0.4% | Added |
| First PREMIER Bank | 239 | $31.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 242 | $31.0K | 0.01% | +20+9.0% | Added |
| Marshall & Sullivan Inc | 239 | $31.0K | 0.02% | +239 | New |
| Better Money Decisions, LLC | 242 | $31.0K | 0.03% | +242 | New |
| HHM Wealth Advisors, LLC | 271 | $35.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 296 | $38.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 290 | $38.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 300 | $39.0K | 0.01% | −207−40.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 303 | $39.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $39.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $39.0K | 0.03% | 00.0% | Unchanged |
