| Asset Dedication, LLC | 1 | $759 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $759 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 1 | $759 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $759 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1 | $759 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $759 | 0.00% | +1 | New |
| Quarry LP | 1 | $759 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $759 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $759 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $760 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $1.52K | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 2 | $1.52K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $1.52K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $1.52K | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 2 | $1.52K | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 2 | $1.52K | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $1.52K | 0.00% | +2 | New |
| SHP Wealth Management | 3 | $2.28K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $2.28K | 0.00% | +3 | New |
| Huntington National Bank | 3 | $2.28K | 0.00% | +2+200.0% | Added |
| UMA Financial Services, Inc. | 4 | $3.04K | 0.00% | −2−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 4 | $3.04K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $3.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $3.79K | 0.00% | −2−28.6% | Reduced |
| Armstrong Advisory Group, Inc | 5 | $3.79K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $3.79K | 0.00% | +5 | New |
| Federation des caisses Desjardins du Quebec | 6 | $4.55K | 0.00% | −8−57.1% | Reduced |
| Cornerstone Financial Management LLC | 6 | $4.55K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $4.55K | 0.00% | +2+50.0% | Added |
| TD Private Client Wealth LLC | 7 | $5.31K | 0.00% | +4+133.3% | Added |
| SJS Investment Consulting Inc. | 8 | $6.07K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 8 | $6.07K | 0.00% | +8 | New |
| GW&K Investment Management, LLC | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $7.58K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $7.59K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $7.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $7.59K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $7.59K | 0.00% | +10 | New |
| Financial Consulate, Inc | 12 | $9.11K | 0.00% | −68−85.0% | Reduced |
| Bell Investment Advisors, Inc | 13 | $9.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 14 | $10.6K | 0.00% | −1−6.7% | Reduced |
| JFS Wealth Advisors, LLC | 14 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $11.4K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 19 | $14.4K | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $15.2K | 0.00% | +1+5.3% | Added |
| Groupe la Francaise | 24 | $18.2K | 0.00% | +11+84.6% | Added |
| Grove Bank & Trust | 25 | $19.0K | 0.00% | −25−50.0% | Reduced |
| JNBA Financial Advisors | 25 | $19.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 27 | $20.5K | 0.00% | +27 | New |
| GAMMA Investing LLC | 28 | $21.2K | 0.00% | +4+16.7% | Added |
| Hager Investment Management Services, LLC | 29 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 29 | $22.0K | 0.00% | +2+7.4% | Added |
| Bogart Wealth, LLC | 30 | $22.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 31 | $23.6K | 0.00% | +1+3.3% | Added |
| Harvest Fund Management Co., Ltd | 34 | $25.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $25.0K | 0.01% | +2+6.5% | Added |
| Montag A & Associates Inc | 35 | $26.6K | 0.00% | −97−73.5% | Reduced |
| Key Financial Inc | 36 | $27.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 37 | $28.1K | 0.01% | +3+8.8% | Added |
| USA Financial Formulas | 37 | $28.1K | 0.01% | +37 | New |
| Fifth Third Bancorp | 39 | $29.6K | 0.00% | +3+8.3% | Added |
| Trifecta Capital Advisors, LLC | 40 | $30.3K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 45 | $34.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 50 | $38.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 57 | $43.2K | 0.00% | −1−1.7% | Reduced |
| Atlas Capital Advisors LLC | 77 | $44.1K | 0.00% | +77 | New |
| Caitong International Asset Management Co., Ltd | 63 | $47.8K | 0.01% | −161−71.9% | Reduced |
| IFP Advisors, Inc | 65 | $49.3K | 0.00% | +45+225.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 79 | $60.0K | 0.02% | +6+8.2% | Added |
| Bullock Wealth Management Group | 82 | $62.3K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $66.0K | 0.00% | −13−13.0% | Reduced |
| Archer Investment Corp | 100 | $75.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $76.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 108 | $81.9K | 0.00% | +100+1,250.0% | Added |
| Hurley Capital, LLC | 109 | $82.9K | 0.04% | +7+6.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 132 | $100.2K | 0.00% | +9+7.3% | Added |
| Massmutual Trust Co FSB | 141 | $107.0K | 0.00% | +3+2.2% | Added |
| Cromwell Holdings LLC | 142 | $107.9K | 0.05% | +20+16.4% | Added |
| SBI Securities Co., Ltd. | 147 | $111.5K | 0.00% | −11−7.0% | Reduced |
| Employees Retirement System of Texas | 150 | $114.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 157 | $119.1K | 0.00% | −173−52.4% | Reduced |
| Ronald Blue Trust, Inc. | 157 | $119.1K | 0.00% | +3+1.9% | Added |
| Gen-Wealth Partners Inc | 169 | $128.2K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 169 | $128.6K | 0.00% | +26+18.2% | Added |
| Northwestern Mutual Wealth Management Co | 173 | $131.3K | 0.00% | −1−0.6% | Reduced |
| Byrne Asset Management LLC | 173 | $131.3K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 173 | $131.4K | 0.00% | +7+4.2% | Added |
| SRS Capital Advisors, Inc. | 179 | $135.8K | 0.00% | +17+10.5% | Added |
| CX Institutional | 188 | $143.0K | 0.00% | +188 | New |
| Pinnacle Wealth Planning Services, Inc. | 190 | $144.2K | 0.01% | +7+3.8% | Added |
| Smartleaf Asset Management LLC | 202 | $148.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 196 | $148.6K | 0.00% | +13+7.1% | Added |