| RE Dickinson Investment Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 18,798 | $0 | 0.00% | +18,798 | New |
| Rosenberg Matthew Hamilton | 2 | $80 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 40 | $143 | 0.00% | +40 | New |
| Bokf, NA | 16 | $644 | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 17 | $684 | 0.00% | −2−10.5% | Reduced |
| Nemes Rush Group LLC | 21 | $845 | 0.00% | +21 | New |
| Arlington Partners LLC | 22 | $885 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 29 | $1.00K | 0.00% | +6+26.1% | Added |
| 25 LLC | 26 | $1.03K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 26 | $1.05K | 0.00% | −11,513−99.8% | Reduced |
| Coppell Advisory Solutions LLC | 29 | $1.16K | 0.00% | +29 | New |
| Ridgewood Investments LLC | 35 | $1.39K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 36 | $1.45K | 0.00% | +8+28.6% | Added |
| Disciplined Investments, LLC | 36 | $1.45K | 0.00% | +9+33.3% | Added |
| Carolinas Wealth Consulting LLC | 38 | $1.53K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 41 | $1.66K | 0.00% | +41 | New |
| Motco | 46 | $1.85K | 0.00% | +1+2.2% | Added |
| TFC Financial Management | 46 | $1.85K | 0.00% | +18+64.3% | Added |
| Red Tortoise LLC | 47 | $1.89K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Delta Asset Management LLC | 50 | $2.01K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 54 | $2.15K | 0.00% | +1+1.9% | Added |
| First Capital Advisors Group, LLC. | 58 | $2.33K | 0.00% | +58 | New |
| Raffa Wealth Management, LLC | 80 | $3.22K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 81 | $3.26K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 81 | $3.26K | 0.00% | +81 | New |
| Zions Bancorporation, N.A. | 83 | $3.34K | 0.00% | −14−14.4% | Reduced |
| Kelly Financial Services LLC | 90 | $3.63K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 95 | $3.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $3.86K | 0.00% | −5−5.0% | Reduced |
| Bell Investment Advisors, Inc | 97 | $3.90K | 0.00% | +5+5.4% | Added |
| Pinnacle Bancorp, Inc. | 100 | $4.02K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 107 | $4.30K | 0.00% | +107 | New |
| Cassady Schiller Wealth Management, LLC | 111 | $4.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 111 | $4.46K | 0.00% | +47+73.4% | Added |
| West Paces Advisors Inc. | 113 | $4.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 113 | $4.54K | 0.00% | +79+232.4% | Added |
| Rocky Mountain Advisers, LLC | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $5.00K | 0.00% | +112 | New |
| JFS Wealth Advisors, LLC | 134 | $5.39K | 0.00% | +82+157.7% | Added |
| Earnest Partners LLC | 139 | $5.59K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $5.63K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 142 | $6.00K | 0.00% | +96+208.7% | Added |
| TD Private Client Wealth LLC | 156 | $6.27K | 0.00% | −22−12.4% | Reduced |
| Johnson Midwest Financial, LLC | 171 | $6.89K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 162 | $7.00K | 0.00% | +162 | New |
| PSI Advisors, LLC | 182 | $7.32K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 203 | $8.16K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 214 | $8.61K | 0.00% | +4+1.9% | Added |
| PCA Investment Advisory Services Inc. | 220 | $8.85K | 0.01% | +220 | New |
| EverSource Wealth Advisors, LLC | 239 | $9.61K | 0.00% | +7+3.0% | Added |
| PrairieView Partners, LLC | 252 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 264 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 265 | $10.7K | 0.00% | −22−7.7% | Reduced |
| MV Capital Management, Inc. | 298 | $12.0K | 0.00% | +166+125.8% | Added |
| Capital Advisors, Ltd. LLC | 309 | $12.0K | 0.00% | +53+20.7% | Added |
| Salem Investment Counselors Inc | 300 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $12.1K | 0.00% | +300 | New |
| VisionPoint Advisory Group, LLC | 317 | $12.7K | 0.01% | +317 | New |
| McClarren Financial Advisors, Inc. | 327 | $13.0K | 0.01% | +3+0.9% | Added |
| Riverview Trust Co | 336 | $13.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 350 | $14.1K | 0.00% | +1+0.3% | Added |
| Prestige Wealth Management Group LLC | 367 | $14.8K | 0.00% | +123+50.4% | Added |
| Clear Street Markets LLC | 379 | $15.0K | 0.01% | −190−33.4% | Reduced |
| Country Trust Bank | 390 | $15.7K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 400 | $16.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 413 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 413 | $16.6K | 0.00% | +100+31.9% | Added |
| Glassman Wealth Services | 421 | $16.9K | 0.00% | +282+202.9% | Added |
| JNBA Financial Advisors | 430 | $17.3K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 430 | $17.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 436 | $17.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 443 | $17.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 445 | $17.9K | 0.00% | +445 | New |
| Global Wealth Strategies & Associates | 446 | $17.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 513 | $20.6K | 0.00% | +52+11.3% | Added |
| Parkside Financial Bank & Trust | 516 | $20.8K | 0.00% | +191+58.8% | Added |
| Newbridge Financial Services Group, Inc. | 578 | $23.2K | 0.01% | −72−11.1% | Reduced |
| Quent Capital, LLC | 588 | $23.7K | 0.00% | +187+46.6% | Added |
| Clearstead Advisors, LLC | 597 | $24.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 631 | $25.4K | 0.01% | −1,254−66.5% | Reduced |
| Hanson & Doremus Investment Management | 640 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 648 | $26.0K | 0.02% | +5+0.8% | Added |
| GHP Investment Advisors, Inc. | 646 | $26.9K | 0.00% | +103+19.0% | Added |
| Spire Wealth Management | 668 | $26.9K | 0.00% | −424−38.8% | Reduced |
| Independence Bank of Kentucky | 675 | $27.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 728 | $29.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 800 | $32.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 844 | $33.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 878 | $35.3K | 0.00% | +331+60.5% | Added |
| Altshuler Shaham Ltd | 903 | $36.3K | 0.00% | −129−12.5% | Reduced |
| City State Bank | 925 | $37.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 930 | $37.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 950 | $38.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,052 | $42.3K | 0.00% | +193+22.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,096 | $44.1K | 0.00% | 00.0% | Unchanged |
