| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | −43−97.7% | Reduced |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $364 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $455 | 0.00% | +5 | New |
| Cary Street Partner Investment Advisory LLC | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $547 | 0.00% | −22−78.6% | Reduced |
| Venturi Wealth Management, LLC | 6 | $548 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $729 | 0.00% | +1+14.3% | Added |
| Baker Avenue Asset Management, LP | 10 | $911 | 0.00% | +6+150.0% | Added |
| MV Capital Management, Inc. | 10 | $912 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $1.00K | 0.00% | −15−42.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| SkyView Investment Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Glass Jacobson Investment Advisors llc | 11 | $1.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 13 | $1.18K | 0.00% | +6+85.7% | Added |
| Sunbelt Securities, Inc. | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $1.37K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 17 | $1.55K | 0.00% | +3+21.4% | Added |
| Gradient Investments LLC | 17 | $1.55K | 0.00% | +17 | New |
| Retirement Group, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.91K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $2.10K | 0.00% | +6+35.3% | Added |
| Zions Bancorporation, N.A. | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $2.92K | 0.00% | +32 | New |
| Migdal Insurance & Financial Holdings Ltd. | 30 | $3.00K | 0.00% | −448−93.7% | Reduced |
| Proequities, Inc. | 36 | $3.28K | 0.00% | +36 | New |
| Quent Capital, LLC | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $3.64K | 0.00% | −1−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 40 | $3.64K | 0.00% | +40 | New |
| Northwest Capital Management Inc | 40 | $3.64K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 44 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.01K | 0.00% | +12+37.5% | Added |
| Washington Trust Advisors, Inc. | 52 | $4.75K | 0.00% | −23−30.7% | Reduced |
| Anchor Investment Management, LLC | 53 | $4.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $4.92K | 0.00% | +25+86.2% | Added |
| City State Bank | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $5.10K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 58 | $5.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $5.47K | 0.00% | −35−36.8% | Reduced |
| Park Place Capital Corp | 66 | $6.01K | 0.00% | +30+83.3% | Added |
| ZRC Wealth Management, LLC | 70 | $6.38K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 70 | $6.52K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $6.83K | 0.00% | +75 | New |
| Harvest Fund Management Co., Ltd | 80 | $7.00K | 0.00% | +80 | New |
| Glassman Wealth Services | 77 | $7.01K | 0.00% | +15+24.2% | Added |
| Larson Financial Group LLC | 80 | $7.29K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 84 | $7.75K | 0.00% | +84 | New |
| Earnest Partners LLC | 86 | $7.83K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 86 | $7.83K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 93 | $8.47K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $9.00K | 0.00% | −5−4.8% | Reduced |
| Avion Wealth | 107 | $9.00K | 0.00% | +7+7.0% | Added |
| Westside Investment Management, Inc. | 100 | $9.11K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $10.0K | 0.00% | −10−8.3% | Reduced |
| Bogart Wealth, LLC | 112 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 117 | $10.7K | 0.00% | −4−3.3% | Reduced |
| Global Retirement Partners, LLC | 117 | $10.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 121 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 132 | $12.0K | 0.00% | +132 | New |
| Creative Financial Designs Inc | 135 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 141 | $12.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 207 | $14.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 151 | $14.0K | 0.00% | +11+7.9% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $15.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 176 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 188 | $17.0K | 0.01% | −92−32.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 213 | $19.1K | 0.01% | +213 | New |
| Heritage Wealth Advisors | 230 | $21.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 233 | $21.0K | 0.00% | −60−20.5% | Reduced |
| Lindbrook Capital, LLC | 232 | $21.1K | 0.00% | +59+34.1% | Added |
| Cornerstone Planning Group LLC | 233 | $21.2K | 0.01% | +233 | New |
| CVA Family Office, LLC | 235 | $21.4K | 0.00% | +220+1,466.7% | Added |
| Allworth Financial LP | 250 | $22.8K | 0.00% | +112+81.2% | Added |
| Umb Bank N A | 257 | $23.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 279 | $25.4K | 0.01% | −7−2.4% | Reduced |
| Tortoise Investment Management, LLC | 287 | $26.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 618 | $26.9K | 0.00% | −202−24.6% | Reduced |
| Crewe Advisors LLC | 325 | $29.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 327 | $29.8K | 0.01% | −147−31.0% | Reduced |
| Massmutual Trust Co FSB | 347 | $31.6K | 0.00% | +140+67.6% | Added |
| Huntington National Bank | 351 | $32.0K | 0.00% | +237+207.9% | Added |
| Parkside Financial Bank & Trust | 352 | $32.1K | 0.01% | −17−4.6% | Reduced |
| DT Investment Partners, LLC | 374 | $32.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 420 | $38.3K | 0.02% | +420 | New |
| Arlington Partners LLC | 438 | $39.9K | 0.01% | −2,211−83.5% | Reduced |
| EverSource Wealth Advisors, LLC | 457 | $41.6K | 0.00% | −6−1.3% | Reduced |
| Trifecta Capital Advisors, LLC | 497 | $45.3K | 0.01% | +25+5.3% | Added |
| GWM Advisors LLC | 500 | $45.6K | 0.00% | +69+16.0% | Added |
| TSFG, LLC | 500 | $46.0K | 0.02% | −400−44.4% | Reduced |
