| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,489 | $24 | 0.00% | +6,489 | New |
| Manitou Investment Management Ltd. | 1 | $481 | 0.00% | −65−98.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $481 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $481 | 0.00% | +1 | New |
| Atlantic Trust, LLC | 2 | $962 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2 | $962 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 1 | $1.00K | 0.00% | +1 | New |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.22K | 0.00% | −1,153−99.7% | Reduced |
| North Star Investment Management Corp. | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3 | $1.44K | 0.00% | +3 | New |
| BerganKDV Wealth Management, LLC | 3 | $1.44K | 0.00% | −6−66.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 3 | $1.44K | 0.00% | +3 | New |
| Country Trust Bank | 4 | $1.92K | 0.00% | −137−97.2% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $1.92K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Providence Capital Advisors, LLC | 5 | $2.40K | 0.00% | −4−44.4% | Reduced |
| SJS Investment Consulting Inc. | 5 | $2.40K | 0.00% | −1−16.7% | Reduced |
| Disciplined Investments, LLC | 5 | $2.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.40K | 0.00% | +2+66.7% | Added |
| Bogart Wealth, LLC | 5 | $2.40K | 0.00% | +5 | New |
| Exchange Traded Concepts, LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $3.37K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $3.85K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $4.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $4.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $4.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $4.81K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 10 | $5.00K | 0.00% | +5+100.0% | Added |
| Tortoise Investment Management, LLC | 11 | $5.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $6.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $6.25K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 13 | $6.25K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 13 | $6.25K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $6.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $6.73K | 0.00% | +3+27.3% | Added |
| Creative Financial Designs Inc | 14 | $6.81K | 0.00% | +4+40.0% | Added |
| Benjamin Edwards Inc | 15 | $7.00K | 0.00% | −1,758−99.2% | Reduced |
| Tfo-TDC, LLC | 15 | $7.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 15 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $7.21K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $7.21K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $7.69K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 16 | $8.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $8.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 17 | $8.19K | 0.00% | −10−37.0% | Reduced |
| Northwest Investment Counselors, LLC | 18 | $8.65K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $8.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $9.62K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 21 | $10.1K | 0.00% | +21 | New |
| First Capital Advisors Group, LLC. | 22 | $10.6K | 0.01% | +22 | New |
| HighMark Wealth Management LLC | 23 | $11.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 24 | $11.5K | 0.00% | −34−58.6% | Reduced |
| Lipe & Dalton | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 25 | $12.0K | 0.00% | +10+66.7% | Added |
| Key Financial Inc | 26 | $12.5K | 0.00% | +9+52.9% | Added |
| Sofos Investments, Inc. | 481 | $12.8K | 0.06% | +40+9.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $13.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $14.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $14.9K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 32 | $15.4K | 0.00% | +32 | New |
| Tradition Wealth Management, LLC | 33 | $16.0K | 0.00% | +1+3.1% | Added |
| Oakworth Capital, Inc. | 35 | $16.8K | 0.00% | +14+66.7% | Added |
| Emfo, LLC | 39 | $18.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $19.2K | 0.01% | −10−20.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 40 | $19.2K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 40 | $19.2K | 0.01% | +40 | New |
| Baker Avenue Asset Management, LP | 42 | $20.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $20.7K | 0.00% | −135−75.8% | Reduced |
| Harbour Investments, Inc. | 45 | $21.6K | 0.00% | −38−45.8% | Reduced |
| IAG Wealth Partners, LLC | 45 | $21.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $22.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 47 | $22.6K | 0.00% | +4+9.3% | Added |
| Financial Management Professionals, Inc. | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $24.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $25.0K | 0.01% | −23−30.7% | Reduced |
| Earnest Partners LLC | 57 | $27.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 58 | $27.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 60 | $29.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $29.3K | 0.00% | +10+19.6% | Added |
| Cedar Wealth Management, LLC | 61 | $29.3K | 0.01% | −56−47.9% | Reduced |
| CoreFirst Bank & Trust | 69 | $33.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 69 | $33.2K | 0.01% | 00.0% | Unchanged |