| GW&K Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 1 | $339 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $339 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $339 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $340 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $340 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $340 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 2 | $678 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $678 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $679 | 0.00% | −16−88.9% | Reduced |
| Measured Risk Portfolios, Inc. | 2 | $679 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $679 | 0.00% | +2 | New |
| Advantage Trust Co | 6 | $717 | 0.00% | +6 | New |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 3 | $1.02K | 0.00% | −740−99.6% | Reduced |
| Horizon Financial Services, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 4 | $1.36K | 0.00% | −3−42.9% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 4 | $1.36K | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $1.70K | 0.00% | −12−70.6% | Reduced |
| Avion Wealth | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Private Wealth Management Group, LLC | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $2.38K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $2.38K | 0.00% | +3+75.0% | Added |
| NewSquare Capital LLC | 7 | $2.38K | 0.00% | +7 | New |
| New Wave Wealth Advisors LLC | 7 | $2.38K | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 7 | $2.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $2.72K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.72K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $2.72K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 8 | $2.72K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 8 | $2.72K | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9 | $3.06K | 0.00% | +1+12.5% | Added |
| WPG Advisers, LLC | 9 | $3.06K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $3.06K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $3.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $3.07K | 0.00% | +3+50.0% | Added |
| Pacifica Partners Inc. | 10 | $3.35K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 11 | $3.77K | 0.00% | +11 | New |
| Trust Co of Vermont | 12 | $4.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 12 | $4.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $4.26K | 0.00% | +1+8.3% | Added |
| Darwin Advisors, LLC | 13 | $4.41K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $4.48K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $4.59K | 0.00% | −56−80.0% | Reduced |
| First Pacific Financial | 14 | $4.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $4.75K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 14 | $4.83K | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 15 | $5.05K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $5.09K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $5.09K | 0.00% | +4+36.4% | Added |
| Decker Retirement Planning Inc. | 15 | $5.09K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 16 | $5.43K | 0.00% | −1−5.9% | Reduced |
| Anchor Investment Management, LLC | 17 | $5.77K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $5.77K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $6.11K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $6.11K | 0.00% | +3+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $6.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 19 | $6.45K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 20 | $6.79K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $7.47K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 23 | $7.81K | 0.00% | −23−50.0% | Reduced |
| First Financial Corp | 23 | $7.81K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 23 | $7.82K | 0.01% | −1−4.2% | Reduced |
| Smithfield Trust Co | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $8.49K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 25 | $8.49K | 0.00% | +25 | New |
| Synergy Investment Management, LLC | 26 | $8.77K | 0.00% | +26 | New |
| LRI Investments, LLC | 26 | $8.83K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 26 | $8.83K | 0.01% | +26 | New |
| Cullen/Frost Bankers, Inc. | 29 | $9.85K | 0.00% | +29 | New |
| Capital Analysts, LLC | 30 | $10.0K | 0.00% | +17+130.8% | Added |
| Independence Bank of Kentucky | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $10.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $10.9K | 0.00% | −33−50.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 38 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 38 | $12.9K | 0.01% | +38 | New |
| Lee Danner & Bass Inc | 39 | $13.2K | 0.00% | +39 | New |
| Meeder Asset Management Inc | 40 | $13.6K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 40 | $13.6K | 0.00% | −27−40.3% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $14.9K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 47 | $16.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 49 | $16.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 49 | $16.6K | 0.01% | +49 | New |
| Mascoma Wealth Management LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 52 | $17.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $18.0K | 0.00% | −45−45.9% | Reduced |
| Addison Advisors LLC | 53 | $18.0K | 0.01% | +14+35.9% | Added |
| Ameriflex Group, Inc. | 52 | $18.4K | 0.01% | +52 | New |
| Atlas Capital Advisors LLC | 56 | $19.0K | 0.00% | 00.0% | Unchanged |