| Trust Co of Toledo NA | 1 | $209 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $418 | 0.00% | −2−50.0% | Reduced |
| Aspect Partners, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $418 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $418 | 0.00% | −506−99.6% | Reduced |
| Nvest Wealth Strategies, Inc. | 2 | $419 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $419 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 3 | $628 | 0.00% | −10−76.9% | Reduced |
| Arcadia Investment Management Corp | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $628 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $836 | 0.00% | −2,140−99.8% | Reduced |
| Seneschal Advisors, LLC | 4 | $837 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.05K | 0.00% | +1+25.0% | Added |
| Retirement Wealth Solutions LLC | 5 | $1.05K | 0.00% | +5 | New |
| Caitlin John, LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 7 | $1.46K | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.88K | 0.00% | +1+12.5% | Added |
| POM Investment Strategies, LLC | 9 | $1.88K | 0.00% | +9 | New |
| Napier Financial, LLC | 9 | $1.88K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.09K | 0.00% | −6−37.5% | Reduced |
| United Community Bank | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $2.09K | 0.00% | +1+11.1% | Added |
| Wolff Wiese Magana LLC | 10 | $2.09K | 0.00% | −22−68.8% | Reduced |
| Hollencrest Capital Management | 11 | $2.30K | 0.00% | −990−98.9% | Reduced |
| Altshuler Shaham Ltd | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.30K | 0.00% | −2−15.4% | Reduced |
| Quent Capital, LLC | 12 | $2.51K | 0.00% | −3−20.0% | Reduced |
| Cypress Capital Management LLC (WY) | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $2.51K | 0.00% | +1+9.1% | Added |
| ZRC Wealth Management, LLC | 12 | $2.51K | 0.00% | −6−33.3% | Reduced |
| Burk Holdings LLC | 13 | $2.72K | 0.00% | +13 | New |
| Intentional Wealth Strategies, LLC | 13 | $2.72K | 0.00% | +13 | New |
| TFC Financial Management | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $3.13K | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 16 | $3.30K | 0.00% | +16 | New |
| Independence Bank of Kentucky | 17 | $3.55K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 17 | $3.55K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17 | $3.55K | 0.00% | +13+325.0% | Added |
| Newbridge Financial Services Group, Inc. | 18 | $3.76K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $3.76K | 0.00% | −34−65.4% | Reduced |
| Creative Financial Designs Inc | 19 | $3.97K | 0.00% | −37−66.1% | Reduced |
| Winch Advisory Services, LLC | 19 | $4.02K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $4.18K | 0.00% | +20 | New |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $4.18K | 0.00% | −39−66.1% | Reduced |
| Clayton Financial Group LLC | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 17 | $4.21K | 0.00% | −17−50.0% | Reduced |
| Gilpin Wealth Management, LLC | 22 | $4.60K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 23 | $4.81K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 24 | $5.07K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 25 | $5.23K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $5.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $5.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $5.85K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 28 | $5.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | −199−87.3% | Reduced |
| LGT Financial Advisors LLC | 29 | $6.13K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $6.27K | 0.00% | +8+36.4% | Added |
| Lloyd Advisory Services, LLC. | 30 | $6.27K | 0.00% | +30 | New |
| High Note Wealth, LLC | 33 | $6.90K | 0.00% | −7−17.5% | Reduced |
| Global Trust Asset Management, LLC | 33 | $6.90K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 33 | $6.90K | 0.01% | +9+37.5% | Added |
| Glen Eagle Advisors, LLC | 33 | $6.90K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 34 | $7.11K | 0.00% | +34 | New |
| Park Square Financial Group, LLC | 34 | $7.11K | 0.05% | +34 | New |
| IMA Wealth, Inc. | 37 | $7.73K | 0.00% | −5−11.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $7.73K | 0.00% | +8+27.6% | Added |
| Keating Financial Advisory Services, Inc. | 37 | $7.73K | 0.00% | −22−37.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $8.15K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $8.36K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $8.47K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $8.57K | 0.00% | −206−83.4% | Reduced |
| Cetera Trust Company, N.A | 41 | $8.57K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 43 | $8.99K | 0.00% | −93−68.4% | Reduced |
| WPG Advisers, LLC | 44 | $9.20K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 45 | $9.41K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 48 | $10.0K | 0.00% | −432−90.0% | Reduced |
| Lodestone Wealth Management LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $10.5K | 0.00% | +50 | New |
| Bangor Savings Bank | 51 | $10.7K | 0.00% | −10−16.4% | Reduced |
| City State Bank | 51 | $10.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $10.9K | 0.00% | −114−68.7% | Reduced |
| Fourth Dimension Wealth, LLC | 52 | $10.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 57 | $11.9K | 0.00% | +41+256.3% | Added |