| Three Bearings Fiduciary Advisors, Inc. | 1 | $474 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $674 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $674 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1 | $674 | 0.00% | +1 | New |
| Luken Investment Analytics, LLC | 1 | $674 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $674 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $674 | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 1 | $674 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $674 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $674 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $674 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 2 | $1.22K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $1.35K | 0.00% | −9−81.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.35K | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 2 | $1.35K | 0.00% | +2 | New |
| Armstrong Advisory Group, Inc | 2 | $1.35K | 0.00% | +2 | New |
| Align Financial, LLC | 1,348 | $1.35K | 0.00% | +1,348 | New |
| PEAK6 LLC | 2 | $1.63K | 0.00% | +1+100.0% | Added |
| Investors Portfolio Services LLC | 3 | $1.87K | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $2.02K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $2.02K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 3 | $2.02K | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $2.02K | 0.00% | +3 | New |
| Lodestone Wealth Management LLC | 3 | $2.02K | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 3 | $2.02K | 0.00% | −51−94.4% | Reduced |
| Maseco LLP | 4 | $2.69K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $2.69K | 0.00% | −1−20.0% | Reduced |
| Sofos Investments, Inc. | 4 | $2.69K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $2.69K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $2.69K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $2.70K | 0.00% | +4 | New |
| N.E.W. Advisory Services LLC | 5 | $3.37K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5 | $3.37K | 0.00% | +5 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $3.37K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $3.37K | 0.00% | −1−16.7% | Reduced |
| Seneschal Advisors, LLC | 5 | $3.37K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 2,302 | $3.42K | 0.07% | +2,302 | New |
| PayPay Securities Corp | 6 | $4.04K | 0.12% | −7−53.8% | Reduced |
| Security National Bank | 6 | $4.04K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $4.04K | 0.00% | +1+20.0% | Added |
| Signature Resources Capital Management, LLC | 6 | $4.04K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $4.04K | 0.01% | +6 | New |
| Turning Point Benefit Group, Inc. | 7 | $4.72K | 0.00% | +4+133.3% | Added |
| Godsey & Gibb Associates | 7 | $4.72K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $4.72K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $4.72K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $4.72K | 0.00% | +7 | New |
| First Command Advisory Services, Inc. | 7 | $4.72K | 0.00% | +7 | New |
| Bare Financial Services, Inc | 8 | $5.39K | 0.00% | +2+33.3% | Added |
| NVWM, LLC | 8 | $5.39K | 0.00% | +5+166.7% | Added |
| Rachor Investment Advisory Services, LLC | 8 | $5.39K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 9 | $6.00K | 0.00% | +2+28.6% | Added |
| Wealth Watch Advisors, INC | 9 | $6.06K | 0.00% | −1−10.0% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $6.06K | 0.00% | +8+800.0% | Added |
| Bank of Jackson Hole Trust | 9 | $6.06K | 0.00% | +9 | New |
| Atlantic Private Wealth, LLC | 9 | $6.39K | 0.00% | +1+12.5% | Added |
| Ameriflex Group, Inc. | 10 | $6.74K | 0.00% | −10−50.0% | Reduced |
| Optima Capital LLC | 10 | $6.74K | 0.00% | +10 | New |
| Networth Advisors, LLC | 10 | $6.74K | 0.00% | +10 | New |
| JNBA Financial Advisors | 10 | $6.74K | 0.00% | +10 | New |
| Capital Analysts, LLC | 10 | $7.00K | 0.00% | −3−23.1% | Reduced |
| Colonial Trust Co | 11 | $7.61K | 0.00% | +5+83.3% | Added |
| Strategic Wealth Advisors LLC | 13 | $8.00K | 0.01% | +13 | New |
| Whittier Trust Co | 13 | $8.02K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $8.09K | 0.00% | −14−53.8% | Reduced |
| 1015 Capital Partners, LLC | 12 | $8.09K | 0.01% | +12 | New |
| DHJJ Financial Advisors, Ltd. | 13 | $8.76K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $8.76K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $8.76K | 0.01% | +2+18.2% | Added |
| Clayton Financial Group LLC | 13 | $8.76K | 0.00% | +13 | New |
| IMG Wealth Management, Inc. | 13 | $8.76K | 0.01% | +13 | New |
| Valley National Advisers Inc | 14 | $9.00K | 0.00% | +6+75.0% | Added |
| Quest Partners LLC | 14 | $9.43K | 0.00% | −36−72.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $9.43K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 14 | $9.43K | 0.01% | +14 | New |
| Hughes Financial Services, LLC | 15 | $10.1K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 15 | $10.1K | 0.19% | +14+1,400.0% | Added |
| Godfrey Financial Associates, Inc. | 15 | $10.1K | 0.01% | +15 | New |
| Legacy Wealth Managment, LLC | 15 | $10.1K | 0.00% | −6−28.6% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $11.5K | 0.00% | +4+30.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 17 | $11.5K | 0.00% | +15+750.0% | Added |
| Maryland Capital Advisors Inc. | 17 | $11.5K | 0.00% | +17 | New |
| Addison Advisors LLC | 18 | $12.1K | 0.00% | −2−10.0% | Reduced |
| HFM Investment Advisors, LLC | 18 | $12.1K | 0.00% | +7+63.6% | Added |
| City Holding Co | 19 | $12.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $12.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $13.5K | 0.00% | +2+11.1% | Added |
| Quest 10 Wealth Builders, Inc. | 20 | $13.7K | 0.01% | +1+5.3% | Added |
| Financial Management Professionals, Inc. | 22 | $14.8K | 0.00% | +14+175.0% | Added |
| Contravisory Investment Management, Inc. | 22 | $14.8K | 0.00% | +22 | New |
| United Financial Planning Group LLC | 22 | $14.8K | 0.01% | +22 | New |
| Cornerstone Financial Management LLC | 22 | $14.8K | 0.01% | +22 | New |
| Retirement Wealth Solutions LLC | 23 | $15.5K | 0.01% | −3−11.5% | Reduced |
| High Note Wealth, LLC | 23 | $15.5K | 0.00% | +21+1,050.0% | Added |
| Bay Harbor Wealth Management, LLC | 24 | $16.2K | 0.00% | +8+50.0% | Added |
| Cromwell Holdings LLC | 24 | $16.2K | 0.01% | +7+41.2% | Added |