| Global Trust Asset Management, LLC | 0 | $98 | 0.00% | −1,572−100.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $398 | 0.01% | −14−93.3% | Reduced |
| Davis Capital Management | 1 | $398 | 0.00% | −1−50.0% | Reduced |
| Prosperity Bancshares Inc | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 1 | $398 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $398 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $398 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $398 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $398 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $398 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $616 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $720 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $796 | 0.00% | −674−99.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2 | $796 | 0.00% | −15−88.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $796 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $796 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $796 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 2 | $796 | 0.00% | −1,346−99.9% | Reduced |
| Redwood Park Advisors LLC | 2 | $796 | 0.00% | +2 | New |
| Key Capital Management, INC | 2 | $796 | 0.00% | +2 | New |
| Holos Integrated Wealth LLC | 2 | $821 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $922 | 0.00% | −1−33.3% | Reduced |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −9−64.3% | Reduced |
| PEAK6 LLC | 3 | $1.01K | 0.00% | +1+50.0% | Added |
| Palladiem, LLC | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $1.19K | 0.00% | −5−62.5% | Reduced |
| Bare Financial Services, Inc | 3 | $1.19K | 0.00% | −5−62.5% | Reduced |
| Lodestone Wealth Management LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.19K | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $1.19K | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $1.19K | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 4 | $1.59K | 0.00% | −11−73.3% | Reduced |
| Seneschal Advisors, LLC | 4 | $1.59K | 0.00% | −1−20.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $1.59K | 0.00% | +1+33.3% | Added |
| ZRC Wealth Management, LLC | 5 | $1.99K | 0.00% | −19−79.2% | Reduced |
| Clayton Financial Group LLC | 5 | $1.99K | 0.00% | −8−61.5% | Reduced |
| Independence Bank of Kentucky | 5 | $1.99K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5 | $1.99K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 5 | $1.99K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $2.33K | 0.08% | −1−16.7% | Reduced |
| Security National Bank | 6 | $2.39K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $2.39K | 0.00% | +1+20.0% | Added |
| Vanguard National Trust Co | 6 | $2.39K | 0.00% | +6 | New |
| Godsey & Gibb Associates | 7 | $2.79K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $2.79K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $2.79K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $2.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $2.79K | 0.00% | +7 | New |
| Intentional Wealth Strategies, LLC | 7 | $2.79K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $3.18K | 0.00% | −4−33.3% | Reduced |
| Raleigh Capital Management Inc. | 8 | $3.18K | 0.00% | +8 | New |
| LM Advisors LLC | 1,410 | $3.54K | 0.07% | −892−38.7% | Reduced |
| HFM Investment Advisors, LLC | 9 | $3.58K | 0.00% | −9−50.0% | Reduced |
| Bank of Jackson Hole Trust | 9 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $3.58K | 0.00% | +1+12.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $3.98K | 0.00% | −17,020−99.9% | Reduced |
| JNBA Financial Advisors | 10 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $3.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $4.38K | 0.00% | +5+83.3% | Added |
| BOK Financial Private Wealth, Inc. | 11 | $4.38K | 0.00% | +11 | New |
| 1015 Capital Partners, LLC | 12 | $4.78K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $5.17K | 0.01% | −51−79.7% | Reduced |
| North Star Investment Management Corp. | 13 | $5.17K | 0.00% | −22−62.9% | Reduced |
| Rialto Wealth Management, LLC | 13 | $5.17K | 0.00% | −4−23.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 13 | $5.17K | 0.00% | +13 | New |
| NBT Bank N A | 14 | $5.57K | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 14 | $5.57K | 0.00% | +14 | New |
| RMG Wealth Management LLC | 12 | $5.74K | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 15 | $5.97K | 0.00% | −1,097−98.7% | Reduced |
| Hughes Financial Services, LLC | 16 | $6.37K | 0.00% | +1+6.7% | Added |
| Godfrey Financial Associates, Inc. | 16 | $6.37K | 0.01% | +1+6.7% | Added |
| Principia Wealth Advisory, LLC | 16 | $6.37K | 0.00% | +3+23.1% | Added |
| Clark Wealth Partners | 16 | $6.37K | 0.00% | +3+23.1% | Added |
| Estabrook Capital Management | 16 | $6.37K | 0.00% | +16 | New |
| Mark Sheptoff Financial Planning, LLC | 14 | $6.69K | 0.00% | −157−91.8% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $6.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $7.16K | 0.00% | −4−18.2% | Reduced |
| Addison Advisors LLC | 18 | $7.16K | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $7.56K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 19 | $7.56K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $7.76K | 0.01% | −10−33.3% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $7.96K | 0.01% | −3−13.0% | Reduced |
| Main Street Group, LTD | 20 | $7.96K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 21 | $8.36K | 0.00% | −185−89.8% | Reduced |
| Cornerstone Financial Management LLC | 21 | $8.36K | 0.01% | −1−4.5% | Reduced |