| Impact Partnership Wealth, LLC | 0 | $6 | 0.00% | −11−100.0% | Reduced |
| Kozak & Associates, Inc. | 0 | $76 | 0.00% | −74−100.0% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $248 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.24K | 0.00% | +1+25.0% | Added |
| Rakuten Securities, Inc. | 5 | $1.24K | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $1.24K | 0.00% | −31−86.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $1.73K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $1.73K | 0.00% | +7 | New |
| Belmont Capital, LLC | 8 | $1.98K | 0.00% | +8 | New |
| Financial Perspectives, Inc | 9 | $2.24K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $2.47K | 0.00% | −2,850−99.7% | Reduced |
| Core Alternative Capital | 10 | $2.48K | 0.00% | −170−94.4% | Reduced |
| Crewe Advisors LLC | 10 | $2.48K | 0.00% | +10 | New |
| Park Place Capital Corp | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $3.07K | 0.00% | +12 | Added |
| Brown Shipley& Co Ltd | 13 | $3.20K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 13 | $3.22K | 0.00% | +3+30.0% | Added |
| ZRC Wealth Management, LLC | 13 | $3.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $3.46K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $3.46K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15 | $3.71K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $3.71K | 0.01% | +15 | New |
| Avion Wealth | 14 | $4.00K | 0.00% | +6+75.0% | Added |
| Winch Advisory Services, LLC | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 18 | $4.45K | 0.00% | +18 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $4.46K | 0.01% | −26−59.1% | Reduced |
| LifeSteps Financial, Inc. | 19 | $4.70K | 0.00% | +19 | New |
| Trust Co | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $4.95K | 0.00% | +6+42.9% | Added |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | −1,320−98.2% | Reduced |
| Financial Avengers, Inc. | 21 | $5.14K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 21 | $5.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $5.20K | 0.00% | +8+61.5% | Added |
| Dunhill Financial, LLC | 22 | $5.55K | 0.00% | +3+15.8% | Added |
| SOA Wealth Advisors, LLC. | 23 | $5.66K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 23 | $5.69K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 23 | $5.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $6.10K | 0.00% | +5+23.8% | Added |
| Independence Bank of Kentucky | 25 | $6.19K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $6.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $6.19K | 0.00% | +25 | New |
| Spotlight Asset Group, Inc. | 27 | $6.68K | 0.00% | −20−42.6% | Reduced |
| Venturi Wealth Management, LLC | 28 | $6.93K | 0.00% | −135−82.8% | Reduced |
| HHM Wealth Advisors, LLC | 29 | $7.18K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $7.42K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 31 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.67K | 0.00% | +1+3.3% | Added |
| Silicon Valley Capital Partners | 31 | $7.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $7.92K | 0.00% | −12−27.3% | Reduced |
| Financial Connections Group, Inc. | 29 | $8.00K | 0.01% | +29 | New |
| Granite FO LLC | 34 | $8.12K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 34 | $8.46K | 0.00% | +34 | New |
| PSI Advisors, LLC | 38 | $9.40K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $9.40K | 0.00% | +30+375.0% | Added |
| RFP Financial Group LLC | 38 | $9.40K | 0.00% | +8+26.7% | Added |
| Barrett & Company, Inc. | 40 | $9.90K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 41 | $10.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 42 | $10.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 42 | $10.4K | 0.00% | +42 | New |
| Stephenson National Bank & Trust | 43 | $10.6K | 0.00% | +43 | New |
| Beacon Capital Management, LLC | 44 | $10.9K | 0.00% | +9+25.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 45 | $11.2K | 0.00% | +45 | New |
| VisionPoint Advisory Group, LLC | 47 | $11.6K | 0.00% | −11−19.0% | Reduced |
| Richard W. Paul & Associates, LLC | 48 | $11.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $12.1K | 0.01% | −95−66.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $12.6K | 0.00% | +7+15.9% | Added |
| Private Wealth Management Group, LLC | 52 | $12.9K | 0.01% | +3+6.1% | Added |
| Larson Financial Group LLC | 52 | $12.9K | 0.00% | −47−47.5% | Reduced |
| Raffa Wealth Management, LLC | 53 | $13.1K | 0.00% | +5+10.4% | Added |
| Keener Financial Planning LLC | 54 | $14.0K | 0.01% | +54 | New |
| ORG Partners LLC | 59 | $14.4K | 0.03% | −2,813−97.9% | Reduced |
| Thompson Investment Management, Inc. | 59 | $14.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 60 | $14.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 60 | $14.8K | 0.00% | +60 | New |
| Armstrong Advisory Group, Inc | 64 | $15.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 67 | $15.6K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 73 | $18.1K | 0.00% | −31−29.8% | Reduced |
| True Wealth Design, LLC | 75 | $18.6K | 0.00% | +72+2,400.0% | Added |
| Kelly Financial Services LLC | 78 | $19.4K | 0.01% | +13+20.0% | Added |
| Centennial Bank | 80 | $19.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 81 | $20.0K | 0.00% | −15−15.6% | Reduced |
| Bogart Wealth, LLC | 83 | $20.5K | 0.00% | −14−14.4% | Reduced |
| Emfo, LLC | 84 | $20.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 85 | $21.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 85 | $21.0K | 0.01% | −20−19.0% | Reduced |
| Dogwood Wealth Management LLC | 85 | $21.0K | 0.01% | −226−72.7% | Reduced |
| JJJ Advisors Inc. | 87 | $21.5K | 0.00% | −314−78.3% | Reduced |
| Paloma Partners Management Co | 89 | $22.0K | 0.00% | −637−87.7% | Reduced |
| Breakwater Investment Management | 89 | $22.0K | 0.01% | +89 | New |
| Atlantic Edge Private Wealth Management, LLC | 90 | $22.3K | 0.01% | 00.0% | Unchanged |
