| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | −85−100.0% | Reduced |
| McClarren Financial Advisors, Inc. | 233 | $23 | 0.02% | +133+133.0% | Added |
| St. Johns Investment Management Company, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 1 | $234 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2 | $467 | 0.00% | −10−83.3% | Reduced |
| Redwood Wealth Management Group, LLC | 2 | $467 | 0.00% | +2 | New |
| New Millennium Group LLC | 3 | $775 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $935 | 0.00% | −1−20.0% | Reduced |
| Wolff Wiese Magana LLC | 4 | $935 | 0.00% | +3+300.0% | Added |
| Riggs Asset Managment Co. Inc. | 4 | $935 | 0.00% | +4 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $1.00K | 0.00% | −16−69.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.40K | 0.00% | −75−92.6% | Reduced |
| Valued Wealth Advisors LLC | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 8 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | −4−28.6% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $2.10K | 0.00% | +9 | New |
| Lynx Investment Advisory | 9 | $2.10K | 0.00% | +9 | New |
| Financial Perspectives, Inc | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $2.33K | 0.00% | −41−80.4% | Reduced |
| Core Alternative Capital | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 10 | $2.34K | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $2.57K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $2.64K | 0.00% | −49−81.7% | Reduced |
| First PREMIER Bank | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $3.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $3.27K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $3.51K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 15 | $3.51K | 0.00% | +1+7.1% | Added |
| Stone House Investment Management, LLC | 16 | $3.74K | 0.00% | −9−36.0% | Reduced |
| Winch Advisory Services, LLC | 17 | $3.87K | 0.00% | +1+6.3% | Added |
| Elequin Capital LP | 18 | $4.21K | 0.00% | +18 | New |
| Trust Co | 20 | $4.67K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 20 | $4.67K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 22 | $5.14K | 0.00% | +2+10.0% | Added |
| Register Financial Advisors LLC | 22 | $5.22K | 0.00% | −12−35.3% | Reduced |
| SOA Wealth Advisors, LLC. | 23 | $5.37K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 23 | $5.38K | 0.00% | −24−51.1% | Reduced |
| PSI Advisors, LLC | 23 | $5.38K | 0.00% | −15−39.5% | Reduced |
| Park Place Capital Corp | 23 | $5.38K | 0.00% | +12+109.1% | Added |
| Strategic Investment Solutions, Inc. | 24 | $5.72K | 0.00% | +24 | New |
| Independence Bank of Kentucky | 25 | $5.84K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 27 | $6.00K | 0.00% | −27−50.0% | Reduced |
| Financial Connections Group, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 27 | $6.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $6.54K | 0.00% | −24−46.2% | Reduced |
| Hexagon Capital Partners LLC | 28 | $6.54K | 0.00% | −4−12.5% | Reduced |
| Dunhill Financial, LLC | 28 | $6.63K | 0.00% | +6+27.3% | Added |
| HHM Wealth Advisors, LLC | 29 | $6.78K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 29 | $6.78K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 32 | $7.00K | 0.00% | +32 | New |
| Lowe Wealth Advisors, LLC | 30 | $7.01K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 31 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.25K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $7.29K | 0.00% | −1,372−97.8% | Reduced |
| Cornerstone Planning Group LLC | 31 | $7.31K | 0.00% | +5+19.2% | Added |
| Silicon Valley Capital Partners | 32 | $7.38K | 0.00% | +1+3.2% | Added |
| Beacon Capital Management, LLC | 33 | $7.72K | 0.00% | −11−25.0% | Reduced |
| RFP Financial Group LLC | 36 | $8.41K | 0.00% | −2−5.3% | Reduced |
| Iron Horse Wealth Management, LLC | 38 | $8.88K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 38 | $8.88K | 0.00% | +38 | New |
| Barrett & Company, Inc. | 40 | $9.35K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 40 | $9.54K | 0.00% | +40 | New |
| Optimum Investment Advisors | 42 | $9.82K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 40 | $10.0K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 43 | $10.1K | 0.00% | +22+104.8% | Added |
| Stephenson National Bank & Trust | 47 | $11.0K | 0.00% | +4+9.3% | Added |
| Richard W. Paul & Associates, LLC | 48 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $11.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 50 | $11.7K | 0.01% | +50 | New |
| AdvisorNet Financial, Inc | 52 | $12.2K | 0.00% | −103−66.5% | Reduced |
| Thompson Investment Management, Inc. | 59 | $13.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $16.1K | 0.00% | −27−28.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 67 | $16.6K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $16.6K | 0.01% | – | New |
| Meeder Asset Management Inc | 77 | $18.0K | 0.00% | +17+28.3% | Added |
| True Wealth Design, LLC | 78 | $18.2K | 0.00% | +3+4.0% | Added |
| Kelly Financial Services LLC | 79 | $18.4K | 0.01% | +1+1.3% | Added |
| Institutional & Family Asset Management, LLC | 79 | $18.5K | 0.00% | +6+8.2% | Added |
| Triad Wealth Partners, LLC | 79 | $18.5K | 0.01% | +79 | New |
| LRI Investments, LLC | 79 | $18.6K | 0.00% | −18−18.6% | Reduced |
| Centennial Bank | 80 | $18.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 81 | $18.9K | 0.00% | −6−6.9% | Reduced |
| Bogart Wealth, LLC | 83 | $19.4K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 84 | $19.6K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 85 | $19.9K | 0.01% | −6−6.6% | Reduced |
| West Paces Advisors Inc. | 85 | $19.9K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 86 | $20.0K | 0.01% | +1+1.2% | Added |
| Breakwater Investment Management | 89 | $20.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 90 | $21.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 91 | $21.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 91 | $21.3K | 0.02% | 00.0% | Unchanged |