| PrairieView Partners, LLC | 14 | $0 | 0.00% | +2+16.7% | Added |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 2 | $95 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $96 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 4 | $191 | 0.00% | +4 | New |
| CarsonAllaria Wealth Management, Ltd. | 5 | $239 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 5 | $239 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 6 | $287 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 10 | $478 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $478 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 10 | $478 | 0.00% | +10 | New |
| Thompson Investment Management, Inc. | 12 | $573 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 12 | $573 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 12 | $636 | 0.00% | +12 | New |
| Assetmark, Inc | 14 | $669 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 16 | $764 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 16 | $825 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $860 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $907 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $955 | 0.00% | −100−83.3% | Reduced |
| Armstrong Advisory Group, Inc | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 20 | $955 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $1.15K | 0.00% | +14+140.0% | Added |
| Vision Financial Markets LLC | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $1.19K | 0.00% | +20+400.0% | Added |
| Legacy Investment Solutions, LLC | 25 | $1.19K | 0.00% | +25 | New |
| ORG Wealth Partners, LLC | 27 | $1.26K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| Premier Financial Group | 27 | $1.43K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32 | $1.53K | 0.00% | +32 | New |
| Boyd Watterson Asset Management LLC | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 36 | $1.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $1.96K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 45 | $2.15K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 47 | $2.24K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 47 | $2.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $2.39K | 0.00% | +50 | New |
| Activest Wealth Management | 52 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 54 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 53 | $2.53K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 55 | $2.63K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 59 | $2.82K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $3.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $3.10K | 0.00% | +20+44.4% | Added |
| GPS Wealth Strategies Group, LLC | 69 | $3.29K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 71 | $3.39K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $3.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 76 | $3.63K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 76 | $3.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 83 | $3.96K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 85 | $4.06K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 80 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 96 | $4.58K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 97 | $4.63K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 97 | $4.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $4.78K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $4.78K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $4.78K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 100 | $4.78K | 0.00% | +100 | New |
| Hurley Capital, LLC | 103 | $4.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 105 | $5.01K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 109 | $5.21K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 117 | $5.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 128 | $6.11K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 134 | $6.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 134 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 135 | $6.45K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 150 | $7.16K | 0.00% | +150 | New |
| St Germain D J Co Inc | 166 | $7.93K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 168 | $8.02K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $8.05K | 0.00% | −85−34.7% | Reduced |
| McIlrath & Eck, LLC | 180 | $8.60K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 185 | $8.83K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 195 | $9.31K | 0.00% | +195 | New |
| Manchester Capital Management LLC | 196 | $9.36K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 197 | $9.41K | 0.00% | 00.0% | Unchanged |