| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Pacific Capital Wealth Advisors, Inc | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3 | $150 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $200 | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 4 | $201 | 0.00% | +4 | New |
| Pineridge Advisors LLC | 5 | $250 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5 | $250 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $253 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $299 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $300 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $300 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $300 | 0.00% | +6 | New |
| Princeton Global Asset Management LLC | 7 | $350 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $601 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $713 | 0.00% | −8−36.4% | Reduced |
| 1620 Investment Advisors, Inc. | 15 | $751 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $851 | 0.00% | −252−93.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $901 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $901 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 23 | $1.15K | 0.00% | +23 | New |
| REAP Financial Group, LLC | 25 | $1.25K | 0.00% | −79−76.0% | Reduced |
| St. Johns Investment Management Company, LLC | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.35K | 0.00% | −1−3.6% | Reduced |
| Decker Retirement Planning Inc. | 29 | $1.45K | 0.00% | +29 | New |
| NewSquare Capital LLC | 31 | $1.55K | 0.00% | +31 | New |
| Key Financial Inc | 32 | $1.60K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 32 | $1.60K | 0.00% | +32 | New |
| Washington Trust Co | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 41 | $2.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $2.10K | 0.00% | +42 | New |
| SWAN Capital LLC | 42 | $2.10K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 43 | $2.15K | 0.00% | +31+258.3% | Added |
| Zions Bancorporation, N.A. | 44 | $2.20K | 0.00% | −82−65.1% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $2.20K | 0.00% | +44 | New |
| Sandy Spring Bank | 46 | $2.30K | 0.00% | −14−23.3% | Reduced |
| Criterion Capital Advisors, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 47 | $2.35K | 0.00% | +47 | New |
| ESL Trust Services, LLC | 49 | $2.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $2.50K | 0.00% | +50 | New |
| TD Private Client Wealth LLC | 53 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $2.70K | 0.00% | −28−34.1% | Reduced |
| Carolinas Wealth Consulting LLC | 55 | $2.75K | 0.00% | −3−5.2% | Reduced |
| Operose Advisors LLC | 55 | $2.75K | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 58 | $2.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $3.00K | 0.00% | −168−71.2% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | +56+466.7% | Added |
| Insight Financial Services | 61 | $3.05K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $3.10K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 63 | $3.15K | 0.00% | +63 | New |
| Federated Hermes, Inc. | 71 | $3.56K | 0.00% | +21+42.0% | Added |
| Plante Moran Financial Advisors, LLC | 84 | $4.21K | 0.00% | +8+10.5% | Added |
| Farmers & Merchants Investments Inc | 85 | $4.26K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 100 | $5.01K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $5.01K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.01K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $5.15K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 112 | $5.61K | 0.01% | +112 | New |
| Coppell Advisory Solutions LLC | 116 | $5.82K | 0.00% | −398−77.4% | Reduced |
| GW&K Investment Management, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $6.26K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 149 | $7.46K | 0.01% | +149 | New |
| Winch Advisory Services, LLC | 152 | $7.63K | 0.00% | +100+192.3% | Added |
| Cape Investment Advisory, Inc. | 158 | $7.91K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 160 | $8.01K | 0.01% | +160 | New |
| Beacon Capital Management, LLC | 165 | $8.26K | 0.00% | −87−34.5% | Reduced |
| Atala Financial Inc | 171 | $8.56K | 0.01% | +171 | New |
| Fifth Third Bancorp | 182 | $9.11K | 0.00% | −51−21.9% | Reduced |
| Parkside Financial Bank & Trust | 185 | $9.26K | 0.00% | +12+6.9% | Added |
| Kelly Lawrence W & Associates Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Cassady Schiller Wealth Management, LLC | 200 | $10.0K | 0.00% | +200 | New |
| New Wave Wealth Advisors LLC | 213 | $10.7K | 0.00% | +213 | New |
| Hantz Financial Services, Inc. | 217 | $11.0K | 0.00% | −327−60.1% | Reduced |
| Walleye Capital LLC | 224 | $11.2K | 0.00% | −53,942−99.6% | Reduced |
| Tortoise Investment Management, LLC | 225 | $11.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 230 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 236 | $11.8K | 0.00% | +236 | New |
| Costello Asset Management, INC | 256 | $12.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 256 | $12.8K | 0.00% | −70−21.5% | Reduced |
| Rocky Mountain Advisers, LLC | 259 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 264 | $13.2K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 278 | $13.8K | 0.01% | +5+1.8% | Added |
| Archer Investment Corp | 298 | $14.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 302 | $15.1K | 0.00% | −100−24.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 303 | $15.2K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 305 | $15.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 309 | $15.5K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 311 | $15.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 315 | $15.8K | 0.01% | −33−9.5% | Reduced |
| WPG Advisers, LLC | 346 | $17.3K | 0.02% | +346 | New |
| Transce3nd, LLC | 364 | $18.2K | 0.01% | +364 | New |
| Independence Bank of Kentucky | 400 | $20.0K | 0.00% | 00.0% | Unchanged |