| Toth Financial Advisory Corp | 1 | $161 | 0.00% | −9−90.0% | Reduced |
| Scarborough Advisors, LLC | 1 | $161 | 0.00% | −2−66.7% | Reduced |
| Westend Capital Management, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $161 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 57,500 | $163 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $203 | 0.00% | +1 | New |
| Jessup Wealth Management, Inc | 2 | $322 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $322 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $482 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $483 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $643 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 4 | $643 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $644 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $775 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $804 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $804 | 0.00% | +2+66.7% | Added |
| Triumph Capital Management | 5 | $804 | 0.00% | +5 | New |
| Signature Resources Capital Management, LLC | 5 | $804 | 0.00% | +5 | New |
| Quattro Advisors LLC | 5 | $804 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $858 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 965 | $965 | 0.00% | +965 | New |
| Winnow Wealth LLC | 6 | $966 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 7 | $1.08K | 0.00% | +7 | New |
| Golden State Wealth Management, LLC | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.13K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $1.29K | 0.00% | +8 | New |
| Mascoma Wealth Management LLC | 9 | $1.45K | 0.00% | +9 | New |
| JNBA Financial Advisors | 9 | $1.45K | 0.00% | +9 | New |
| Westside Investment Management, Inc. | 10 | $1.61K | 0.00% | −90−90.0% | Reduced |
| Stone House Investment Management, LLC | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.61K | 0.00% | +1+11.1% | Added |
| Financial Network Wealth Advisors LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $1.93K | 0.00% | +3+33.3% | Added |
| RMG Wealth Management LLC | 13 | $2.22K | 0.00% | +13 | New |
| Activest Wealth Management | 14 | $2.25K | 0.00% | −3−17.6% | Reduced |
| 1015 Capital Partners, LLC | 15 | $2.41K | 0.00% | +15 | New |
| HM Payson & Co | 16 | $2.57K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 16 | $2.57K | 0.00% | +16 | New |
| Key Capital Management, INC | 16 | $2.57K | 0.00% | +16 | New |
| Merited Wealth, LLC | 16 | $2.57K | 0.00% | +16 | New |
| Princeton Global Asset Management LLC | 18 | $2.89K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $2.89K | 0.00% | +3+20.0% | Added |
| American National Bank | 18 | $2.89K | 0.00% | +18 | New |
| Clayton Financial Group LLC | 18 | $2.90K | 0.00% | +18 | New |
| Clark Wealth Partners | 19 | $3.06K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 19 | $3.06K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $3.22K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $3.54K | 0.00% | −7−24.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 22 | $3.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 24 | $3.86K | 0.00% | −8−25.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $3.86K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $3.86K | 0.00% | +22+1,100.0% | Added |
| Optima Capital LLC | 24 | $3.86K | 0.00% | +24 | New |
| Benson Wealth Management INC | 24 | $3.86K | 0.00% | +24 | New |
| Valley National Advisers Inc | 28 | $4.00K | 0.00% | +6+27.3% | Added |
| TD Capital Management LLC | 27 | $4.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $4.34K | 0.00% | +5+22.7% | Added |
| Vision Retirement, LLC | 28 | $4.50K | 0.00% | +28 | New |
| ZRC Wealth Management, LLC | 28 | $4.50K | 0.00% | +9+47.4% | Added |
| SHP Wealth Management | 28 | $4.51K | 0.00% | +28 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | $4.57K | 0.00% | +25+1,250.0% | Added |
| Pacifica Partners Inc. | 29 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $4.82K | 0.00% | +10+50.0% | Added |
| SJS Investment Consulting Inc. | 30 | $4.82K | 0.00% | +15+100.0% | Added |
| Cornerstone Financial Management LLC | 30 | $4.82K | 0.00% | +30 | New |
| Millstone Evans Group, LLC | 31 | $4.98K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 31 | $4.98K | 0.00% | +24+342.9% | Added |
| Rogco, LP | 31 | $4.98K | 0.00% | +31 | New |
| Crewe Advisors LLC | 31 | $4.99K | 0.00% | +12+63.2% | Added |
| Accent Capital Management, LLC | 32 | $5.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $5.15K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $5.15K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 33 | $5.31K | 0.00% | +33 | New |
| Bellevue Asset Management, LLC | 34 | $5.47K | 0.00% | +3+9.7% | Added |
| Prestige Wealth Management Group LLC | 35 | $5.63K | 0.00% | −4,176−99.2% | Reduced |
| IMA Wealth, Inc. | 37 | $5.95K | 0.00% | +34+1,133.3% | Added |
| Kilter Group LLC | 38 | $6.11K | 0.00% | +6+18.8% | Added |
| Dunhill Financial, LLC | 38 | $6.19K | 0.00% | +13+52.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 41 | $6.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $6.59K | 0.00% | +1+2.5% | Added |
| Essential Partners LLC | 42 | $6.75K | 0.00% | −73−63.5% | Reduced |
| Orion Capital Management LLC | 42 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $6.75K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 43 | $6.91K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 44 | $7.08K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 44 | $7.08K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 44 | $7.08K | 0.00% | +17+63.0% | Added |
| Adirondack Trust Co | 49 | $7.88K | 0.00% | +49 | New |
| PFS Partners, LLC | 49 | $7.88K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $8.00K | 0.00% | +16+47.1% | Added |
| CBIZ Investment Advisory Services, LLC | 50 | $8.04K | 0.00% | −4−7.4% | Reduced |
| Aspect Partners, LLC | 51 | $8.20K | 0.00% | +7+15.9% | Added |
| True Wealth Design, LLC | 52 | $8.31K | 0.00% | +1+2.0% | Added |
| Nemes Rush Group LLC | 54 | $8.68K | 0.00% | +48+800.0% | Added |
| T. Rowe Price Investment Management, Inc. | 53 | $9.00K | 0.00% | 00.0% | Unchanged |