| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Comerica Bank | 113,376 | $35 | 0.00% | +113,376 | New |
| SOA Wealth Advisors, LLC. | 1 | $67 | 0.00% | −93−98.9% | Reduced |
| Tfo-TDC, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $67 | 0.00% | +1 | New |
| Crewe Advisors LLC | 3 | $203 | 0.00% | −163−98.2% | Reduced |
| American National Bank | 6 | $405 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $675 | 0.00% | +5+100.0% | Added |
| BerganKDV Wealth Management, LLC | 13 | $877 | 0.00% | −42−76.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | +15 | New |
| 25 LLC | 16 | $1.02K | 0.00% | +8+100.0% | Added |
| Evermay Wealth Management LLC | 16 | $1.08K | 0.00% | +16 | New |
| Sofos Investments, Inc. | 67 | $1.32K | 0.01% | +4+6.3% | Added |
| Delos Wealth Advisors, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.35K | 0.00% | +20 | New |
| Arlington Partners LLC | 22 | $1.48K | 0.00% | −539−96.1% | Reduced |
| Cedar Wealth Management, LLC | 22 | $1.48K | 0.00% | −11−33.3% | Reduced |
| Trifecta Capital Advisors, LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 24 | $1.62K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 27 | $1.82K | 0.00% | +27 | New |
| Motco | 28 | $1.89K | 0.00% | +28 | New |
| Bollard Group LLC | 35 | $2.00K | 0.00% | +35 | New |
| Assetmark, Inc | 33 | $2.23K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 34 | $2.29K | 0.00% | +1+3.0% | Added |
| First Financial Corp | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $2.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.56K | 0.00% | +29+322.2% | Added |
| Disciplined Investments, LLC | 39 | $2.63K | 0.00% | +17+77.3% | Added |
| Ranger Investment Management, L.P. | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $3.04K | 0.00% | −140−75.7% | Reduced |
| Northwest Investment Counselors, LLC | 47 | $3.17K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 47 | $3.17K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 50 | $3.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 52 | $3.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $3.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 52 | $3.51K | 0.00% | +5+10.6% | Added |
| Hexagon Capital Partners LLC | 55 | $3.71K | 0.00% | +16+41.0% | Added |
| RFP Financial Group LLC | 56 | $3.78K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 52 | $4.00K | 0.00% | +33+173.7% | Added |
| Financial Connections Group, Inc. | 72 | $4.00K | 0.00% | +72 | New |
| Safeguard Financial, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Colonial Trust Advisors | 62 | $4.18K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 63 | $4.25K | 0.00% | −22−25.9% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $4.52K | 0.00% | −11−14.1% | Reduced |
| Prestige Wealth Management Group LLC | 72 | $4.86K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 76 | $5.13K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 82 | $5.53K | 0.00% | +82 | New |
| CGC Financial Services, LLC | 82 | $5.53K | 0.00% | +82 | New |
| Gradient Investments LLC | 87 | $5.87K | 0.00% | +87 | New |
| Annapolis Financial Services, LLC | 88 | $5.94K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 95 | $6.00K | 0.00% | +29+43.9% | Added |
| Northwest Capital Management Inc | 90 | $6.07K | 0.00% | +90 | New |
| First Manhattan Co | 94 | $6.34K | 0.00% | +81+623.1% | Added |
| Repertoire Partners LP | 100 | $6.75K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $6.75K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $6.75K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 101 | $6.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 103 | $6.95K | 0.00% | −91−46.9% | Reduced |
| Harbour Investments, Inc. | 103 | $6.95K | 0.00% | +20+24.1% | Added |
| AlphaMark Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 106 | $7.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 110 | $7.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 124 | $8.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 133 | $8.97K | 0.00% | −29−17.9% | Reduced |
| Lee Financial Co | 139 | $9.38K | 0.00% | +28+25.2% | Added |
| Retirement Group, LLC | 148 | $9.98K | 0.00% | +14+10.4% | Added |
| Systematic Financial Management LP | 152 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 152 | $10.3K | 0.01% | +152 | New |
| JFS Wealth Advisors, LLC | 155 | $10.5K | 0.00% | +125+416.7% | Added |
| WR Wealth Planners, LLC | 157 | $10.6K | 0.00% | +34+27.6% | Added |
| Bell Investment Advisors, Inc | 159 | $10.7K | 0.00% | +20+14.4% | Added |
| Creative Capital Management Investments LLC | 160 | $10.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 168 | $11.0K | 0.00% | +168 | New |
| First Community Trust NA | 178 | $12.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 182 | $12.3K | 0.02% | +182 | New |
| Laffer Tengler Investments | 183 | $12.3K | 0.00% | +9+5.2% | Added |
| Marquette Asset Management, LLC | 191 | $12.9K | 0.00% | +191 | New |
| Byrne Asset Management LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 199 | $13.0K | 0.00% | +199 | New |
| Independence Bank of Kentucky | 196 | $13.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $13.5K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 203 | $13.7K | 0.01% | +203 | New |
| Riverview Trust Co | 207 | $14.0K | 0.01% | +207 | New |
| Core Alternative Capital | 211 | $14.2K | 0.00% | −136−39.2% | Reduced |
| JNBA Financial Advisors | 211 | $14.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 213 | $14.4K | 0.00% | +26+13.9% | Added |
| Strengthening Families & Communities, LLC | 230 | $16.0K | 0.01% | −67−22.6% | Reduced |
| Capital Advisors, Ltd. LLC | 255 | $17.0K | 0.00% | +15+6.3% | Added |
| Kistler-Tiffany Companies, LLC | 265 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 283 | $19.1K | 0.01% | +283 | New |
| Focused Wealth Management, Inc | 294 | $19.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $20.2K | 0.01% | +92+44.2% | Added |
| Options Solutions, LLC | 300 | $20.2K | 0.02% | +300 | New |
| GPS Wealth Strategies Group, LLC | 302 | $20.4K | 0.00% | 00.0% | Unchanged |