| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Abound Wealth Management | 0 | $27 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $74 | 0.00% | −17−94.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $371 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $445 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 6 | $445 | 0.00% | +6 | New |
| West Paces Advisors Inc. | 7 | $519 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 8 | $594 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 9 | $668 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $743 | 0.00% | +10 | New |
| Cedar Wealth Management, LLC | 11 | $816 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 11 | $817 | 0.00% | +11 | New |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $1.19K | 0.00% | −12−42.9% | Reduced |
| Delta Asset Management LLC | 18 | $1.34K | 0.00% | +18 | New |
| Beaird Harris Wealth Management, LLC | 18 | $1.34K | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 19 | $1.40K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 19 | $1.41K | 0.00% | −57−75.0% | Reduced |
| Sofos Investments, Inc. | 19 | $1.45K | 0.00% | −1−5.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 21 | $1.56K | 0.00% | +5+31.3% | Added |
| Coppell Advisory Solutions LLC | 22 | $1.63K | 0.00% | −278−92.7% | Reduced |
| Trifecta Capital Advisors, LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.86K | 0.00% | −5−16.7% | Reduced |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 27 | $2.00K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 29 | $2.15K | 0.00% | −5−14.7% | Reduced |
| Frank, Rimerman Advisors LLC | 30 | $2.23K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 34 | $2.34K | 0.00% | +34 | New |
| First Financial Corp | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $2.60K | 0.00% | +35 | New |
| Dunhill Financial, LLC | 35 | $2.63K | 0.00% | +35 | New |
| Jones Financial Companies LLLP | 36 | $2.67K | 0.00% | −1−2.7% | Reduced |
| NewSquare Capital LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 38 | $2.82K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $2.97K | 0.00% | +40 | New |
| Ranger Investment Management, L.P. | 42 | $3.12K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $3.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $3.41K | 0.00% | +5+12.2% | Added |
| Washington Trust Co | 46 | $3.41K | 0.00% | +46 | New |
| First Manhattan Co | 45 | $3.49K | 0.00% | +45 | New |
| Your Advocates Ltd., LLP | 47 | $3.49K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 51 | $3.79K | 0.00% | −222−81.3% | Reduced |
| Raffa Wealth Management, LLC | 52 | $3.86K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 60 | $4.00K | 0.00% | −14−18.9% | Reduced |
| RFP Financial Group LLC | 56 | $4.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 57 | $4.23K | 0.00% | +57 | New |
| EdgeRock Capital LLC | 57 | $4.30K | 0.00% | +57 | New |
| TFC Financial Management | 58 | $4.30K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $4.45K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 60 | $4.45K | 0.00% | +60 | New |
| Colonial Trust Advisors | 62 | $4.60K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 80 | $5.00K | 0.00% | +50+166.7% | Added |
| Avion Wealth | 69 | $5.00K | 0.00% | +19+38.0% | Added |
| Prestige Wealth Management Group LLC | 72 | $5.34K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 74 | $5.49K | 0.00% | +51+221.7% | Added |
| Spotlight Asset Group, Inc. | 82 | $5.65K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 77 | $5.71K | 0.00% | +77 | New |
| Salomon & Ludwin, LLC | 85 | $5.86K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 79 | $5.86K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 80 | $5.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $6.00K | 0.00% | −6−7.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 85 | $6.00K | 0.00% | +85 | New |
| CGC Financial Services, LLC | 82 | $6.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $6.08K | 0.00% | +49+148.5% | Added |
| Red Tortoise LLC | 84 | $6.23K | 0.00% | −106−55.8% | Reduced |
| Annapolis Financial Services, LLC | 88 | $6.53K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 90 | $6.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $6.68K | 0.00% | +90 | New |
| Hexagon Capital Partners LLC | 92 | $6.83K | 0.00% | +47+104.4% | Added |
| AlphaMark Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 99 | $7.38K | 0.00% | +99 | New |
| JDM Financial Group LLC | 100 | $7.42K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $7.42K | 0.00% | +100 | New |
| Pension & Wealth Management Advisors, Inc. | 100 | $7.42K | 0.00% | +100 | New |
| Carmichael Hill & Associates, Inc. | 101 | $7.50K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 106 | $7.87K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 118 | $8.76K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 125 | $9.28K | 0.00% | +125 | New |
| Raleigh Capital Management Inc. | 132 | $9.80K | 0.00% | +100+312.5% | Added |
| FSA Wealth Management LLC | 140 | $10.0K | 0.00% | +140 | New |
| Lee Financial Co | 139 | $10.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 149 | $11.1K | 0.00% | −216−59.2% | Reduced |
| Manchester Capital Management LLC | 154 | $11.4K | 0.00% | +152+7,600.0% | Added |
| Creative Capital Management Investments LLC | 160 | $11.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 161 | $11.9K | 0.00% | +13+8.8% | Added |
| NBC Securities, Inc. | 165 | $12.0K | 0.00% | −75−31.3% | Reduced |
| Asset Dedication, LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 177 | $13.1K | 0.00% | +63+55.3% | Added |
| First Community Trust NA | 178 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 179 | $13.3K | 0.01% | +179 | New |
| Sittner & Nelson, LLC | 186 | $13.8K | 0.01% | +186 | New |
| JNBA Financial Advisors | 186 | $13.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 196 | $14.5K | 0.01% | 00.0% | Unchanged |