| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Abound Wealth Management | 0 | $117 | 0.00% | −75−100.0% | Reduced |
| Whipplewood Advisors, LLC | 1 | $248 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2 | $356 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $449 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $497 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $497 | 0.00% | +2 | New |
| Asset Planning,Inc | 2 | $497 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $712 | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $745 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $745 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $745 | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 3 | $745 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $781 | 0.00% | +4 | New |
| Hazlett, Burt & Watson, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 5 | $1.24K | 0.00% | −60−92.3% | Reduced |
| Continuum Advisory, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5 | $1.24K | 0.00% | −1−16.7% | Reduced |
| CGC Financial Services, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $1.24K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $1.24K | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $1.35K | 0.00% | +5 | New |
| Godsey & Gibb Associates | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.49K | 0.00% | +6 | New |
| William B. Walkup & Associates, Inc. | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.74K | 0.00% | −19−73.1% | Reduced |
| WealthCollab, LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 8 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $1.99K | 0.00% | +8 | New |
| Kimelman & Baird, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 16 | $2.23K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 10 | $2.48K | 0.00% | −1−9.1% | Reduced |
| Central Trust Co | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $2.53K | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 10 | $2.56K | 0.00% | +7+233.3% | Added |
| Truvestments Capital LLC | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $2.73K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.98K | 0.00% | +1+9.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 12 | $3.20K | 0.00% | +12 | New |
| Independence Bank of Kentucky | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 14 | $3.48K | 0.00% | +14 | New |
| Sierra Ocean, LLC | 14 | $3.48K | 0.00% | +14 | New |
| Roble, Belko & Company, Inc | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $4.22K | 0.00% | +17 | New |
| 1620 Investment Advisors, Inc. | 17 | $4.22K | 0.00% | +17 | New |
| LRI Investments, LLC | 17 | $4.22K | 0.00% | +17 | New |
| Riggs Asset Managment Co. Inc. | 17 | $4.34K | 0.00% | +2+13.3% | Added |
| Mather Group, LLC. | 18 | $4.36K | 0.00% | +14+350.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $4.72K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 19 | $4.72K | 0.01% | +19 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $4.97K | 0.00% | −109−84.5% | Reduced |
| Tortoise Investment Management, LLC | 20 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $4.97K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 20 | $4.97K | 0.00% | +20 | New |
| Banque Transatlantique SA | 21 | $5.18K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 21 | $5.21K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 21 | $5.23K | 0.00% | −119−85.0% | Reduced |
| Main Street Group, LTD | 23 | $5.71K | 0.00% | −20−46.5% | Reduced |
| Raffa Wealth Management, LLC | 23 | $5.71K | 0.00% | −4−14.8% | Reduced |
| Colonial Trust Co | 23 | $5.71K | 0.00% | +23 | New |
| Trust Co of Vermont | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $6.21K | 0.00% | +25 | New |
| Graney & King, LLC | 25 | $6.21K | 0.00% | +25 | New |
| Evermay Wealth Management LLC | 26 | $6.46K | 0.00% | −1−3.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 26 | $6.46K | 0.00% | +7+36.8% | Added |
| Cornerstone Planning Group LLC | 25 | $6.95K | 0.00% | +12+92.3% | Added |
| Close Asset Management Ltd | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 29 | $7.20K | 0.00% | +25+625.0% | Added |
| Rialto Wealth Management, LLC | 29 | $7.20K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 31 | $7.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 31 | $7.70K | 0.00% | +3+10.7% | Added |
| Bruce G. Allen Investments, LLC | 31 | $7.70K | 0.01% | +5+19.2% | Added |
| Armstrong Advisory Group, Inc | 31 | $7.70K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $8.19K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $8.19K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $8.69K | 0.00% | −10−22.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 35 | $8.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 35 | $8.69K | 0.00% | +4+12.9% | Added |
| Friedenthal Financial | 35 | $8.69K | 0.01% | +30+600.0% | Added |
| Financially Speaking Inc | 35 | $8.69K | 0.01% | +35 | New |
| ZynergyRetirementPlanningLLC | 50 | $8.91K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $9.68K | 0.00% | −120−75.5% | Reduced |
| Hartford Financial Management Inc. | 40 | $9.93K | 0.00% | 00.0% | Unchanged |