| BankPlus Trust Department | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $5.24K | 0.00% | +100 | New |
| Independence Bank of Kentucky | 90 | $4.72K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 88 | $4.62K | 0.00% | −36−29.0% | Reduced |
| First Command Advisory Services, Inc. | 88 | $4.62K | 0.00% | +88 | New |
| Pinnacle Bancorp, Inc. | 86 | $4.51K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 84 | $4.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 83 | $4.35K | 0.00% | +83 | New |
| Dogwood Wealth Management LLC | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 80 | $4.20K | 0.00% | +20+33.3% | Added |
| Monetary Solutions, Ltd | 80 | $4.20K | 0.00% | +80 | New |
| Parkside Financial Bank & Trust | 75 | $3.93K | 0.00% | +25+50.0% | Added |
| Essential Partners LLC | 71 | $3.72K | 0.00% | −1−1.4% | Reduced |
| Gould Capital, LLC | 70 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $3.57K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 68 | $3.57K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 60 | $3.15K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $3.15K | 0.00% | +60 | New |
| Fairscale Capital, LLC | 59 | $3.09K | 0.00% | −55−48.2% | Reduced |
| Insight Financial Services | 59 | $3.09K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $2.62K | 0.00% | +50 | New |
| Community Bank, N.A. | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 49 | $2.57K | 0.00% | +49 | New |
| Assetmark, Inc | 48 | $2.52K | 0.00% | −1−2.0% | Reduced |
| Meeder Asset Management Inc | 41 | $2.15K | 0.00% | −5−10.9% | Reduced |
| Toth Financial Advisory Corp | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $1.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 32 | $1.68K | 0.00% | +32 | New |
| Armstrong Advisory Group, Inc | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 28 | $1.47K | 0.00% | +28 | New |
| Kozak & Associates, Inc. | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $1.26K | 0.00% | +24 | New |
| PayPay Securities Corp | 22 | $1.15K | 0.03% | +6+37.5% | Added |
| Massmutual Trust Co FSB | 21 | $1.10K | 0.00% | +21 | New |
| Hilton Head Capital Partners, LLC | 21 | $1.10K | 0.00% | +21 | New |
| Vision Financial Markets LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 20 | $1.05K | 0.00% | +20 | New |
| C M Bidwell & Associates Ltd | 18 | $944 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $944 | 0.00% | +3+20.0% | Added |
| Gen-Wealth Partners Inc | 16 | $839 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 16 | $839 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $787 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $787 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $787 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $787 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15 | $787 | 0.00% | +15 | New |
| ORG Wealth Partners, LLC | 15 | $786 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $734 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $682 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $630 | 0.00% | +12 | New |
| Duncker Streett & Co Inc | 11 | $577 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 11 | $577 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $577 | 0.00% | +7+175.0% | Added |
| Concord Wealth Partners | 11 | $577 | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 10 | $525 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $525 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $525 | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $524 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 10 | $524 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 10 | $524 | 0.00% | +10 | New |
| Kilter Group LLC | 8 | $420 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 8 | $419 | 0.00% | +8 | New |
| Compass Financial Services Inc | 7 | $367 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $315 | 0.00% | +6 | New |
| Addison Advisors LLC | 5 | $263 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $262 | 0.00% | +5 | New |
| Robbins Farley LLC | 3 | $158 | 0.00% | −10−76.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $157 | 0.00% | +2+200.0% | Added |
| NBT Bank N A | 2 | $105 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $12 | 0.00% | 0 | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 906 | – | – | +906 | New |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −168,715−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −143,575−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −131,300−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −62,494−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −50,049−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −32,388−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −20,696−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −15,234−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| HC Advisors, LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |