| MJT & Associates Financial Advisory Group, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $73 | 0.00% | 0 | Unchanged |
| Delta Asset Management LLC | 1 | $463 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $463 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1 | $464 | 0.00% | −79−98.8% | Reduced |
| Gould Capital, LLC | 2 | $926 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3 | $1.39K | 0.00% | +3 | New |
| Millstone Evans Group, LLC | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $2.09K | 0.00% | +1+25.0% | Added |
| PEAK6 LLC | 5 | $2.15K | 0.00% | +5 | New |
| Grove Bank & Trust | 5 | $2.32K | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $2.78K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8 | $3.71K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 8 | $3.72K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 9 | $4.17K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $4.63K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $4.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $4.63K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $4.74K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 10 | $4.81K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $5.09K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $5.09K | 0.00% | – | – |
| Bay Harbor Wealth Management, LLC | 14 | $6.48K | 0.00% | −2−12.5% | Reduced |
| Game Plan Financial Advisors, LLC | 15 | $6.95K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 17 | $7.87K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $8.41K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $9.77K | 0.01% | +21 | New |
| Eukles Asset Management | 22 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 24 | $11.3K | 0.01% | +24 | New |
| United Financial Planning Group LLC | 30 | $13.9K | 0.01% | −10−25.0% | Reduced |
| Evolution Wealth Management Inc. | 32 | $14.8K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 32 | $14.8K | 0.01% | +7+28.0% | Added |
| Alerus Financial NA | 33 | $15.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $15.3K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 39 | $18.1K | 0.08% | −2,186−98.2% | Reduced |
| Cetera Trust Company, N.A | 40 | $18.5K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 40 | $18.6K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $19.5K | 0.00% | +10+31.3% | Added |
| Creative Capital Management Investments LLC | 42 | $19.5K | 0.01% | +20+90.9% | Added |
| Quadrant Capital Group LLC | 44 | $20.4K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 45 | $20.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $20.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 46 | $21.2K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 46 | $21.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 47 | $21.8K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 43 | $22.5K | 0.01% | +43 | New |
| Community Financial Services Group, LLC | 50 | $23.3K | 0.00% | +50 | New |
| Ballast Advisors LLC | 52 | $24.1K | 0.01% | +52 | New |
| Versant Capital Management, Inc | 53 | $24.5K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 53 | $24.5K | 0.02% | +53 | New |
| Toth Financial Advisory Corp | 53 | $24.7K | 0.00% | +1+1.9% | Added |
| Kerr Financial Planning Corp | 51 | $24.9K | 0.03% | +1+2.0% | Added |
| Horrell Capital Management, Inc. | 56 | $25.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 57 | $26.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $26.9K | 0.00% | −10−14.7% | Reduced |
| Monetary Management Group Inc | 61 | $28.3K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 61 | $28.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 62 | $28.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 63 | $29.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 66 | $30.4K | 0.01% | +1+1.5% | Added |
| Synergy Investment Management, LLC | 68 | $31.6K | 0.01% | +68 | New |
| Basecamp Wealth Advisors LLC | 68 | $31.7K | 0.01% | +12+21.4% | Added |
| Investment Research & Advisory Group, Inc. | 70 | $32.4K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 70 | $32.5K | 0.02% | +70 | New |
| Pioneer Family Office, LLC | 75 | $34.7K | 0.02% | 00.0% | Unchanged |
| Dorato Capital Management | 75 | $35.9K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 16,828 | $36.3K | 0.73% | −714−4.1% | Reduced |
| Chilton Capital Management LLC | 79 | $36.5K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 79 | $36.6K | 0.02% | +79 | New |
| Independence Bank of Kentucky | 80 | $37.1K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 80 | $37.1K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 80 | $37.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 84 | $38.9K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 87 | $40.6K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 89 | $41.2K | 0.00% | +9+11.3% | Added |
| CDKV Holdings LLC | 90 | $41.7K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 91 | $42.2K | 0.02% | +50+122.0% | Added |
| Trust Co of Toledo NA | 94 | $43.5K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 100 | $46.3K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $46.3K | 0.01% | +100 | New |
| Banque Cantonale Vaudoise | 102 | $47.0K | 0.00% | −1−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $47.7K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 105 | $48.6K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 106 | $49.1K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 106 | $49.1K | 0.03% | −6−5.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 108 | $50.0K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 108 | $50.0K | 0.01% | +108 | New |
| Intesa Sanpaolo Wealth Management | 110 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $51.1K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 119 | $55.0K | 0.03% | 00.0% | Unchanged |