| MSRH, LLC | 2 | $33 | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 5 | $83 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 21 | $346 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 59 | $973 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 60 | $989 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 64 | $1.05K | 0.00% | +64 | New |
| Bangor Savings Bank | 70 | $1.15K | 0.00% | +70 | New |
| Pacifica Partners Inc. | 75 | $1.24K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 116 | $1.91K | 0.00% | −300−72.1% | Reduced |
| Truvestments Capital LLC | 116 | $1.92K | 0.00% | +2+1.8% | Added |
| Kingdom Financial Group LLC. | 119 | $1.97K | 0.00% | +119 | New |
| Sunrise Financial Services, LLC | 128 | $2.11K | 0.00% | +128 | New |
| 1620 Investment Advisors, Inc. | 163 | $2.69K | 0.00% | −12−6.9% | Reduced |
| Financial Consulate, Inc | 180 | $2.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 210 | $3.00K | 0.00% | −6−2.8% | Reduced |
| CKW Financial Group | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $3.30K | 0.00% | −218−52.2% | Reduced |
| Independence Bank of Kentucky | 200 | $3.30K | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 203 | $3.34K | 0.00% | +203 | New |
| Ritter Daniher Financial Advisory LLC | 204 | $3.36K | 0.00% | +204 | New |
| Covestor Ltd | 265 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Motiv8 Investments LLC | 258 | $4.00K | 0.00% | +258 | New |
| Chesapeake Asset Management LLC | 253 | $4.17K | 0.00% | +5+2.0% | Added |
| Costello Asset Management, INC | 294 | $4.84K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 300 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 278 | $5.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 324 | $5.34K | 0.00% | +324 | New |
| Signature Resources Capital Management, LLC | 330 | $5.44K | 0.00% | −1−0.3% | Reduced |
| Carolina Wealth Advisors, LLC | 336 | $5.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 336 | $5.54K | 0.00% | +6+1.8% | Added |
| Lodestone Wealth Management LLC | 382 | $6.30K | 0.00% | +382 | New |
| Evolution Wealth Management Inc. | 384 | $6.33K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 400 | $6.60K | 0.00% | +400 | New |
| Centerpoint Advisors, LLC | 434 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $8.24K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 500 | $8.24K | 0.00% | +500 | New |
| CrossGen Wealth, LLC | 500 | $8.24K | 0.01% | +500 | New |
| Compass Financial Services Inc | 588 | $9.70K | 0.00% | +11+1.9% | Added |
| New England Capital Financial Advisors LLC | 592 | $9.77K | 0.00% | +11+1.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 600 | $9.89K | 0.00% | +600 | New |
| Transce3nd, LLC | 575 | $10.3K | 0.08% | −30−5.0% | Reduced |
| Cedar Mountain Advisors, LLC | 630 | $10.4K | 0.00% | +13+2.1% | Added |
| SWAN Capital LLC | 638 | $10.5K | 0.00% | −36−5.3% | Reduced |
| UBS Asset Management Americas Inc | 666 | $11.0K | 0.00% | +666 | New |
| Crewe Advisors LLC | 753 | $12.4K | 0.00% | −20−2.6% | Reduced |
| UMA Financial Services, Inc. | 768 | $12.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 800 | $13.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $13.2K | 0.00% | +120+17.6% | Added |
| CBIZ Investment Advisory Services, LLC | 810 | $13.4K | 0.00% | −1,902−70.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 828 | $13.7K | 0.00% | +828 | New |
| SHP Wealth Management | 841 | $13.9K | 0.00% | +841 | New |
| Smallwood Wealth Investment Management, LLC | 843 | $13.9K | 0.01% | +11+1.3% | Added |
| IFC & Insurance Marketing, Inc. | 842 | $14.0K | 0.01% | +842 | New |
| Smartleaf Asset Management LLC | 849 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 882 | $14.5K | 0.02% | +3+0.3% | Added |
| Nvest Wealth Strategies, Inc. | 900 | $14.8K | 0.01% | +900 | New |
| Country Trust Bank | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,018 | $16.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $16.9K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,038 | $17.1K | 0.01% | +19+1.9% | Added |
| JFS Wealth Advisors, LLC | 1,060 | $17.5K | 0.00% | −8,324−88.7% | Reduced |
| Prosperity Bancshares Inc | 1,104 | $18.2K | 0.02% | +1,104 | New |
| Ameritas Investment Partners, Inc. | 1,125 | $18.6K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 1,158 | $19.1K | 0.02% | +1,158 | New |
| PMV Capital Advisers, LLC | 1,159 | $19.1K | 0.03% | +1,159 | New |
| Colonial Trust Co | 1,192 | $19.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,195 | $19.7K | 0.01% | −597−33.3% | Reduced |
| Financial Management Professionals, Inc. | 1,210 | $20.0K | 0.00% | +11+0.9% | Added |
| Advocate Investing Services LLC | 1,218 | $20.1K | 0.02% | +1,218 | New |
| Frazier Financial Advisors, LLC | 1,235 | $20.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,252 | $20.6K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,256 | $20.7K | 0.00% | −813−39.3% | Reduced |
| Mountain Hill Investment Partners Corp. | 1,313 | $21.7K | 0.02% | +2+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 1,332 | $22.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,385 | $22.8K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,391 | $22.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,475 | $24.0K | 0.01% | +28+1.9% | Added |
| Curio Wealth, LLC | 1,494 | $24.5K | 0.01% | +1,494 | New |
| Sawyer & Company, Inc | 1,500 | $24.7K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,500 | $24.7K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,500 | $24.7K | 0.02% | +1,500 | New |
| Gables Capital Management Inc. | 1,600 | $26.4K | 0.01% | +600+60.0% | Added |
| Clarity Asset Management, Inc. | 1,603 | $26.4K | 0.01% | +31+2.0% | Added |
| AdvisorNet Financial, Inc | 1,648 | $27.2K | 0.00% | +625+61.1% | Added |
| Evermay Wealth Management LLC | 1,844 | $30.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,850 | $30.5K | 0.00% | −2,025−52.3% | Reduced |
| Delta Asset Management LLC | 1,900 | $31.3K | 0.00% | +500+35.7% | Added |
| Vision Financial Markets LLC | 1,901 | $31.3K | 0.03% | +37+2.0% | Added |
| Cape Investment Advisory, Inc. | 1,927 | $31.8K | 0.01% | +1,927 | New |
| Pacific Center for Financial Services | 1,920 | $32.9K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 2,100 | $34.6K | 0.03% | +2,100 | New |
| Bullseye Investment Management, LLC | 2,189 | $36.1K | 0.02% | +2,189 | New |