| PrairieView Partners, LLC | 15 | $0 | 0.00% | +5+50.0% | Added |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $505 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $505 | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 17 | $859 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $1.01K | 0.00% | +19+1,900.0% | Added |
| Coastline Trust Co | 20 | $1.01K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.01K | 0.00% | +20 | New |
| Pittenger & Anderson Inc | 24 | $1.21K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 29 | $1.47K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 33 | $1.67K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $2.52K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $2.52K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 52 | $2.63K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 94 | $2.64K | 0.00% | +94 | New |
| Gen-Wealth Partners Inc | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 60 | $3.03K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 60 | $3.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $3.08K | 0.00% | −6−9.0% | Reduced |
| Venturi Wealth Management, LLC | 72 | $3.64K | 0.00% | −16−18.2% | Reduced |
| Laurel Wealth Advisors LLC | 74 | $3.74K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 74 | $3.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $4.85K | 0.00% | 00.0% | Unchanged |
| Washington Growth Strategies LLC | 136 | $4.91K | 0.41% | +136 | New |
| Robinson Capital Management, LLC | 100 | $4.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $5.05K | 0.00% | −200−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $5.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.05K | 0.00% | +100 | New |
| Davis Capital Management | 105 | $5.30K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 111 | $5.61K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 112 | $5.66K | 0.00% | +112 | New |
| Bank of America Corp | 120 | $6.06K | 0.00% | +81+207.7% | Added |
| Harbour Investments, Inc. | 126 | $6.36K | 0.00% | −225−64.1% | Reduced |
| Eagle Bay Advisors LLC | 130 | $6.57K | 0.00% | +130 | New |
| Capital Analysts, LLC | 130 | $7.00K | 0.00% | +130 | New |
| Bellevue Asset Management, LLC | 145 | $7.32K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $7.58K | 0.00% | −250−62.5% | Reduced |
| Independence Bank of Kentucky | 150 | $7.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 151 | $7.63K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 160 | $8.08K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 162 | $8.18K | 0.00% | −28−14.7% | Reduced |
| Evermay Wealth Management LLC | 166 | $8.38K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 167 | $8.43K | 0.00% | +167 | New |
| Bullock Wealth Management Group | 174 | $8.55K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 182 | $9.19K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 182 | $9.19K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 186 | $9.39K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 186 | $9.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 182 | $9.52K | 0.00% | +182 | New |
| Ameritas Investment Partners, Inc. | 190 | $9.60K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 182 | $9.81K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 195 | $9.85K | 0.00% | +195 | New |
| Investment Research & Advisory Group, Inc. | 1,848 | $10.4K | 0.00% | +1,848 | New |
| Strategic Investment Solutions, Inc. | 209 | $10.6K | 0.00% | +209 | New |
| GHP Investment Advisors, Inc. | 210 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 217 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $11.5K | 0.00% | −102−31.0% | Reduced |
| NVWM, LLC | 228 | $11.5K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 235 | $11.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 236 | $11.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 256 | $12.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 259 | $13.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 264 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 269 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 298 | $15.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 320 | $16.2K | 0.01% | +320 | New |
| M&R Capital Management Inc | 350 | $17.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 353 | $17.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 640 | $18.0K | 0.00% | +320+100.0% | Added |
| Strengthening Families & Communities, LLC | 372 | $18.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 380 | $19.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $20.2K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 411 | $20.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 415 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 425 | $21.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 440 | $22.2K | 0.00% | −1−0.2% | Reduced |
| National Bank of Canada | 441 | $22.3K | 0.00% | +241+120.5% | Added |
| Centerpoint Advisors, LLC | 450 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 485 | $24.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 491 | $24.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 498 | $25.1K | 0.00% | −100−16.7% | Reduced |
| Gs Investments, Inc. | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 500 | $25.3K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 532 | $26.9K | 0.02% | 00.0% | Unchanged |