| Evolution Advisers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 1 | $74 | 0.00% | +1 | New |
| Arcadia Investment Advisors LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 11 | $814 | 0.00% | +11 | New |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $1.00K | 0.00% | −150−91.5% | Reduced |
| PrairieView Partners, LLC | 22 | $1.00K | 0.00% | +7+46.7% | Added |
| Bellevue Asset Management, LLC | 29 | $1.21K | 0.00% | −116−80.0% | Reduced |
| Coastline Trust Co | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Hager Investment Management Services, LLC | 27 | $2.00K | 0.00% | +27 | New |
| CarsonAllaria Wealth Management, Ltd. | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 30 | $2.22K | 0.00% | +30 | New |
| Friedenthal Financial | 33 | $2.44K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $2.59K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 37 | $2.81K | 0.26% | −38,377−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 40 | $2.96K | 0.00% | +20+100.0% | Added |
| Briaud Financial Planning, Inc | 50 | $3.00K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 46 | $3.40K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 56 | $3.86K | 0.00% | −38−40.4% | Reduced |
| Thompson Investment Management, Inc. | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 60 | $4.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 66 | $4.88K | 0.00% | +5+8.2% | Added |
| Venturi Wealth Management, LLC | 72 | $5.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 74 | $5.48K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 74 | $5.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 75 | $5.55K | 0.00% | −25−25.0% | Reduced |
| Group One Trading, L.P. | 76 | $5.63K | 0.00% | +76 | New |
| Cape Investment Advisory, Inc. | 90 | $6.66K | 0.00% | +90 | New |
| Sugar Maple Asset Management, LLC | 95 | $7.03K | 0.01% | +95 | New |
| CVA Family Office, LLC | 96 | $7.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $7.40K | 0.01% | +100 | New |
| Davidson Capital Management Inc. | 104 | $7.70K | 0.00% | +104 | New |
| Davis Capital Management | 105 | $7.77K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 110 | $8.14K | 0.01% | +110 | New |
| Global Financial Private Client, LLC | 111 | $8.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 126 | $9.33K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 129 | $9.55K | 0.01% | +129 | New |
| Capital Analysts, LLC | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 125 | $10.0K | 0.00% | −1,145−90.2% | Reduced |
| Independence Bank of Kentucky | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 151 | $11.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 156 | $11.5K | 0.01% | +156 | New |
| Medallion Wealth Advisors, LLC | 158 | $11.7K | 0.01% | +158 | New |
| Atlantic Edge Private Wealth Management, LLC | 160 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 174 | $12.9K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 182 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 186 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 190 | $14.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 182 | $14.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $14.8K | 0.00% | −241−54.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 368 | $15.4K | 0.01% | −1,480−80.1% | Reduced |
| Strategic Investment Solutions, Inc. | 209 | $15.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 210 | $15.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 220 | $16.3K | 0.00% | +220 | New |
| Massmutual Trust Co FSB | 227 | $16.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 228 | $16.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 230 | $17.0K | 0.00% | +64+38.6% | Added |
| Carolina Wealth Advisors, LLC | 235 | $17.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 236 | $17.5K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 250 | $18.5K | 0.00% | −333−57.1% | Reduced |
| First PREMIER Bank | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 259 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 269 | $19.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 270 | $20.0K | 0.01% | −30−10.0% | Reduced |
| Financially Speaking Inc | 275 | $20.4K | 0.01% | +275 | New |
| JFS Wealth Advisors, LLC | 284 | $21.0K | 0.00% | +28+10.9% | Added |
| Rise Advisors, LLC | 298 | $22.1K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 302 | $22.4K | 0.00% | +302 | New |
| Wood Tarver Financial Group, LLC | 321 | $23.0K | 0.01% | +321 | New |
| Boyd Watterson Asset Management LLC | 326 | $24.1K | 0.01% | +144+79.1% | Added |
| High Note Wealth, LLC | 327 | $24.2K | 0.01% | +327 | New |
| VSM Wealth Advisory, LLC | 327 | $24.2K | 0.01% | +327 | New |
| Headlands Technologies LLC | 345 | $25.5K | 0.00% | −2,842−89.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 353 | $26.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 384 | $26.4K | 0.01% | −256−40.0% | Reduced |
| Delta Asset Management LLC | 380 | $28.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 382 | $28.3K | 0.00% | +220+135.8% | Added |
| Addison Advisors LLC | 400 | $29.6K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 400 | $29.6K | 0.01% | +400 | New |
| Holos Integrated Wealth LLC | 400 | $29.6K | 0.02% | +400 | New |
| Activest Wealth Management | 404 | $29.9K | 0.01% | +140+53.0% | Added |
| Armstrong Advisory Group, Inc | 410 | $30.3K | 0.00% | +310+310.0% | Added |
| SWAN Capital LLC | 411 | $30.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 415 | $30.7K | 0.00% | 00.0% | Unchanged |