| Financial Gravity Companies, Inc. | 1 | $38 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 3 | $114 | 0.00% | +3 | New |
| Mosley Wealth Management | 5 | $190 | 0.00% | +5 | New |
| Institute for Wealth Management, LLC. | 5 | $205 | 0.00% | +5 | New |
| Marshall Investment Management, LLC | 10 | $380 | 0.00% | +10 | New |
| Monetary Solutions, Ltd | 10 | $380 | 0.00% | +10 | New |
| Cassaday & Co Wealth Management LLC | 10 | $381 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 13 | $495 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 14 | $514 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $533 | 0.00% | +14 | New |
| Bare Financial Services, Inc | 15 | $571 | 0.00% | +15 | New |
| Kilter Group LLC | 17 | $647 | 0.00% | +4+30.8% | Added |
| Abound Wealth Management | 19 | $723 | 0.00% | −1−5.0% | Reduced |
| Godfrey Financial Associates, Inc. | 19 | $723 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $875 | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 26 | $989 | 0.00% | +26 | New |
| Pin Oak Investment Advisors Inc | 25 | $1.00K | 0.00% | +25 | New |
| Halbert Hargrove Global Advisors, LLC | 27 | $1.04K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 30 | $1.14K | 0.00% | +10+50.0% | Added |
| Asset Dedication, LLC | 31 | $1.18K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 30 | $1.22K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 35 | $1.33K | 0.00% | +35 | New |
| BOK Financial Private Wealth, Inc. | 36 | $1.37K | 0.00% | +36 | New |
| Motco | 43 | $1.64K | 0.00% | +43 | New |
| Grove Bank & Trust | 45 | $1.71K | 0.00% | +10+28.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $1.79K | 0.00% | +12+34.3% | Added |
| American Capital Advisory, LLC | 48 | $1.83K | 0.00% | −97−66.9% | Reduced |
| Highland Investment Advisors LLC | 51 | $1.94K | 0.00% | +51 | New |
| Synergy Investment Management, LLC | 50 | $1.96K | 0.00% | +50 | New |
| CX Institutional | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 54 | $2.05K | 0.00% | +11+25.6% | Added |
| WPG Advisers, LLC | 54 | $2.05K | 0.00% | +31+134.8% | Added |
| Crewe Advisors LLC | 54 | $2.06K | 0.00% | +54 | New |
| Burk Holdings LLC | 57 | $2.17K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 65 | $2.47K | 0.00% | +65 | New |
| Nemes Rush Group LLC | 67 | $2.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 70 | $2.66K | 0.00% | −6−7.9% | Reduced |
| Manchester Capital Management LLC | 70 | $2.66K | 0.00% | −720−91.1% | Reduced |
| Independence Bank of Kentucky | 70 | $2.66K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $2.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $2.85K | 0.00% | +75 | New |
| Buck Wealth Strategies, LLC | 80 | $3.04K | 0.00% | +80 | New |
| JPL Wealth Management, LLC | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $3.07K | 0.00% | −135−62.5% | Reduced |
| Arlington Trust Co LLC | 97 | $3.69K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 99 | $3.73K | 0.00% | +99 | New |
| Nisa Investment Advisors, LLC | 106 | $4.03K | 0.00% | +29+37.7% | Added |
| MV Capital Management, Inc. | 106 | $4.03K | 0.00% | +58+120.8% | Added |
| SJS Investment Consulting Inc. | 107 | $4.07K | 0.00% | +50+87.7% | Added |
| JNBA Financial Advisors | 109 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 115 | $4.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 116 | $4.41K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $4.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 135 | $5.13K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 136 | $5.17K | 0.00% | +51+60.0% | Added |
| Retirement Wealth Solutions LLC | 153 | $5.82K | 0.00% | +106+225.5% | Added |
| Principia Wealth Advisory, LLC | 159 | $6.05K | 0.00% | +19+13.6% | Added |
| Aventura Private Wealth, LLC | 159 | $6.05K | 0.00% | +159 | New |
| Zions Bancorporation, National Association | 160 | $6.09K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 161 | $6.12K | 0.00% | +161 | New |
| CVA Family Office, LLC | 168 | $6.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 168 | $6.39K | 0.00% | +116+223.1% | Added |
| First Command Advisory Services, Inc. | 185 | $7.04K | 0.00% | +145+362.5% | Added |
| Manning & Napier Advisors LLC | 188 | $7.22K | 0.00% | −11−5.5% | Reduced |
| Raffa Wealth Management, LLC | 212 | $8.06K | 0.00% | +27+14.6% | Added |
| Cullen/Frost Bankers, Inc. | 235 | $8.93K | 0.00% | +142+152.7% | Added |
| Dogwood Wealth Management LLC | 241 | $9.17K | 0.00% | +36+17.6% | Added |
| Pinnacle Bancorp, Inc. | 243 | $9.24K | 0.00% | +68+38.9% | Added |
| Parkside Financial Bank & Trust | 247 | $9.40K | 0.00% | +2+0.8% | Added |
| Signature Equity Partners, LLC | 262 | $9.97K | 0.00% | +57+27.8% | Added |
| SHP Wealth Management | 279 | $10.6K | 0.00% | +1+0.4% | Added |
| UMA Financial Services, Inc. | 303 | $11.5K | 0.00% | +13+4.5% | Added |
| GW&K Investment Management, LLC | 305 | $12.0K | 0.00% | +5+1.7% | Added |
| GWM Advisors LLC | 320 | $12.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 372 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 394 | $15.0K | 0.01% | +157+66.2% | Added |
| Mather Group, LLC. | 403 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 402 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 425 | $16.2K | 0.00% | +25+6.3% | Added |
| Bell Investment Advisors, Inc | 456 | $17.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 465 | $17.7K | 0.00% | +121+35.2% | Added |
| Capital Analysts, LLC | 475 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 474 | $18.0K | 0.00% | +61+14.8% | Added |
| Albion Financial Group | 475 | $18.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 489 | $18.6K | 0.00% | −24−4.7% | Reduced |
| Evolution Wealth Management Inc. | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 522 | $19.8K | 0.01% | +522 | New |
| Bayban | 590 | $22.4K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 604 | $23.0K | 0.01% | +604 | New |
| Northwestern Mutual Wealth Management Co | 622 | $23.7K | 0.00% | −72−10.4% | Reduced |
| IFP Advisors, Inc | 654 | $24.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 708 | $26.9K | 0.01% | +97+15.9% | Added |
| Umb Bank N A | 740 | $28.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 894 | $34.0K | 0.00% | +885+9,833.3% | Added |
| Harbor Asset Planning, Inc. | 905 | $34.4K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 965 | $36.7K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 984 | $37.4K | 0.01% | +984 | New |
