| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | −5−83.3% | Reduced |
| LGT Financial Advisors LLC | 2 | $116 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 3 | $178 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $226 | 0.00% | −3−42.9% | Reduced |
| American Capital Advisory, LLC | 4 | $232 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $289 | 0.00% | −1−16.7% | Reduced |
| Quaker Wealth Management, LLC | 5 | $290 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $348 | 0.00% | −28−82.4% | Reduced |
| Kozak & Associates, Inc. | 6 | $391 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $463 | 0.00% | −21−72.4% | Reduced |
| Kiker Wealth Management, LLC | 8 | $463 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $463 | 0.00% | +7+700.0% | Added |
| Scarborough Advisors, LLC | 8 | $490 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $520 | 0.00% | −2−18.2% | Reduced |
| Activest Wealth Management | 9 | $521 | 0.00% | +6+200.0% | Added |
| UMA Financial Services, Inc. | 9 | $521 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 9 | $542 | 0.00% | −41−82.0% | Reduced |
| Wolff Wiese Magana LLC | 10 | $579 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $579 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $694 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 13 | $753 | 0.00% | −385−96.7% | Reduced |
| Garde Capital, Inc. | 15 | $868 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | −10,188−99.7% | Reduced |
| Capital Analysts, LLC | 9 | $1.00K | 0.00% | −91−91.0% | Reduced |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $1.04K | 0.00% | +18 | New |
| NVWM, LLC | 19 | $1.10K | 0.00% | +14+280.0% | Added |
| Total Investment Management Inc | 21 | $1.22K | 0.00% | +21 | New |
| S&T Bank | 22 | $1.27K | 0.00% | +22 | New |
| Essex Investment Management Co LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.45K | 0.00% | +12+92.3% | Added |
| Fortis Group Advisors, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 26 | $1.50K | 0.00% | −43−62.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $1.68K | 0.00% | +14+93.3% | Added |
| Darwin Advisors, LLC | 30 | $1.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $1.79K | 0.00% | −670−95.6% | Reduced |
| Principia Wealth Advisory, LLC | 31 | $1.79K | 0.00% | +30+3,000.0% | Added |
| Sierra Ocean, LLC | 31 | $1.84K | 0.00% | −47−60.3% | Reduced |
| Cornerstone Planning Group LLC | 37 | $1.94K | 0.00% | −18−32.7% | Reduced |
| WealthTrak Capital Management LLC | 35 | $2.03K | 0.00% | +25+250.0% | Added |
| SWAN Capital LLC | 36 | $2.08K | 0.00% | +36 | New |
| JNBA Financial Advisors | 38 | $2.20K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 38 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $2.20K | 0.00% | +38 | New |
| Legacy Investment Solutions, LLC | 38 | $2.20K | 0.00% | +38 | New |
| Binnacle Investments Inc | 39 | $2.26K | 0.00% | +30+333.3% | Added |
| Solstein Capital, LLC | 39 | $2.26K | 0.00% | +39 | New |
| Medallion Wealth Advisors, LLC | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $2.31K | 0.00% | −3−7.0% | Reduced |
| Nemes Rush Group LLC | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 44 | $2.55K | 0.00% | +6+15.8% | Added |
| Hughes Financial Services, LLC | 53 | $2.63K | 0.00% | +46+657.1% | Added |
| Key Financial Inc | 46 | $2.66K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 47 | $2.72K | 0.00% | −315−87.0% | Reduced |
| Redmont Wealth Advisors LLC | 47 | $2.72K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 50 | $2.89K | 0.00% | −70−58.3% | Reduced |
| Princeton Global Asset Management LLC | 54 | $3.12K | 0.00% | +11+25.6% | Added |
| Financial Management Professionals, Inc. | 55 | $3.18K | 0.00% | −26−32.1% | Reduced |
| WPG Advisers, LLC | 55 | $3.18K | 0.00% | +4+7.8% | Added |
| Pineridge Advisors LLC | 56 | $3.22K | 0.00% | +2+3.7% | Added |
| Raffa Wealth Management, LLC | 56 | $3.24K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 56 | $3.24K | 0.00% | +56 | New |
| Abound Wealth Management | 57 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 59 | $3.41K | 0.00% | +59 | New |
| Whittier Trust Co of Nevada Inc | 60 | $3.47K | 0.00% | −7,034−99.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 61 | $3.53K | 0.00% | +4+7.0% | Added |
| Compass Financial Services Inc | 62 | $3.59K | 0.00% | −95−60.5% | Reduced |
| Red Tortoise LLC | 63 | $3.65K | 0.00% | +63 | New |
| Millstone Evans Group, LLC | 65 | $3.76K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 76 | $3.82K | 0.00% | +76 | New |
| Burkett Financial Services, LLC | 67 | $3.86K | 0.00% | +67 | New |
| Hemington Wealth Management | 73 | $4.00K | 0.00% | −154−67.8% | Reduced |
| Bruce G. Allen Investments, LLC | 74 | $4.28K | 0.00% | −95−56.2% | Reduced |
| Whittier Trust Co | 77 | $4.46K | 0.00% | −4,889−98.4% | Reduced |
| Ameriflex Group, Inc. | 86 | $5.04K | 0.00% | +22+34.4% | Added |
| Private Wealth Management Group, LLC | 92 | $5.32K | 0.00% | −48−34.3% | Reduced |
| Hollencrest Capital Management | 93 | $5.38K | 0.00% | −401−81.2% | Reduced |
| Transce3nd, LLC | 98 | $5.67K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $5.79K | 0.00% | −148−59.7% | Reduced |
| Rakuten Securities, Inc. | 103 | $5.96K | 0.00% | +61+145.2% | Added |
| Fortitude Family Office, LLC | 104 | $6.02K | 0.00% | −188−64.4% | Reduced |
| Aspect Partners, LLC | 107 | $6.19K | 0.00% | +102+2,040.0% | Added |
| ORG Partners LLC | 105 | $6.46K | 0.00% | +58+123.4% | Added |
| Vermillion Wealth Management, Inc. | 115 | $6.65K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 121 | $7.00K | 0.00% | +59+95.2% | Added |
| Richard W. Paul & Associates, LLC | 128 | $7.41K | 0.00% | −89−41.0% | Reduced |
| Trust Co of Toledo NA | 132 | $7.64K | 0.00% | +132 | New |
| Harbor Asset Planning, Inc. | 132 | $7.64K | 0.01% | +132 | New |
| Salomon & Ludwin, LLC | 122 | $7.65K | 0.00% | +2+1.7% | Added |
| Bogart Wealth, LLC | 134 | $7.78K | 0.00% | −245−64.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 137 | $8.00K | 0.00% | +3+2.2% | Added |
| Smithfield Trust Co | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 144 | $8.33K | 0.00% | −49−25.4% | Reduced |
| Boyd Watterson Asset Management LLC | 144 | $8.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $8.51K | 0.00% | −719−83.0% | Reduced |
| Bell Investment Advisors, Inc | 148 | $8.56K | 0.00% | +33+28.7% | Added |
| Independence Bank of Kentucky | 150 | $8.68K | 0.00% | 00.0% | Unchanged |
