| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $142 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $142 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 5 | $355 | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 5 | $384 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $426 | 0.00% | −1−14.3% | Reduced |
| Crewe Advisors LLC | 6 | $426 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $497 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $993 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.14K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 19 | $1.35K | 0.00% | −7−26.9% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $1.35K | 0.00% | +19 | New |
| Hallmark Capital Management Inc | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.42K | 0.00% | +1+5.3% | Added |
| Tucker Asset Management LLC | 21 | $1.49K | 0.00% | +21 | New |
| Independence Bank of Kentucky | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.63K | 0.00% | +5+27.8% | Added |
| American Capital Advisory, LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $1.84K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 29 | $2.06K | 0.00% | +29 | New |
| Opal Wealth Advisors, LLC | 29 | $2.06K | 0.00% | +29 | New |
| Red Tortoise LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $2.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 36 | $2.55K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $2.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 44 | $3.12K | 0.00% | +44 | New |
| Gradient Investments LLC | 46 | $3.26K | 0.00% | +46 | New |
| Mattson Financial Services, LLC | 46 | $3.26K | 0.00% | +46 | New |
| Atlantic Edge Private Wealth Management, LLC | 49 | $3.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $3.69K | 0.00% | +11+26.8% | Added |
| Salem Investment Counselors Inc | 55 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $4.47K | 0.00% | −8−11.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 64 | $4.54K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 64 | $4.54K | 0.00% | +64 | New |
| Meeder Asset Management Inc | 65 | $4.61K | 0.00% | −10−13.3% | Reduced |
| Eagle Bay Advisors LLC | 66 | $4.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $4.68K | 0.00% | −2−2.9% | Reduced |
| Coston, McIsaac & Partners | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 85 | $6.03K | 0.00% | +75+750.0% | Added |
| Fairway Wealth LLC | 88 | $6.24K | 0.00% | +88 | New |
| FinTrust Capital Advisors, LLC | 90 | $6.38K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 90 | $6.38K | 0.00% | +90 | New |
| Zions Bancorporation, N.A. | 92 | $6.53K | 0.00% | −58−38.7% | Reduced |
| Raffa Wealth Management, LLC | 93 | $6.60K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 93 | $6.61K | 0.00% | +69+287.5% | Added |
| JJJ Advisors Inc. | 98 | $6.95K | 0.00% | +8+8.9% | Added |
| Prestige Wealth Management Group LLC | 100 | $7.09K | 0.00% | −35−25.9% | Reduced |
| Spotlight Asset Group, Inc. | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 100 | $7.09K | 0.01% | +100 | New |
| Financial Freedom, LLC | 106 | $7.54K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 114 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 114 | $8.09K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $8.16K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $8.16K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 134 | $9.51K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 138 | $9.79K | 0.00% | +138 | New |
| Lynx Investment Advisory | 142 | $10.1K | 0.01% | +142 | New |
| Clear Point Advisors Inc. | 162 | $11.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 167 | $11.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 168 | $11.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 175 | $12.0K | 0.01% | −59−25.2% | Reduced |
| Transcendent Capital Group LLC | 170 | $12.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 172 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 181 | $12.8K | 0.00% | +20+12.4% | Added |
| GHP Investment Advisors, Inc. | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $14.8K | 0.00% | −63−23.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 212 | $15.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 221 | $15.7K | 0.00% | +18+8.9% | Added |
| Valley National Advisers Inc | 235 | $16.0K | 0.00% | +15+6.8% | Added |
| Rise Advisors, LLC | 233 | $16.6K | 0.01% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 235 | $16.7K | 0.00% | +17+7.8% | Added |
| Rothschild Investment LLC | 235 | $16.7K | 0.00% | +205+683.3% | Added |
| Harbour Investments, Inc. | 242 | $17.2K | 0.00% | −6−2.4% | Reduced |
| Tyler-Stone Wealth Management | 247 | $17.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $17.7K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 250 | $17.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 251 | $17.8K | 0.00% | −33−11.6% | Reduced |
| Annapolis Financial Services, LLC | 251 | $17.8K | 0.01% | +251 | New |
| Wiser Advisor Group LLC | 253 | $17.9K | 0.03% | +2+0.8% | Added |
| Laurel Wealth Advisors LLC | 272 | $19.3K | 0.00% | −550−66.9% | Reduced |
| Continuum Advisory, LLC | 277 | $19.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 284 | $20.1K | 0.00% | +52+22.4% | Added |
| GPS Wealth Strategies Group, LLC | 310 | $22.0K | 0.00% | +1+0.3% | Added |
| MV Capital Management, Inc. | 318 | $22.6K | 0.00% | −8−2.5% | Reduced |
| Key Financial Inc | 328 | $23.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 333 | $23.6K | 0.00% | −6,083−94.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 360 | $25.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 361 | $25.6K | 0.01% | −386−51.7% | Reduced |
| Capital Advisors, Ltd. LLC | 375 | $27.0K | 0.00% | +175+87.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 382 | $27.1K | 0.00% | 00.0% | Unchanged |