| Raleigh Capital Management Inc. | 0 | $16 | 0.00% | −69−100.0% | Reduced |
| Bear Mountain Capital, Inc. | 3 | $356 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $361 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $362 | 0.00% | −2−40.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $362 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $462 | 0.00% | +1+33.3% | Added |
| Cape Investment Advisory, Inc. | 4 | $481 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $482 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $601 | 0.00% | +5 | New |
| Barrett & Company, Inc. | 5 | $602 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $602 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $722 | 0.00% | −118−95.2% | Reduced |
| Private Wealth Asset Management, LLC | 6 | $722 | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $733 | 0.00% | +2+40.0% | Added |
| Iron Horse Wealth Management, LLC | 7 | $842 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.20K | 0.00% | +5+100.0% | Added |
| S&T Bank | 10 | $1.20K | 0.00% | +10 | New |
| Hoey Investments, Inc | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $1.44K | 0.00% | +1+9.1% | Added |
| MPWM Advisory Solutions, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $1.56K | 0.00% | +10+333.3% | Added |
| Flaharty Asset Management, LLC | 13 | $1.60K | 0.00% | +13 | New |
| JNBA Financial Advisors | 14 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,558 | $1.69K | 0.00% | +2,544+18,171.4% | Added |
| Dogwood Wealth Management LLC | 15 | $1.80K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $1.81K | 0.00% | +4+36.4% | Added |
| Hughes Financial Services, LLC | 16 | $1.92K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $1.93K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −596−96.6% | Reduced |
| UMA Financial Services, Inc. | 17 | $2.05K | 0.00% | +7+70.0% | Added |
| Cornerstone Planning Group LLC | 19 | $2.13K | 0.00% | +13+216.7% | Added |
| GHP Investment Advisors, Inc. | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 18 | $2.17K | 0.00% | +17+1,700.0% | Added |
| Legacy Wealth Managment, LLC | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 19 | $2.29K | 0.00% | +19 | New |
| True Wealth Design, LLC | 20 | $2.41K | 0.00% | +8+66.7% | Added |
| Sachetta, LLC | 21 | $2.53K | 0.00% | +16+320.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $2.77K | 0.00% | −12−34.3% | Reduced |
| Graney & King, LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $3.01K | 0.00% | −73−74.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $3.25K | 0.00% | −7−20.6% | Reduced |
| Tower Trust & Investment Co | 30 | $3.58K | 0.00% | +30 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $3.85K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 36 | $4.33K | 0.00% | +36 | New |
| Halbert Hargrove Global Advisors, LLC | 38 | $4.57K | 0.00% | +38 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $5.42K | 0.00% | −12−21.1% | Reduced |
| Painted Porch Advisors LLC | 45 | $5.42K | 0.00% | +45 | New |
| Nova Wealth Management, Inc. | 47 | $5.60K | 0.00% | +1+2.2% | Added |
| Dunhill Financial, LLC | 48 | $5.72K | 0.00% | +7+17.1% | Added |
| Sierra Ocean, LLC | 48 | $5.78K | 0.00% | +32+200.0% | Added |
| Ogorek Anthony Joseph | 55 | $6.00K | 0.00% | +55 | New |
| Evermay Wealth Management LLC | 50 | $6.02K | 0.00% | +50 | New |
| Perkins Coie Trust Co | 50 | $6.02K | 0.00% | +50 | New |
| N.E.W. Advisory Services LLC | 50 | $6.02K | 0.00% | +50 | New |
| United Community Bank | 50 | $6.02K | 0.00% | +50 | New |
| Tortoise Investment Management, LLC | 51 | $6.16K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 52 | $6.30K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 55 | $6.62K | 0.00% | +53+2,650.0% | Added |
| MRP Capital Investments, LLC | 60 | $7.22K | 0.01% | −25−29.4% | Reduced |
| 1620 Investment Advisors, Inc. | 61 | $7.34K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 62 | $7.46K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $7.62K | 0.00% | +26+70.3% | Added |
| Stonebridge Financial Group, LLC | 65 | $7.82K | 0.00% | +65 | New |
| Creekmur Asset Management LLC | 65 | $7.85K | 0.00% | −45−40.9% | Reduced |
| Financial Management Professionals, Inc. | 66 | $7.94K | 0.00% | −5−7.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $8.30K | 0.01% | +69 | New |
| Solstein Capital, LLC | 70 | $8.42K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 70 | $8.42K | 0.01% | +70 | New |
| Park Place Capital Corp | 71 | $8.54K | 0.00% | +53+294.4% | Added |
| Darwin Advisors, LLC | 74 | $8.68K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 73 | $8.77K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $9.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 78 | $9.39K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 79 | $9.51K | 0.00% | +79 | New |
| C M Bidwell & Associates Ltd | 81 | $9.75K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 82 | $9.87K | 0.00% | +82 | New |
| Aspect Partners, LLC | 88 | $10.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 90 | $10.8K | 0.00% | +9+11.1% | Added |
| Saudi Central Bank | 92 | $11.1K | 0.06% | +92 | New |
| Bell Investment Advisors, Inc | 92 | $11.1K | 0.00% | +4+4.5% | Added |
| Concord Wealth Partners | 94 | $11.4K | 0.00% | −23−19.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $12.0K | 0.00% | −20−16.7% | Reduced |
| Cedar Wealth Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $12.3K | 0.00% | +1+1.0% | Added |
| American Capital Advisory, LLC | 106 | $12.8K | 0.01% | +3+2.9% | Added |
| Riverview Trust Co | 107 | $12.9K | 0.01% | −6−5.3% | Reduced |
| Stone House Investment Management, LLC | 107 | $12.9K | 0.00% | +107 | New |
| Capital Advisors, Ltd. LLC | 109 | $13.0K | 0.00% | 00.0% | Unchanged |