| DHJJ Financial Advisors, Ltd. | 2 | $24 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $48 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 10 | $119 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $165 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 24 | $282 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $364 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 37 | $439 | 0.00% | 00.0% | Unchanged |
| Bayban | 62 | $727 | 0.00% | +62 | New |
| Anfield Capital Management, LLC | 67 | $786 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 78 | $915 | 0.00% | +78 | New |
| Prestige Wealth Management Group LLC | 83 | $970 | 0.00% | 00.0% | Unchanged |
| Trust Co | 98 | $1.15K | 0.00% | +98 | New |
| Trust Co of Toledo NA | 100 | $1.17K | 0.00% | −100−50.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 105 | $1.23K | 0.00% | +105 | New |
| TD Capital Management LLC | 107 | $1.25K | 0.00% | +107 | New |
| Godfrey Financial Associates, Inc. | 120 | $1.41K | 0.00% | +120 | New |
| MV Capital Management, Inc. | 155 | $1.82K | 0.00% | +155 | New |
| St Germain D J Co Inc | 158 | $1.85K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 164 | $1.93K | 0.00% | +2+1.2% | Added |
| MCF Advisors LLC | 172 | $2.02K | 0.00% | +172 | New |
| Lodestone Wealth Management LLC | 178 | $2.09K | 0.00% | +178 | New |
| Frazier Financial Advisors, LLC | 189 | $2.22K | 0.00% | +102+117.2% | Added |
| Kilter Group LLC | 192 | $2.25K | 0.00% | +192 | New |
| Wealth Watch Advisors, INC | 199 | $2.33K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 206 | $2.42K | 0.00% | −1−0.5% | Reduced |
| Ameriflex Group, Inc. | 226 | $2.65K | 0.00% | −226−50.0% | Reduced |
| Reyes Financial Architecture, Inc. | 230 | $2.70K | 0.00% | +230 | New |
| HM Payson & Co | 236 | $2.77K | 0.00% | +236 | New |
| Asset Dedication, LLC | 278 | $3.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 281 | $3.30K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 292 | $3.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 299 | $3.51K | 0.00% | +299 | New |
| Webster Bank, N. A. | 300 | $3.52K | 0.00% | +300 | New |
| Signature Resources Capital Management, LLC | 300 | $3.52K | 0.00% | +300 | New |
| Fortitude Family Office, LLC | 318 | $3.73K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 333 | $3.91K | 0.00% | +333 | New |
| Newbridge Financial Services Group, Inc. | 346 | $4.06K | 0.00% | +346 | New |
| Copeland Capital Management, LLC | 359 | $4.21K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 377 | $4.42K | 0.00% | +257+214.2% | Added |
| Bravera Wealth | 392 | $4.60K | 0.00% | +392 | New |
| Heritage Wealth Advisors | 400 | $4.69K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 425 | $4.99K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 432 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 435 | $5.10K | 0.00% | +435 | New |
| Toth Financial Advisory Corp | 442 | $5.18K | 0.00% | +62+16.3% | Added |
| Beaird Harris Wealth Management, LLC | 459 | $5.39K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 503 | $5.90K | 0.00% | +503 | New |
| Paladin Partners, LLC | 510 | $5.98K | 0.00% | +510 | New |
| Plante Moran Financial Advisors, LLC | 517 | $6.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 529 | $6.21K | 0.00% | +445+529.8% | Added |
| Ares Financial Consulting, LLC | 537 | $6.30K | 0.01% | +537 | New |
| First Command Advisory Services, Inc. | 549 | $6.44K | 0.00% | +242+78.8% | Added |
| NBC Securities, Inc. | 559 | $6.56K | 0.00% | −34−5.7% | Reduced |
| Nemes Rush Group LLC | 572 | $6.71K | 0.00% | +572 | New |
| SOA Wealth Advisors, LLC. | 573 | $6.72K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 581 | $6.81K | 0.00% | +483+492.9% | Added |
| Raffa Wealth Management, LLC | 657 | $7.71K | 0.00% | +446+211.4% | Added |
| GHP Investment Advisors, Inc. | 667 | $7.82K | 0.00% | +6+0.9% | Added |
| Armstrong Advisory Group, Inc | 670 | $7.86K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 674 | $7.91K | 0.00% | +674 | New |
| Halbert Hargrove Global Advisors, LLC | 676 | $7.93K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 679 | $7.96K | 0.01% | +679 | New |
| Cornerstone Financial Management LLC | 680 | $7.98K | 0.01% | +680 | New |
| JNBA Financial Advisors | 703 | $8.25K | 0.00% | +703 | New |
| Proffitt & Goodson Inc | 716 | $8.40K | 0.00% | −105−12.8% | Reduced |
| CX Institutional | 800 | $9.00K | 0.00% | +388+94.2% | Added |
| IMA Wealth, Inc. | 773 | $9.07K | 0.00% | +773 | New |
| Bell Investment Advisors, Inc | 798 | $9.36K | 0.00% | +725+993.2% | Added |
| Stone House Investment Management, LLC | 809 | $9.49K | 0.00% | +689+574.2% | Added |
| Principia Wealth Advisory, LLC | 846 | $9.92K | 0.01% | −1−0.1% | Reduced |
| SJS Investment Consulting Inc. | 894 | $10.5K | 0.00% | +894 | New |
| FWL Investment Management, LLC | 919 | $10.8K | 0.00% | −1,042−53.1% | Reduced |
| Valued Wealth Advisors LLC | 925 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 982 | $11.5K | 0.00% | +982 | New |
| Geneos Wealth Management Inc. | 993 | $11.6K | 0.00% | +434+77.6% | Added |
| Cary Street Partners Financial LLC | 1,000 | $11.7K | 0.00% | +1,000 | New |
| Financial Consulate, Inc | 1,007 | $11.8K | 0.00% | +264+35.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,058 | $12.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1,059 | $12.4K | 0.00% | +1,059 | New |
| Financial Management Professionals, Inc. | 1,061 | $12.4K | 0.00% | −54−4.8% | Reduced |
| Elyxium Wealth, LLC | 1,136 | $13.3K | 0.00% | +1,136 | New |
| Redmont Wealth Advisors LLC | 1,176 | $13.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,202 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,207 | $14.2K | 0.00% | −296−19.7% | Reduced |
| Grove Bank & Trust | 1,250 | $14.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,251 | $14.7K | 0.00% | −335−21.1% | Reduced |
| Atlantic Private Wealth, LLC | 1,265 | $14.8K | 0.01% | +1,000+377.4% | Added |
| Creative Financial Designs Inc | 1,292 | $15.2K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,293 | $15.3K | 0.00% | +633+95.9% | Added |
| Basepoint Wealth LLC | 1,397 | $16.4K | 0.01% | +1,397 | New |
| YANKCOM Partnership | 1,398 | $16.4K | 0.01% | +1,398 | New |
| Oakworth Capital, Inc. | 1,430 | $16.8K | 0.00% | +1,430 | New |
| Manning & Napier Advisors LLC | 1,556 | $18.4K | 0.00% | +1,556 | New |
| SHP Wealth Management | 1,603 | $18.8K | 0.00% | +1,603 | New |
| Albion Financial Group | 1,647 | $19.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,656 | $19.4K | 0.00% | −30−1.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,700 | $19.9K | 0.01% | +1,700 | New |
| Highline Wealth Partners LLC | 1,855 | $21.8K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,906 | $22.4K | 0.00% | +1,906 | New |