| Annis Gardner Whiting Capital Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $90 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $105 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 5 | $105 | 0.00% | +5 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $115 | 0.00% | +5 | New |
| Koesten, Hirschmann & Crabtree, INC. | 5 | $115 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 6 | $138 | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $158 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 7 | $161 | 0.00% | −273−97.5% | Reduced |
| MV Capital Management, Inc. | 7 | $161 | 0.00% | −19−73.1% | Reduced |
| Clark Wealth Partners | 7 | $161 | 0.00% | +7 | New |
| Horizons Wealth Management | 9 | $207 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $207 | 0.00% | +3+50.0% | Added |
| Riggs Asset Managment Co. Inc. | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 10 | $230 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $253 | 0.00% | +6+120.0% | Added |
| Accredited Wealth Management, LLC | 12 | $276 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12 | $276 | 0.00% | +12 | New |
| Mount Yale Investment Advisors, LLC | 12 | $285 | 0.00% | +12 | New |
| Newbridge Financial Services Group, Inc. | 15 | $345 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $372 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $459 | 0.00% | −400−95.2% | Reduced |
| Cromwell Holdings LLC | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $459 | 0.00% | −16−44.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $459 | 0.00% | +4+25.0% | Added |
| Pandora Wealth, Inc. | 20 | $459 | 0.00% | +20 | New |
| Boreal Capital Management LLC | 20 | $459 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $482 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 24 | $521 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $529 | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $552 | 0.00% | −50−67.6% | Reduced |
| Concord Wealth Partners | 26 | $597 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $689 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $689 | 0.00% | +30 | New |
| William B. Walkup & Associates, Inc. | 38 | $874 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $919 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 40 | $919 | 0.00% | +40 | New |
| Hemington Wealth Management | 64 | $1.00K | 0.00% | −27−29.7% | Reduced |
| Glen Eagle Advisors, LLC | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 45 | $1.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $1.08K | 0.00% | −1,237−96.3% | Reduced |
| CVA Family Office, LLC | 50 | $1.15K | 0.00% | −124−71.3% | Reduced |
| Westside Investment Management, Inc. | 50 | $1.15K | 0.00% | −47−48.5% | Reduced |
| Crews Bank & Trust | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| American National Bank | 56 | $1.29K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $1.36K | 0.00% | +48+436.4% | Added |
| Crowley Wealth Management, Inc. | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $1.38K | 0.00% | +60 | New |
| Glass Jacobson Investment Advisors llc | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 62 | $1.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $1.49K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 70 | $1.61K | 0.00% | −100−58.8% | Reduced |
| Legacy Wealth Managment, LLC | 70 | $1.61K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 70 | $1.61K | 0.00% | +70 | New |
| Evermay Wealth Management LLC | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 82 | $1.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 84 | $1.93K | 0.00% | +84 | New |
| Rothschild Investment LLC | 85 | $1.95K | 0.00% | +65+325.0% | Added |
| Hazlett, Burt & Watson, Inc. | 72 | $2.00K | 0.00% | +72 | New |
| Center for Financial Planning, Inc. | 88 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 92 | $2.11K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 99 | $2.26K | 0.00% | +2+2.1% | Added |
| Nemes Rush Group LLC | 100 | $2.30K | 0.00% | −700−87.5% | Reduced |
| Bokf, NA | 100 | $2.30K | 0.00% | −50−33.3% | Reduced |
| City State Bank | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $2.30K | 0.00% | +100 | New |
| Garde Capital, Inc. | 105 | $2.42K | 0.00% | +105 | New |
| Washington Trust Advisors, Inc. | 106 | $2.44K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 108 | $2.48K | 0.00% | −1,256−92.1% | Reduced |
| New England Capital Financial Advisors LLC | 110 | $2.53K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 110 | $2.53K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 112 | $2.57K | 0.00% | +3+2.8% | Added |
| Creative Financial Designs Inc | 116 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 120 | $2.76K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $2.76K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 122 | $2.80K | 0.00% | −824−87.1% | Reduced |
| Traub Capital Management LLC | 128 | $2.94K | 0.00% | +128 | New |
| Avion Wealth | 158 | $3.00K | 0.00% | −18−10.2% | Reduced |
| Capital Advisors, Ltd. LLC | 135 | $3.00K | 0.00% | +20+17.4% | Added |
| Wood Tarver Financial Group, LLC | 132 | $3.00K | 0.00% | −1−0.8% | Reduced |
| Millstone Evans Group, LLC | 131 | $3.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $3.08K | 0.00% | +64+91.4% | Added |
| Kimelman & Baird, LLC | 138 | $3.17K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 143 | $3.23K | 0.00% | +19+15.3% | Added |
| Ameritas Investment Partners, Inc. | 145 | $3.33K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 145 | $3.33K | 0.00% | +145 | New |
| JFS Wealth Advisors, LLC | 147 | $3.38K | 0.00% | −41−21.8% | Reduced |
| Archer Investment Corp | 155 | $3.56K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 166 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 169 | $3.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 169 | $3.88K | 0.00% | +169 | New |
| Ogorek Anthony Joseph | 175 | $4.00K | 0.00% | −75−30.0% | Reduced |
| Bogart Wealth, LLC | 187 | $4.29K | 0.00% | 00.0% | Unchanged |
