| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Old Point Trust & Financial Services N A | 1 | $572 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $572 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1 | $572 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $572 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 494,972 | $858 | 0.04% | +494,972 | New |
| PEAK6 Investments LLC | 2 | $906 | 0.00% | +1+100.0% | Added |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $1.14K | 0.00% | −1−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $1.14K | 0.00% | +1+100.0% | Added |
| Horizon Financial Services, LLC | 2 | $1.14K | 0.00% | +2 | New |
| GoalVest Advisory LLC | 2 | $1.14K | 0.00% | +2 | New |
| Tanglewood Legacy Advisors, LLC | 2 | $1.14K | 0.00% | +2 | New |
| Delta Asset Management LLC | 3 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.72K | 0.00% | −1−25.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $1.72K | 0.00% | +3 | New |
| Ancora Advisors, LLC | 3 | $1.94K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $2.29K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.29K | 0.00% | +1+33.3% | Added |
| Gradient Investments LLC | 5 | $2.86K | 0.00% | −6−54.5% | Reduced |
| North Star Investment Management Corp. | 5 | $2.86K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $2.86K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $2.86K | 0.00% | +5 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $3.00K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $3.43K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6 | $3.43K | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $3.46K | 0.01% | +1+20.0% | Added |
| Bokf, NA | 6 | $3.46K | 0.00% | −1,239−99.5% | Reduced |
| Pacific Center for Financial Services | 7 | $4.00K | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 7 | $4.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $4.57K | 0.00% | −1−11.1% | Reduced |
| Cedar Wealth Management, LLC | 8 | $4.57K | 0.00% | +8 | New |
| Silicon Valley Capital Partners | 9 | $4.93K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $5.14K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $5.14K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $5.14K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $5.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $5.71K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 10 | $5.71K | 0.00% | +10 | New |
| Sittner & Nelson, LLC | 10 | $5.71K | 0.00% | +10 | New |
| Vermillion & White Wealth Management Group, LLC | 11 | $6.29K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13 | $7.43K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $8.57K | 0.00% | −7−31.8% | Reduced |
| Hartford Financial Management Inc. | 15 | $8.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $8.57K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $8.57K | 0.01% | +15 | New |
| Sofos Investments, Inc. | 16 | $8.61K | 0.00% | +16 | Added |
| DT Investment Partners, LLC | 16 | $9.14K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $9.14K | 0.00% | +16 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $9.14K | 0.00% | +16 | New |
| Westside Investment Management, Inc. | 16 | $9.23K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $10.0K | 0.00% | +1+6.7% | Added |
| Dunhill Financial, LLC | 18 | $10.0K | 0.01% | +7+63.6% | Added |
| Key Financial Inc | 18 | $10.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $10.3K | 0.01% | +12+200.0% | Added |
| First Financial Corp | 18 | $10.3K | 0.01% | +18 | New |
| PSI Advisors, LLC | 18 | $10.3K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 21 | $11.3K | 0.00% | −13−38.2% | Reduced |
| HM Payson & Co | 20 | $11.4K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 21 | $12.0K | 0.00% | +21 | New |
| Grove Bank & Trust | 22 | $12.6K | 0.00% | −11−33.3% | Reduced |
| Raffa Wealth Management, LLC | 22 | $12.6K | 0.00% | +4+22.2% | Added |
| Red Tortoise LLC | 23 | $13.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $13.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $13.1K | 0.00% | +23 | New |
| JDM Financial Group LLC | 24 | $13.7K | 0.01% | +7+41.2% | Added |
| Versant Capital Management, Inc | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $14.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $14.3K | 0.00% | +3+13.6% | Added |
| Planning Capital Management Corp | 27 | $15.4K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 27 | $15.4K | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 28 | $16.0K | 0.01% | +28 | New |
| Adirondack Trust Co | 29 | $16.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 29 | $16.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $17.1K | 0.00% | +11+57.9% | Added |
| SJS Investment Consulting Inc. | 30 | $17.1K | 0.00% | +26+650.0% | Added |
| Abound Wealth Management | 30 | $17.4K | 0.01% | −1−3.2% | Reduced |
| Harbor Investment Advisory, LLC | 31 | $17.7K | 0.00% | +6+24.0% | Added |
| TSFG, LLC | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $18.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $19.4K | 0.01% | +13+61.9% | Added |
| Core Wealth Advisors, Inc. | 36 | $20.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $20.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 36 | $20.6K | 0.01% | +36 | New |
| Asset Dedication, LLC | 36 | $21.0K | 0.00% | +14+63.6% | Added |
| Sachetta, LLC | 43 | $22.1K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $23.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $24.0K | 0.00% | −10−19.2% | Reduced |
| Magellan Asset Management Ltd | 45 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 46 | $26.3K | 0.01% | +46 | New |
| Quest Partners LLC | 48 | $27.4K | 0.00% | −1,498−96.9% | Reduced |