| Blue Bell Private Wealth Management, LLC | 1 | $142 | 0.00% | −14−93.3% | Reduced |
| Colonial Trust Advisors | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $142 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $143 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $284 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $284 | 0.01% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $285 | 0.00% | −598−99.7% | Reduced |
| Toth Financial Advisory Corp | 2 | $285 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $569 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $569 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 5 | $711 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $711 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $711 | 0.00% | +5 | New |
| Central Trust Co | 5 | $712 | 0.00% | −100−95.2% | Reduced |
| Trust Co | 6 | $853 | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 7 | $996 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Addison Advisors LLC | 8 | $1.14K | 0.00% | −11−57.9% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.28K | 0.00% | −12−57.1% | Reduced |
| Bayforest Capital Ltd | 11 | $1.56K | 0.00% | −1,879−99.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Hilton Head Capital Partners, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 13 | $1.85K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $1.99K | 0.00% | +2+16.7% | Added |
| First Command Advisory Services, Inc. | 14 | $1.99K | 0.00% | +14 | New |
| TFC Financial Management | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | −1−5.0% | Reduced |
| City Holding Co | 15 | $2.13K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.13K | 0.00% | +4+36.4% | Added |
| HFM Investment Advisors, LLC | 16 | $2.28K | 0.00% | +7+77.8% | Added |
| Vision Retirement, LLC | 16 | $2.28K | 0.00% | +16 | New |
| Optima Capital LLC | 17 | $2.42K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $2.56K | 0.00% | +7+63.6% | Added |
| Rossby Financial, LCC | 18 | $2.56K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $2.70K | 0.00% | +6+46.2% | Added |
| TD Private Client Wealth LLC | 20 | $2.85K | 0.00% | +7+53.8% | Added |
| Bare Financial Services, Inc | 20 | $2.85K | 0.00% | +15+300.0% | Added |
| Kingdom Financial Group LLC. | 20 | $2.85K | 0.00% | +20 | New |
| Groupe la Francaise | 25 | $2.94K | 0.00% | −50−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 21 | $2.99K | 0.00% | −200−90.5% | Reduced |
| Raffa Wealth Management, LLC | 21 | $2.99K | 0.00% | −3−12.5% | Reduced |
| Turning Point Benefit Group, Inc. | 21 | $2.99K | 0.00% | +19+950.0% | Added |
| Kilter Group LLC | 21 | $2.99K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $3.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 26 | $3.70K | 0.00% | +26 | New |
| Ogorek Anthony Joseph | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 29 | $4.12K | 0.00% | +29 | New |
| Fairscale Capital, LLC | 29 | $4.13K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $4.27K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 31 | $4.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $4.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $4.41K | 0.00% | −2−6.1% | Reduced |
| Retirement Wealth Solutions LLC | 31 | $4.41K | 0.00% | +10+47.6% | Added |
| Highline Wealth Partners LLC | 33 | $4.69K | 0.00% | −29−46.8% | Reduced |
| Motco | 33 | $4.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $4.77K | 0.00% | −16−32.0% | Reduced |
| Salomon & Ludwin, LLC | 36 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 38 | $5.41K | 0.00% | +38 | New |
| Valued Wealth Advisors LLC | 39 | $5.55K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 41 | $5.83K | 0.00% | +41 | New |
| Cornerstone Planning Group LLC | 43 | $5.84K | 0.00% | +35+437.5% | Added |
| Sachetta, LLC | 43 | $6.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $6.28K | 0.00% | +10+29.4% | Added |
| Costello Asset Management, INC | 45 | $6.40K | 0.00% | +45 | New |
| Greenline Wealth Management LLC | 47 | $6.68K | 0.01% | +47 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $7.00K | 0.00% | +4+8.5% | Added |
| High Note Wealth, LLC | 50 | $7.11K | 0.00% | −2−3.8% | Reduced |
| Princeton Global Asset Management LLC | 50 | $7.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $7.14K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 637 | $7.40K | 0.00% | +637 | New |
| Rothschild Investment LLC | 57 | $8.05K | 0.00% | +12+26.7% | Added |
| WPG Advisers, LLC | 57 | $8.11K | 0.01% | +13+29.5% | Added |
| Fortitude Family Office, LLC | 59 | $8.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 59 | $8.39K | 0.00% | +24+68.6% | Added |
| Sound Income Strategies, LLC | 75 | $8.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 70 | $9.96K | 0.00% | +70 | New |
| Golden State Wealth Management, LLC | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 83 | $11.8K | 0.01% | +83 | New |
| CBIZ Investment Advisory Services, LLC | 90 | $12.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 90 | $12.8K | 0.00% | +90 | New |
| Kozak & Associates, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 93 | $13.2K | 0.00% | 00.0% | Unchanged |