| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $40 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $78 | 0.00% | +2 | New |
| Quarry LP | 2 | $78 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $78 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $118 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $120 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $156 | 0.00% | −4−50.0% | Reduced |
| Owl Creek Wealth Partners LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $430 | 0.00% | +2+22.2% | Added |
| LRI Investments, LLC | 12 | $468 | 0.00% | −167−93.3% | Reduced |
| Rialto Wealth Management, LLC | 13 | $508 | 0.00% | +4+44.4% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $512 | 0.00% | +2+18.2% | Added |
| SBI Securities Co., Ltd. | 14 | $546 | 0.00% | −28−66.7% | Reduced |
| Spire Wealth Management | 22 | $859 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $1.01K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $1.17K | 0.00% | +30 | New |
| Creative Capital Management Investments LLC | 30 | $1.17K | 0.00% | +30 | New |
| Basecamp Wealth Advisors LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 41 | $1.48K | 0.00% | +41 | New |
| Torren Management, LLC | 45 | $1.77K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 46 | $1.79K | 0.00% | +46 | New |
| Glen Eagle Advisors, LLC | 47 | $1.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 51 | $1.99K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $2.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 64 | $2.50K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 66 | $2.58K | 0.00% | +66 | New |
| Private Wealth Management Group, LLC | 75 | $2.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 78 | $3.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $3.33K | 0.00% | +75+750.0% | Added |
| CVA Family Office, LLC | 111 | $4.33K | 0.00% | −1−0.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 118 | $4.61K | 0.00% | +77+187.8% | Added |
| Ronald Blue Trust, Inc. | 130 | $5.07K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 130 | $5.07K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 134 | $5.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 139 | $5.42K | 0.00% | −1,008−87.9% | Reduced |
| Brown Brothers Harriman & Co | 182 | $7.10K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $7.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 204 | $7.96K | 0.00% | +144+240.0% | Added |
| Global Retirement Partners, LLC | 211 | $8.25K | 0.00% | +211 | New |
| Capital Advisors, Ltd. LLC | 256 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 254 | $10.1K | 0.00% | +254 | New |
| Kimelman & Baird, LLC | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 301 | $11.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 326 | $12.7K | 0.00% | +32+10.9% | Added |
| Acumen Wealth Advisors, LLC | 358 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 420 | $16.4K | 0.00% | −660−61.1% | Reduced |
| Bessemer Group Inc | 424 | $17.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 446 | $17.4K | 0.00% | +446 | New |
| FNY Investment Advisers, LLC | 600 | $23.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 596 | $23.3K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 596 | $23.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 623 | $24.3K | 0.00% | +19+3.1% | Added |
| Parallel Advisors, LLC | 624 | $24.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 665 | $26.0K | 0.00% | +63+10.5% | Added |
| Rothschild Investment LLC | 786 | $30.7K | 0.00% | +311+65.5% | Added |
| Optiver Holding B.V. | 794 | $31.0K | 0.00% | −8−1.0% | Reduced |
| Versant Capital Management, Inc | 836 | $32.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 886 | $34.6K | 0.00% | +696+366.3% | Added |
| Nisa Investment Advisors, LLC | 878 | $34.7K | 0.00% | +17+2.0% | Added |
| True Wealth Design, LLC | 897 | $35.0K | 0.01% | +28+3.2% | Added |
| Smartleaf Asset Management LLC | 924 | $35.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 951 | $37.1K | 0.00% | −838−46.8% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,019 | $39.8K | 0.00% | +1,019 | New |
| Essential Partners LLC | 1,046 | $40.8K | 0.02% | −653−38.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,395 | $54.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,470 | $57.4K | 0.00% | −78−5.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,485 | $58.0K | 0.00% | +50+3.5% | Added |
| Covestor Ltd | 1,809 | $70.0K | 0.04% | +573+46.4% | Added |
| GAMMA Investing LLC | 1,832 | $71.5K | 0.00% | +163+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,841 | $71.8K | 0.00% | +7+0.4% | Added |
| Sterling Capital Management LLC | 1,947 | $76.0K | 0.00% | −1,084−35.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,000 | $78.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,399 | $94.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,000 | $117.0K | 0.00% | +3,000 | New |
| Hilltop National Bank | 3,119 | $121.7K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,235 | $126.3K | 0.00% | +150+4.9% | Added |
| Cassaday & Co Wealth Management LLC | 3,643 | $142.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,726 | $145.4K | 0.00% | +226+6.5% | Added |
| KBC Group NV | 3,749 | $146.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 3,831 | $149.5K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,523 | $176.5K | 0.00% | −1,291−22.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 5,150 | $201.0K | 0.00% | +5,150 | New |
| CoreCap Advisors, LLC | 5,170 | $201.8K | 0.01% | −436−7.8% | Reduced |
| Truist Financial Corp | 5,177 | $202.1K | 0.00% | −1,020−16.5% | Reduced |
| Buckingham Strategic Partners | 5,383 | $210.1K | 0.00% | −1,052−16.3% | Reduced |
| Old National Bancorp | 5,540 | $216.2K | 0.00% | +5,540 | New |
| MML Investors Services, LLC | 5,541 | $216.3K | 0.00% | +5,541 | New |
| Park Avenue Securities LLC | 5,581 | $218.0K | 0.00% | +5,581 | New |
| CIBC Bancorp USA Inc. | 5,643 | $220.2K | 0.00% | +5,643 | New |
| Wedbush Securities Inc | 5,669 | $221.0K | 0.01% | +5,669 | New |
| LBMC Investment Advisors, LLC | 5,768 | $225.1K | 0.01% | +5,768 | New |
