| Halbert Hargrove Global Advisors, LLC | 1 | $229 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $416 | 0.00% | +1 | New |
| Motco | 1 | $416 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $416 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $832 | 0.00% | −6−75.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2 | $832 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $832 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $832 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $832 | 0.00% | +1+100.0% | Added |
| Provenance Wealth Advisors, LLC | 2 | $832 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $832 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $1.25K | 0.00% | −51−94.4% | Reduced |
| Alerus Financial NA | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.66K | 0.00% | +2+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4 | $1.66K | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $1.70K | 0.00% | +2+100.0% | Added |
| Abound Wealth Management | 5 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.08K | 0.00% | +5 | New |
| Key Financial Inc | 5 | $2.08K | 0.00% | −1,096−99.5% | Reduced |
| Investors Portfolio Services LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $2.08K | 0.00% | +5 | New |
| First Horizon Corp | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $2.50K | 0.00% | +2+50.0% | Added |
| Wilkerson Advisory Group LLC | 7 | $2.91K | 0.00% | −4−36.4% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $3.00K | 0.00% | +5+166.7% | Added |
| Torren Management, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $3.33K | 0.00% | +2+33.3% | Added |
| MidFirst Bank | 8 | $3.33K | 0.00% | +7+700.0% | Added |
| Crewe Advisors LLC | 8 | $3.33K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 9 | $3.74K | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 9 | $3.74K | 0.00% | +5+125.0% | Added |
| Addison Advisors LLC | 10 | $4.16K | 0.00% | −25−71.4% | Reduced |
| Raffa Wealth Management, LLC | 10 | $4.16K | 0.00% | −2−16.7% | Reduced |
| South State Corp. | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $4.16K | 0.00% | +4+66.7% | Added |
| Trust Co of Vermont | 10 | $4.16K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 10 | $4.16K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $4.45K | 0.00% | +3+42.9% | Added |
| Westside Investment Management, Inc. | 11 | $4.58K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $4.58K | 0.00% | +1+10.0% | Added |
| Hughes Financial Services, LLC | 11 | $4.58K | 0.00% | +6+120.0% | Added |
| HGK Asset Management Inc | 11 | $4.58K | 0.00% | +11 | New |
| Quarry LP | 11 | $4.58K | 0.00% | +11 | New |
| Rossby Financial, LCC | 12 | $4.99K | 0.00% | −1−7.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $4.99K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 12 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $5.82K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 14 | $5.82K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 14 | $5.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $6.24K | 0.00% | +5+50.0% | Added |
| Grove Bank & Trust | 16 | $6.66K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $6.66K | 0.00% | +3+23.1% | Added |
| MV Capital Management, Inc. | 16 | $6.66K | 0.00% | +4+33.3% | Added |
| United Financial Planning Group LLC | 17 | $7.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $7.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $7.49K | 0.00% | +10+125.0% | Added |
| Strengthening Families & Communities, LLC | 18 | $7.49K | 0.00% | +18 | New |
| Buck Wealth Strategies, LLC | 18 | $7.49K | 0.00% | +18 | New |
| Cedar Mountain Advisors, LLC | 19 | $7.90K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $8.32K | 0.00% | −6−23.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $8.32K | 0.01% | +20 | New |
| Clark Wealth Partners | 21 | $8.74K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 22 | $9.15K | 0.00% | −370−94.4% | Reduced |
| Continuum Advisory, LLC | 23 | $9.57K | 0.00% | +23 | New |
| Nemes Rush Group LLC | 24 | $9.98K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $9.98K | 0.00% | +7+41.2% | Added |
| JPL Wealth Management, LLC | 24 | $9.98K | 0.00% | +6+33.3% | Added |
| Highline Wealth Partners LLC | 27 | $11.2K | 0.00% | +5+22.7% | Added |
| Acumen Wealth Advisors, LLC | 27 | $11.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $12.0K | 0.00% | −1−3.4% | Reduced |
| Sachetta, LLC | 31 | $12.9K | 0.01% | +5+19.2% | Added |
| Leonteq Securities AG | 31 | $12.9K | 0.00% | +23+287.5% | Added |
| West Branch Capital LLC | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 33 | $13.7K | 0.00% | +33 | New |
| Arlington Trust Co LLC | 34 | $14.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $15.0K | 0.00% | −35−49.3% | Reduced |
| Private Wealth Management Group, LLC | 41 | $17.1K | 0.00% | −2−4.7% | Reduced |
| Silver Grove Financial Group, Inc. | 42 | $17.5K | 0.01% | +42 | New |
| Fortitude Family Office, LLC | 44 | $18.3K | 0.00% | +1+2.3% | Added |