| Halbert Hargrove Global Advisors, LLC | 0 | $478 | 0.00% | 0 | New |
| Birchbrook, Inc. | 1 | $701 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Navigoe, LLC | 1 | $1.00K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.34K | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $1.36K | 0.00% | −13−92.9% | Reduced |
| Prosperity Bancshares Inc | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $1.36K | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $1.36K | 0.00% | +1 | New |
| Fortis Group Advisors, LLC | 1 | $1.36K | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $1.36K | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $1.36K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $1.36K | 0.00% | +1 | New |
| Motco | 2 | $2.72K | 0.00% | +1+100.0% | Added |
| Marquette Asset Management, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $2.72K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $2.72K | 0.00% | +1+100.0% | Added |
| Burkett Financial Services, LLC | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $3.37K | 0.00% | −5−71.4% | Reduced |
| RMG Wealth Management LLC | 3 | $3.92K | 0.00% | −3−50.0% | Reduced |
| Altshuler Shaham Ltd | 3 | $4.08K | 0.00% | −1−25.0% | Reduced |
| Country Trust Bank | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 3 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $4.08K | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $4.08K | 0.00% | +1+50.0% | Added |
| Wall Street Access Asset Management, LLC | 3 | $4.08K | 0.00% | +3 | New |
| TFC Financial Management | 3 | $4.09K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 3 | $4.11K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $4.21K | 0.00% | −1−25.0% | Reduced |
| Markowski Investments | 3 | $4.25K | 0.00% | +3 | New |
| Capital Analysts, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $5.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $5.44K | 0.00% | +2+100.0% | Added |
| Manning & Napier Advisors LLC | 5 | $6.77K | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $6.80K | 0.00% | −6−54.5% | Reduced |
| South State Corp. | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 5 | $6.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $6.80K | 0.00% | +2+66.7% | Added |
| HHM Wealth Advisors, LLC | 5 | $6.80K | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $6.80K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $6.80K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $6.80K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $6.80K | 0.00% | +1+25.0% | Added |
| Winch Advisory Services, LLC | 5 | $7.08K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,720 | $7.86K | 0.00% | +85+5.2% | Added |
| City State Bank | 6 | $8.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $8.16K | 0.00% | +2+50.0% | Added |
| Aspect Partners, LLC | 6 | $8.16K | 0.00% | +4+200.0% | Added |
| Guardian Partners Inc. | 6 | $8.16K | 0.00% | +6 | New |
| Atwood & Palmer Inc | 6 | $8.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $8.73K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $9.52K | 0.00% | −1−12.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $9.52K | 0.00% | +3+75.0% | Added |
| Nemes Rush Group LLC | 7 | $9.52K | 0.00% | +4+133.3% | Added |
| Investment Research & Advisory Group, Inc. | 4 | $9.52K | 0.00% | +4 | New |
| Gleason Group, Inc. | 7 | $9.52K | 0.00% | +7 | New |
| Clal Insurance Enterprises Holdings Ltd | 7 | $10.0K | 0.00% | −4−36.4% | Reduced |
| Dunhill Financial, LLC | 7 | $10.8K | 0.00% | −1−12.5% | Reduced |
| Strategic Advocates LLC | 8 | $10.9K | 0.04% | −25−75.8% | Reduced |
| Provenance Wealth Advisors, LLC | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 8 | $10.9K | 0.00% | +8 | New |
| DT Investment Partners, LLC | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $12.0K | 0.00% | +2+28.6% | Added |
| Bare Financial Services, Inc | 9 | $12.2K | 0.00% | +5+125.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 9 | $12.2K | 0.00% | +5+125.0% | Added |
| Global Trust Asset Management, LLC | 10 | $13.6K | 0.00% | −15−60.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $13.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $13.6K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $13.6K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 10 | $13.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $13.6K | 0.00% | +3+42.9% | Added |
| Wilkerson Advisory Group LLC | 10 | $13.6K | 0.00% | +3+42.9% | Added |
| Horizon Bancorp Inc | 10 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 11 | $14.4K | 0.01% | 00.0% | Unchanged |