| Halbert Hargrove Global Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 3 | $84 | 0.00% | +3 | New |
| NVWM, LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $222 | 0.00% | +8 | New |
| Osterweis Capital Management Inc | 10 | $277 | 0.00% | +10 | New |
| GoalVest Advisory LLC | 10 | $277 | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 10 | $277 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 12 | $332 | 0.00% | +12 | New |
| Morse Asset Management, Inc | 14 | $388 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $388 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 15 | $415 | 0.00% | −56−78.9% | Reduced |
| Core Alternative Capital | 15 | $415 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $415 | 0.00% | +10+200.0% | Added |
| Kimelman & Baird, LLC | 15 | $416 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $419 | 0.00% | +15 | New |
| Aventura Private Wealth, LLC | 17 | $471 | 0.00% | +17 | New |
| Brown, Lisle/Cummings, Inc. | 18 | $498 | 0.00% | +18 | New |
| ROSS\JOHNSON & Associates LLC | 18 | $498 | 0.01% | +18 | New |
| MPWM Advisory Solutions, LLC | 20 | $554 | 0.00% | −258−92.8% | Reduced |
| Maryland Capital Advisors Inc. | 20 | $554 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 24 | $665 | 0.04% | −5−17.2% | Reduced |
| Glen Eagle Advisors, LLC | 24 | $665 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 25 | $693 | 0.00% | −4−13.8% | Reduced |
| Main Street Group, LTD | 28 | $757 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 28 | $775 | 0.00% | +28 | New |
| Winnow Wealth LLC | 29 | $791 | 0.00% | +9+45.0% | Added |
| Cherry Tree Wealth Management, LLC | 31 | $859 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 31 | $859 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $970 | 0.00% | +30+600.0% | Added |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Global Financial Private Client, LLC | 40 | $1.11K | 0.00% | +21+110.5% | Added |
| Activest Wealth Management | 41 | $1.14K | 0.00% | +41 | New |
| Binnacle Investments Inc | 42 | $1.16K | 0.00% | +42 | New |
| Laurel Wealth Advisors LLC | 43 | $1.19K | 0.00% | −430−90.9% | Reduced |
| REAP Financial Group, LLC | 43 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $1.19K | 0.00% | +40+1,333.3% | Added |
| Crewe Advisors LLC | 47 | $1.30K | 0.00% | +47 | New |
| Principia Wealth Advisory, LLC | 59 | $1.43K | 0.00% | +43+268.8% | Added |
| Barrett & Company, Inc. | 54 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $1.58K | 0.00% | +57 | New |
| Evermay Wealth Management LLC | 63 | $1.75K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 63 | $1.75K | 0.00% | +63 | New |
| Carolinas Wealth Consulting LLC | 66 | $1.83K | 0.00% | −5−7.0% | Reduced |
| TFC Financial Management | 67 | $1.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 74 | $2.05K | 0.00% | −12−14.0% | Reduced |
| Atlantic Trust, LLC | 81 | $2.24K | 0.00% | +81 | New |
| Arlington Trust Co LLC | 86 | $2.38K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 88 | $2.44K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 93 | $2.58K | 0.00% | +1+1.1% | Added |
| Colonial Trust Advisors | 94 | $2.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 101 | $2.80K | 0.00% | −68−40.2% | Reduced |
| PFS Partners, LLC | 106 | $2.94K | 0.00% | +1+1.0% | Added |
| TSFG, LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 113 | $3.12K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 135 | $3.24K | 0.00% | +2+1.5% | Added |
| Whipplewood Advisors, LLC | 25 | $3.24K | 0.00% | −92−78.6% | Reduced |
| Park Square Financial Group, LLC | 120 | $3.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 128 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 129 | $3.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 137 | $3.79K | 0.00% | 00.0% | Unchanged |
| Motco | 138 | $3.82K | 0.00% | −425−75.5% | Reduced |
| Marshall Investment Management, LLC | 140 | $3.88K | 0.00% | +140 | New |
| Murphy & Mullick Capital Management Corp | 144 | $3.99K | 0.00% | +144 | New |
| FNY Investment Advisers, LLC | 172 | $4.00K | 0.00% | +172 | New |
| PFG Private Wealth Management, LLC | 145 | $4.01K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 147 | $4.07K | 0.00% | +147 | New |
| Strategic Investment Solutions, Inc. | 153 | $4.24K | 0.00% | +153 | New |
| Moisand Fitzgerald Tamayo, LLC | 154 | $4.26K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 160 | $4.43K | 0.00% | +160 | New |
| Compass Financial Services Inc | 160 | $4.43K | 0.00% | +160 | New |
| SOA Wealth Advisors, LLC. | 162 | $4.49K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 169 | $4.68K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 175 | $4.85K | 0.00% | +175 | New |
| Ruedi Wealth Management, Inc. | 176 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 191 | $5.00K | 0.00% | +2+1.1% | Added |
| Briaud Financial Planning, Inc | 194 | $5.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 182 | $5.05K | 0.00% | +1+0.6% | Added |
| Dunhill Financial, LLC | 188 | $5.22K | 0.00% | −21−10.0% | Reduced |
| Catherine Avery Investment Management LLC | 191 | $5.29K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $5.54K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $5.54K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $5.54K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 203 | $5.61K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 206 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 216 | $5.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 217 | $6.01K | 0.00% | −177−44.9% | Reduced |
| Sofos Investments, Inc. | 232 | $6.42K | 0.00% | +232 | New |
| ORG Partners LLC | 232 | $6.47K | 0.00% | −23−9.0% | Reduced |
| Clear Investment Research, LLC | 235 | $6.51K | 0.01% | +2+0.9% | Added |
| Hughes Financial Services, LLC | 238 | $6.61K | 0.00% | +238 | New |
| Harbor Investment Advisory, LLC | 243 | $6.73K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $6.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 268 | $7.42K | 0.00% | +83+44.9% | Added |
| Trivant Custom Portfolio Group, LLC | 275 | $7.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 280 | $7.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 310 | $8.58K | 0.00% | −12−3.7% | Reduced |