| Halbert Hargrove Global Advisors, LLC | 0 | $84 | 0.00% | 0 | New |
| Abound Wealth Management | 1 | $367 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $491 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $523 | 0.00% | −1−50.0% | Reduced |
| NVWM, LLC | 1 | $523 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $523 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1 | $523 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $523 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 1 | $524 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $524 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $524 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $524 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 1 | $524 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1 | $659 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 2 | $922 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1 | $1.00K | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $1.05K | 0.00% | −4−66.7% | Reduced |
| Investors Portfolio Services LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $1.05K | 0.00% | +2 | New |
| Compass Financial Management LLC | 2 | $1.05K | 0.00% | +2 | New |
| South State Corp. | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.05K | 0.00% | +1+100.0% | Added |
| Trifecta Capital Advisors, LLC | 2 | $1.05K | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $1.57K | 0.00% | −15−83.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $1.57K | 0.00% | +3 | New |
| FWL Investment Management, LLC | 3 | $1.57K | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $2.09K | 0.00% | −18−81.8% | Reduced |
| S&T Bank | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 4 | $2.09K | 0.00% | +4 | New |
| Oakworth Capital, Inc. | 5 | $2.52K | 0.00% | +2+66.7% | Added |
| Armstrong Advisory Group, Inc | 5 | $2.62K | 0.00% | −10−66.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $2.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $2.62K | 0.00% | +4+400.0% | Added |
| Anchor Investment Management, LLC | 5 | $2.62K | 0.00% | +5 | New |
| Fourth Dimension Wealth, LLC | 5 | $2.62K | 0.00% | +5 | New |
| Brooklyn FI, LLC | 6 | $2.86K | 0.00% | +6 | New |
| Golden State Equity Partners | 6 | $3.14K | 0.01% | −3−33.3% | Reduced |
| Ameriflex Group, Inc. | 6 | $3.14K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 6 | $3.14K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,926 | $3.38K | 0.00% | +92+5.0% | Added |
| Boreal Capital Management LLC | 7 | $3.66K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $4.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $4.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $4.19K | 0.00% | +5+166.7% | Added |
| Marshall Investment Management, LLC | 8 | $4.19K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $4.19K | 0.00% | +2+33.3% | Added |
| POM Investment Strategies, LLC | 8 | $4.21K | 0.00% | +2+33.3% | Added |
| UMA Financial Services, Inc. | 9 | $4.71K | 0.00% | +1+12.5% | Added |
| LifeSteps Financial, Inc. | 9 | $4.71K | 0.00% | +9 | New |
| Creative Capital Management Investments LLC | 9 | $4.71K | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $5.23K | 0.00% | +1+11.1% | Added |
| Cornerstone Planning Group LLC | 11 | $5.32K | 0.00% | −2−15.4% | Reduced |
| JDM Financial Group LLC | 11 | $5.75K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $5.75K | 0.00% | +1+10.0% | Added |
| Cape Investment Advisory, Inc. | 11 | $5.75K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $6.28K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 12 | $6.28K | 0.00% | +3+33.3% | Added |
| Hughes Financial Services, LLC | 12 | $6.28K | 0.00% | +5+71.4% | Added |
| Sachetta, LLC | 12 | $6.28K | 0.00% | +2+20.0% | Added |
| Joseph Group Capital Management | 13 | $6.80K | 0.00% | −13−50.0% | Reduced |
| Ares Financial Consulting, LLC | 13 | $6.80K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 13 | $6.80K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $6.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $6.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $7.00K | 0.00% | +4+40.0% | Added |
| Dunhill Financial, LLC | 13 | $7.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $7.33K | 0.00% | −1−6.7% | Reduced |
| SHP Wealth Management | 15 | $7.72K | 0.00% | +2+15.4% | Added |
| LGT Financial Advisors LLC | 15 | $7.74K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 15 | $7.85K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 15 | $7.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $7.85K | 0.00% | +1+7.1% | Added |
| Torren Management, LLC | 16 | $8.37K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $8.89K | 0.00% | +13+325.0% | Added |
| ZRC Wealth Management, LLC | 18 | $9.42K | 0.00% | +5+38.5% | Added |
| Ritter Daniher Financial Advisory LLC | 19 | $9.94K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $9.94K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $9.94K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 21 | $9.98K | 0.01% | +21 | New |
| Kemnay Advisory Services Inc. | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $11.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 22 | $11.3K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $12.0K | 0.00% | −2−8.0% | Reduced |
| Country Trust Bank | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 23 | $12.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $12.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $12.6K | 0.00% | +9+60.0% | Added |
| J.Safra Asset Management Corp | 25 | $13.1K | 0.00% | 00.0% | Unchanged |