| Halbert Hargrove Global Advisors, LLC | 1 | $401 | 0.00% | +1 | New |
| Phillip James Consulting Co. | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $526 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1 | $526 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $526 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $526 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $527 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $527 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $527 | 0.00% | +1 | New |
| CKW Financial Group | 1 | $1.00K | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $1.05K | 0.00% | −17−89.5% | Reduced |
| American Capital Advisory, LLC | 2 | $1.05K | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $1.05K | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 2 | $1.05K | 0.00% | +1+100.0% | Added |
| Motco | 2 | $1.05K | 0.00% | +2 | New |
| Washington Trust Advisors, Inc. | 2 | $1.05K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| Country Trust Bank | 3 | $1.58K | 0.00% | −12−80.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $1.58K | 0.00% | −1−25.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.58K | 0.00% | +1+50.0% | Added |
| Activest Wealth Management | 3 | $1.58K | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $1.58K | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $1.58K | 0.00% | −157−98.1% | Reduced |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 4 | $2.11K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $2.11K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $2.11K | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $2.11K | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $2.63K | 0.00% | −236−97.9% | Reduced |
| Golden State Equity Partners | 5 | $2.63K | 0.01% | −4−44.4% | Reduced |
| Archer Investment Corp | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $2.63K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $2.63K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $2.63K | 0.00% | +5 | New |
| Persistent Asset Partners Ltd | 5 | $2.63K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $2.63K | 0.00% | −11−68.8% | Reduced |
| RMG Wealth Management LLC | 5 | $2.85K | 0.00% | −10−66.7% | Reduced |
| Abound Wealth Management | 6 | $2.90K | 0.00% | −3−33.3% | Reduced |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $3.05K | 0.00% | −1−16.7% | Reduced |
| Burk Holdings LLC | 6 | $3.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $3.16K | 0.00% | +3+100.0% | Added |
| Crewe Advisors LLC | 6 | $3.16K | 0.00% | +5+500.0% | Added |
| Financial Gravity Companies, Inc. | 6 | $3.16K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $3.16K | 0.00% | +6 | New |
| LifeSteps Financial, Inc. | 6 | $3.16K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $3.30K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $3.69K | 0.00% | −7−50.0% | Reduced |
| Gill Capital Partners, LLC | 7 | $3.69K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $3.69K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 7 | $3.69K | 0.00% | +7 | New |
| IFG Advisory, LLC | 8 | $4.21K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $4.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $4.21K | 0.00% | +1+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $4.21K | 0.00% | +8 | New |
| South State Corp. | 9 | $4.74K | 0.00% | −3−25.0% | Reduced |
| Hartford Financial Management Inc. | 9 | $4.74K | 0.00% | −1−10.0% | Reduced |
| Tradewinds Capital Management, LLC | 9 | $4.74K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 9 | $4.74K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 9 | $4.74K | 0.00% | +2+28.6% | Added |
| Hamrick Investment Counsel, llc | 9 | $4.74K | 0.00% | +4+80.0% | Added |
| Highline Wealth Partners LLC | 10 | $5.26K | 0.00% | −11−52.4% | Reduced |
| Main Street Group, LTD | 10 | $5.26K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 10 | $5.26K | 0.00% | +2+25.0% | Added |
| Burkett Financial Services, LLC | 10 | $5.26K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $5.26K | 0.00% | −2−16.7% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $5.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $5.79K | 0.00% | −1−8.3% | Reduced |
| Ares Financial Consulting, LLC | 11 | $5.79K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 11 | $6.00K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $6.32K | 0.00% | −156−92.9% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $6.32K | 0.00% | +2+20.0% | Added |
| Clark Wealth Partners | 12 | $6.32K | 0.00% | −6−33.3% | Reduced |
| American National Bank | 13 | $6.84K | 0.00% | +1+8.3% | Added |
| Clean Yield Group | 13 | $6.84K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13 | $6.84K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $6.84K | 0.00% | +8+160.0% | Added |
| Ameriflex Group, Inc. | 13 | $6.84K | 0.00% | +9+225.0% | Added |
| Cedar Mountain Advisors, LLC | 14 | $7.37K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 14 | $7.37K | 0.00% | −762−98.2% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $7.37K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $7.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $7.90K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15 | $7.90K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 15 | $7.90K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 16 | $8.42K | 0.00% | −3−15.8% | Reduced |
| Solstein Capital, LLC | 16 | $8.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $8.42K | 0.00% | +3+23.1% | Added |
| IAG Wealth Partners, LLC | 17 | $8.95K | 0.00% | 00.0% | Unchanged |