| Halbert Hargrove Global Advisors, LLC | 0 | $221 | 0.00% | 0 | New |
| Bogart Wealth, LLC | 1 | $550 | 0.00% | −2−66.7% | Reduced |
| Trust Co of Vermont | 1 | $550 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1 | $550 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $550 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $550 | 0.00% | +1 | New |
| Greykasell Wealth Strategies, Inc. | 1 | $550 | 0.00% | +1 | New |
| Kiker Wealth Management, LLC | 1 | $550 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 1 | $551 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $551 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $551 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $551 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $718 | 0.00% | −1−50.0% | Reduced |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 1 | $1.02K | 0.06% | −2−66.7% | Reduced |
| MPWM Advisory Solutions, LLC | 2 | $1.10K | 0.00% | −55−96.5% | Reduced |
| Hoertkorn Richard Charles | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.10K | 0.00% | +2 | New |
| Global Wealth Strategies & Associates | 2 | $1.10K | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 2 | $1.10K | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.40K | 0.00% | −16,646−100.0% | Reduced |
| BankPlus Trust Department | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $1.65K | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $1.65K | 0.00% | +3 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3 | $1.65K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 3 | $1.65K | 0.00% | +3 | New |
| S&T Bank | 4 | $2.20K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 4 | $2.20K | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $2.20K | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $2.20K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $2.20K | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $2.20K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $2.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $3.10K | 0.00% | +5 | New |
| West Oak Capital, LLC | 6 | $3.30K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $3.30K | 0.00% | +6 | New |
| C M Bidwell & Associates Ltd | 7 | $3.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $3.85K | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 7 | $3.85K | 0.00% | +2+40.0% | Added |
| Oakworth Capital, Inc. | 8 | $4.40K | 0.00% | +8 | New |
| Blume Capital Management, Inc. | 8 | $4.40K | 0.00% | +4+100.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $5.50K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $5.50K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 10 | $5.50K | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 10 | $6.00K | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 11 | $6.05K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 11 | $6.05K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $6.05K | 0.00% | +8+266.7% | Added |
| Prestige Wealth Management Group LLC | 11 | $6.05K | 0.00% | −60−84.5% | Reduced |
| ORG Wealth Partners, LLC | 11 | $6.07K | 0.00% | +2+22.2% | Added |
| Your Advocates Ltd., LLP | 12 | $6.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12 | $6.80K | 0.00% | −110−90.2% | Reduced |
| Smithfield Trust Co | 13 | $7.00K | 0.00% | −1−7.1% | Reduced |
| Brown Brothers Harriman & Co | 13 | $7.15K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 13 | $7.15K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 13 | $7.15K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 13 | $7.15K | 0.00% | +13 | New |
| Trust Co | 14 | $7.70K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 14 | $7.70K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14 | $7.70K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 15 | $8.25K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $8.25K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 15 | $8.25K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $8.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $8.25K | 0.00% | +4+36.4% | Added |
| Raffa Wealth Management, LLC | 16 | $8.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $8.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 16 | $8.80K | 0.00% | +4+33.3% | Added |
| Legacy Wealth Managment, LLC | 16 | $8.80K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 16 | $8.80K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 16 | $8.80K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $8.82K | 0.00% | +10+166.7% | Added |
| Chilton Capital Management LLC | 18 | $9.90K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 18 | $9.90K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 18 | $9.90K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $11.0K | 0.01% | +20 | New |
| City Holding Co | 21 | $11.6K | 0.00% | +21 | New |
| Avalon Trust Co | 21 | $11.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 22 | $12.0K | 0.00% | +2+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $12.1K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 23 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $13.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $13.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $13.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 25 | $13.8K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $13.8K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 25 | $13.8K | 0.01% | +25 | New |
| Capital Analysts, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 26 | $14.3K | 0.00% | −24−48.0% | Reduced |