| Halbert Hargrove Global Advisors, LLC | 0 | $136 | 0.00% | 0 | New |
| Chilton Capital Management LLC | 1 | $542 | 0.00% | −9−90.0% | Reduced |
| Richardson Financial Services Inc. | 1 | $542 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $542 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $542 | 0.01% | +1 | New |
| Planning Strategies Inc. | 1 | $542 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 1 | $547 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| South State Corp. | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| Buck Wealth Strategies, LLC | 2 | $1.08K | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $1.08K | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $1.08K | 0.00% | +2 | New |
| Sunrise Financial Services, LLC | 2 | $1.08K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $1.09K | 0.00% | +1+100.0% | Added |
| Meramec Financial Planners, LLC | 3 | $1.58K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $1.63K | 0.00% | +2+200.0% | Added |
| Quarry LP | 3 | $1.63K | 0.00% | +3 | New |
| JNBA Financial Advisors | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $1.63K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $2.17K | 0.00% | +2+100.0% | Added |
| Manchester Capital Management LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $2.17K | 0.00% | +1+33.3% | Added |
| Winch Advisory Services, LLC | 5 | $2.71K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $2.71K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 5 | $2.71K | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $2.71K | 0.00% | +5 | New |
| Valley National Advisers Inc | 6 | $3.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $3.79K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $3.79K | 0.00% | +3+75.0% | Added |
| Ares Financial Consulting, LLC | 7 | $3.79K | 0.00% | +4+133.3% | Added |
| S&T Bank | 7 | $3.79K | 0.00% | +7 | New |
| Manning & Napier Advisors LLC | 7 | $3.81K | 0.00% | +7 | New |
| Avion Wealth | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $4.33K | 0.04% | −7−46.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $4.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $4.33K | 0.00% | +5+166.7% | Added |
| Altshuler Shaham Ltd | 8 | $4.33K | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $4.88K | 0.00% | +2+28.6% | Added |
| Sankala Group LLC | 10 | $5.17K | 0.00% | −16−61.5% | Reduced |
| Ancora Advisors, LLC | 10 | $5.42K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $5.42K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 10 | $5.42K | 0.00% | +1+11.1% | Added |
| Creative Capital Management Investments LLC | 10 | $5.42K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $5.96K | 0.00% | +1+10.0% | Added |
| Cromwell Holdings LLC | 11 | $5.96K | 0.00% | +4+57.1% | Added |
| IMA Wealth, Inc. | 11 | $5.96K | 0.00% | +4+57.1% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $6.50K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $6.50K | 0.00% | −1−7.7% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $7.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.59K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $7.59K | 0.00% | +14 | New |
| Darwin Advisors, LLC | 16 | $8.67K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 17 | $9.21K | 0.00% | −1−5.6% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $9.75K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 18 | $9.75K | 0.00% | +1+5.9% | Added |
| Asset Dedication, LLC | 18 | $9.75K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 19 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 21 | $11.4K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 21 | $11.4K | 0.00% | +21 | New |
| Valued Wealth Advisors LLC | 21 | $11.4K | 0.00% | +4+23.5% | Added |
| Kozak & Associates, Inc. | 21 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $13.5K | 0.00% | +25 | New |
| Covestor Ltd | 25 | $14.0K | 0.01% | −30−54.5% | Reduced |
| Private Wealth Management Group, LLC | 27 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $15.2K | 0.00% | +7+33.3% | Added |
| Central Trust Co | 32 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $17.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 32 | $17.3K | 0.00% | +32 | New |
| FWL Investment Management, LLC | 33 | $17.9K | 0.00% | −41−55.4% | Reduced |
| 1015 Capital Partners, LLC | 33 | $17.9K | 0.01% | −3−8.3% | Reduced |
| Owl Creek Wealth Partners LLC | 33 | $17.9K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 34 | $18.4K | 0.00% | +5+17.2% | Added |
| Entrust Financial LLC | 34 | $18.4K | 0.01% | −14−29.2% | Reduced |
| Icon Advisers Inc | 35 | $19.0K | 0.00% | +35 | New |
| Raiffeisen Bank International AG | 35 | $19.1K | 0.00% | −17−32.7% | Reduced |
| Institute for Wealth Management, LLC. | 36 | $19.5K | 0.00% | +36 | New |
| Sachetta, LLC | 36 | $19.5K | 0.01% | +22+157.1% | Added |
| Accordant Advisory Group Inc | 38 | $20.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 39 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $21.1K | 0.00% | 00.0% | Unchanged |