| Hanson & Doremus Investment Management | 73 | $14.0K | 0.00% | +73 | New |
| Scarborough Advisors, LLC | 73 | $14.0K | 0.00% | +1+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 72 | $13.9K | 0.00% | +70+3,500.0% | Added |
| Tortoise Investment Management, LLC | 72 | $13.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 70 | $13.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 69 | $13.3K | 0.01% | +69 | New |
| Frazier Financial Advisors, LLC | 68 | $13.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 68 | $13.0K | 0.00% | −11−13.9% | Reduced |
| Toth Financial Advisory Corp | 67 | $12.9K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 66 | $12.7K | 0.00% | −90−57.7% | Reduced |
| Financial Freedom, LLC | 63 | $12.1K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 60 | $11.5K | 0.00% | +1+1.7% | Added |
| Bellevue Asset Management, LLC | 56 | $10.8K | 0.00% | +1+1.8% | Added |
| Sofos Investments, Inc. | 53 | $10.2K | 0.00% | +53 | New |
| Kentucky Trust Co | 52 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 51 | $9.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $9.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $9.62K | 0.00% | +50 | New |
| Longview Financial Advisors LLC | 47 | $9.04K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $8.85K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 46 | $8.85K | 0.00% | +5+12.2% | Added |
| Guerra Advisors Inc | 46 | $8.85K | 0.00% | +46 | New |
| West Oak Capital, LLC | 45 | $8.70K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $8.65K | 0.00% | −100−69.0% | Reduced |
| First United Bank Trust | 45 | $8.65K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 45 | $8.65K | 0.00% | +45 | New |
| Silicon Valley Capital Partners | 44 | $8.54K | 0.00% | −1,003−95.8% | Reduced |
| Red Tortoise LLC | 44 | $8.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $8.46K | 0.00% | +2+4.8% | Added |
| ORG Wealth Partners, LLC | 43 | $8.27K | 0.00% | +33+330.0% | Added |
| Marquette Asset Management, LLC | 41 | $7.89K | 0.00% | +41 | New |
| Dunhill Financial, LLC | 41 | $7.79K | 0.00% | −3−6.8% | Reduced |
| Boreal Capital Management LLC | 40 | $7.76K | 0.01% | +40 | New |
| New Millennium Group LLC | 40 | $7.69K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 40 | $7.69K | 0.00% | +1+2.6% | Added |
| Hughes Financial Services, LLC | 42 | $7.55K | 0.00% | −23−35.4% | Reduced |
| Barrett & Company, Inc. | 39 | $7.50K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 39 | $7.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 39 | $7.50K | 0.00% | +20+105.3% | Added |
| Signature Resources Capital Management, LLC | 37 | $7.12K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $6.92K | 0.00% | −12−25.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 35 | $6.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 34 | $6.54K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 32 | $6.15K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $6.15K | 0.00% | +32 | New |
| New England Capital Financial Advisors LLC | 31 | $5.91K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $5.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $5.00K | 0.00% | −39−60.0% | Reduced |
| Keener Financial Planning LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $4.89K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $4.81K | 0.01% | +1+4.2% | Added |
| Minot DeBlois Advisors LLC | 25 | $4.81K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $4.81K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $4.81K | 0.00% | +8+47.1% | Added |
| WPG Advisers, LLC | 24 | $4.62K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $4.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $4.39K | 0.00% | −9−28.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 22 | $4.23K | 0.00% | +22 | New |
| ESL Trust Services, LLC | 21 | $4.04K | 0.00% | +21 | New |
| Clark Wealth Partners | 22 | $3.86K | 0.00% | −28−56.0% | Reduced |
| Redmont Wealth Advisors LLC | 20 | $3.85K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 18 | $3.46K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $3.46K | 0.00% | +18 | New |
| Alexis Investment Partners, LLC | 18 | $3.46K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 17 | $3.27K | 0.00% | −4−19.0% | Reduced |
| NVWM, LLC | 17 | $3.26K | 0.00% | −4−19.0% | Reduced |
| Trifecta Capital Advisors, LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 16 | $2.96K | 0.00% | +16 | New |
| United Community Bank | 15 | $2.88K | 0.00% | −35−70.0% | Reduced |
| Texas Capital Bancshares Inc | 15 | $2.88K | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 15 | $2.65K | 0.00% | −257−94.5% | Reduced |
| Pacifica Partners Inc. | 13 | $2.51K | 0.00% | −1−7.1% | Reduced |
| Boyd Watterson Asset Management LLC | 13 | $2.50K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 11 | $2.13K | 0.00% | +11 | New |
| Alpine Bank Wealth Management | 11 | $2.12K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $2.00K | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $1.92K | 0.00% | −1−9.1% | Reduced |
| DecisionPoint Financial, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $1.15K | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 5 | $962 | 0.00% | −10−66.7% | Reduced |
| LGT Financial Advisors LLC | 5 | $962 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 4 | $770 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $577 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3 | $577 | 0.00% | +1+50.0% | Added |
| Breakwater Investment Management | 2 | $385 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 2 | $385 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $385 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1 | $192 | 0.00% | +1 | New |
| Clean Yield Group | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| FJ Capital Management LLC | 3,507 | – | – | +1,749+99.5% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,797,125−100.0% | Sold out |