| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 0 | $192 | 0.00% | 0 | New |
| West Branch Capital LLC | 0 | $350 | 0.00% | 0 | New |
| Highline Wealth Partners LLC | 1 | $833 | 0.00% | −5−83.3% | Reduced |
| Delta Asset Management LLC | 1 | $833 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 1 | $833 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $834 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $834 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $1.00K | 0.00% | −125−99.2% | Reduced |
| HBC Financial Services, PLLC | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| McClarren Financial Advisors, Inc. | 833 | $1.00K | 0.00% | −189−18.5% | Reduced |
| SYSTM Wealth Solutions LLC | 2 | $1.67K | 0.05% | −577−99.7% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $1.67K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2 | $1.67K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $2.03K | 0.00% | −1−33.3% | Reduced |
| Copeland Capital Management, LLC | 3 | $2.50K | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $2.50K | 0.00% | +3 | New |
| Truvestments Capital LLC | 3 | $2.50K | 0.00% | +3 | New |
| Chilton Capital Management LLC | 4 | $3.33K | 0.00% | −96−96.0% | Reduced |
| Evermay Wealth Management LLC | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $3.33K | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $3.33K | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $3.34K | 0.00% | +4 | New |
| Gen-Wealth Partners Inc | 5 | $3.42K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $5.00K | 0.00% | −12−66.7% | Reduced |
| MV Capital Management, Inc. | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $5.00K | 0.00% | +1+20.0% | Added |
| Voisard Asset Management Group, Inc. | 6 | $5.00K | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 7 | $5.83K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $5.83K | 0.00% | −16−69.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $5.83K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 7 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 7 | $5.83K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7 | $5.83K | 0.00% | +2+40.0% | Added |
| Copley Financial Group, Inc. | 7 | $5.83K | 0.01% | +7 | New |
| Salomon & Ludwin, LLC | 8 | $6.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $6.67K | 0.00% | +1+12.5% | Added |
| Claris Advisors, LLC | 8 | $6.67K | 0.00% | +8 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 9 | $7.50K | 0.00% | +9 | New |
| First Personal Financial Services | 10 | $8.33K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $8.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $8.33K | 0.00% | +6+150.0% | Added |
| Rogco, LP | 10 | $8.33K | 0.00% | +10 | New |
| CarsonAllaria Wealth Management, Ltd. | 10 | $8.39K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $9.00K | 0.01% | −355−97.3% | Reduced |
| PrairieView Partners, LLC | 12 | $9.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $9.17K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 11 | $9.17K | 0.00% | +10+1,000.0% | Added |
| Kennebec Savings Bank | 11 | $9.17K | 0.01% | +11 | New |
| Oakworth Capital, Inc. | 12 | $10.0K | 0.00% | −9−42.9% | Reduced |
| TruNorth Capital Management, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $10.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $10.8K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 13 | $10.8K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 13 | $10.8K | 0.00% | +13 | New |
| Activest Wealth Management | 13 | $10.8K | 0.00% | +13 | New |
| BBJS Financial Advisors, LLC | 13 | $10.8K | 0.00% | +13 | New |
| ESL Trust Services, LLC | 14 | $11.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 14 | $11.7K | 0.00% | +4+40.0% | Added |
| Talon Private Wealth, LLC | 14 | $11.7K | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 14 | $11.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 15 | $12.5K | 0.00% | +5+50.0% | Added |
| JDM Financial Group LLC | 15 | $12.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 15 | $12.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $13.3K | 0.00% | −12−42.9% | Reduced |
| Indiana Trust & Investment Management CO | 16 | $13.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 16 | $13.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $13.3K | 0.00% | +9+128.6% | Added |
| True Wealth Design, LLC | 17 | $14.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $15.0K | 0.01% | +18 | New |
| Beaird Harris Wealth Management, LLC | 19 | $15.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 20 | $16.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $16.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $16.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $16.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $16.7K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $16.7K | 0.00% | +20 | New |
| Ulland Investment Advisors, LLC | 20 | $17.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 21 | $17.5K | 0.00% | −29,226−99.9% | Reduced |
| Tacita Capital Inc | 21 | $17.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $17.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $17.7K | 0.00% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 22 | $18.3K | 0.00% | +22 | New |
| Atticus Wealth Management, LLC | 22 | $18.3K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $18.3K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 18 | $18.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 23 | $19.2K | 0.00% | 00.0% | Unchanged |