| West Branch Capital LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 1 | $173 | 0.00% | +1 | New |
| State of Wyoming | 3 | $517 | 0.00% | −310−99.0% | Reduced |
| NBC Securities, Inc. | 3 | $659 | 0.06% | −5,083−99.9% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 5 | $862 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $862 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $862 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 6 | $1.03K | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $1.28K | 0.00% | +7 | New |
| JCIC Asset Management Inc. | 9 | $1.55K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 12 | $2.07K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $2.41K | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 15 | $2.59K | 0.00% | +2+15.4% | Added |
| Private Wealth Management Group, LLC | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $3.45K | 0.00% | +20 | Added |
| Principia Wealth Advisory, LLC | 20 | $3.45K | 0.00% | +20 | New |
| Capital & Planning, LLC | 20 | $3.45K | 0.00% | +20 | New |
| PayPay Securities Corp | 21 | $3.62K | 0.16% | +4+23.5% | Added |
| Innovative Advisory Group, LLC | 22 | $3.81K | 0.00% | +22 | New |
| Contravisory Investment Management, Inc. | 24 | $4.14K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $5.17K | 0.00% | +7+30.4% | Added |
| Conquis Financial LLC | 30 | $5.17K | 0.01% | +30 | New |
| Alexis Investment Partners, LLC | 30 | $5.17K | 0.00% | +30 | New |
| CNB Bank | 33 | $5.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 33 | $5.69K | 0.00% | +33 | New |
| RE Dickinson Investment Advisors, LLC | 33 | $5.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $6.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 36 | $6.21K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $6.90K | 0.01% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 41 | $7.07K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 44 | $7.51K | 0.01% | +1+2.3% | Added |
| SWAN Capital LLC | 44 | $7.54K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 45 | $7.76K | 0.00% | −20−30.8% | Reduced |
| Tucker Asset Management LLC | 46 | $7.93K | 0.00% | −77−62.6% | Reduced |
| Bank of Jackson Hole Trust | 49 | $8.45K | 0.01% | +49 | New |
| FPC Investment Advisory, Inc. | 54 | $9.56K | 0.01% | +54 | New |
| Cornerstone Planning Group LLC | 59 | $10.8K | 0.00% | +7+13.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 63 | $10.9K | 0.02% | +63 | New |
| Whipplewood Advisors, LLC | 64 | $11.0K | 0.01% | +64 | New |
| DT Investment Partners, LLC | 66 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 68 | $11.7K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 78 | $13.4K | 0.01% | +78 | New |
| Castleview Partners, LLC | 78 | $13.6K | 0.01% | +78 | New |
| Cassady Schiller Wealth Management, LLC | 81 | $14.0K | 0.01% | +81 | New |
| Live Oak Investment Partners | – | $14.1K | 0.01% | – | – |
| Avion Wealth | 88 | $15.0K | 0.00% | +7+8.6% | Added |
| Kentucky Trust Co | 87 | $15.0K | 0.01% | +87 | New |
| Highline Wealth Partners LLC | 88 | $15.2K | 0.00% | +36+69.2% | Added |
| Central Pacific Bank - Trust Division | 92 | $15.9K | 0.00% | −393−81.0% | Reduced |
| Winch Advisory Services, LLC | 93 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $17.2K | 0.00% | −27−21.3% | Reduced |
| Atwood & Palmer Inc | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $17.2K | 0.01% | +100 | New |
| Mountain Hill Investment Partners Corp. | 100 | $17.2K | 0.02% | +100 | New |
| Stephenson National Bank & Trust | 101 | $17.4K | 0.01% | −51−33.6% | Reduced |
| New Millennium Group LLC | 103 | $17.8K | 0.01% | +87+543.8% | Added |
| Sierra Ocean, LLC | 107 | $18.4K | 0.02% | +107 | New |
| American National Bank | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 111 | $19.1K | 0.01% | +1+0.9% | Added |
| Painted Porch Advisors LLC | 111 | $19.1K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 112 | $19.2K | 0.01% | +1+0.9% | Added |
| Concord Wealth Partners | 119 | $20.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 120 | $20.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 120 | $20.7K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 126 | $21.7K | 0.02% | +126 | New |
| Valued Wealth Advisors LLC | 126 | $21.7K | 0.01% | −10−7.4% | Reduced |
| Guardian Wealth Management, Inc. | 126 | $21.7K | 0.01% | +1+0.8% | Added |
| Raffa Wealth Management, LLC | 133 | $22.9K | 0.01% | +14+11.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 133 | $23.0K | 0.00% | +133 | New |
| Abound Wealth Management | 134 | $23.0K | 0.01% | −100−42.7% | Reduced |
| Creative Financial Designs Inc | 148 | $25.4K | 0.00% | −89−37.6% | Reduced |
| Pin Oak Investment Advisors Inc | 168 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 161 | $27.8K | 0.00% | +105+187.5% | Added |
| Ridgewood Investments LLC | 162 | $27.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 162 | $27.9K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 162 | $27.9K | 0.02% | +162 | New |
| Zions Bancorporation, N.A. | 167 | $28.8K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 172 | $29.7K | 0.03% | +172 | New |
| Salomon & Ludwin, LLC | 180 | $31.0K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 184 | $31.7K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 188 | $32.4K | 0.00% | −17−8.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 191 | $32.9K | 0.03% | +191 | New |
| Roxbury Financial LLC | 175 | $33.5K | 0.03% | +175 | New |
| Bernard Wealth Management Corp. | 199 | $34.3K | 0.02% | +199 | New |
| Bell Investment Advisors, Inc | 200 | $34.5K | 0.01% | −6−2.9% | Reduced |
| Comprehensive Financial Planning, Inc. | 200 | $34.5K | 0.03% | +200 | New |
| Berbice Capital Management LLC | 200 | $34.5K | 0.03% | +200 | New |