| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $142 | 0.00% | 0 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $510 | 0.00% | −62−98.4% | Reduced |
| Transce3nd, LLC | 1 | $510 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $510 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $510 | 0.00% | +1 | New |
| South State Corp. | 1 | $511 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $511 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1 | $795 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.53K | 0.00% | +2+200.0% | Added |
| Key Financial Inc | 3 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.53K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.53K | 0.00% | +2+200.0% | Added |
| Stephens Consulting, LLC | 3 | $1.53K | 0.00% | +3 | New |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $2.04K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $2.55K | 0.00% | −4−44.4% | Reduced |
| Garde Capital, Inc. | 5 | $2.55K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $2.55K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $3.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $3.06K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $3.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $3.57K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $3.57K | 0.00% | +2+40.0% | Added |
| Sachetta, LLC | 7 | $3.57K | 0.00% | +3+75.0% | Added |
| Cromwell Holdings LLC | 7 | $3.57K | 0.00% | +4+133.3% | Added |
| Meeder Asset Management Inc | 8 | $4.08K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 9 | $4.59K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $4.59K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 9 | $4.59K | 0.00% | +3+50.0% | Added |
| Bare Financial Services, Inc | 9 | $4.59K | 0.00% | +9 | New |
| Concord Wealth Partners | 10 | $5.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $5.10K | 0.00% | +2+25.0% | Added |
| Atlantic Trust, LLC | 10 | $5.10K | 0.00% | +10 | New |
| Missouri Trust & Investment Co | 11 | $5.61K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $5.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $5.66K | 0.00% | −8−42.1% | Reduced |
| Retirement Wealth Solutions LLC | 12 | $6.02K | 0.00% | −24−66.7% | Reduced |
| Ridgewood Investments LLC | 12 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $7.14K | 0.00% | +14 | New |
| LRI Investments, LLC | 15 | $7.65K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 15 | $7.65K | 0.00% | +15 | New |
| Larson Financial Group LLC | 16 | $8.16K | 0.00% | +9+128.6% | Added |
| LGT Financial Advisors LLC | 17 | $8.83K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $10.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $11.0K | 0.00% | +1+4.8% | Added |
| Capital Advisors, Ltd. LLC | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $11.2K | 0.00% | +22 | New |
| Westside Investment Management, Inc. | 23 | $11.7K | 0.00% | +23 | New |
| CVA Family Office, LLC | 24 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $12.2K | 0.00% | +4+20.0% | Added |
| Truvestments Capital LLC | 25 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $13.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 27 | $13.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 30 | $15.6K | 0.01% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $15.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 33 | $16.8K | 0.00% | +15+83.3% | Added |
| St Germain D J Co Inc | 35 | $17.9K | 0.00% | −13−27.1% | Reduced |
| NBT Bank N A | 35 | $17.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $17.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 35 | $17.9K | 0.00% | +26+288.9% | Added |
| ORG Partners LLC | 35 | $17.9K | 0.00% | +22+169.2% | Added |
| Covestor Ltd | 35 | $18.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 36 | $18.4K | 0.00% | −28−43.8% | Reduced |
| Binnacle Investments Inc | 45 | $23.0K | 0.01% | −17−27.4% | Reduced |
| Bryn Mawr Trust Co | 45 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 45 | $23.0K | 0.01% | −72−61.5% | Reduced |
| Spire Wealth Management | 45 | $23.0K | 0.00% | −1−2.2% | Reduced |
| Harvest Fund Management Co., Ltd | 47 | $24.0K | 0.00% | −149−76.0% | Reduced |
| Contravisory Investment Management, Inc. | 48 | $24.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 49 | $25.0K | 0.01% | −8−14.0% | Reduced |
| Vermillion Wealth Management, Inc. | 52 | $26.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 53 | $27.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $28.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 56 | $28.4K | 0.00% | −36−39.1% | Reduced |
| Paladin Advisory Group, LLC | 58 | $29.6K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 60 | $30.6K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 63 | $32.0K | 0.00% | −462−88.0% | Reduced |
| NVWM, LLC | 63 | $32.1K | 0.01% | +63 | New |
| Parkside Financial Bank & Trust | 64 | $32.7K | 0.00% | −32−33.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $34.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $34.5K | 0.01% | +1+1.5% | Added |
| Rossby Financial, LCC | 68 | $34.7K | 0.01% | +58+580.0% | Added |
| Matrix Trust Co | 68 | $35.0K | 0.01% | +14+25.9% | Added |
| JFS Wealth Advisors, LLC | 71 | $36.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 76 | $38.8K | 0.00% | −21−21.6% | Reduced |
| NBC Securities, Inc. | 77 | $39.0K | 0.00% | +62+413.3% | Added |
| Colonial Trust Co | 83 | $42.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 83 | $42.4K | 0.03% | +83 | New |
| Kennebec Savings Bank | 87 | $44.4K | 0.04% | −68−43.9% | Reduced |
| WPG Advisers, LLC | 87 | $44.4K | 0.04% | −22−20.2% | Reduced |