| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $2 | 0.00% | −6−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $205 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $307 | 0.00% | −83−96.5% | Reduced |
| American National Bank | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $308 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $308 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $368 | 0.00% | −2−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $410 | 0.00% | +4 | New |
| Colonial Trust Co | 5 | $512 | 0.00% | +2+66.7% | Added |
| Caitong International Asset Management Co., Ltd | 6 | $614 | 0.00% | −587−99.0% | Reduced |
| UMA Financial Services, Inc. | 6 | $615 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $725 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $819 | 0.00% | +8 | New |
| Boyd Watterson Asset Management LLC | 9 | $922 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 9 | $922 | 0.00% | +9 | New |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 12 | $1.23K | 0.00% | +12 | New |
| Richards, Merrill & Peterson, Inc. | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.43K | 0.00% | +14 | New |
| TFC Financial Management | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $1.74K | 0.00% | −2−10.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $1.94K | 0.00% | +2+11.8% | Added |
| True Wealth Design, LLC | 19 | $1.95K | 0.00% | +9+90.0% | Added |
| SJS Investment Consulting Inc. | 20 | $2.05K | 0.00% | −1−4.8% | Reduced |
| Creative Financial Designs Inc | 20 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21 | $2.16K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $2.25K | 0.00% | +16+266.7% | Added |
| Trust Co of Vermont | 23 | $2.35K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 143 | $2.35K | 0.00% | +120+521.7% | Added |
| TD Capital Management LLC | 23 | $2.35K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 24 | $2.46K | 0.00% | −2−7.7% | Reduced |
| Dunhill Financial, LLC | 24 | $2.50K | 0.00% | −3−11.1% | Reduced |
| Carolinas Wealth Consulting LLC | 25 | $2.58K | 0.00% | +3+13.6% | Added |
| Quest 10 Wealth Builders, Inc. | 26 | $2.66K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 26 | $2.68K | 0.00% | −7−21.2% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $2.87K | 0.00% | −28−50.0% | Reduced |
| Delta Asset Management LLC | 31 | $3.17K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 31 | $3.17K | 0.00% | +31 | New |
| Harbour Investments, Inc. | 33 | $3.38K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $3.58K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $4.00K | 0.00% | +48 | New |
| CVA Family Office, LLC | 42 | $4.30K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 43 | $4.40K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 45 | $4.61K | 0.00% | −24−34.8% | Reduced |
| Holos Integrated Wealth LLC | 46 | $4.71K | 0.00% | −60−56.6% | Reduced |
| Prestige Wealth Management Group LLC | 56 | $5.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $5.94K | 0.00% | −10−14.7% | Reduced |
| GW&K Investment Management, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 61 | $6.25K | 0.00% | +61 | New |
| LRI Investments, LLC | 66 | $6.76K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 66 | $6.76K | 0.00% | +66 | New |
| Tompkins Financial Corp | 69 | $7.07K | 0.00% | +69 | New |
| Curio Wealth, LLC | 1 | $7.65K | 0.00% | +1 | New |
| BFSG, LLC | 75 | $7.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $8.66K | 0.00% | −435−83.7% | Reduced |
| S&T Bank | 85 | $8.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $8.91K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $9.83K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $10.2K | 0.00% | −50−33.3% | Reduced |
| TruNorth Capital Management, LLC | 106 | $10.9K | 0.00% | −24−18.5% | Reduced |
| DT Investment Partners, LLC | 115 | $11.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 119 | $12.0K | 0.00% | −5,192−97.8% | Reduced |
| Rakuten Securities, Inc. | 122 | $12.5K | 0.01% | +122 | New |
| Private Wealth Management Group, LLC | 124 | $12.7K | 0.00% | −7−5.3% | Reduced |
| Larson Financial Group LLC | 125 | $12.8K | 0.00% | +40+47.1% | Added |
| Evermay Wealth Management LLC | 125 | $12.9K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 126 | $12.9K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 135 | $13.0K | 0.01% | +135 | New |
| Atticus Wealth Management, LLC | 127 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 128 | $13.1K | 0.00% | +128 | New |
| Leonteq Securities AG | 134 | $13.8K | 0.00% | −29−17.8% | Reduced |
| Rothschild Investment LLC | 136 | $13.9K | 0.00% | −5−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 147 | $15.0K | 0.00% | −46−23.8% | Reduced |
| Bryn Mawr Trust Co | 152 | $15.6K | 0.00% | −33−17.8% | Reduced |
| Millstone Evans Group, LLC | 158 | $16.2K | 0.01% | +95+150.8% | Added |
| Zions Bancorporation, National Association | 160 | $16.4K | 0.00% | +160 | New |
| Manchester Capital Management LLC | 172 | $17.6K | 0.00% | +4+2.4% | Added |
| Capital Advisors, Ltd. LLC | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $20.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 210 | $21.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 230 | $23.6K | 0.00% | +71+44.7% | Added |
| McIlrath & Eck, LLC | 232 | $23.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 232 | $23.8K | 0.00% | +28+13.7% | Added |
| North Capital, Inc. | 243 | $24.9K | 0.02% | +243 | New |