| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $133 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $134 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 2 | $265 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $265 | 0.00% | +2 | New |
| American National Bank | 3 | $397 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $397 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $530 | 0.00% | +3+300.0% | Added |
| Financial Consulate, Inc | 4 | $530 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $530 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $662 | 0.00% | +5 | New |
| Texas Capital Bancshares Inc | 6 | $794 | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $794 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $910 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $927 | 0.00% | −60−89.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 7 | $927 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $927 | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 7 | $927 | 0.00% | +7 | New |
| Clark Wealth Partners | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.06K | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.06K | 0.00% | +1+14.3% | Added |
| Boyd Watterson Asset Management LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.19K | 0.00% | +2+28.6% | Added |
| TFC Financial Management | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.32K | 0.00% | +4+66.7% | Added |
| Zions Bancorporation, National Association | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.72K | 0.00% | +2+18.2% | Added |
| Marquette Asset Management, LLC | 13 | $1.72K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $1.85K | 0.00% | +2+16.7% | Added |
| Montag A & Associates Inc | 15 | $1.97K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $2.25K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 18 | $2.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $2.45K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 19 | $2.52K | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $2.74K | 0.00% | +20+2,000.0% | Added |
| True Wealth Design, LLC | 22 | $2.91K | 0.00% | −4−15.4% | Reduced |
| Cloud Capital Management, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Trust Co of Vermont | 23 | $3.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 23 | $3.06K | 0.00% | +23 | New |
| Creekmur Asset Management LLC | 23 | $3.09K | 0.00% | +23 | New |
| Howard Hughes Medical Institute | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 26 | $3.51K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 26 | $3.52K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 27 | $3.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $4.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $4.63K | 0.00% | +3+9.4% | Added |
| Ogorek Anthony Joseph | 41 | $5.00K | 0.00% | +20+95.2% | Added |
| Leonteq Securities AG | 40 | $5.30K | 0.00% | −212−84.1% | Reduced |
| Harbour Investments, Inc. | 41 | $5.43K | 0.00% | −2−4.7% | Reduced |
| CVA Family Office, LLC | 42 | $5.56K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 43 | $5.69K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 45 | $6.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $7.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $7.68K | 0.00% | +5+9.4% | Added |
| Rothschild Investment LLC | 59 | $7.81K | 0.00% | −77−56.6% | Reduced |
| Bruce G. Allen Investments, LLC | 59 | $7.81K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 65 | $8.61K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 68 | $9.00K | 0.00% | −150−68.8% | Reduced |
| JFS Wealth Advisors, LLC | 70 | $9.27K | 0.00% | −9−11.4% | Reduced |
| Truvestments Capital LLC | 73 | $9.66K | 0.00% | +73 | New |
| BFSG, LLC | 75 | $9.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 78 | $10.0K | 0.00% | −1−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 76 | $10.1K | 0.00% | +75+7,500.0% | Added |
| Binnacle Investments Inc | 84 | $11.1K | 0.01% | +18+27.3% | Added |
| Kerr Financial Planning Corp | 73 | $11.3K | 0.02% | +73 | New |
| Farmers & Merchants Investments Inc | 87 | $11.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 89 | $11.8K | 0.01% | −23−20.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 107 | $14.2K | 0.00% | −291−73.1% | Reduced |
| Pinnacle Bancorp, Inc. | 109 | $14.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 110 | $14.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 115 | $15.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 117 | $15.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 119 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $16.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 124 | $16.5K | 0.00% | −1−0.8% | Reduced |
| Isthmus Partners, LLC | 135,272 | $17.9K | 0.00% | −6,279−4.4% | Reduced |
| Atlantic Trust, LLC | 143 | $18.9K | 0.00% | +17+13.5% | Added |
| Hantz Financial Services, Inc. | 146 | $19.0K | 0.00% | +65+80.2% | Added |
| Bokf, NA | 145 | $19.2K | 0.00% | +143+7,150.0% | Added |
| Caitong International Asset Management Co., Ltd | 150 | $19.9K | 0.01% | +150 | New |
| Westfuller Advisors, LLC | 152 | $20.2K | 0.01% | +152 | New |
| First Horizon Corp | 154 | $20.4K | 0.00% | +154 | New |
| Dogwood Wealth Management LLC | 168 | $22.3K | 0.01% | +75+80.6% | Added |
| Capital Advisors, Ltd. LLC | 182 | $24.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 187 | $24.8K | 0.00% | 00.0% | Unchanged |