| Cornerstone Planning Group LLC | 4 | $71 | 0.00% | −41−91.1% | Reduced |
| Leonteq Securities AG | 1 | $191 | 0.00% | −159−99.4% | Reduced |
| IMA Wealth, Inc. | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $191 | 0.00% | +1 | New |
| Copia Wealth Management | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $381 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $381 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $381 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $382 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $382 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $553 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $572 | 0.00% | −1−25.0% | Reduced |
| American Capital Advisory, LLC | 3 | $572 | 0.00% | +2+200.0% | Added |
| Avalon Trust Co | 3 | $572 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $574 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $617 | 0.00% | +3 | New |
| IAG Wealth Partners, LLC | 4 | $762 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $762 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $763 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $953 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $953 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $953 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.14K | 0.00% | −1−14.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $1.14K | 0.00% | −1−14.3% | Reduced |
| Aventura Private Wealth, LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 6 | $1.14K | 0.00% | +6 | New |
| South State Corp. | 6 | $1.14K | 0.00% | −4−40.0% | Reduced |
| Retirement Wealth Solutions LLC | 6 | $1.14K | 0.00% | +6 | New |
| Key Financial Inc | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $1.33K | 0.00% | +7 | New |
| Clark Wealth Partners | 8 | $1.39K | 0.00% | +2+33.3% | Added |
| Financial Consulate, Inc | 8 | $1.52K | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $1.52K | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.72K | 0.00% | +2+28.6% | Added |
| Rialto Wealth Management, LLC | 9 | $1.72K | 0.00% | +2+28.6% | Added |
| Turning Point Benefit Group, Inc. | 10 | $1.82K | 0.00% | +10 | New |
| Cloud Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Aspect Partners, LLC | 11 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $2.10K | 0.00% | +4+57.1% | Added |
| Activest Wealth Management | 12 | $2.29K | 0.00% | +2+20.0% | Added |
| Marquette Asset Management, LLC | 12 | $2.29K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 12 | $2.37K | 0.00% | +3+33.3% | Added |
| Boyd Watterson Asset Management LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.67K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 15 | $2.73K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $3.05K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $3.24K | 0.00% | +1+6.3% | Added |
| Bare Financial Services, Inc | 17 | $3.24K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.45K | 0.00% | −1−5.0% | Reduced |
| Heartwood Wealth Advisors LLC | 19 | $3.62K | 0.00% | +19 | New |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $3.81K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 19 | $4.00K | 0.00% | +19 | New |
| Howard Hughes Medical Institute | 24 | $4.57K | 0.00% | +1+4.3% | Added |
| Bank of Jackson Hole Trust | 26 | $4.96K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 26 | $4.96K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 28 | $5.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $5.53K | 0.00% | −3−9.4% | Reduced |
| Cetera Trust Company, N.A | 30 | $5.72K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $5.72K | 0.00% | +19+172.7% | Added |
| High Note Wealth, LLC | 31 | $5.91K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $5.91K | 0.00% | +30+3,000.0% | Added |
| Hazlett, Burt & Watson, Inc. | 33 | $6.00K | 0.00% | +33 | New |
| ZRC Wealth Management, LLC | 32 | $6.10K | 0.00% | +32 | New |
| Harbor Asset Planning, Inc. | 32 | $6.13K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $6.29K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $6.29K | 0.00% | +2+6.5% | Added |
| Scarborough Advisors, LLC | 37 | $7.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 39 | $7.10K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 40 | $7.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 41 | $7.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 46 | $8.77K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $8.79K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 46 | $8.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 47 | $8.96K | 0.00% | +12+34.3% | Added |
| Solstein Capital, LLC | 49 | $9.34K | 0.00% | −66−57.4% | Reduced |
| Fortitude Family Office, LLC | 49 | $9.34K | 0.00% | +3+6.5% | Added |
| Hollencrest Capital Management | 50 | $9.53K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $9.53K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $9.53K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 50 | $9.53K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 52 | $9.89K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 53 | $9.91K | 0.01% | +53 | New |
| Tompkins Financial Corp | 53 | $10.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 54 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $10.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $11.4K | 0.00% | +1+1.7% | Added |
| Boreal Capital Management LLC | 62 | $11.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 62 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 65 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 67 | $12.8K | 0.00% | +67 | New |
| Ritter Daniher Financial Advisory LLC | 69 | $13.2K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 70 | $13.3K | 0.00% | −11−13.6% | Reduced |
| Wolff Wiese Magana LLC | 70 | $13.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 70 | $13.3K | 0.00% | 00.0% | Unchanged |