| Close Asset Management Ltd | 182 | $0 | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $26 | 0.00% | −297−99.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1 | $26 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $31 | 0.00% | −7,632−100.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 5 | $133 | 0.00% | +5 | New |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $238 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $238 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $238 | 0.00% | +9 | New |
| Clark Wealth Partners | 10 | $253 | 0.00% | +1+11.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $264 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $375 | 0.00% | −31−68.9% | Reduced |
| Millstone Evans Group, LLC | 15 | $397 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 17 | $462 | 0.00% | −10−37.0% | Reduced |
| NVWM, LLC | 18 | $477 | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $530 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 22 | $593 | 0.00% | +1+4.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $662 | 0.00% | +9+56.3% | Added |
| Godsey & Gibb Associates | 26 | $689 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $821 | 0.00% | −51−62.2% | Reduced |
| MCF Advisors LLC | 32 | $848 | 0.00% | −52−61.9% | Reduced |
| Pflug Koory, LLC | 33 | $874 | 0.00% | +33 | New |
| Tortoise Investment Management, LLC | 34 | $900 | 0.00% | −8−19.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 35 | $914 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 36 | $953 | 0.00% | +36 | New |
| Harbor Asset Planning, Inc. | 37 | $980 | 0.00% | +37 | New |
| Briaud Financial Planning, Inc | 65 | $1.00K | 0.00% | −101−60.8% | Reduced |
| Penserra Capital Management LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 52 | $1.00K | 0.00% | +1+2.0% | Added |
| Rocky Mountain Advisers, LLC | 42 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $1.14K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 44 | $1.14K | 0.00% | −14−24.1% | Reduced |
| Highline Wealth Partners LLC | 44 | $1.15K | 0.00% | −14−24.1% | Reduced |
| PayPay Securities Corp | 45 | $1.19K | 0.06% | −12−21.1% | Reduced |
| Sierra Ocean, LLC | 46 | $1.22K | 0.00% | −17−27.0% | Reduced |
| SOA Wealth Advisors, LLC. | 47 | $1.25K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.32K | 0.00% | +1+2.0% | Added |
| Pineridge Advisors LLC | 51 | $1.35K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 52 | $1.38K | 0.00% | +2+4.0% | Added |
| Principia Wealth Advisory, LLC | 53 | $1.40K | 0.00% | +53 | New |
| IMG Wealth Management, Inc. | 55 | $1.46K | 0.00% | +44+400.0% | Added |
| Bullock Wealth Management Group | 53 | $1.47K | 0.00% | +53 | New |
| Burkett Financial Services, LLC | 58 | $1.53K | 0.00% | +2+3.6% | Added |
| Asset Planning,Inc | 64 | $1.70K | 0.00% | −566−89.8% | Reduced |
| Pacific Center for Financial Services | 68 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 85 | $1.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $1.82K | 0.00% | −21−23.3% | Reduced |
| Semmax Financial Advisors Inc. | 90 | $1.92K | 0.00% | +2+2.3% | Added |
| Central Pacific Bank - Trust Division | 74 | $1.96K | 0.00% | −4,498−98.4% | Reduced |
| Riverview Trust Co | 74 | $1.96K | 0.00% | −2,010−96.4% | Reduced |
| Promus Capital, LLC | 74 | $1.96K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 76 | $2.02K | 0.00% | −1,401−94.9% | Reduced |
| 1 North Wealth Services LLC | 78 | $2.06K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 83 | $2.20K | 0.00% | −516−86.1% | Reduced |
| Kozak & Associates, Inc. | 75 | $2.23K | 0.00% | +2+2.7% | Added |
| Evermay Wealth Management LLC | 85 | $2.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 85 | $2.25K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 88 | $2.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 89 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 106 | $2.38K | 0.00% | −343−76.4% | Reduced |
| WealthTrak Capital Management LLC | 90 | $2.38K | 0.00% | +75+500.0% | Added |
| Investment Research & Advisory Group, Inc. | 93 | $2.46K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 94 | $2.48K | 0.00% | +2+2.2% | Added |
| Retirement Wealth Solutions LLC | 95 | $2.51K | 0.00% | −72−43.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 116 | $2.52K | 0.00% | +116 | New |
| Activest Wealth Management | 98 | $2.60K | 0.00% | +48+96.0% | Added |
| Horizon Financial Services, LLC | 100 | $2.65K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 104 | $2.75K | 0.00% | +104 | New |
| Dunhill Financial, LLC | 108 | $2.87K | 0.00% | +60+125.0% | Added |
| Boyd Watterson Asset Management LLC | 113 | $2.99K | 0.00% | −46−28.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $3.00K | 0.00% | −16−12.1% | Reduced |
| Wood Tarver Financial Group, LLC | 116 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 115 | $3.04K | 0.00% | −299−72.2% | Reduced |
| WPG Advisers, LLC | 115 | $3.04K | 0.00% | −16−12.2% | Reduced |
| Mascoma Wealth Management LLC | 116 | $3.07K | 0.00% | −100−46.3% | Reduced |
| Stephenson National Bank & Trust | 122 | $3.23K | 0.00% | −7,250−98.3% | Reduced |
| Union Bancaire Privee, UBP SA | 122 | $3.29K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 130 | $3.44K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 130 | $3.44K | 0.00% | +130 | New |
| Kilter Group LLC | 130 | $3.44K | 0.00% | +130 | New |
| Hughes Financial Services, LLC | 166 | $3.54K | 0.00% | +9+5.7% | Added |
| Financial Management Professionals, Inc. | 135 | $3.58K | 0.00% | +135 | New |
| Livelsberger Financial Advisory | 136 | $3.60K | 0.07% | +136 | New |
| Anfield Capital Management, LLC | 138 | $3.65K | 0.00% | +112+430.8% | Added |
| Dynamic Wealth Strategies, LLC | 142 | $3.76K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 143 | $3.79K | 0.00% | +23+19.2% | Added |
| Sagard Holdings Management Inc. | 144 | $3.81K | 0.01% | +144 | New |
| Core Alternative Capital | 145 | $3.84K | 0.00% | +128+752.9% | Added |
| Concorde Financial Corp | 146 | $3.87K | 0.00% | +146 | New |
| Future Financial Wealth Managment LLC | 150 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 151 | $4.00K | 0.00% | −871−85.2% | Reduced |
| Pin Oak Investment Advisors Inc | 132 | $4.00K | 0.00% | +32+32.0% | Added |
| Howard Hughes Medical Institute | 152 | $4.03K | 0.00% | +152 | New |
| CBIZ Investment Advisory Services, LLC | 156 | $4.13K | 0.00% | −155−49.8% | Reduced |
| Compass Financial Services Inc | 156 | $4.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 156 | $4.13K | 0.00% | +59+60.8% | Added |
| ORG Partners LLC | 149 | $4.14K | 0.00% | +86+136.5% | Added |
| Bellwether Advisors, LLC | 163 | $4.32K | 0.00% | 00.0% | Unchanged |
