| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $132 | 0.00% | −8,197−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $132 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $132 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $529 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $529 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $661 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 5 | $661 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $774 | 0.00% | +1+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $793 | 0.00% | −6−50.0% | Reduced |
| West Paces Advisors Inc. | 6 | $793 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $926 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $934 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $1.06K | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.19K | 0.00% | +2+28.6% | Added |
| Eagle Bay Advisors LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10 | $1.32K | 0.00% | +10 | New |
| Central Trust Co | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.57K | 0.00% | +1+10.0% | Added |
| Opal Wealth Advisors, LLC | 12 | $1.59K | 0.00% | +12 | New |
| PSI Advisors, LLC | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Valley National Advisers Inc | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Hollencrest Capital Management | 19 | $2.51K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 21 | $2.78K | 0.00% | +8+61.5% | Added |
| AdvisorNet Financial, Inc | 22 | $2.91K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Tompkins Financial Corp | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 26 | $3.44K | 0.00% | +26 | New |
| Bogart Wealth, LLC | 27 | $3.57K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $3.57K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $3.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $4.10K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $4.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $4.63K | 0.00% | −138−79.8% | Reduced |
| Central Bank & Trust Co | 36 | $4.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $5.16K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 42 | $5.55K | 0.00% | −225−84.3% | Reduced |
| SYSTM Wealth Solutions LLC | 45 | $5.95K | 0.00% | −185−80.4% | Reduced |
| Harbor Investment Advisory, LLC | 47 | $6.21K | 0.00% | −5−9.6% | Reduced |
| RFP Financial Group LLC | 49 | $6.48K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 50 | $6.61K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 52 | $6.88K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 56 | $7.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $7.49K | 0.00% | −30−34.5% | Reduced |
| IAG Wealth Partners, LLC | 58 | $7.67K | 0.00% | −104−64.2% | Reduced |
| DekaBank Deutsche Girozentrale | 61 | $8.00K | 0.00% | +7+13.0% | Added |
| Bullock Wealth Management Group | 65 | $8.65K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 65 | $9.00K | 0.00% | −83−56.1% | Reduced |
| Sawyer & Company, Inc | 70 | $9.00K | 0.00% | +40+133.3% | Added |
| Security National Bank | 70 | $9.26K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 74 | $9.78K | 0.00% | +74 | New |
| Prestige Wealth Management Group LLC | 74 | $9.79K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 79 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $10.6K | 0.00% | +80 | New |
| Plante Moran Financial Advisors, LLC | 82 | $10.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 81 | $11.0K | 0.00% | +10+14.1% | Added |
| Smartleaf Asset Management LLC | 88 | $12.0K | 0.00% | −7−7.4% | Reduced |
| Fairscale Capital, LLC | 76 | $12.1K | 0.01% | +76 | New |
| Cromwell Holdings LLC | 92 | $12.2K | 0.01% | +92 | New |
| Colonial Trust Advisors | 94 | $12.4K | 0.00% | −41−30.4% | Reduced |
| Family Firm, Inc. | 95 | $12.6K | 0.00% | +95 | New |
| Innealta Capital, LLC | 96 | $12.7K | 0.00% | +96 | New |
| Albion Financial Group | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $13.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $13.2K | 0.01% | +100 | New |
| Massmutual Trust Co FSB | 107 | $14.1K | 0.00% | −1−0.9% | Reduced |
| ICA Group Wealth Management, LLC | 110 | $14.5K | 0.01% | −100−47.6% | Reduced |
| GHP Investment Advisors, Inc. | 110 | $14.5K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 111 | $14.7K | 0.01% | +111 | New |
| Ci Investments Inc. | 111 | $15.0K | 0.00% | −7−5.9% | Reduced |
| Salem Investment Counselors Inc | 115 | $15.2K | 0.00% | +100+666.7% | Added |
| Jamison Private Wealth Management, Inc. | 119 | $15.7K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 125 | $16.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 132 | $16.7K | 0.00% | +107+428.0% | Added |
| Beacon Capital Management, LLC | 128 | $16.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 128 | $16.9K | 0.00% | +42+48.8% | Added |
| Liberty One Investment Management, LLC | 130 | $17.0K | 0.00% | −8−5.8% | Reduced |
| Continuum Advisory, LLC | 140 | $18.5K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 140 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 140 | $18.5K | 0.00% | 00.0% | Unchanged |