| Curio Wealth, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $131 | 0.00% | 0 | New |
| Logan Capital Management Inc | 1 | $796 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $796 | 0.00% | +1 | New |
| Bridge Generations Wealth Management LLC | 1 | $797 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $797 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $1.59K | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.59K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.89K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $2.39K | 0.00% | +3 | New |
| POM Investment Strategies, LLC | 3 | $2.39K | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 4 | $3.50K | 0.00% | −1−20.0% | Reduced |
| Pacifica Partners Inc. | 5 | $3.93K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 5 | $3.98K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $3.98K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 6 | $4.78K | 0.00% | −291−98.0% | Reduced |
| One River Asset Management, LLC | 6 | $4.78K | 0.02% | +6 | New |
| Team Financial Group, LLC | 6 | $4.82K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $5.57K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $6.18K | 0.22% | +2+33.3% | Added |
| Manning & Napier Advisors LLC | 8 | $6.37K | 0.00% | +8 | New |
| Crowley Wealth Management, Inc. | 8 | $6.37K | 0.01% | +8 | New |
| Global Wealth Strategies & Associates | 9 | $7.17K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $7.17K | 0.00% | −22−71.0% | Reduced |
| Legacy Wealth Managment, LLC | 9 | $7.17K | 0.00% | −4−30.8% | Reduced |
| Darwin Advisors, LLC | 9 | $7.27K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $7.96K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $7.96K | 0.01% | +10 | New |
| Financially Speaking Inc | 10 | $7.96K | 0.01% | +10 | New |
| Winnow Wealth LLC | 11 | $8.77K | 0.01% | +11 | New |
| Hughes Financial Services, LLC | 11 | $8.77K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 12 | $9.56K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $9.56K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 12 | $10.0K | 0.00% | +12 | New |
| Financial Network Wealth Advisors LLC | 13 | $10.4K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 14 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $11.9K | 0.00% | −17−53.1% | Reduced |
| Bangor Savings Bank | 15 | $11.9K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 15 | $11.9K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 15 | $11.9K | 0.00% | +15 | New |
| New England Capital Financial Advisors LLC | 15 | $11.9K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $12.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 17 | $13.5K | 0.00% | −4−19.0% | Reduced |
| YANKCOM Partnership | 17 | $13.5K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18 | $14.3K | 0.05% | +18 | New |
| Kerr Financial Planning Corp | 19 | $15.2K | 0.02% | +19 | New |
| Midwest Capital Advisors, LLC | 19 | $15.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $15.9K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 20 | $15.9K | 0.01% | +20 | New |
| Frazier Financial Advisors, LLC | 21 | $16.7K | 0.01% | −65−75.6% | Reduced |
| Palisade Asset Management, LLC | 21 | $16.7K | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 22 | $17.5K | 0.01% | +2+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $18.6K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $18.8K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 24 | $19.1K | 0.00% | −11−31.4% | Reduced |
| Piscataqua Savings Bank | 24 | $19.1K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $19.1K | 0.01% | +4+20.0% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $19.9K | 0.00% | −15−37.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $19.9K | 0.01% | −6−19.4% | Reduced |
| Mascoma Wealth Management LLC | 25 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $19.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $19.9K | 0.01% | +1+4.2% | Added |
| Measured Wealth Private Client Group, LLC | 25 | $19.9K | 0.01% | +25 | New |
| Archer Investment Corp | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $21.5K | 0.00% | +27 | New |
| Red Tortoise LLC | 27 | $21.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28 | $22.3K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 28 | $22.4K | 0.01% | +28 | New |
| Quest 10 Wealth Builders, Inc. | 28 | $22.4K | 0.02% | −8−22.2% | Reduced |
| Bare Financial Services, Inc | 30 | $23.9K | 0.01% | +6+25.0% | Added |
| Bank & Trust Co | 32 | $25.5K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 33 | $26.0K | 0.00% | +33 | New |
| Copeland Capital Management, LLC | 34 | $27.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $27.1K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 35 | $28.0K | 0.01% | +35 | New |
| Corundum Trust Company, INC | 36 | $28.7K | 0.06% | +36 | New |
| Sofos Investments, Inc. | 39 | $31.3K | 0.01% | +39 | New |
| Caldwell Sutter Capital, Inc. | 40 | $31.9K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 40 | $31.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 40 | $31.9K | 0.00% | +3+8.1% | Added |
| ZRC Wealth Management, LLC | 40 | $31.9K | 0.01% | +20+100.0% | Added |
| New Millennium Group LLC | 40 | $32.1K | 0.01% | −17−29.8% | Reduced |
| Park Square Financial Group, LLC | 41 | $32.7K | 0.14% | −175−81.0% | Reduced |
| Binnacle Investments Inc | 41 | $32.7K | 0.02% | +2+5.1% | Added |
| Bay Harbor Wealth Management, LLC | 43 | $34.3K | 0.01% | +5+13.2% | Added |
| Atlantic Trust, LLC | 44 | $35.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $36.1K | 0.01% | +24+114.3% | Added |
| Seneschal Advisors, LLC | 47 | $37.4K | 0.03% | +47 | New |
| Dogwood Wealth Management LLC | 49 | $39.0K | 0.02% | +11+28.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $39.0K | 0.07% | −7−12.5% | Reduced |
| Trust Co | 50 | $39.8K | 0.00% | −272−84.5% | Reduced |
| First United Bank Trust | 50 | $39.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $39.8K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $39.8K | 0.01% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $39.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $39.8K | 0.03% | 00.0% | Unchanged |
