| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $94 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 4 | $374 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 4 | $375 | 0.00% | −35−89.7% | Reduced |
| Aventura Private Wealth, LLC | 5 | $468 | 0.00% | −255−98.1% | Reduced |
| South State Corp. | 5 | $468 | 0.00% | −14−73.7% | Reduced |
| Robbins Farley LLC | 5 | $468 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $468 | 0.00% | +1+25.0% | Added |
| Trust Co of Toledo NA | 5 | $468 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $472 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $562 | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $564 | 0.00% | +4+200.0% | Added |
| Maseco LLP | 6 | $573 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7 | $655 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $749 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 9 | $814 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $842 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $843 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $843 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $936 | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 10 | $936 | 0.00% | +10 | New |
| Millstone Evans Group, LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.12K | 0.00% | +2+20.0% | Added |
| Bare Financial Services, Inc | 12 | $1.12K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trust Co | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.31K | 0.00% | +2+16.7% | Added |
| MidFirst Bank | 14 | $1.31K | 0.00% | +14 | New |
| Clayton Financial Group LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $1.33K | 0.00% | +9+150.0% | Added |
| NVWM, LLC | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 15 | $1.40K | 0.00% | +15 | New |
| Portus Wealth Advisors, LLC | 15 | $1.40K | 0.00% | +15 | New |
| Sunrise Financial Services, LLC | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $1.78K | 0.00% | +19 | New |
| Albion Financial Group | 19 | $1.78K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.87K | 0.00% | +6+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $1.97K | 0.00% | +9+75.0% | Added |
| Dunhill Financial, LLC | 21 | $2.04K | 0.00% | +5+31.3% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $2.25K | 0.00% | −123−83.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $2.25K | 0.00% | +7+41.2% | Added |
| Wealth Preservation Advisors, LLC | 27 | $2.53K | 0.00% | −37−57.8% | Reduced |
| Rialto Wealth Management, LLC | 27 | $2.53K | 0.00% | +7+35.0% | Added |
| Grove Bank & Trust | 29 | $2.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.81K | 0.00% | +2+7.1% | Added |
| Central Trust Co | 31 | $2.90K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $2.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 31 | $2.90K | 0.00% | +31 | New |
| LRI Investments, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $3.14K | 0.00% | +1+3.0% | Added |
| TFC Financial Management | 35 | $3.28K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 35 | $3.28K | 0.00% | +35 | New |
| Triumph Capital Management | 36 | $3.37K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 36 | $3.41K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 39 | $3.65K | 0.00% | +39 | New |
| Newbridge Financial Services Group, Inc. | 39 | $3.68K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 40 | $3.74K | 0.01% | 00.0% | Unchanged |
| Sapience Investments, LLC | 43 | $4.03K | 0.52% | −6,787−99.4% | Reduced |
| Asset Dedication, LLC | 45 | $4.21K | 0.00% | −290−86.6% | Reduced |
| MV Capital Management, Inc. | 45 | $4.21K | 0.00% | +2+4.7% | Added |
| ZRC Wealth Management, LLC | 49 | $4.59K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $4.68K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 54 | $5.05K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 56 | $5.24K | 0.00% | +56 | New |
| Silicon Valley Capital Partners | 58 | $5.41K | 0.00% | +1+1.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $5.43K | 0.00% | +12+26.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 61 | $5.71K | 0.00% | +61 | New |
| Arlington Trust Co LLC | 63 | $5.90K | 0.00% | +63 | New |
| Bank of Jackson Hole Trust | 66 | $6.18K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 70 | $6.55K | 0.00% | +70 | New |
| Colonial Trust Co | 78 | $7.30K | 0.00% | −10−11.4% | Reduced |
| Signature Equity Partners, LLC | 79 | $7.43K | 0.00% | +47+146.9% | Added |
| Prestige Wealth Management Group LLC | 81 | $7.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $7.58K | 0.00% | +54+200.0% | Added |
| Farmers & Merchants Investments Inc | 83 | $7.77K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 90 | $8.00K | 0.00% | −1,240−93.2% | Reduced |
| Vermillion Wealth Management, Inc. | 90 | $8.42K | 0.00% | +11+13.9% | Added |
| Ares Financial Consulting, LLC | 100 | $8.94K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $9.36K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 102 | $9.55K | 0.00% | +17+20.0% | Added |
| Hollencrest Capital Management | 103 | $9.64K | 0.00% | 00.0% | Unchanged |