| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $149 | 0.00% | −12−92.3% | Reduced |
| South State Corp. | 1 | $149 | 0.00% | −3−75.0% | Reduced |
| American Capital Advisory, LLC | 1 | $149 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $149 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $149 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $150 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $298 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $298 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $447 | 0.00% | −2−40.0% | Reduced |
| Manchester Capital Management LLC | 3 | $447 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $595 | 0.00% | +1+33.3% | Added |
| Bryn Mawr Trust Co | 4 | $596 | 0.00% | −122−96.8% | Reduced |
| Rialto Wealth Management, LLC | 4 | $596 | 0.00% | +1+33.3% | Added |
| Dunhill Financial, LLC | 5 | $707 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $745 | 0.00% | −3−37.5% | Reduced |
| ZRC Wealth Management, LLC | 5 | $745 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $894 | 0.00% | −121−95.3% | Reduced |
| Rise Advisors, LLC | 6 | $894 | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $894 | 0.00% | −2−25.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 6 | $894 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $976 | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Asset Dedication, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.19K | 0.00% | +7+700.0% | Added |
| Valued Wealth Advisors LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.49K | 0.00% | +10 | New |
| Rossby Financial, LCC | 11 | $1.61K | 0.00% | +11 | New |
| Cape Investment Advisory, Inc. | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Webster Bank, N. A. | 14 | $2.08K | 0.00% | +14 | New |
| Howard Hughes Medical Institute | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $2.38K | 0.00% | −61−79.2% | Reduced |
| City State Bank | 17 | $2.53K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18 | $2.68K | 0.01% | +18 | New |
| Rational Advisors LLC | 20 | $2.98K | 0.00% | −16−44.4% | Reduced |
| Binnacle Investments Inc | 21 | $3.13K | 0.00% | −5−19.2% | Reduced |
| Fortitude Family Office, LLC | 21 | $3.13K | 0.00% | +2+10.5% | Added |
| Rothschild Investment LLC | 21 | $3.13K | 0.00% | +16+320.0% | Added |
| Bruce G. Allen Investments, LLC | 22 | $3.28K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $3.43K | 0.00% | −10−30.3% | Reduced |
| Marquette Asset Management, LLC | 23 | $3.43K | 0.00% | +23 | New |
| Delta Asset Management LLC | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 26 | $4.00K | 0.00% | −3,126−99.2% | Reduced |
| Cornerstone Planning Group LLC | 28 | $4.20K | 0.00% | +18+180.0% | Added |
| Anchor Investment Management, LLC | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $4.47K | 0.00% | +27+900.0% | Added |
| CBIZ Investment Advisory Services, LLC | 30 | $4.47K | 0.00% | +29+2,900.0% | Added |
| Trust Co of Vermont | 30 | $4.47K | 0.00% | +30 | New |
| Salomon & Ludwin, LLC | 32 | $4.68K | 0.00% | +32 | New |
| Ameritas Advisory Services, LLC | 32 | $4.77K | 0.00% | −31−49.2% | Reduced |
| TCTC Holdings, LLC | 33 | $4.92K | 0.00% | −33−50.0% | Reduced |
| Wealth Watch Advisors, INC | 33 | $4.92K | 0.00% | +33 | New |
| Stuart Chaussee & Associates, Inc. | 34 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.21K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 36 | $5.36K | 0.00% | +36 | New |
| C M Bidwell & Associates Ltd | 37 | $5.51K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $5.81K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 41 | $6.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $6.40K | 0.00% | −9−17.3% | Reduced |
| Eastern Bank | 45 | $6.70K | 0.00% | +45 | New |
| Golden State Wealth Management, LLC | 46 | $6.85K | 0.00% | +5+12.2% | Added |
| MCF Advisors LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $7.30K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 55 | $8.22K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 56 | $8.34K | 0.00% | −10−15.2% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $8.79K | 0.00% | −23−28.0% | Reduced |
| Prestige Wealth Management Group LLC | 59 | $8.79K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $8.94K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 66 | $9.83K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 71 | $10.0K | 0.00% | −37−34.3% | Reduced |
| Crews Bank & Trust | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 82 | $12.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 85 | $12.7K | 0.00% | +30+54.5% | Added |
| Raiffeisen Bank International AG | 86 | $13.0K | 0.00% | +86 | New |
| Duncker Streett & Co Inc | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 103 | $15.3K | 0.00% | +3+3.0% | Added |
| Root Financial Partners, LLC | 103 | $15.3K | 0.00% | +103 | New |
| Park Place Capital Corp | 104 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 108 | $16.1K | 0.01% | +108 | New |
| Cheviot Value Management, LLC | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 117 | $17.4K | 0.00% | −129,558−99.9% | Reduced |
| Wealthspire Advisors, LLC | 121 | $18.0K | 0.00% | +121 | New |
| CVA Family Office, LLC | 124 | $18.5K | 0.00% | +7+6.0% | Added |
| Versant Capital Management, Inc | 127 | $18.9K | 0.00% | +21+19.8% | Added |