| Close Asset Management Ltd | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $630 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $630 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $630 | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $631 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $631 | 0.00% | +1 | New |
| Financial Life Planners | 1 | $635 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $653 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 2 | $1.26K | 0.00% | +2 | New |
| Noble Wealth Management PBC | 2 | $1.26K | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $1.26K | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $1.64K | 0.00% | −4−57.1% | Reduced |
| Winnow Wealth LLC | 3 | $1.69K | 0.00% | +3 | New |
| Perkins Coie Trust Co | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.89K | 0.00% | +3 | New |
| Conquis Financial LLC | 3 | $1.89K | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 4 | $2.52K | 0.00% | −1−20.0% | Reduced |
| IAG Wealth Partners, LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 4 | $2.52K | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $2.52K | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $2.52K | 0.00% | −2−33.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 4 | $2.52K | 0.00% | +4 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5 | $3.15K | 0.00% | −51−91.1% | Reduced |
| Salem Investment Counselors Inc | 5 | $3.15K | 0.00% | −3−37.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 5 | $3.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6 | $3.78K | 0.00% | +1+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $3.78K | 0.00% | +2+50.0% | Added |
| PayPay Securities Corp | 6 | $3.78K | 0.16% | +6 | New |
| Stonebridge Financial Group, LLC | 6 | $3.78K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $3.78K | 0.00% | +6 | New |
| Ancora Advisors, LLC | 6 | $3.90K | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 7 | $4.10K | 0.00% | +2+40.0% | Added |
| Financial Management Professionals, Inc. | 7 | $4.41K | 0.00% | −9−56.3% | Reduced |
| Oakworth Capital, Inc. | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $4.41K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 7 | $4.41K | 0.00% | +7 | New |
| Crowley Wealth Management, Inc. | 7 | $4.41K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $4.41K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $4.42K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $5.04K | 0.00% | −13−61.9% | Reduced |
| WealthTrak Capital Management LLC | 8 | $5.04K | 0.00% | +8 | New |
| Adirondack Trust Co | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $6.30K | 0.00% | +10 | New |
| Innovative Advisory Group, LLC | 10 | $6.30K | 0.01% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $6.30K | 0.00% | −4−28.6% | Reduced |
| Toth Financial Advisory Corp | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $7.00K | 0.01% | +9+450.0% | Added |
| Optimum Investment Advisors | 12 | $7.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $7.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $7.58K | 0.00% | −4−25.0% | Reduced |
| Kozak & Associates, Inc. | 13 | $8.54K | 0.00% | +13 | New |
| Financial Perspectives, Inc | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 14 | $8.82K | 0.00% | +14 | New |
| Ameriflex Group, Inc. | 12 | $8.86K | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 15 | $9.58K | 0.00% | −100−87.0% | Reduced |
| Contravisory Investment Management, Inc. | 16 | $10.1K | 0.00% | −1,965−99.2% | Reduced |
| McIlrath & Eck, LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 16 | $10.1K | 0.01% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $10.7K | 0.00% | +2+13.3% | Added |
| Decker Retirement Planning Inc. | 17 | $10.7K | 0.01% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $10.7K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $11.3K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $11.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $12.0K | 0.00% | +3+18.8% | Added |
| Atlantic Trust, LLC | 20 | $12.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $12.6K | 0.00% | +14+233.3% | Added |
| Clear Street Markets LLC | 20 | $12.6K | 0.00% | +20 | New |
| HM Payson & Co | 20 | $12.6K | 0.00% | −1−4.8% | Reduced |
| TFC Financial Management | 21 | $13.2K | 0.00% | −7−25.0% | Reduced |
| Cetera Trust Company, N.A | 21 | $13.2K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 21 | $13.2K | 0.00% | +8+61.5% | Added |
| Atwood & Palmer Inc | 21 | $13.2K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 19 | $13.4K | 0.00% | −4−17.4% | Reduced |
| Cedar Wealth Management, LLC | 22 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $13.9K | 0.00% | +16+266.7% | Added |
| Bangor Savings Bank | 22 | $13.9K | 0.00% | +22 | New |
| Avion Wealth | 23 | $14.0K | 0.00% | +2+9.5% | Added |
| ORG Partners LLC | 22 | $14.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $14.5K | 0.00% | −13−36.1% | Reduced |