| Quest 10 Wealth Builders, Inc. | 1 | $928 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $1.08K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $1.08K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $1.08K | 0.00% | +1 | New |
| Davis Capital Management | 1 | $1.08K | 0.00% | +1 | New |
| Abich Financial Wealth Management LLC | 1 | $1.08K | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 2 | $2.16K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $2.16K | 0.00% | +2 | New |
| Advanced Portfolio Management, LLC | 2 | $2.16K | 0.01% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $2.16K | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $2.16K | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $2.16K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $2.16K | 0.00% | +2 | New |
| PayPay Securities Corp | 2 | $2.21K | 0.08% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $2.42K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $2.64K | 0.00% | −1−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 3 | $3.23K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $3.24K | 0.00% | +1+50.0% | Added |
| Godsey & Gibb Associates | 3 | $3.24K | 0.00% | +3 | New |
| Ancora Advisors, LLC | 3 | $3.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $4.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $4.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $4.31K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $4.31K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4 | $4.31K | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $4.32K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $4.32K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $4.32K | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $4.32K | 0.00% | +4 | New |
| Hager Investment Management Services, LLC | 5 | $5.39K | 0.00% | −9−64.3% | Reduced |
| Webster Bank, N. A. | 5 | $5.39K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $5.39K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 6 | $6.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6 | $6.47K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $7.31K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $7.55K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $7.55K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $7.55K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $7.55K | 0.00% | +6+600.0% | Added |
| Private Wealth Management Group, LLC | 7 | $7.55K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7 | $7.55K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $7.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $8.51K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $8.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $8.63K | 0.00% | +2+33.3% | Added |
| Quarry LP | 8 | $8.63K | 0.00% | −89−91.8% | Reduced |
| Bare Financial Services, Inc | 8 | $8.63K | 0.00% | +1+14.3% | Added |
| Altshuler Shaham Ltd | 8 | $8.63K | 0.00% | +3+60.0% | Added |
| TruNorth Capital Management, LLC | 8 | $8.63K | 0.00% | +8 | New |
| Vermillion & White Wealth Management Group, LLC | 8 | $8.63K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 10 | $10.8K | 0.00% | −4−28.6% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $10.8K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $10.8K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $10.8K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $10.8K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $10.8K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10 | $10.8K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 10 | $10.8K | 0.03% | +10 | New |
| Park Square Financial Group, LLC | 11 | $11.9K | 0.05% | −184−94.4% | Reduced |
| Wealth Watch Advisors, INC | 11 | $11.9K | 0.00% | +11 | New |
| Kentucky Trust Co | 12 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $12.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $12.9K | 0.01% | +9+300.0% | Added |
| Cheviot Value Management, LLC | 11 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $14.0K | 0.01% | +13 | New |
| Tortoise Investment Management, LLC | 13 | $14.0K | 0.00% | +2+18.2% | Added |
| Kilter Group LLC | 13 | $14.0K | 0.01% | +3+30.0% | Added |
| Marquette Asset Management, LLC | 13 | $14.0K | 0.00% | +13 | New |
| Transce3nd, LLC | 30 | $15.0K | 0.13% | −465−93.9% | Reduced |
| AdvisorNet Financial, Inc | 14 | $15.1K | 0.00% | −3−17.6% | Reduced |
| Financial Perspectives, Inc | 14 | $15.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $16.2K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 15 | $16.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $16.2K | 0.00% | +7+87.5% | Added |
| Dunhill Financial, LLC | 16 | $16.8K | 0.00% | +1+6.7% | Added |
| McIlrath & Eck, LLC | 16 | $17.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 16 | $17.3K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $18.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $19.0K | 0.01% | +1+5.9% | Added |
| Westside Investment Management, Inc. | 17 | $19.2K | 0.00% | +17 | New |
| North Capital, Inc. | 18 | $19.4K | 0.02% | +1+5.9% | Added |
| Adirondack Trust Co | 19 | $20.5K | 0.01% | −1−5.0% | Reduced |
| TFC Financial Management | 19 | $20.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 19 | $20.5K | 0.00% | +1+5.6% | Added |
| Valued Wealth Advisors LLC | 19 | $20.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 19 | $20.7K | 0.01% | +19 | New |
| Missouri Trust & Investment Co | 20 | $21.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $21.6K | 0.00% | +2+11.1% | Added |
| Cetera Trust Company, N.A | 21 | $22.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 21 | $22.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21 | $22.7K | 0.00% | +1+5.0% | Added |
| Cedar Wealth Management, LLC | 22 | $23.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $23.7K | 0.01% | +1+4.8% | Added |
| Abound Wealth Management | 22 | $23.8K | 0.01% | +1+4.8% | Added |
| Bangor Savings Bank | 22 | $23.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 26 | $28.0K | 0.00% | −8−23.5% | Reduced |