| LM Advisors LLC | 342 | $281 | 0.01% | +62+22.1% | Added |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $1.04K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $1.22K | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $1.22K | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $1.22K | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $1.22K | 0.00% | +1 | New |
| Imprint Wealth LLC | 2 | $2.43K | 0.01% | −8−80.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $2.43K | 0.00% | −1−33.3% | Reduced |
| PayPay Securities Corp | 2 | $2.43K | 0.07% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $2.43K | 0.00% | +1+100.0% | Added |
| Benson Wealth Management INC | 2 | $2.43K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $2.43K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2 | $2.43K | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $2.43K | 0.00% | +2 | New |
| Strategic Wealth Advisors LLC | 3 | $3.00K | 0.00% | +3 | New |
| Wealth Preservation Advisors, LLC | 3 | $3.65K | 0.00% | −7−70.0% | Reduced |
| Aspect Partners, LLC | 3 | $3.65K | 0.00% | +1+50.0% | Added |
| Eq Wealth Advisors, LLC | 3 | $3.65K | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $3.65K | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 3 | $3.65K | 0.00% | +3 | New |
| Walsh & Associates, LLC | 3 | $3.65K | 0.00% | +3 | New |
| Godsey & Gibb Associates | 3 | $3.65K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 184 | $3.80K | 0.00% | +184 | New |
| Strategic Wealth Partners, Ltd. | 4 | $4.86K | 0.00% | −11−73.3% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $4.86K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $4.86K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $4.86K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $4.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5 | $6.08K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 5 | $6.08K | 0.00% | +5 | New |
| Key Capital Management, INC | 5 | $6.08K | 0.01% | +5 | New |
| Hughes Financial Services, LLC | 6 | $7.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $7.29K | 0.00% | −1−14.3% | Reduced |
| Clark Wealth Partners | 7 | $8.51K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7 | $8.51K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $8.51K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 7 | $8.51K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $8.60K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $9.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $9.72K | 0.00% | −28−77.8% | Reduced |
| First Command Advisory Services, Inc. | 8 | $9.72K | 0.00% | +4+100.0% | Added |
| Bank of Jackson Hole Trust | 8 | $9.72K | 0.00% | +8 | New |
| VSM Wealth Advisory, LLC | 8 | $9.72K | 0.00% | +8 | New |
| Bravera Wealth | 8 | $9.72K | 0.00% | +8 | New |
| Gleason Group, Inc. | 8 | $9.74K | 0.00% | +8 | New |
| Adirondack Trust Co | 9 | $10.9K | 0.00% | −10−52.6% | Reduced |
| Horizon Financial Services, LLC | 9 | $10.9K | 0.00% | +2+28.6% | Added |
| Carolina Wealth Advisors, LLC | 9 | $10.9K | 0.00% | +2+28.6% | Added |
| Clayton Financial Group LLC | 9 | $10.9K | 0.01% | +9 | New |
| IFC & Insurance Marketing, Inc. | 10 | $12.0K | 0.01% | +10 | New |
| RMG Wealth Management LLC | 8 | $12.1K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 10 | $12.2K | 0.00% | +2+25.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $12.2K | 0.02% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10 | $12.2K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 10 | $12.4K | 0.01% | +10 | New |
| Three Bearings Fiduciary Advisors, Inc. | 9 | $12.9K | 0.01% | +9 | New |
| Navalign, LLC | 11 | $13.4K | 0.00% | +11 | New |
| Merited Wealth, LLC | 11 | $13.4K | 0.01% | +11 | New |
| Cherry Tree Wealth Management, LLC | 12 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 12 | $14.6K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 12 | $14.6K | 0.01% | +1+9.1% | Added |
| High Note Wealth, LLC | 12 | $14.6K | 0.00% | +6+100.0% | Added |
| Vision Retirement, LLC | 12 | $14.6K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $15.8K | 0.00% | +5+62.5% | Added |
| Legacy Bridge, LLC | 13 | $15.8K | 0.01% | +13 | New |
| Dogwood Wealth Management LLC | 14 | $17.0K | 0.01% | +4+40.0% | Added |
| North Star Investment Management Corp. | 14 | $17.0K | 0.00% | +8+133.3% | Added |
| Hager Investment Management Services, LLC | 14 | $17.0K | 0.01% | +9+180.0% | Added |
| Armstrong Advisory Group, Inc | 14 | $17.0K | 0.00% | −5−26.3% | Reduced |
| Financial Perspectives, Inc | 14 | $17.1K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 11 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 15 | $18.0K | 0.00% | −3−16.7% | Reduced |
| Financial Management Professionals, Inc. | 15 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 15 | $18.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15 | $18.2K | 0.00% | +7+87.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 15 | $18.2K | 0.01% | +7+87.5% | Added |
| Wilkerson Advisory Group LLC | 15 | $18.2K | 0.01% | +15 | New |
| Marquette Asset Management, LLC | 15 | $18.2K | 0.00% | +2+15.4% | Added |
| Citizens National Bank Trust Department | 16 | $19.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $19.4K | 0.01% | +3+23.1% | Added |
| Dunhill Financial, LLC | 17 | $20.5K | 0.01% | +1+6.3% | Added |
| Missouri Trust & Investment Co | 17 | $20.7K | 0.01% | −3−15.0% | Reduced |
| Glen Eagle Advisors, LLC | 17 | $20.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $21.9K | 0.00% | +4+28.6% | Added |
| Joseph Group Capital Management | 18 | $21.9K | 0.01% | +18 | New |
| TFC Financial Management | 19 | $23.1K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 19 | $23.1K | 0.01% | +2+11.8% | Added |
| HFM Investment Advisors, LLC | 19 | $23.1K | 0.01% | +15+375.0% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 19 | $23.1K | 0.00% | +19 | New |