| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $96 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $96 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4 | $380 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $458 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $475 | 0.00% | −5−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $476 | 0.00% | −3−37.5% | Reduced |
| Luminist Capital LLC | 6 | $549 | 0.00% | +6 | New |
| Country Trust Bank | 7 | $665 | 0.00% | +7 | New |
| Bangor Savings Bank | 7 | $665 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $666 | 0.00% | −1−12.5% | Reduced |
| Huntington National Bank | 8 | $760 | 0.00% | −41−83.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $761 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $951 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $990 | 0.00% | +9 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| Hollencrest Capital Management | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11 | $1.05K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $1.14K | 0.00% | +12 | New |
| ORG Partners LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.43K | 0.00% | −2−11.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.47K | 0.00% | +15 | New |
| Sachetta, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.71K | 0.00% | +18 | New |
| Truvestments Capital LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $1.81K | 0.00% | +16+533.3% | Added |
| Signature Resources Capital Management, LLC | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22 | $2.09K | 0.00% | +2+10.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 22 | $2.09K | 0.00% | +6+37.5% | Added |
| Riggs Asset Managment Co. Inc. | 22 | $2.09K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $2.19K | 0.00% | +15+187.5% | Added |
| Caitong International Asset Management Co., Ltd | 24 | $2.28K | 0.00% | −7−22.6% | Reduced |
| Smartleaf Asset Management LLC | 25 | $2.37K | 0.00% | −11−30.6% | Reduced |
| Principal Securities, Inc. | 25 | $2.38K | 0.00% | −8−24.2% | Reduced |
| New England Capital Financial Advisors LLC | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.38K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $2.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $3.33K | 0.00% | −5−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 36 | $3.42K | 0.00% | +27+300.0% | Added |
| Financial Connections Group, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $4.00K | 0.00% | −1−2.1% | Reduced |
| Private Trust Co NA | 43 | $4.09K | 0.00% | −66−60.6% | Reduced |
| First Horizon Advisors, Inc. | 43 | $4.09K | 0.00% | +29+207.1% | Added |
| Grove Bank & Trust | 45 | $4.28K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $4.66K | 0.00% | +8+19.5% | Added |
| Silicon Valley Capital Partners | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $5.04K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 56 | $5.32K | 0.00% | +28+100.0% | Added |
| Nisa Investment Advisors, LLC | 57 | $5.42K | 0.00% | −61−51.7% | Reduced |
| Farmers & Merchants Investments Inc | 58 | $5.51K | 0.00% | +6+11.5% | Added |
| Binnacle Investments Inc | 58 | $5.51K | 0.00% | +25+75.8% | Added |
| Clearstead Advisors, LLC | 60 | $5.70K | 0.00% | +48+400.0% | Added |
| Rakuten Securities, Inc. | 63 | $5.99K | 0.00% | −413−86.8% | Reduced |
| WealthCollab, LLC | 63 | $5.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 65 | $6.18K | 0.00% | −100−60.6% | Reduced |
| Financial Perspectives, Inc | 66 | $6.27K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 80 | $7.61K | 0.01% | +80 | New |
| Prestige Wealth Management Group LLC | 85 | $8.08K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $9.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $10.6K | 0.00% | +112 | New |
| Massmutual Trust Co FSB | 119 | $11.3K | 0.00% | +3+2.6% | Added |
| Fourth Dimension Wealth, LLC | 120 | $11.4K | 0.00% | −97−44.7% | Reduced |
| Optiver Holding B.V. | 120 | $11.4K | 0.00% | −12−9.1% | Reduced |
| AdvisorNet Financial, Inc | 122 | $11.6K | 0.00% | +122 | New |
| Central Trust Co | 140 | $13.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $14.0K | 0.01% | −27−15.2% | Reduced |
| Capital Advisors, Ltd. LLC | 168 | $16.0K | 0.00% | −33−16.4% | Reduced |
| Rise Advisors, LLC | 174 | $16.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $18.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 193 | $18.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $19.0K | 0.00% | +100+100.0% | Added |
| Tompkins Financial Corp | 200 | $19.0K | 0.00% | +100+100.0% | Added |
| HighMark Wealth Management LLC | 200 | $19.0K | 0.01% | +200 | New |
| Compagnie Lombard Odier SCmA | 213 | $20.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 243 | $23.1K | 0.00% | −110−31.2% | Reduced |
| Geneos Wealth Management Inc. | 245 | $23.3K | 0.00% | +13+5.6% | Added |
| Golden State Wealth Management, LLC | 252 | $24.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 211 | $25.2K | 0.01% | +211 | New |
| Parallel Advisors, LLC | 270 | $25.7K | 0.00% | −472−63.6% | Reduced |
| Global Retirement Partners, LLC | 294 | $27.9K | 0.00% | +294 | New |
| J.Safra Asset Management Corp | 308 | $29.3K | 0.00% | −100−24.5% | Reduced |
| Accent Capital Management, LLC | 316 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $32.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 375 | $35.6K | 0.00% | 00.0% | Unchanged |
