| DHJJ Financial Advisors, Ltd. | 1 | $1.20K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $1.20K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1 | $1.20K | 0.00% | +1 | New |
| Winthrop Capital Management, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $2.34K | 0.00% | +2 | New |
| Investment Counsel Co of Nevada | 2 | $2.40K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $2.40K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2 | $2.40K | 0.00% | +2 | New |
| Measured Wealth Private Client Group, LLC | 2 | $2.40K | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $2.40K | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $2.75K | 0.00% | −10−83.3% | Reduced |
| Northwest Capital Management Inc | 3 | $3.60K | 0.00% | −256−98.8% | Reduced |
| Cornerstone Planning Group LLC | 200 | $4.58K | 0.00% | +25+14.3% | Added |
| WFA of San Diego, LLC | 4 | $4.80K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 4 | $4.80K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $4.80K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 4 | $4.80K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $4.80K | 0.00% | +1+33.3% | Added |
| DecisionPoint Financial, LLC | 5 | $5.86K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 4,331 | $6.00K | 0.00% | +4,321+43,210.0% | Added |
| Conquis Financial LLC | 5 | $6.00K | 0.01% | −2−28.6% | Reduced |
| Richardson Capital Management LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $6.43K | 0.00% | −18−78.3% | Reduced |
| Cedar Wealth Management, LLC | 6 | $7.19K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6 | $7.19K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $7.19K | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 7 | $8.39K | 0.01% | −252−97.3% | Reduced |
| Financially Speaking Inc | 7 | $8.39K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8 | $9.59K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $9.59K | 0.01% | +8 | New |
| Keener Financial Planning LLC | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $10.8K | 0.00% | −1−10.0% | Reduced |
| Minot DeBlois Advisors LLC | 9 | $10.8K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 9 | $10.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $11.3K | 0.41% | +3+50.0% | Added |
| Tompkins Financial Corp | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 10 | $12.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 10 | $12.0K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $12.0K | 0.00% | −15−60.0% | Reduced |
| Proffitt & Goodson Inc | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $13.2K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 11 | $13.2K | 0.01% | +11 | New |
| Your Advocates Ltd., LLP | 12 | $14.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 13 | $15.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13 | $15.6K | 0.00% | −1,348−99.0% | Reduced |
| Evolution Wealth Management Inc. | 13 | $15.6K | 0.02% | +8+160.0% | Added |
| Security National Bank | 13 | $15.6K | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 14 | $16.8K | 0.00% | −1−6.7% | Reduced |
| JDM Financial Group LLC | 14 | $16.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 14 | $16.8K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 14 | $16.8K | 0.01% | +14 | New |
| Winnow Wealth LLC | 14 | $16.8K | 0.01% | +14 | New |
| Ulland Investment Advisors, LLC | 14 | $17.0K | 0.01% | +12+600.0% | Added |
| Spurstone Advisory Services, LLC | 15 | $18.0K | 0.26% | +15 | New |
| Morton Brown Family Wealth, LLC | 15 | $18.0K | 0.01% | −6−28.6% | Reduced |
| Bangor Savings Bank | 15 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 15 | $18.0K | 0.01% | +6+66.7% | Added |
| Beutel, Goodman & Co Ltd. | 17 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $20.4K | 0.01% | +4+30.8% | Added |
| Country Trust Bank | 17 | $20.4K | 0.00% | +6+54.5% | Added |
| Miller Wealth Advisors, LLC | 18 | $21.6K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 18 | $22.0K | 0.00% | −1−5.3% | Reduced |
| Abich Financial Wealth Management LLC | 19 | $22.8K | 0.01% | +19 | New |
| Glynn Capital Management LLC | 20 | $24.0K | 0.01% | −960−98.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 20 | $24.0K | 0.03% | −30−60.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 20 | $24.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20 | $24.0K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 21 | $25.2K | 0.02% | +2+10.5% | Added |
| Imprint Wealth LLC | 21 | $25.2K | 0.08% | +21 | New |
| Palisade Asset Management, LLC | 22 | $26.4K | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 23 | $27.6K | 0.02% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 23 | $27.6K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $27.6K | 0.02% | +23 | New |
| Clark Wealth Partners | 300 | $28.1K | 0.02% | +274+1,053.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 25 | $29.9K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 25 | $30.0K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 26 | $31.2K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 26 | $31.2K | 0.01% | +17+188.9% | Added |
| Roble, Belko & Company, Inc | 27 | $32.0K | 0.00% | −44−62.0% | Reduced |
| First Financial Corp | 27 | $32.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 27 | $32.4K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 27 | $32.4K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 27 | $32.4K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $32.6K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 29 | $34.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $34.8K | 0.01% | +14+93.3% | Added |
| Horizon Financial Services, LLC | 29 | $34.8K | 0.02% | +24+480.0% | Added |
| First PREMIER Bank | 29 | $35.0K | 0.01% | +8+38.1% | Added |
| Bayforest Capital Ltd | 30 | $36.0K | 0.02% | −432−93.5% | Reduced |
| Redmont Wealth Advisors LLC | 30 | $36.0K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $36.0K | 0.08% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 31 | $37.2K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 31 | $37.2K | 0.02% | −4−11.4% | Reduced |
| Tacita Capital Inc | 33 | $39.6K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 34 | $40.8K | 0.03% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 34 | $40.8K | 0.01% | +4+13.3% | Added |