| Halbert Hargrove Global Advisors, LLC | 0 | $505 | 0.00% | −3−100.0% | Reduced |
| Olistico Wealth, LLC | 1 | $1.03K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $1.03K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $2.06K | 0.00% | −1−33.3% | Reduced |
| Clear Investment Research, LLC | 2 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $2.06K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 2 | $2.06K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 2 | $2.06K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $2.06K | 0.00% | +2 | New |
| Traub Capital Management LLC | 2 | $2.06K | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $2.06K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $2.47K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 4 | $2.83K | 0.03% | −291−98.6% | Reduced |
| Navigoe, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $3.08K | 0.15% | −2−40.0% | Reduced |
| Global Wealth Strategies & Associates | 3 | $3.08K | 0.00% | −2−40.0% | Reduced |
| McIlrath & Eck, LLC | 3 | $3.08K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 3 | $3.08K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $3.08K | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $3.08K | 0.00% | +3 | New |
| Global Trust Asset Management, LLC | 4 | $4.03K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $4.11K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $4.11K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $4.11K | 0.00% | +3+300.0% | Added |
| S&T Bank | 4 | $4.11K | 0.00% | +4 | New |
| Evergreen Private Wealth LLC | 4 | $4.11K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $4.11K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5 | $5.14K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $5.14K | 0.00% | +2+66.7% | Added |
| Financial Gravity Companies, Inc. | 5 | $5.14K | 0.00% | +5 | New |
| Scarborough Advisors, LLC | 5 | $5.14K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $5.14K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 5 | $5.14K | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 6 | $6.17K | 0.00% | −1−14.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $6.17K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6 | $6.17K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6 | $6.17K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 6 | $6.17K | 0.01% | +6 | New |
| Redwood Park Advisors LLC | 6 | $6.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $6.39K | 0.00% | +1+16.7% | Added |
| PMV Capital Advisers, LLC | 6 | $6.49K | 0.01% | +6 | New |
| Atlas Capital Advisors LLC | 7 | $7.20K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $7.20K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 7 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7 | $7.20K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $7.20K | 0.00% | +6+600.0% | Added |
| Legend Financial Advisors, Inc. | 7 | $7.20K | 0.00% | +7 | New |
| Piscataqua Savings Bank | 8 | $8.22K | 0.01% | +8 | New |
| Tower View Investment Management & Research LLC | 8 | $8.22K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 8 | $8.22K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 9 | $9.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $9.25K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 9 | $9.25K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9 | $9.25K | 0.00% | +4+80.0% | Added |
| Dogwood Wealth Management LLC | 10 | $10.2K | 0.00% | −3−23.1% | Reduced |
| Pacific Center for Financial Services | 10 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 10 | $10.3K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $10.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $10.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $10.3K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 10 | $10.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $10.3K | 0.00% | +4+66.7% | Added |
| Beaird Harris Wealth Management, LLC | 10 | $10.3K | 0.00% | +4+66.7% | Added |
| Redmont Wealth Advisors LLC | 10 | $10.3K | 0.02% | +10 | New |
| SWAN Capital LLC | 10 | $10.3K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 11 | $11.3K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 11 | $11.3K | 0.01% | +11 | New |
| USA Financial Portformulas Corp | 12 | $12.3K | 0.00% | −739−98.4% | Reduced |
| Cape Investment Advisory, Inc. | 12 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $12.3K | 0.00% | +8+200.0% | Added |
| First Command Advisory Services, Inc. | 12 | $12.3K | 0.00% | +10+500.0% | Added |
| Safe Harbor Fiduciary, LLC | 12 | $12.3K | 0.01% | +12 | New |
| SOA Wealth Advisors, LLC. | 12,415 | $12.4K | 0.00% | −810−6.1% | Reduced |
| Christopher J. Hasenberg, Inc | 13 | $13.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $13.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $13.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 13 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 14 | $14.0K | 0.00% | +10+250.0% | Added |
| BankPlus Trust Department | 14 | $14.4K | 0.00% | −71−83.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 15 | $15.0K | 0.00% | −9−37.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $15.4K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $15.4K | 0.01% | +11+275.0% | Added |
| Ameriflex Group, Inc. | 16 | $16.2K | 0.01% | −4−20.0% | Reduced |
| City Holding Co | 16 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $16.4K | 0.00% | −16−50.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 16 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 16 | $16.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $16.4K | 0.00% | +2+14.3% | Added |
| Coston, McIsaac & Partners | 17 | $17.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 17 | $17.5K | 0.01% | +17 | New |
| Moser Wealth Advisors, LLC | 18 | $18.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $19.5K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $19.5K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 19 | $19.5K | 0.01% | 00.0% | Unchanged |