| Ogorek Anthony Joseph | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 0 | $39 | 0.00% | 0 | New |
| Keystone Financial Group, Inc. | 0 | $76 | 0.00% | 0 | New |
| Caitlin John, LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $434 | 0.00% | −2−50.0% | Reduced |
| Elevated Capital Advisors, LLC | 2 | $434 | 0.00% | +2 | New |
| CrossGen Wealth, LLC | 2 | $434 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $651 | 0.00% | +3 | New |
| Meramec Financial Planners, LLC | 3 | $673 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $868 | 0.00% | −1−20.0% | Reduced |
| Redwood Park Advisors LLC | 4 | $869 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $892 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $1.08K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $1.08K | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| PayPay Securities Corp | 6 | $1.30K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.30K | 0.00% | +1+20.0% | Added |
| Colonial Trust Co | 7 | $1.52K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $1.52K | 0.00% | +7 | New |
| NVWM, LLC | 8 | $1.74K | 0.00% | +2+33.3% | Added |
| Rialto Wealth Management, LLC | 8 | $1.74K | 0.00% | −1−11.1% | Reduced |
| Pacifica Partners Inc. | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $2.39K | 0.00% | −1−8.3% | Reduced |
| Altshuler Shaham Ltd | 11 | $2.39K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $2.60K | 0.00% | −18−60.0% | Reduced |
| Princeton Global Asset Management LLC | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 13 | $2.75K | 0.00% | +13 | New |
| Wealth Watch Advisors, INC | 13 | $2.82K | 0.00% | −5−27.8% | Reduced |
| Noble Wealth Management PBC | 14 | $3.04K | 0.00% | +14 | New |
| Gilpin Wealth Management, LLC | 14 | $3.04K | 0.00% | +14 | New |
| General Partner, Inc. | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $3.26K | 0.00% | +6+66.7% | Added |
| Monetary Solutions, Ltd | 15 | $3.26K | 0.00% | +15 | New |
| Front Row Advisors LLC | 15 | $3.27K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $3.47K | 0.00% | −4−20.0% | Reduced |
| Bayban | 16 | $3.47K | 0.00% | +16 | New |
| Millstone Evans Group, LLC | 17 | $3.69K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $3.91K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 18 | $3.91K | 0.00% | +18 | New |
| Proffitt & Goodson Inc | 18 | $3.91K | 0.00% | −1−5.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $4.34K | 0.00% | −48−70.6% | Reduced |
| Merited Wealth, LLC | 20 | $4.34K | 0.00% | +20 | New |
| Kingdom Financial Group LLC. | 20 | $4.40K | 0.00% | +20 | New |
| Ritter Daniher Financial Advisory LLC | 21 | $4.48K | 0.00% | +21 | New |
| Bangor Savings Bank | 21 | $4.56K | 0.00% | −340−94.2% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $4.56K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $4.56K | 0.00% | +2+10.5% | Added |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $5.01K | 0.00% | +10+76.9% | Added |
| Creative Financial Designs Inc | 23 | $5.01K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 24 | $5.18K | 0.00% | −7−22.6% | Reduced |
| Bank of Jackson Hole Trust | 24 | $5.21K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 24 | $5.28K | 0.00% | +2+9.1% | Added |
| Independence Bank of Kentucky | 25 | $5.43K | 0.00% | −20−44.4% | Reduced |
| City State Bank | 25 | $5.43K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $5.43K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $5.43K | 0.00% | +25 | New |
| Ares Financial Consulting, LLC | 26 | $5.58K | 0.01% | +26 | New |
| Cornerstone Planning Group LLC | 24 | $5.76K | 0.00% | −143−85.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $5.86K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 27 | $5.86K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 27 | $5.86K | 0.00% | +3+12.5% | Added |
| DV Trading LLC | 28 | $6.08K | 0.00% | +28 | New |
| S&T Bank | 29 | $6.29K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 30 | $6.51K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $6.51K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $6.51K | 0.00% | +21+233.3% | Added |
| Kerr Financial Planning Corp | 30 | $6.64K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 31 | $6.73K | 0.00% | +31 | New |
| Solstein Capital, LLC | 31 | $6.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $6.73K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 34 | $7.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $7.42K | 0.00% | +1+3.0% | Added |
| Concord Wealth Partners | 35 | $7.60K | 0.00% | +17+94.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $7.61K | 0.00% | +12+52.2% | Added |
| Kentucky Trust Co | 36 | $7.81K | 0.00% | −66−64.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 36 | $7.82K | 0.01% | +10+38.5% | Added |
| 1015 Capital Partners, LLC | 37 | $8.03K | 0.01% | +37 | New |
| Frazier Financial Advisors, LLC | 38 | $8.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 39 | $8.46K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 40 | $8.68K | 0.02% | +40 | New |
| Clark Wealth Partners | 43 | $9.33K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 43 | $9.33K | 0.01% | +43 | New |
| Armstrong Advisory Group, Inc | 44 | $9.55K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $9.77K | 0.00% | +45 | New |