| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $362 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $362 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $362 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $362 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 3 | $542 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $723 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $723 | 0.00% | +1+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $723 | 0.00% | +2+100.0% | Added |
| Addison Advisors LLC | 4 | $724 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 5 | $904 | 0.00% | −133−96.4% | Reduced |
| Wall Street Financial Group, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 6 | $1.17K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $1.27K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.45K | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 8 | $1.45K | 0.00% | +2+33.3% | Added |
| Spire Wealth Management | 8 | $1.45K | 0.00% | +2+33.3% | Added |
| Basecamp Wealth Advisors LLC | 9 | $1.63K | 0.00% | −53−85.5% | Reduced |
| Millstone Evans Group, LLC | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11 | $1.97K | 0.00% | −5−31.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.02K | 0.00% | −132−92.3% | Reduced |
| Sunbelt Securities, Inc. | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.35K | 0.00% | +1+8.3% | Added |
| Rialto Wealth Management, LLC | 13 | $2.35K | 0.00% | +5+62.5% | Added |
| Golden State Equity Partners | 13 | $2.43K | 0.00% | +13 | New |
| IMA Wealth, Inc. | 14 | $2.53K | 0.00% | −1−6.7% | Reduced |
| Massmutual Trust Co FSB | 14 | $2.53K | 0.00% | +1+7.7% | Added |
| AdvisorNet Financial, Inc | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $2.71K | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 18 | $3.25K | 0.00% | −1−5.3% | Reduced |
| Sunrise Financial Services, LLC | 18 | $3.25K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $3.98K | 0.00% | −8−26.7% | Reduced |
| FWL Investment Management, LLC | 24 | $4.34K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 26 | $4.70K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 27 | $4.88K | 0.00% | +3+12.5% | Added |
| CBIZ Investment Advisory Services, LLC | 29 | $5.24K | 0.00% | −160−84.7% | Reduced |
| Fortitude Family Office, LLC | 31 | $5.61K | 0.00% | +15+93.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $5.79K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 34 | $6.15K | 0.00% | −13−27.7% | Reduced |
| Harbour Investments, Inc. | 34 | $6.25K | 0.00% | +33+3,300.0% | Added |
| Private Trust Co NA | 36 | $6.51K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $7.00K | 0.00% | +41 | New |
| Atlantic Trust, LLC | 40 | $7.23K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $7.23K | 0.00% | +40 | New |
| Mather Group, LLC. | 41 | $7.41K | 0.00% | +41 | New |
| Eurizon Capital SGR S.p.A. | 40 | $7.44K | 0.00% | +40 | New |
| SHP Wealth Management | 42 | $7.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 43 | $7.76K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 43 | $7.78K | 0.00% | +6+16.2% | Added |
| Manchester Capital Management LLC | 44 | $7.96K | 0.00% | +43+4,300.0% | Added |
| Centerpoint Advisors, LLC | 45 | $8.00K | 0.00% | −65−59.1% | Reduced |
| Community Financial Services Group, LLC | 45 | $8.07K | 0.00% | +45 | New |
| Whipplewood Advisors, LLC | 45 | $8.14K | 0.00% | +45 | New |
| Cedar Mountain Advisors, LLC | 48 | $8.68K | 0.00% | +48 | New |
| Community Bank, N.A. | 50 | $9.04K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 51 | $9.22K | 0.01% | +51 | New |
| Rosenberg Matthew Hamilton | 52 | $9.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 53 | $9.58K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $9.77K | 0.00% | +51+1,700.0% | Added |
| Whittier Trust Co of Nevada Inc | 54 | $10.0K | 0.00% | −19−26.0% | Reduced |
| Ares Financial Consulting, LLC | 60 | $10.8K | 0.01% | +55+1,100.0% | Added |
| Old Second National Bank of Aurora | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $11.2K | 0.00% | +7+12.7% | Added |
| Central Trust Co | 62 | $11.2K | 0.00% | −1−1.6% | Reduced |
| Clearstead Advisors, LLC | 63 | $11.4K | 0.00% | −85−57.4% | Reduced |
| Huntington National Bank | 64 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 70 | $12.7K | 0.00% | −23−24.7% | Reduced |
| Whittier Trust Co | 72 | $13.4K | 0.00% | −45−38.5% | Reduced |
| Westside Investment Management, Inc. | 76 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 89 | $15.9K | 0.01% | +89 | New |
| McIlrath & Eck, LLC | 88 | $15.9K | 0.00% | +88 | New |
| PlanVest Financial, Inc | 88 | $15.9K | 0.01% | +88 | New |
| Dogwood Wealth Management LLC | 89 | $16.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 92 | $16.6K | 0.00% | −6,823−98.7% | Reduced |
| TD Waterhouse Canada Inc. | 95 | $17.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 95 | $17.2K | 0.01% | +3+3.3% | Added |
| USA Financial Portformulas Corp | 98 | $17.7K | 0.00% | +98 | New |
| Triumph Capital Management | 100 | $18.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $18.1K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $18.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $18.1K | 0.00% | +100 | New |
| Retirement Wealth Solutions LLC | 105 | $18.9K | 0.01% | −41−28.1% | Reduced |
| Peregrine Capital Management LLC | 110 | $19.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 113 | $20.4K | 0.02% | −66−36.9% | Reduced |
| Geneos Wealth Management Inc. | 116 | $21.0K | 0.00% | −16−12.1% | Reduced |
| Horizon Investments, LLC | 126 | $22.8K | 0.00% | −644−83.6% | Reduced |
