| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Brooklyn FI, LLC | 1 | $45 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $52 | 0.00% | −8−88.9% | Reduced |
| SWAN Capital LLC | 1 | $52 | 0.00% | −8−88.9% | Reduced |
| Ankerstar Wealth, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 1 | $52 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 2 | $105 | 0.00% | −6,661−100.0% | Reduced |
| True Wealth Design, LLC | 2 | $105 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $105 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $209 | 0.00% | −9−69.2% | Reduced |
| City State Bank | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $296 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $366 | 0.00% | −16,153−100.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 9 | $471 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $523 | 0.00% | −57−85.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $523 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $523 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $523 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $523 | 0.00% | +10 | New |
| Barnes Dennig Private Wealth Management LLC | 10 | $523 | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $524 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $785 | 0.00% | −113−88.3% | Reduced |
| North Star Investment Management Corp. | 15 | $785 | 0.00% | −8−34.8% | Reduced |
| TD Private Client Wealth LLC | 16 | $837 | 0.00% | +16 | New |
| GHP Investment Advisors, Inc. | 16 | $838 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 18 | $942 | 0.00% | −60,128−100.0% | Reduced |
| Retirement Wealth Solutions LLC | 19 | $995 | 0.00% | +4+26.7% | Added |
| CKW Financial Group | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 20 | $1.05K | 0.00% | +6+42.9% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $1.10K | 0.00% | +17+425.0% | Added |
| Bell Investment Advisors, Inc | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 26 | $1.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 28 | $1.47K | 0.00% | +28 | New |
| South State Corp. | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 32 | $1.68K | 0.00% | +23+255.6% | Added |
| Kennebec Savings Bank | 35 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $1.83K | 0.00% | +35 | New |
| Entrust Financial LLC | 35 | $1.83K | 0.00% | +35 | New |
| Caitlin John, LLC | 38 | $1.99K | 0.00% | −50−56.8% | Reduced |
| GW&K Investment Management, LLC | 35 | $2.00K | 0.00% | −21−37.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | +32 | New |
| Cheviot Value Management, LLC | 40 | $2.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $2.15K | 0.00% | +6+17.1% | Added |
| Acumen Wealth Advisors, LLC | 42 | $2.20K | 0.00% | +10+31.3% | Added |
| Pinnacle Bancorp, Inc. | 45 | $2.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $2.41K | 0.00% | +43+1,433.3% | Added |
| Brookwood Investment Group LLC | 49 | $2.56K | 0.00% | +49 | New |
| UMA Financial Services, Inc. | 49 | $2.56K | 0.00% | +16+48.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $2.62K | 0.00% | −25−33.3% | Reduced |
| Gables Capital Management Inc. | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 52 | $2.72K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 53 | $2.77K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $2.88K | 0.00% | +55 | New |
| City Holding Co | 57 | $2.98K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 60 | $3.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 60 | $3.14K | 0.00% | +30+100.0% | Added |
| Tower Trust & Investment Co | 68 | $3.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $3.92K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 70 | $4.00K | 0.00% | +70 | New |
| Adirondack Trust Co | 78 | $4.08K | 0.00% | −16−17.0% | Reduced |
| AdvisorNet Financial, Inc | 78 | $4.08K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 80 | $4.18K | 0.00% | +80 | New |
| Miller Wealth Advisors, LLC | 90 | $4.71K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 100 | $4.73K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 95 | $4.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 102 | $5.00K | 0.00% | +1+1.0% | Added |
| Golden State Equity Partners | 100 | $5.23K | 0.01% | −563−84.9% | Reduced |
| Sfam, LLC | 100 | $5.23K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $5.23K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $5.23K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $5.23K | 0.00% | +50+100.0% | Added |
| Markowski Investments | 100 | $5.23K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 105 | $5.50K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 109 | $5.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 110 | $5.76K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $6.17K | 0.00% | +95+413.0% | Added |
| JFS Wealth Advisors, LLC | 120 | $6.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 120 | $6.28K | 0.00% | +39+48.1% | Added |
| GAMMA Investing LLC | 122 | $6.38K | 0.00% | −20−14.1% | Reduced |
| Signature Equity Partners, LLC | 134 | $7.01K | 0.00% | +35+35.4% | Added |
| Anchor Investment Management, LLC | 135 | $7.07K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 137 | $7.17K | 0.00% | −68−33.2% | Reduced |
| Sankala Group LLC | 175 | $7.25K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 143 | $7.48K | 0.00% | −19−11.7% | Reduced |
| Hilltop National Bank | 150 | $7.85K | 0.00% | 00.0% | Unchanged |