| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $173 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $173 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 1 | $188 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 2 | $347 | 0.00% | −10−83.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $520 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $520 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $521 | 0.00% | −14−82.4% | Reduced |
| Torren Management, LLC | 3 | $539 | 0.00% | −264−98.9% | Reduced |
| Bare Financial Services, Inc | 4 | $693 | 0.00% | −13−76.5% | Reduced |
| Creative Financial Designs Inc | 4 | $693 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $693 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $867 | 0.00% | −18−78.3% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.04K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $1.21K | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.21K | 0.00% | +3+75.0% | Added |
| Cromwell Holdings LLC | 7 | $1.21K | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.38K | 0.00% | +5+166.7% | Added |
| Golden State Wealth Management, LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $1.39K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 8 | $1.39K | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.73K | 0.00% | −2−16.7% | Reduced |
| Rialto Wealth Management, LLC | 12 | $2.08K | 0.00% | −7−36.8% | Reduced |
| Private Wealth Management Group, LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $2.43K | 0.00% | −123−89.8% | Reduced |
| First Horizon Corp | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 14 | $2.43K | 0.00% | +1+7.7% | Added |
| Kilter Group LLC | 16 | $2.77K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 17 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $3.29K | 0.00% | −6−24.0% | Reduced |
| Harbour Investments, Inc. | 21 | $3.64K | 0.00% | +6+40.0% | Added |
| ZRC Wealth Management, LLC | 22 | $3.81K | 0.00% | +5+29.4% | Added |
| Intentional Wealth Strategies, LLC | 24 | $4.16K | 0.00% | +24 | New |
| BankPlus Trust Department | 28 | $4.85K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28 | $4.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $5.37K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 32 | $5.55K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 34 | $5.89K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 35 | $6.07K | 0.00% | +35 | New |
| Owl Creek Wealth Partners LLC | 35 | $6.07K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 37 | $6.41K | 0.00% | −4−9.8% | Reduced |
| Fortitude Family Office, LLC | 39 | $6.76K | 0.00% | +18+85.7% | Added |
| Grove Bank & Trust | 41 | $7.11K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 41 | $7.11K | 0.00% | +7+20.6% | Added |
| Highline Wealth Partners LLC | 49 | $8.49K | 0.00% | +28+133.3% | Added |
| Curat Global, LLC | 50 | $8.67K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 52 | $9.01K | 0.00% | +52 | New |
| Sachetta, LLC | 53 | $9.19K | 0.00% | +28+112.0% | Added |
| Ancora Advisors, LLC | 54 | $9.36K | 0.00% | −281−83.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 54 | $9.37K | 0.00% | +54 | New |
| Central Trust Co | 55 | $9.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $9.54K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 56 | $9.71K | 0.00% | +47+522.2% | Added |
| CVA Family Office, LLC | 56 | $9.71K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 63 | $10.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 70 | $12.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 72 | $12.5K | 0.00% | +72 | New |
| Keating Financial Advisory Services, Inc. | 75 | $13.0K | 0.00% | +6+8.7% | Added |
| Costello Asset Management, INC | 75 | $13.0K | 0.00% | +75 | New |
| Steward Partners Investment Advisory, LLC | 84 | $14.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $15.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 91 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 102 | $17.7K | 0.00% | +102 | New |
| Westside Investment Management, Inc. | 106 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 111 | $19.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 116 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 118 | $20.5K | 0.02% | 00.0% | Unchanged |
| Matrix Trust Co | 122 | $21.0K | 0.00% | +8+7.0% | Added |
| GHP Investment Advisors, Inc. | 125 | $21.6K | 0.00% | +4+3.3% | Added |
| Quarry LP | 125 | $21.7K | 0.00% | −411−76.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 125 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 140 | $24.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 144 | $25.0K | 0.02% | +32+28.6% | Added |
| JPL Wealth Management, LLC | 145 | $25.1K | 0.01% | +145 | New |
| IFP Advisors, Inc | 147 | $25.5K | 0.00% | −109−42.6% | Reduced |
| Community Bank, N.A. | 147 | $25.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $26.0K | 0.00% | +150 | New |
| Innovative Asset Advisors Group, LLC | 156 | $27.0K | 0.02% | +156 | New |
| Massmutual Trust Co FSB | 160 | $27.7K | 0.00% | −11−6.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 163 | $28.3K | 0.01% | −3,009−94.9% | Reduced |
| Financial Management Professionals, Inc. | 163 | $28.3K | 0.00% | +163 | New |
| Atlantic Trust, LLC | 166 | $28.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 168 | $29.1K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 168 | $29.1K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 170 | $29.5K | 0.00% | +170 | New |
| DT Investment Partners, LLC | 174 | $30.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 183 | $31.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 190 | $32.9K | 0.00% | +149+363.4% | Added |
| Whittier Trust Co | 188 | $33.0K | 0.00% | −38−16.8% | Reduced |
| Sound Income Strategies, LLC | 204 | $35.2K | 0.00% | +1+0.5% | Added |
| 1620 Investment Advisors, Inc. | 237 | $41.1K | 0.03% | +5+2.2% | Added |
| Root Financial Partners, LLC | 237 | $41.1K | 0.00% | +97+69.3% | Added |
| SJS Investment Consulting Inc. | 238 | $41.3K | 0.01% | +8+3.5% | Added |