| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 0 | $28 | 0.00% | 0 | New |
| Trust Co of Vermont | 2 | $128 | 0.00% | −54−96.4% | Reduced |
| Highline Wealth Partners LLC | 2 | $128 | 0.00% | −1−33.3% | Reduced |
| Fortis Group Advisors, LLC | 3 | $192 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $256 | 0.00% | −33−89.2% | Reduced |
| Valued Wealth Advisors LLC | 4 | $256 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $320 | 0.00% | −219−97.8% | Reduced |
| WestEnd Advisors, LLC | 6 | $384 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6 | $384 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $447 | 0.00% | +7 | New |
| Total Investment Management Inc | 7 | $448 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $512 | 0.00% | +5+166.7% | Added |
| Financial Management Professionals, Inc. | 9 | $576 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $640 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $640 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $704 | 0.00% | +5+83.3% | Added |
| Rossby Financial, LCC | 11 | $704 | 0.00% | +11 | New |
| Park Place Capital Corp | 12 | $766 | 0.00% | −433−97.3% | Reduced |
| HFM Investment Advisors, LLC | 12 | $768 | 0.00% | +7+140.0% | Added |
| Bare Financial Services, Inc | 12 | $768 | 0.00% | +12 | New |
| N.E.W. Advisory Services LLC | 12 | $769 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $831 | 0.00% | +9+225.0% | Added |
| Private Trust Co NA | 13 | $832 | 0.00% | −25−65.8% | Reduced |
| Blume Capital Management, Inc. | 13 | $832 | 0.00% | +13 | New |
| Wolff Wiese Magana LLC | 15 | $960 | 0.00% | −22−59.5% | Reduced |
| Parkworth Wealth Management, Inc. | 15 | $960 | 0.00% | +8+114.3% | Added |
| Winthrop Capital Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16 | $1.02K | 0.00% | +16 | New |
| Park Square Financial Group, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19 | $1.22K | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $1.28K | 0.00% | +20 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $1.41K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $1.41K | 0.00% | −17−43.6% | Reduced |
| Quaker Wealth Management, LLC | 22 | $1.41K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.41K | 0.00% | +22 | New |
| Bangor Savings Bank | 23 | $1.47K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $1.47K | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 24 | $1.54K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $1.54K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $1.60K | 0.00% | −20−44.4% | Reduced |
| Hollencrest Capital Management | 26 | $1.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 26 | $1.66K | 0.00% | +14+116.7% | Added |
| Key Financial Inc | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 46 | $1.86K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $1.88K | 0.00% | −48−62.3% | Reduced |
| Sachetta, LLC | 30 | $1.92K | 0.00% | −49−62.0% | Reduced |
| Evergreen Private Wealth LLC | 31 | $1.98K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $2.11K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 34 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 37 | $2.21K | 0.00% | +9+32.1% | Added |
| City State Bank | 35 | $2.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 36 | $2.30K | 0.00% | +14+63.6% | Added |
| Caitong International Asset Management Co., Ltd | 37 | $2.37K | 0.00% | −2,253−98.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 37 | $2.37K | 0.00% | +37 | New |
| LRI Investments, LLC | 37 | $2.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $2.56K | 0.00% | −3−7.0% | Reduced |
| Ridgewood Investments LLC | 42 | $2.68K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 43 | $2.75K | 0.00% | +24+126.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 39 | $2.88K | 0.00% | +4+11.4% | Added |
| Beacon Capital Management, LLC | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $3.00K | 0.00% | −114−66.3% | Reduced |
| Activest Wealth Management | 52 | $3.33K | 0.00% | −54−50.9% | Reduced |
| WealthTrak Capital Management LLC | 55 | $3.52K | 0.00% | +20+57.1% | Added |
| Binnacle Investments Inc | 57 | $3.65K | 0.00% | +41+256.3% | Added |
| Rialto Wealth Management, LLC | 59 | $3.78K | 0.00% | +48+436.4% | Added |
| Trust Co of Toledo NA | 67 | $4.29K | 0.00% | +67 | New |
| McIlrath & Eck, LLC | 70 | $4.48K | 0.00% | −150−68.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 74 | $4.74K | 0.00% | −10−11.9% | Reduced |
| Colonial Trust Co | 74 | $4.74K | 0.00% | +67+957.1% | Added |
| Howard Hughes Medical Institute | 75 | $4.80K | 0.00% | +75 | New |
| Pacific Center for Financial Services | 80 | $5.12K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 86 | $5.50K | 0.01% | +86 | New |
| WPG Advisers, LLC | 93 | $5.95K | 0.01% | −150−61.7% | Reduced |
| Abound Wealth Management | 93 | $5.95K | 0.00% | −33−26.2% | Reduced |
| ORG Partners LLC | 94 | $6.00K | 0.00% | +44+88.0% | Added |
| Financial Perspectives, Inc | 95 | $6.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 97 | $6.21K | 0.00% | +97 | New |
| Pinney & Scofield, Inc. | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 100 | $6.40K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 86 | $6.53K | 0.00% | +20+30.3% | Added |
| Raffa Wealth Management, LLC | 102 | $6.53K | 0.00% | +19+22.9% | Added |
| Sierra Ocean, LLC | 103 | $6.59K | 0.00% | −333−76.4% | Reduced |
| Pinnacle Bancorp, Inc. | 103 | $6.59K | 0.00% | −7−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 104 | $6.66K | 0.00% | −195−65.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $6.66K | 0.00% | +104 | New |
| 1620 Investment Advisors, Inc. | 105 | $6.72K | 0.00% | −65−38.2% | Reduced |
| Boreal Capital Management LLC | 110 | $7.04K | 0.01% | +110 | New |
| Whittier Trust Co | 120 | $7.68K | 0.00% | −107−47.1% | Reduced |
| Central Trust Co | 125 | $8.00K | 0.00% | +125 | New |
| Hilltop National Bank | 125 | $8.00K | 0.00% | +125 | New |
| Quest Partners LLC | 140 | $8.96K | 0.00% | +114+438.5% | Added |
| Erste Asset Management GmbH | 143 | $9.15K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $9.60K | 0.00% | 00.0% | Unchanged |