| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 0 | $42 | 0.00% | 0 | Unchanged |
| Front Row Advisors LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $158 | 0.00% | −1,270−99.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $314 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $314 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $314 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $472 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4 | $629 | 0.00% | −335,410−100.0% | Reduced |
| Mascoma Wealth Management LLC | 4 | $629 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $629 | 0.00% | +4 | New |
| Aventura Private Wealth, LLC | 5 | $786 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 5 | $786 | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $943 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $943 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $944 | 0.00% | −51−89.5% | Reduced |
| PayPay Securities Corp | 7 | $1.08K | 0.04% | −1−12.5% | Reduced |
| WestEnd Advisors, LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $1.10K | 0.00% | +5+250.0% | Added |
| Quaker Wealth Management, LLC | 8 | $1.26K | 0.00% | +3+60.0% | Added |
| Signature Equity Partners, LLC | 8 | $1.26K | 0.00% | +2+33.3% | Added |
| Lloyd Advisory Services, LLC. | 8 | $1.27K | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 8 | $1.27K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.42K | 0.00% | −13−59.1% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9 | $1.42K | 0.00% | +9 | New |
| Monetary Solutions, Ltd | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 12 | $1.89K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12 | $1.89K | 0.00% | +12 | New |
| Albion Financial Group | 12 | $1.89K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 13 | $2.04K | 0.00% | −65−83.3% | Reduced |
| Elevated Capital Advisors, LLC | 13 | $2.04K | 0.00% | −5−27.8% | Reduced |
| Consultiva Wealth Management, Corp. | 13 | $2.04K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.67K | 0.00% | −22−56.4% | Reduced |
| Clayton Financial Group LLC | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 19 | $2.99K | 0.00% | −79−80.6% | Reduced |
| Proathlete Wealth Management LLC | 19 | $2.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 20 | $3.12K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 21 | $3.30K | 0.00% | −8−27.6% | Reduced |
| WealthCollab, LLC | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $3.30K | 0.00% | +21 | New |
| Vermillion Wealth Management, Inc. | 22 | $3.46K | 0.00% | +22 | New |
| Basepoint Wealth LLC | 23 | $3.58K | 0.00% | +1+4.5% | Added |
| Principia Wealth Advisory, LLC | 23 | $3.62K | 0.00% | +4+21.1% | Added |
| PFS Partners, LLC | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 24 | $3.77K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 24 | $3.77K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 27 | $3.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $4.00K | 0.00% | −8−21.1% | Reduced |
| United Financial Planning Group LLC | 28 | $4.40K | 0.00% | +28 | New |
| Entrust Financial LLC | 28 | $4.40K | 0.00% | −5−15.2% | Reduced |
| Wellington-Altus USA Inc. | 31 | $4.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $4.72K | 0.00% | +3+11.1% | Added |
| Prestige Wealth Management Group LLC | 30 | $4.72K | 0.00% | −18−37.5% | Reduced |
| Hughes Financial Services, LLC | 31 | $4.92K | 0.00% | +2+6.9% | Added |
| Kilter Group LLC | 33 | $5.19K | 0.00% | −12−26.7% | Reduced |
| Ankerstar Wealth, LLC | 33 | $5.19K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 33 | $5.19K | 0.00% | +15+83.3% | Added |
| Whipplewood Advisors, LLC | 33 | $5.19K | 0.00% | +32+3,200.0% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $5.34K | 0.00% | +7+25.9% | Added |
| DAGCO, Inc. | 35 | $5.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $5.50K | 0.00% | +23+191.7% | Added |
| Armstrong Advisory Group, Inc | 35 | $5.50K | 0.00% | −13−27.1% | Reduced |
| Private Wealth Management Group, LLC | 35 | $5.50K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 36 | $5.66K | 0.03% | +36 | New |
| IMG Wealth Management, Inc. | 37 | $5.82K | 0.00% | −3−7.5% | Reduced |
| Abound Financial, LLC | 37 | $5.82K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 37 | $5.85K | 0.00% | +3+8.8% | Added |
| SOA Wealth Advisors, LLC. | 37 | $5.87K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $6.29K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 42 | $6.60K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 43 | $6.76K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 48 | $6.87K | 0.00% | +48 | New |
| Leonteq Securities AG | 45 | $7.08K | 0.00% | −741−94.3% | Reduced |
| Bravera Wealth | 45 | $7.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 47 | $7.39K | 0.00% | −378−88.9% | Reduced |
| Park Place Capital Corp | 47 | $7.39K | 0.00% | +12+34.3% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $7.86K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 51 | $8.04K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 52 | $8.18K | 0.00% | +2+4.0% | Added |
| Bank & Trust Co | 53 | $8.33K | 0.01% | +53 | New |
| Purpose Unlimited Inc. | 54 | $8.48K | 0.00% | +54 | New |
| Godfrey Financial Associates, Inc. | 54 | $8.49K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 55 | $8.65K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $9.12K | 0.00% | −3−4.9% | Reduced |
| Synergy Investment Management, LLC | 58 | $9.12K | 0.00% | +58 | New |
| Wilkerson Advisory Group LLC | 59 | $9.28K | 0.00% | +22+59.5% | Added |
| Ares Financial Consulting, LLC | 61 | $9.54K | 0.01% | +37+154.2% | Added |
| Westfuller Advisors, LLC | 61 | $9.64K | 0.00% | +2+3.4% | Added |
| Sankala Group LLC | 62 | $9.70K | 0.01% | 00.0% | Unchanged |