| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Stephens Consulting, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $190 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $253 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $316 | 0.00% | −25−83.3% | Reduced |
| Bogart Wealth, LLC | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 5 | $347 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $371 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $379 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $443 | 0.00% | +7 | New |
| Global Assets Advisory, LLC | 32,795 | $517 | 0.02% | +32,795 | New |
| Godsey & Gibb Associates | 10 | $633 | 0.00% | +10 | New |
| Aspect Partners, LLC | 12 | $759 | 0.00% | +8+200.0% | Added |
| Breakwater Investment Management | 12 | $759 | 0.00% | +12 | New |
| Westend Capital Management, LLC | 13 | $822 | 0.00% | +13 | New |
| Provenance Wealth Advisors, LLC | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 18 | $1.14K | 0.00% | −40,816−100.0% | Reduced |
| NVWM, LLC | 19 | $1.20K | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22 | $1.39K | 0.00% | −26,787−99.9% | Reduced |
| Motco | 22 | $1.39K | 0.00% | −5−18.5% | Reduced |
| Wolff Wiese Magana LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 23 | $1.46K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 30 | $1.54K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26 | $1.64K | 0.00% | +3+13.0% | Added |
| Creekmur Asset Management LLC | 26 | $1.64K | 0.00% | +26 | New |
| Palisade Asset Management, LLC | 28 | $1.77K | 0.00% | +28 | New |
| Spotlight Asset Group, Inc. | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $2.21K | 0.00% | −21−37.5% | Reduced |
| JDM Financial Group LLC | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $2.72K | 0.00% | −891−95.4% | Reduced |
| PFG Private Wealth Management, LLC | 44 | $2.78K | 0.00% | −24−35.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 46 | $2.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $2.91K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 47 | $2.94K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 49 | $3.12K | 0.00% | +1+2.1% | Added |
| Institutional & Family Asset Management, LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $3.16K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 53 | $3.39K | 0.00% | +53 | New |
| Albion Financial Group | 54 | $3.42K | 0.00% | −142−72.4% | Reduced |
| Evermay Wealth Management LLC | 58 | $3.67K | 0.00% | −17−22.7% | Reduced |
| TD Capital Management LLC | 60 | $3.79K | 0.00% | +60 | New |
| Legend Financial Advisors, Inc. | 61 | $3.86K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 64 | $4.05K | 0.00% | −521−89.1% | Reduced |
| Old Second National Bank of Aurora | 65 | $4.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 65 | $4.11K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 65 | $4.16K | 0.00% | +65 | New |
| FWL Investment Management, LLC | 70 | $4.43K | 0.00% | +70 | New |
| First United Bank Trust | 74 | $4.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $4.74K | 0.00% | −28−27.2% | Reduced |
| Retirement Group, LLC | 75 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 75 | $4.74K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 79 | $5.00K | 0.00% | +79 | New |
| Iron Horse Wealth Management, LLC | 80 | $5.06K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 80 | $5.06K | 0.00% | +80 | New |
| Center for Financial Planning, Inc. | 81 | $5.12K | 0.00% | +45+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 84 | $5.31K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 94 | $5.95K | 0.30% | −29−23.6% | Reduced |
| Versant Capital Management, Inc | 94 | $5.95K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 94 | $5.96K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $6.32K | 0.00% | −100−50.0% | Reduced |
| Hoertkorn Richard Charles | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.32K | 0.00% | +100 | New |
| Mma Asset Management LLC | 100 | $6.32K | 0.00% | +100 | New |
| EnRich Financial Partners LLC | 100 | $6.32K | 0.00% | +100 | New |
| Private Ocean, LLC | 106 | $6.70K | 0.00% | −30−22.1% | Reduced |
| Financial Freedom, LLC | 110 | $6.93K | 0.00% | +1+0.9% | Added |
| MeadowBrook Investment Advisors LLC | 110 | $6.96K | 0.01% | −240−68.6% | Reduced |
| Acima Private Wealth, LLC | 110 | $6.96K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 115 | $7.27K | 0.01% | +115 | New |
| Core Wealth Advisors, Inc. | 120 | $7.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $7.59K | 0.01% | +23+23.7% | Added |
| ClariVest Asset Management LLC | 122 | $7.71K | 0.00% | +122 | New |
| Kayne Anderson Rudnick Investment Management LLC | 127 | $8.04K | 0.00% | −2−1.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 138 | $8.73K | 0.00% | +56+68.3% | Added |
| Kelly Financial Services LLC | 141 | $8.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 156 | $9.00K | 0.00% | −8,700−98.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $9.00K | 0.00% | −166−52.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 144 | $9.13K | 0.01% | +1+0.7% | Added |
| MB, Levis & Associates, LLC | 148 | $9.35K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 154 | $9.74K | 0.00% | +154 | New |
| Pathway Financial Advisers, LLC | 159 | $10.1K | 0.00% | +159 | New |
| GoalVest Advisory LLC | 160 | $10.1K | 0.00% | +90+128.6% | Added |
| Dunhill Financial, LLC | 161 | $10.2K | 0.01% | +25+18.4% | Added |
| Core Alternative Capital | 170 | $10.8K | 0.00% | −819−82.8% | Reduced |
| Armstrong Advisory Group, Inc | 211 | $10.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 175 | $11.1K | 0.01% | +3+1.7% | Added |
| Syntax Research, Inc. | 179 | $11.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 180 | $11.4K | 0.00% | −4,054−95.7% | Reduced |
| CoreFirst Bank & Trust | 182 | $11.5K | 0.01% | 00.0% | Unchanged |