| Trust Co | 1 | $117 | 0.00% | +1 | New |
| Osbon Capital Management LLC | 1 | $117 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $233 | 0.00% | +1+100.0% | Added |
| Team Financial Group, LLC | 2 | $233 | 0.00% | +2 | New |
| Arcadia Investment Management Corp | 2 | $234 | 0.00% | +2 | New |
| CGC Financial Services, LLC | 3 | $350 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $467 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $583 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $700 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $721 | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 7 | $817 | 0.00% | +7 | New |
| NorthAvenue LLC | 7 | $817 | 0.00% | +7 | New |
| Financial Connections Group, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $1.17K | 0.00% | +10 | New |
| Birchwood Financial Partners, Inc. | 12 | $1.40K | 0.00% | +12 | New |
| Hurley Capital, LLC | 13 | $1.52K | 0.00% | −15−53.6% | Reduced |
| Seneschal Advisors, LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $1.63K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $1.63K | 0.00% | +6+75.0% | Added |
| Luminist Capital LLC | 14 | $1.63K | 0.00% | +14 | New |
| First Pacific Financial | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 15 | $1.75K | 0.00% | +15 | New |
| Glass Jacobson Investment Advisors llc | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 23 | $2.67K | 0.00% | +23 | New |
| Networth Advisors, LLC | 23 | $2.68K | 0.00% | +23 | New |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.89K | 0.00% | +25 | New |
| Navigoe, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 26 | $3.03K | 0.00% | −197−88.3% | Reduced |
| Advocate Investing Services LLC | 27 | $3.15K | 0.00% | +27 | New |
| HFM Investment Advisors, LLC | 27 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 30 | $3.50K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 30 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 32 | $3.73K | 0.00% | +32 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $4.08K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 35 | $4.09K | 0.00% | +35 | New |
| BFSG, LLC | 36 | $4.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 36 | $4.21K | 0.00% | +1+2.9% | Added |
| Align Financial, LLC | 4,318 | $4.32K | 0.00% | +4,318 | New |
| JDM Financial Group LLC | 38 | $4.43K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 38 | $4.43K | 0.00% | +33+660.0% | Added |
| MPWM Advisory Solutions, LLC | 42 | $4.90K | 0.00% | −15−26.3% | Reduced |
| Reyes Financial Architecture, Inc. | 44 | $5.13K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 44 | $5.13K | 0.00% | +44 | New |
| WealthCollab, LLC | 46 | $5.37K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 49 | $5.70K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 50 | $5.83K | 0.00% | +50 | New |
| BOK Financial Private Wealth, Inc. | 50 | $5.83K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $5.83K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 50 | $5.83K | 0.00% | +50 | New |
| Bitterroot Capital Advisors LLC | 52 | $6.02K | 0.00% | +52 | New |
| Albion Financial Group | 54 | $6.30K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 55 | $6.46K | 0.00% | +13+31.0% | Added |
| Kingdom Financial Group LLC. | 58 | $6.76K | 0.00% | +58 | New |
| HHM Wealth Advisors, LLC | 58 | $6.77K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 60 | $7.00K | 0.00% | +17+39.5% | Added |
| Winnow Wealth LLC | 61 | $7.14K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 61 | $7.14K | 0.01% | +61 | New |
| Elevated Capital Advisors, LLC | 67 | $7.82K | 0.00% | +67 | New |
| PayPay Securities Corp | 71 | $8.29K | 0.24% | +34+91.9% | Added |
| Itau Unibanco Holding S.A. | 73 | $8.52K | 0.00% | +73 | New |
| Vermillion & White Wealth Management Group, LLC | 74 | $8.63K | 0.00% | +51+221.7% | Added |
| Curat Global, LLC | 77 | $8.98K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 81 | $9.45K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 82 | $9.57K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 82 | $9.57K | 0.01% | +15+22.4% | Added |
| Colonial Trust Advisors | 83 | $9.69K | 0.00% | −14−14.4% | Reduced |
| Principia Wealth Advisory, LLC | 89 | $10.4K | 0.01% | +13+17.1% | Added |
| Benson Wealth Management INC | 90 | $10.5K | 0.01% | +90 | New |
| Tradewinds Capital Management, LLC | 93 | $10.9K | 0.00% | −1−1.1% | Reduced |
| Monetary Solutions, Ltd | 94 | $11.0K | 0.01% | +94 | New |
| Motiv8 Investments LLC | 98 | $11.0K | 0.01% | +98 | New |
| Turning Point Benefit Group, Inc. | 97 | $11.3K | 0.01% | −957−90.8% | Reduced |
| Sunrise Financial Services, LLC | 97 | $11.3K | 0.01% | +97 | New |
| Merited Wealth, LLC | 97 | $11.3K | 0.01% | +97 | New |
| MB, Levis & Associates, LLC | 98 | $11.4K | 0.00% | −20−16.9% | Reduced |
| Navalign, LLC | 98 | $11.4K | 0.00% | +98 | New |
| Hoertkorn Richard Charles | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 101 | $11.8K | 0.01% | +17+20.2% | Added |
| Clayton Financial Group LLC | 104 | $12.1K | 0.01% | +104 | New |
| DiNuzzo Private Wealth, Inc. | 107 | $12.5K | 0.00% | +1+0.9% | Added |
| Wiser Advisor Group LLC | 108 | $12.6K | 0.01% | +1+0.9% | Added |
| Transce3nd, LLC | 111 | $12.7K | 0.10% | −4−3.5% | Reduced |
| Icon Advisers Inc | 110 | $12.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 114 | $13.3K | 0.01% | +1+0.9% | Added |
| Redmont Wealth Advisors LLC | 115 | $13.4K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $13.5K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 117 | $13.7K | 0.01% | +117 | New |
| Bay Harbor Wealth Management, LLC | 118 | $13.8K | 0.00% | +39+49.4% | Added |
| Flagship Wealth Advisors, LLC | 119 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 119 | $13.9K | 0.00% | +119 | New |
| Cedar Mountain Advisors, LLC | 122 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 122 | $14.3K | 0.01% | +122 | New |