| Moisand Fitzgerald Tamayo, LLC | 0 | $35 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 0 | $147 | 0.00% | −40−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $509 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $509 | 0.00% | +1 | New |
| Bridge Generations Wealth Management LLC | 1 | $510 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $627 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | +1 | New |
| Proathlete Wealth Management LLC | 2 | $1.02K | 0.00% | +2 | New |
| Delta Asset Management LLC | 2 | $1.02K | 0.00% | −850−99.8% | Reduced |
| Richardson Financial Services Inc. | 2 | $1.02K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.04K | 0.00% | −1−33.3% | Reduced |
| Maseco LLP | 3 | $1.53K | 0.00% | +3 | New |
| Caldwell Sutter Capital, Inc. | 3 | $1.53K | 0.00% | −2−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3 | $1.53K | 0.00% | +3 | New |
| North Capital, Inc. | 4 | $2.04K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4 | $2.04K | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $2.04K | 0.00% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 5 | $2.46K | 0.00% | +5 | New |
| Horrell Capital Management, Inc. | 5 | $2.55K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $2.55K | 0.00% | +4+400.0% | Added |
| PayPay Securities Corp | 5 | $2.55K | 0.12% | +2+66.7% | Added |
| United Community Bank | 5 | $2.55K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $3.06K | 0.00% | +5+500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $3.06K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $3.06K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $3.56K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 7 | $3.56K | 0.01% | +7 | New |
| Painted Porch Advisors LLC | 9 | $4.58K | 0.00% | −6−40.0% | Reduced |
| Winch Advisory Services, LLC | 9 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $4.58K | 0.00% | +5+125.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $5.09K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $5.09K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 10 | $5.09K | 0.00% | +10 | New |
| Chapman Financial Group, LLC | 10 | $5.09K | 0.00% | +10 | New |
| S&T Bank | 11 | $5.60K | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 11 | $5.60K | 0.00% | +11 | New |
| Wood Tarver Financial Group, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 14 | $7.13K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 15 | $7.64K | 0.00% | −15−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $7.64K | 0.00% | −10−40.0% | Reduced |
| Colonial Trust Advisors | 15 | $7.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $7.64K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $7.64K | 0.00% | +15 | New |
| Holos Integrated Wealth LLC | 19 | $8.06K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 16 | $8.15K | 0.00% | −24−60.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $8.15K | 0.01% | −7−30.4% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $8.15K | 0.01% | +3+23.1% | Added |
| Omega Financial Group, LLC | 16 | $8.15K | 0.00% | +16 | New |
| Winthrop Capital Management, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $9.00K | 0.00% | +13+260.0% | Added |
| DT Investment Partners, LLC | 18 | $9.17K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 19 | $9.35K | 0.00% | −19−50.0% | Reduced |
| Altshuler Shaham Ltd | 19 | $9.68K | 0.00% | +19 | New |
| Clal Insurance Enterprises Holdings Ltd | 20 | $10.0K | 0.00% | +20 | New |
| Hanson & Doremus Investment Management | 20 | $10.0K | 0.00% | +20 | New |
| Quintet Private Bank (Europe) S.A. | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $10.2K | 0.00% | +18+900.0% | Added |
| Safe Harbor Fiduciary, LLC | 20 | $10.2K | 0.01% | +20 | New |
| Halbert Hargrove Global Advisors, LLC | 22 | $11.2K | 0.00% | −2−8.3% | Reduced |
| Tortoise Investment Management, LLC | 23 | $11.7K | 0.00% | +9+64.3% | Added |
| LGT Financial Advisors LLC | 23 | $11.7K | 0.03% | +23 | New |
| SWAN Capital LLC | 24 | $12.2K | 0.01% | −201−89.3% | Reduced |
| Vision Financial Markets LLC | 25 | $12.7K | 0.01% | −48−65.8% | Reduced |
| Team Financial Group, LLC | 25 | $12.7K | 0.01% | +25 | New |
| Legacy Wealth Managment, LLC | 26 | $13.2K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $13.2K | 0.01% | +26 | New |
| Sawyer & Company, Inc | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 27 | $13.8K | 0.01% | +9+50.0% | Added |
| Traub Capital Management LLC | 27 | $13.8K | 0.01% | +27 | New |
| Gould Capital, LLC | 28 | $14.3K | 0.01% | −5−15.2% | Reduced |
| Raffa Wealth Management, LLC | 28 | $14.3K | 0.00% | +10+55.6% | Added |
| GHP Investment Advisors, Inc. | 28 | $14.3K | 0.00% | +1+3.7% | Added |
| Medallion Wealth Advisors, LLC | 30 | $14.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $15.2K | 0.00% | −168−84.8% | Reduced |
| Your Advocates Ltd., LLP | 30 | $15.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $15.3K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 31 | $15.8K | 0.01% | +21+210.0% | Added |
| RiverPark Advisors, LLC | 32 | $16.3K | 0.01% | −62−66.0% | Reduced |
| Atlantic Trust, LLC | 32 | $16.3K | 0.00% | +15+88.2% | Added |
| Darwin Advisors, LLC | 33 | $16.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $17.3K | 0.01% | +11+47.8% | Added |
| Boreal Capital Management LLC | 35 | $17.8K | 0.01% | +35 | New |
| Horizon Financial Services, LLC | 35 | $17.8K | 0.01% | +35 | New |
| Dogwood Wealth Management LLC | 37 | $18.8K | 0.01% | −115−75.7% | Reduced |
| TFC Financial Management | 37 | $18.8K | 0.00% | −26−41.3% | Reduced |
| Rosenberg Matthew Hamilton | 38 | $19.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 40 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $20.4K | 0.01% | +1+2.6% | Added |
| Family Legacy Financial Solutions, LLC | 40 | $20.4K | 0.02% | +40 | New |
| DHJJ Financial Advisors, Ltd. | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 40 | $20.4K | 0.01% | +40 | New |
| Rossby Financial, LCC | 41 | $20.9K | 0.01% | +41 | New |
| Cedar Mountain Advisors, LLC | 42 | $21.4K | 0.00% | 00.0% | Unchanged |