| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 0 | $33 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 1 | $292 | 0.00% | −474−99.8% | Reduced |
| Bridge Generations Wealth Management LLC | 1 | $491 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $578 | 0.00% | −1−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $604 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2 | $981 | 0.00% | −18−90.0% | Reduced |
| Delta Asset Management LLC | 2 | $981 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.50K | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.96K | 0.00% | −3−42.9% | Reduced |
| Duncker Streett & Co Inc | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $2.45K | 0.00% | −94−94.9% | Reduced |
| Horrell Capital Management, Inc. | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 5 | $2.45K | 0.00% | +1+25.0% | Added |
| Advanced Portfolio Management, LLC | 5 | $2.45K | 0.01% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $2.45K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.54K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $2.80K | 0.10% | +1+20.0% | Added |
| Painted Porch Advisors LLC | 6 | $2.94K | 0.00% | −3−33.3% | Reduced |
| Cedar Wealth Management, LLC | 6 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $2.94K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $3.92K | 0.00% | +8 | New |
| Aster Capital Management (DIFC) Ltd | 8 | $3.92K | 0.00% | +8 | New |
| Winch Advisory Services, LLC | 9 | $4.41K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $4.90K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.90K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $4.90K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $4.90K | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 10 | $4.90K | 0.00% | −62−86.1% | Reduced |
| Sofos Investments, Inc. | 11 | $5.39K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 12 | $5.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $5.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $5.88K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $5.88K | 0.00% | +12 | New |
| Aspect Partners, LLC | 12 | $5.88K | 0.00% | +12 | New |
| Clayton Financial Group LLC | 12 | $5.88K | 0.00% | +12 | New |
| Winnow Wealth LLC | 13 | $6.38K | 0.00% | +13 | New |
| Mascoma Wealth Management LLC | 14 | $6.87K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $6.87K | 0.00% | +3+27.3% | Added |
| Bare Financial Services, Inc | 14 | $6.87K | 0.00% | +5+55.6% | Added |
| Principia Wealth Advisory, LLC | 15 | $7.36K | 0.01% | −1−6.3% | Reduced |
| Colonial Trust Advisors | 15 | $7.36K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $7.36K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 15 | $7.36K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $7.36K | 0.01% | +15 | New |
| Gordian Capital Singapore Pte Ltd | 16 | $7.85K | 0.01% | −250−94.0% | Reduced |
| Omega Financial Group, LLC | 16 | $7.85K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $7.85K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 17 | $8.00K | 0.00% | −3−15.0% | Reduced |
| DT Investment Partners, LLC | 18 | $8.83K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 19 | $9.32K | 0.00% | +19 | New |
| West Branch Capital LLC | 19 | $9.32K | 0.00% | +4+26.7% | Added |
| Holos Integrated Wealth LLC | 19 | $9.38K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 21 | $10.3K | 0.01% | −920−97.8% | Reduced |
| Raffa Wealth Management, LLC | 22 | $10.8K | 0.00% | −6−21.4% | Reduced |
| Binnacle Investments Inc | 22 | $10.8K | 0.01% | −5−18.5% | Reduced |
| LGT Financial Advisors LLC | 23 | $11.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $11.3K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $11.3K | 0.00% | −266−92.0% | Reduced |
| Vision Financial Markets LLC | 25 | $12.3K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 25 | $12.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $12.6K | 0.00% | −4−13.3% | Reduced |
| FSA Wealth Management LLC | 26 | $12.8K | 0.00% | −190−88.0% | Reduced |
| Legacy Wealth Managment, LLC | 26 | $12.8K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 26 | $12.8K | 0.00% | +7+36.8% | Added |
| Tortoise Investment Management, LLC | 27 | $13.2K | 0.00% | +4+17.4% | Added |
| GHP Investment Advisors, Inc. | 27 | $13.3K | 0.00% | −1−3.6% | Reduced |
| Gould Capital, LLC | 28 | $13.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 29 | $14.2K | 0.00% | +29 | New |
| Your Advocates Ltd., LLP | 30 | $14.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 30 | $14.7K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 30 | $14.7K | 0.01% | +30 | New |
| Financial Network Wealth Advisors LLC | 31 | $15.2K | 0.02% | +1+3.3% | Added |
| MPWM Advisory Solutions, LLC | 32 | $15.7K | 0.01% | −27−45.8% | Reduced |
| RiverPark Advisors, LLC | 32 | $15.7K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 32 | $15.7K | 0.01% | +1+3.2% | Added |
| Atlantic Trust, LLC | 32 | $15.7K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 33 | $16.2K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 33 | $16.2K | 0.01% | −7−17.5% | Reduced |
| Evolution Wealth Management Inc. | 34 | $16.7K | 0.02% | +33+3,300.0% | Added |
| Proffitt & Goodson Inc | 35 | $17.2K | 0.00% | +35 | New |
| CSS LLC | 36 | $17.7K | 0.00% | +36 | New |
| WPG Advisers, LLC | 37 | $18.1K | 0.01% | −9−19.6% | Reduced |
| Highline Wealth Partners LLC | 37 | $18.1K | 0.00% | +3+8.8% | Added |
| Rosenberg Matthew Hamilton | 38 | $18.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 38 | $18.6K | 0.01% | +1+2.7% | Added |
| Ameriflex Group, Inc. | 40 | $19.6K | 0.01% | −323−89.0% | Reduced |
| Rogco, LP | 40 | $19.6K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $19.6K | 0.01% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 40 | $19.6K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 40 | $19.6K | 0.01% | 00.0% | Unchanged |