| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 0 | $32 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $442 | 0.00% | +1 | New |
| Bridge Generations Wealth Management LLC | 1 | $469 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $469 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $469 | 0.00% | +1 | New |
| Hamrick Investment Counsel, llc | 1 | $469 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $937 | 0.00% | −4−66.7% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 2 | $938 | 0.00% | −48−96.0% | Reduced |
| Delta Asset Management LLC | 2 | $938 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2 | $938 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2 | $938 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $938 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.36K | 0.00% | +2+200.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.41K | 0.00% | +3 | New |
| Luken Investment Analytics, LLC | 3 | $1.41K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3 | $1.41K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.88K | 0.00% | −15−78.9% | Reduced |
| LM Advisors LLC | 1,016 | $2.17K | 0.04% | −1,169−53.5% | Reduced |
| Altshuler Shaham Ltd | 5 | $2.34K | 0.00% | −21−80.8% | Reduced |
| Horrell Capital Management, Inc. | 5 | $2.34K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $2.34K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 5 | $2.34K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $2.34K | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 5 | $2.34K | 0.00% | +5 | New |
| Cedar Wealth Management, LLC | 6 | $2.81K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $2.81K | 0.08% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 6 | $2.81K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $3.28K | 0.00% | +2+40.0% | Added |
| United Financial Planning Group LLC | 7 | $3.28K | 0.00% | +7 | New |
| Key Capital Management, INC | 7 | $3.28K | 0.00% | +7 | New |
| S&T Bank | 8 | $3.75K | 0.00% | −6−42.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 8 | $3.75K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 8 | $3.75K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 8 | $3.75K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $4.22K | 0.00% | +3+50.0% | Added |
| Winch Advisory Services, LLC | 9 | $4.22K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 10 | $4.69K | 0.00% | −60−85.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $4.69K | 0.00% | +4+66.7% | Added |
| Bullseye Investment Management, LLC | 10 | $4.69K | 0.00% | +10 | New |
| Dixon Mitchell Investment Counsel Inc. | 10 | $4.69K | 0.00% | +10 | New |
| Kings Path Partners LLC | 10 | $4.69K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $4.69K | 0.00% | +10 | New |
| Elevated Capital Advisors, LLC | 10 | $4.72K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 12 | $5.63K | 0.00% | −2−14.3% | Reduced |
| Motco | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 12 | $5.63K | 0.00% | +12 | New |
| Winnow Wealth LLC | 13 | $6.10K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $6.56K | 0.00% | +2+16.7% | Added |
| Wealth Watch Advisors, INC | 14 | $6.56K | 0.00% | +4+40.0% | Added |
| Winthrop Capital Management, LLC | 14 | $7.00K | 0.00% | −4−22.2% | Reduced |
| Colonial Trust Advisors | 15 | $7.03K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $7.03K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $7.03K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 15 | $7.03K | 0.01% | +15 | New |
| Omega Financial Group, LLC | 16 | $7.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $7.97K | 0.00% | +3+21.4% | Added |
| Trust Co | 17 | $7.97K | 0.00% | +17 | New |
| Clal Insurance Enterprises Holdings Ltd | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $8.44K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $8.44K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 18 | $8.59K | 0.00% | +18 | New |
| Holos Integrated Wealth LLC | 19 | $8.62K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $8.91K | 0.01% | +4+26.7% | Added |
| Centerpoint Advisors, LLC | 20 | $9.00K | 0.00% | −20−50.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 19 | $9.28K | 0.00% | +19 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $9.38K | 0.01% | +4+25.0% | Added |
| Wealth Preservation Advisors, LLC | 21 | $9.84K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 22 | $10.3K | 0.00% | −67−75.3% | Reduced |
| LGT Financial Advisors LLC | 23 | $10.8K | 0.07% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 239 | $11.3K | 0.01% | −1,869−88.7% | Reduced |
| Team Financial Group, LLC | 25 | $11.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $12.2K | 0.00% | +4+18.2% | Added |
| Signature Resources Capital Management, LLC | 26 | $12.2K | 0.01% | +11+73.3% | Added |
| UMA Financial Services, Inc. | 27 | $12.6K | 0.00% | +1+3.8% | Added |
| Your Advocates Ltd., LLP | 28 | $13.1K | 0.00% | −2−6.7% | Reduced |
| Gould Capital, LLC | 28 | $13.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 28 | $13.1K | 0.01% | +28 | New |
| Noble Wealth Management PBC | 29 | $13.6K | 0.01% | +10+52.6% | Added |
| Medallion Wealth Advisors, LLC | 30 | $14.1K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 30 | $14.1K | 0.01% | +4+15.4% | Added |
| Seneschal Advisors, LLC | 31 | $14.5K | 0.01% | −20−39.2% | Reduced |
| MPWM Advisory Solutions, LLC | 32 | $15.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 32 | $15.0K | 0.01% | +32 | New |
| Ankerstar Wealth, LLC | 32 | $15.0K | 0.01% | +32 | New |
| Curio Wealth, LLC | 32 | $15.3K | 0.01% | +32 | New |