| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $155 | 0.00% | −7−87.5% | Reduced |
| West Branch Capital LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1 | $155 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $309 | 0.00% | −84−97.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2 | $347 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 3 | $464 | 0.00% | −7−70.0% | Reduced |
| Davis Capital Management | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3 | $464 | 0.00% | +3 | New |
| Atlantic Private Wealth, LLC | 3 | $464 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $464 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $465 | 0.00% | −20−87.0% | Reduced |
| Bridge Generations Wealth Management LLC | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3 | $468 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $482 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 4 | $619 | 0.00% | +4 | New |
| Quarry LP | 5 | $774 | 0.00% | −420−98.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5 | $774 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $1.08K | 0.00% | −2−22.2% | Reduced |
| Quaker Wealth Management, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $1.24K | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 8 | $1.24K | 0.00% | +8 | New |
| TFC Financial Management | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $1.39K | 0.00% | +9 | New |
| Optima Capital LLC | 9 | $1.40K | 0.00% | +9 | New |
| Activest Wealth Management | 9 | $1.43K | 0.00% | −83−90.2% | Reduced |
| Banque Transatlantique SA | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $2.01K | 0.00% | −44−77.2% | Reduced |
| Clark Wealth Partners | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $2.32K | 0.00% | −4−21.1% | Reduced |
| RMG Wealth Management LLC | 15 | $2.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $2.63K | 0.00% | −71−80.7% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $2.79K | 0.00% | +7+63.6% | Added |
| Trust Co | 18 | $2.79K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $2.94K | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 20 | $3.09K | 0.00% | +17+566.7% | Added |
| Transamerica Financial Advisors, Inc. | 20 | $3.10K | 0.00% | +3+17.6% | Added |
| Quest 10 Wealth Builders, Inc. | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 22 | $3.41K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $3.56K | 0.00% | +3+15.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $3.73K | 0.00% | +4+20.0% | Added |
| Dogwood Wealth Management LLC | 25 | $3.87K | 0.00% | +6+31.6% | Added |
| Valley National Advisers Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 26 | $4.02K | 0.00% | +26 | New |
| IMA Wealth, Inc. | 26 | $4.02K | 0.00% | +24+1,200.0% | Added |
| CBIZ Investment Advisory Services, LLC | 26 | $4.05K | 0.00% | −5−16.1% | Reduced |
| Battery Global Advisors, LLC | 60 | $4.16K | 0.00% | −1,055−94.6% | Reduced |
| Wealth Preservation Advisors, LLC | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $4.33K | 0.00% | −8−22.2% | Reduced |
| Raffa Wealth Management, LLC | 30 | $4.64K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.64K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $5.11K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 35 | $5.42K | 0.00% | +35 | New |
| Noble Wealth Management PBC | 36 | $5.57K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 38 | $5.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 38 | $5.88K | 0.01% | +38 | New |
| Johnson Financial Group, Inc. | 38 | $5.93K | 0.00% | −30−44.1% | Reduced |
| Capital Advisors, Ltd. LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 41 | $6.34K | 0.00% | +41 | New |
| Accent Capital Management, LLC | 41 | $6.39K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 42 | $6.50K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 45 | $6.96K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 45 | $6.96K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 46 | $7.00K | 0.00% | −21−31.3% | Reduced |
| Seneschal Advisors, LLC | 46 | $7.12K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 46 | $7.12K | 0.00% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $7.43K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $7.74K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $7.74K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $7.74K | 0.00% | +50 | New |
| Navalign, LLC | 50 | $7.81K | 0.00% | +50 | New |
| Newton One Investments LLC | 51 | $7.83K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | −300−85.7% | Reduced |
| Clayton Financial Group LLC | 53 | $8.20K | 0.00% | +53 | New |
| IMG Wealth Management, Inc. | 54 | $8.35K | 0.01% | +25+86.2% | Added |
| Bank of Jackson Hole Trust | 55 | $8.51K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 55 | $8.51K | 0.00% | +55 | New |
| Kilter Group LLC | 56 | $8.66K | 0.00% | +38+211.1% | Added |
| Eq Wealth Advisors, LLC | 57 | $8.82K | 0.01% | +57 | New |
| Morse Asset Management, Inc | 58 | $8.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $9.00K | 0.00% | −12−16.9% | Reduced |
| Duncker Streett & Co Inc | 60 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 62 | $9.59K | 0.00% | +22+55.0% | Added |
| Guinness Atkinson Asset Management Inc | 63 | $9.81K | 0.00% | +63 | New |
| Estate Planners Group, LLC | 64 | $9.90K | 0.00% | +64 | New |
| Toth Financial Advisory Corp | 64 | $9.90K | 0.00% | +14+28.0% | Added |
| Concord Wealth Partners | 68 | $10.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 69 | $10.7K | 0.01% | +1+1.5% | Added |
| Signature Equity Partners, LLC | 70 | $10.8K | 0.01% | +70 | New |
| DT Investment Partners, LLC | 70 | $10.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 71 | $11.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 73 | $11.3K | 0.00% | −19−20.7% | Reduced |