| IMA Wealth, Inc. | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $221 | 0.00% | +1 | New |
| Key Financial Inc | 1 | $225 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $324 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $356 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 2 | $441 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $441 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $441 | 0.00% | +1+100.0% | Added |
| Valued Wealth Advisors LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $582 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $662 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $717 | 0.00% | −158−98.1% | Reduced |
| AdvisorNet Financial, Inc | 4 | $882 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $882 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $882 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4 | $882 | 0.00% | +4 | New |
| Texas Capital Bancshares Inc | 4 | $882 | 0.00% | +4 | New |
| Wealth Watch Advisors, INC | 4 | $882 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $883 | 0.00% | +4 | New |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| PayPay Securities Corp | 5 | $1.02K | 0.04% | −4−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.10K | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 5 | $1.10K | 0.00% | +3+150.0% | Added |
| Guerra Advisors Inc | 5 | $1.10K | 0.00% | +5 | New |
| Heartwood Wealth Advisors LLC | 6 | $1.32K | 0.00% | +6 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.32K | 0.00% | +1+20.0% | Added |
| Rialto Wealth Management, LLC | 6 | $1.32K | 0.00% | +3+100.0% | Added |
| Rossby Financial, LCC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.54K | 0.00% | +4+133.3% | Added |
| Tortoise Investment Management, LLC | 7 | $1.54K | 0.00% | +3+75.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $1.76K | 0.00% | +8 | New |
| South State Corp. | 9 | $1.99K | 0.00% | −13−59.1% | Reduced |
| Marquette Asset Management, LLC | 9 | $1.99K | 0.00% | +9 | New |
| Aspect Partners, LLC | 9 | $1.99K | 0.00% | +9 | New |
| Cloud Capital Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| True Wealth Design, LLC | 10 | $2.12K | 0.00% | +2+25.0% | Added |
| Duncker Streett & Co Inc | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $2.21K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 11 | $2.43K | 0.01% | +11 | New |
| Red Tortoise LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $2.65K | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.32K | 0.00% | +2+13.3% | Added |
| Bullock Wealth Management Group | 17 | $3.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $3.97K | 0.00% | +1+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $4.41K | 0.00% | +13+185.7% | Added |
| UMA Financial Services, Inc. | 21 | $4.63K | 0.00% | +21 | New |
| Howard Hughes Medical Institute | 23 | $5.07K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $5.07K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 24 | $5.29K | 0.00% | +9+60.0% | Added |
| Johnson Financial Group, Inc. | 24 | $5.29K | 0.00% | +24 | New |
| AllSquare Wealth Management LLC | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $5.95K | 0.00% | +3+12.5% | Added |
| Capital Advisors, Ltd. LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $6.00K | 0.00% | +8+38.1% | Added |
| Sachetta, LLC | 30 | $6.62K | 0.00% | +8+36.4% | Added |
| Salomon & Ludwin, LLC | 30 | $6.90K | 0.00% | +30 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $7.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $7.06K | 0.01% | +3+10.3% | Added |
| Grey Fox Wealth Advisors, LLC | 33 | $7.28K | 0.00% | +33 | New |
| NBT Bank N A | 221 | $7.50K | 0.00% | +187+550.0% | Added |
| Cetera Trust Company, N.A | 34 | $7.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $7.50K | 0.00% | +2+6.3% | Added |
| Activest Wealth Management | 40 | $8.82K | 0.00% | +27+207.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 41 | $9.04K | 0.00% | +41 | New |
| Colonial Trust Co | 42 | $9.26K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 42 | $9.26K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $10.4K | 0.00% | −2−4.1% | Reduced |
| Stance Capital LLC | 48 | $10.6K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 49 | $10.8K | 0.00% | +1+2.1% | Added |
| HighMark Wealth Management LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $11.2K | 0.00% | +1+2.0% | Added |
| Westside Investment Management, Inc. | 53 | $11.9K | 0.00% | +53 | New |
| Quent Capital, LLC | 55 | $12.1K | 0.00% | +55 | New |
| Bokf, NA | 56 | $12.3K | 0.00% | +56 | New |
| Rothschild Investment LLC | 57 | $12.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $12.6K | 0.00% | +3+5.6% | Added |
| HHM Wealth Advisors, LLC | 64 | $14.1K | 0.00% | 00.0% | Unchanged |