| Bradley & Co. Private Wealth Management, LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1 | $176 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 3 | $527 | 0.00% | −151−98.1% | Reduced |
| Vima LLC | 10 | $956 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $1.05K | 0.00% | −2−25.0% | Reduced |
| Gould Capital, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7 | $1.23K | 0.00% | +7 | New |
| Semmax Financial Advisors Inc. | 8 | $1.28K | 0.00% | +8 | New |
| Quest Partners LLC | 8 | $1.40K | 0.00% | +8 | New |
| Fairman Group, LLC | 9 | $1.58K | 0.00% | +1+12.5% | Added |
| Tidemark, LLC | 11 | $1.93K | 0.00% | +9+450.0% | Added |
| Ulland Investment Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $2.11K | 0.00% | −42−77.8% | Reduced |
| GoalVest Advisory LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $2.11K | 0.00% | +12 | New |
| Deane Retirement Strategies, Inc. | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 15 | $2.48K | 0.00% | +15 | New |
| American Capital Advisory, LLC | 26 | $2.49K | 0.00% | −1−3.7% | Reduced |
| Global Wealth Strategies & Associates | 15 | $2.63K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 16 | $2.81K | 0.00% | −182−91.9% | Reduced |
| Goodman Advisory Group, LLC | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $3.50K | 0.17% | −13−34.2% | Reduced |
| Peoples Bank | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $3.58K | 0.00% | −3−11.5% | Reduced |
| Roble, Belko & Company, Inc | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 24 | $4.23K | 0.00% | +9+60.0% | Added |
| Retirement Group, LLC | 24 | $4.24K | 0.00% | −2,400−99.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 25 | $4.46K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 794,613 | $4.53K | 0.21% | +794,613 | New |
| Core Wealth Advisors, Inc. | 26 | $4.56K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 27 | $4.74K | 0.00% | +27 | New |
| Carolina Wealth Advisors, LLC | 30 | $5.26K | 0.00% | −174−85.3% | Reduced |
| Frank, Rimerman Advisors LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 31 | $5.44K | 0.00% | +31 | New |
| Kathleen S. Wright Associates Inc. | 34 | $5.97K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 36 | $6.32K | 0.01% | −13−26.5% | Reduced |
| Dogwood Wealth Management LLC | 36 | $6.37K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 37 | $6.50K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 71 | $6.79K | 0.00% | −4,575−98.5% | Reduced |
| Chelsea Counsel Co | 40 | $7.02K | 0.00% | +40 | New |
| Pittenger & Anderson Inc | 46 | $8.07K | 0.00% | +32+228.6% | Added |
| CBIZ Investment Advisory Services, LLC | 50 | $8.83K | 0.00% | +50 | New |
| Red Tortoise LLC | 55 | $9.65K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 55 | $9.65K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 56 | $9.87K | 0.00% | −71−55.9% | Reduced |
| Robbins Farley LLC | 59 | $10.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $10.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 62 | $10.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 62 | $10.9K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 62 | $10.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 64 | $11.2K | 0.00% | +37+137.0% | Added |
| Northwest Capital Management Inc | 65 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 66 | $11.6K | 0.01% | +1+1.5% | Added |
| Transcendent Capital Group LLC | 68 | $11.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 68 | $12.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 72 | $12.6K | 0.01% | +35+94.6% | Added |
| Sofos Investments, Inc. | 85 | $12.9K | 0.00% | +43+102.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 75 | $13.2K | 0.00% | +75 | New |
| Guardian Wealth Management, Inc. | 79 | $13.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 79 | $13.9K | 0.01% | −50−38.8% | Reduced |
| Quarry LP | 79 | $13.9K | 0.01% | +79 | New |
| Northwest Bank & Trust Co | 86 | $13.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 77 | $14.0K | 0.00% | +5+6.9% | Added |
| Studio Investment Management LLC | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 80 | $14.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 81 | $14.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 85 | $14.9K | 0.01% | −147−63.4% | Reduced |
| Penserra Capital Management LLC | 90 | $15.0K | 0.00% | −4,949−98.2% | Reduced |
| Bollard Group LLC | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 86 | $15.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 87 | $15.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 88 | $15.4K | 0.00% | +32+57.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 93 | $16.3K | 0.01% | +77+481.3% | Added |
| Burkett Financial Services, LLC | 97 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 95 | $17.0K | 0.01% | −6−5.9% | Reduced |
| Halpern Financial, Inc. | 119 | $17.3K | 0.01% | −84−41.4% | Reduced |
| Signature Resources Capital Management, LLC | 136 | $17.4K | 0.02% | 00.0% | Unchanged |
| Capital Management Associates | 100 | $17.6K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 106 | $18.6K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 110 | $19.3K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $19.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 112 | $19.7K | 0.01% | −25−18.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 113 | $19.9K | 0.00% | +13+13.0% | Added |
| IAG Wealth Partners, LLC | 117 | $20.5K | 0.00% | −300−71.9% | Reduced |
| HighMark Wealth Management LLC | 122 | $21.4K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 125 | $21.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 125 | $21.9K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 125 | $21.9K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 130 | $22.8K | 0.00% | −17−11.6% | Reduced |
| Catalyst Capital Advisors LLC | 130 | $22.8K | 0.00% | −17−11.6% | Reduced |