| Close Asset Management Ltd | 280 | $0 | 0.00% | +280 | New |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| 1 North Wealth Services LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 1 | $15 | 0.00% | +1 | New |
| Avenir Tech Ltd | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 4 | $89 | 0.00% | +4 | New |
| Peterson Wealth Services | 5 | $112 | 0.00% | −5−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $157 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 10 | $222 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $291 | 0.00% | +13 | New |
| Your Advocates Ltd., LLP | 19 | $426 | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 20 | $448 | 0.00% | +20 | New |
| Hoese & Co LLP | 36 | $806 | 0.00% | −300−89.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 38 | $851 | 0.00% | +38 | New |
| GFG Capital, LLC | 39 | $874 | 0.00% | +39 | New |
| Roxbury Financial LLC | 45 | $1.01K | 0.00% | −222−83.1% | Reduced |
| Darwin Advisors, LLC | 50 | $1.12K | 0.00% | −1,179−95.9% | Reduced |
| Centricity Wealth Management, LLC | 52 | $1.17K | 0.00% | −200−79.4% | Reduced |
| Louisbourg Investments Inc. | 60 | $1.34K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 63 | $1.39K | 0.00% | −89−58.6% | Reduced |
| IMG Wealth Management, Inc. | 65 | $1.46K | 0.00% | −1,730−96.4% | Reduced |
| WestEnd Advisors, LLC | 66 | $1.48K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 69 | $1.54K | 0.00% | −170−71.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 75 | $1.69K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 79 | $1.78K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 80 | $1.79K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 80 | $1.79K | 0.00% | +80 | New |
| Evolution Wealth Management Inc. | 80 | $1.79K | 0.00% | +80 | New |
| Evergreen Private Wealth LLC | 83 | $1.86K | 0.00% | +83 | New |
| Painted Porch Advisors LLC | 100 | $2.24K | 0.00% | −85−45.9% | Reduced |
| SIMA Wealth Partners, LLC | 100 | $2.24K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 101 | $2.25K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 102 | $2.29K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 104 | $2.34K | 0.00% | +57+121.3% | Added |
| Whipplewood Advisors, LLC | 106 | $2.37K | 0.00% | −2,999−96.6% | Reduced |
| PayPay Securities Corp | 107 | $2.40K | 0.12% | −475−81.6% | Reduced |
| Financial Network Wealth Advisors LLC | 109 | $2.44K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 113 | $2.53K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 118 | $2.64K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 119 | $2.66K | 0.00% | +1+0.8% | Added |
| Kessler Investment Group, LLC | 121 | $2.73K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 139 | $2.75K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 125 | $2.80K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 142 | $3.18K | 0.00% | +105+283.8% | Added |
| DB Fitzpatrick & Co, Inc | 147 | $3.29K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 148 | $3.31K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 153 | $3.43K | 0.00% | +21+15.9% | Added |
| Sagard Holdings Management Inc. | 155 | $3.47K | 0.01% | +155 | New |
| Bradley & Co. Private Wealth Management, LLC | 165 | $3.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 165 | $3.70K | 0.00% | +165 | New |
| Wormser Freres Gestion | 175 | $3.92K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 177 | $3.96K | 0.00% | −30−14.5% | Reduced |
| Navigoe, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 187 | $4.19K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 188 | $4.21K | 0.00% | +34+22.1% | Added |
| Principia Wealth Advisory, LLC | 194 | $4.35K | 0.00% | +30+18.3% | Added |
| Transce3nd, LLC | 198 | $4.43K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 198 | $4.44K | 0.00% | +102+106.3% | Added |
| Olistico Wealth, LLC | 200 | $4.48K | 0.00% | −300−60.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $4.48K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 200 | $4.48K | 0.00% | +75+60.0% | Added |
| Accordant Advisory Group Inc | 200 | $4.48K | 0.00% | +200 | New |
| Chung Wu Investment Group, LLC | 200 | $4.48K | 0.00% | +200 | New |
| Marshall & Sterling Wealth Advisors Inc. | 203 | $4.55K | 0.00% | −248−55.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 205 | $4.59K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 206 | $4.61K | 0.00% | −1,500−87.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 220 | $4.93K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 224 | $5.02K | 0.00% | +224 | New |
| WealthTrak Capital Management LLC | 230 | $5.15K | 0.00% | −55−19.3% | Reduced |
| Insight Financial Services | 235 | $5.26K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 235 | $5.26K | 0.00% | +100+74.1% | Added |
| Clark Wealth Partners | 236 | $5.29K | 0.00% | −4−1.7% | Reduced |
| Catherine Avery Investment Management LLC | 241 | $5.40K | 0.00% | −169−41.2% | Reduced |
| Iron Horse Wealth Management, LLC | 255 | $5.71K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 259 | $5.88K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 266 | $5.96K | 0.00% | −160−37.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 266 | $5.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 271 | $6.06K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 275 | $6.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 278 | $6.23K | 0.00% | +7+2.6% | Added |
| REAP Financial Group, LLC | 308 | $6.89K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 350 | $6.99K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 319 | $7.15K | 0.00% | +100+45.7% | Added |
| Horrell Capital Management, Inc. | 335 | $7.50K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $7.50K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 344 | $7.71K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 350 | $7.84K | 0.01% | −37−9.6% | Reduced |
| Maseco LLP | 365 | $8.17K | 0.00% | +365 | New |
| Tower Trust & Investment Co | 365 | $8.17K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 373 | $8.36K | 0.00% | +200+115.6% | Added |
| Hughes Financial Services, LLC | 427 | $8.72K | 0.00% | +37+9.5% | Added |
| Richardson Financial Services Inc. | 400 | $8.96K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 410 | $9.00K | 0.00% | −500−54.9% | Reduced |
| Financially Speaking Inc | 403 | $9.03K | 0.01% | +403 | New |
| Horizons Wealth Management | 429 | $9.61K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 439 | $9.83K | 0.01% | +56+14.6% | Added |
| Hager Investment Management Services, LLC | 450 | $10.1K | 0.01% | 00.0% | Unchanged |