| Roble, Belko & Company, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $16 | 0.00% | −43−97.7% | Reduced |
| Torren Management, LLC | 1 | $23 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5 | $87 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 8 | $138 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 138 | $138 | 0.00% | +138 | New |
| Scarborough Advisors, LLC | 9 | $155 | 0.00% | −9−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 9 | $155 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $173 | 0.00% | −8−44.4% | Reduced |
| Horizon Financial Services, LLC | 10 | $173 | 0.00% | +10 | New |
| Luken Investment Analytics, LLC | 10 | $173 | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $209 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 13 | $224 | 0.00% | +13 | New |
| Rakuten Securities, Inc. | 14 | $242 | 0.00% | −233−94.3% | Reduced |
| Quattro Advisors LLC | 16 | $276 | 0.00% | +16 | New |
| United Community Bank | 19 | $328 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $345 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 21 | $362 | 0.00% | −650−96.9% | Reduced |
| Nemes Rush Group LLC | 21 | $362 | 0.00% | −109−83.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 22 | $377 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $432 | 0.00% | +25 | New |
| Navalign, LLC | 25 | $436 | 0.00% | +25 | New |
| NorthAvenue LLC | 30 | $518 | 0.00% | +30 | New |
| HFM Investment Advisors, LLC | 31 | $535 | 0.00% | −3−8.8% | Reduced |
| Breakwater Investment Management | 31 | $535 | 0.00% | +31 | New |
| DecisionPoint Financial, LLC | 37 | $639 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 41 | $707 | 0.00% | −16,913−99.8% | Reduced |
| Bullock Wealth Management Group | 42 | $725 | 0.00% | −59−58.4% | Reduced |
| American Capital Advisory, LLC | 45 | $777 | 0.00% | +22+95.7% | Added |
| Aspect Partners, LLC | 46 | $794 | 0.00% | +46 | New |
| Quaker Wealth Management, LLC | 47 | $811 | 0.00% | +27+135.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $915 | 0.00% | −402−88.4% | Reduced |
| Winnow Wealth LLC | 52 | $936 | 0.00% | +11+26.8% | Added |
| Retirement Wealth Solutions LLC | 58 | $1.00K | 0.00% | +21+56.8% | Added |
| Bare Financial Services, Inc | 59 | $1.02K | 0.00% | −342−85.3% | Reduced |
| Delta Asset Management LLC | 60 | $1.03K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 60 | $1.04K | 0.00% | +60 | New |
| Roxbury Financial LLC | 61 | $1.05K | 0.00% | +1+1.7% | Added |
| NVWM, LLC | 65 | $1.12K | 0.00% | +65 | New |
| Acumen Wealth Advisors, LLC | 67 | $1.16K | 0.00% | +67 | New |
| Key Financial Inc | 68 | $1.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $1.28K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 80 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 80 | $1.38K | 0.00% | +80 | New |
| Palouse Capital Management, Inc. | 81 | $1.40K | 0.00% | +81 | New |
| WestEnd Advisors, LLC | 82 | $1.42K | 0.00% | +6+7.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $1.53K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 94 | $1.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 95 | $1.64K | 0.00% | +95 | New |
| Anfield Capital Management, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 100 | $1.73K | 0.00% | +100 | New |
| PFS Partners, LLC | 109 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 109 | $1.88K | 0.00% | +34+45.3% | Added |
| Bay Harbor Wealth Management, LLC | 110 | $1.90K | 0.00% | +45+69.2% | Added |
| Penserra Capital Management LLC | 162 | $2.00K | 0.00% | −9−5.3% | Reduced |
| Valley National Advisers Inc | 142 | $2.00K | 0.00% | +142 | New |
| IFC & Insurance Marketing, Inc. | 110 | $2.00K | 0.00% | +110 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 129 | $2.23K | 0.00% | +129 | New |
| Prosperity Bancshares Inc | 130 | $2.24K | 0.00% | +130 | New |
| SJS Investment Consulting Inc. | 132 | $2.28K | 0.00% | +132 | New |
| Red Tortoise LLC | 141 | $2.43K | 0.00% | +141 | New |
| Rialto Wealth Management, LLC | 146 | $2.52K | 0.00% | +146 | New |
| Principia Wealth Advisory, LLC | 149 | $2.57K | 0.00% | +139+1,390.0% | Added |
| Financial Network Wealth Advisors LLC | 153 | $2.64K | 0.00% | +42+37.8% | Added |
| Marquette Asset Management, LLC | 154 | $2.66K | 0.00% | −32−17.2% | Reduced |
| Prestige Wealth Management Group LLC | 155 | $2.67K | 0.00% | +155 | New |
| Raffa Wealth Management, LLC | 158 | $2.73K | 0.00% | +100+172.4% | Added |
| Horrell Capital Management, Inc. | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 160 | $2.76K | 0.00% | +160 | New |
| Hilton Head Capital Partners, LLC | 173 | $2.98K | 0.00% | +173 | New |
| Ogorek Anthony Joseph | 230 | $3.00K | 0.00% | +217+1,669.2% | Added |
| Whittier Trust Co of Nevada Inc | 181 | $3.03K | 0.00% | +17+10.4% | Added |
| Caldwell Trust Co | 176 | $3.04K | 0.00% | −288−62.1% | Reduced |
| Hughes Financial Services, LLC | 176 | $3.04K | 0.00% | +10+6.0% | Added |
| Essential Partners LLC | 177 | $3.05K | 0.00% | +151+580.8% | Added |
| Turning Point Benefit Group, Inc. | 183 | $3.16K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 184 | $3.17K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 190 | $3.28K | 0.00% | +190 | New |
| Aventura Private Wealth, LLC | 192 | $3.31K | 0.00% | +15+8.5% | Added |
| Wilkerson Advisory Group LLC | 192 | $3.31K | 0.00% | +192 | New |
| Kilter Group LLC | 194 | $3.35K | 0.00% | +175+921.1% | Added |
| True Wealth Design, LLC | 199 | $3.43K | 0.00% | −15−7.0% | Reduced |
| Frazier Financial Advisors, LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 201 | $3.48K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 208 | $3.59K | 0.00% | +208 | New |
| West Branch Capital LLC | 215 | $3.71K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 217 | $3.74K | 0.00% | +117+117.0% | Added |
| Sachetta, LLC | 219 | $3.78K | 0.00% | −807−78.7% | Reduced |
| South State Corp. | 231 | $3.98K | 0.00% | −76−24.8% | Reduced |
| Hilltop National Bank | 257 | $4.43K | 0.00% | −50−16.3% | Reduced |
| First Command Advisory Services, Inc. | 257 | $4.43K | 0.00% | +152+144.8% | Added |
| MB, Levis & Associates, LLC | 261 | $4.50K | 0.00% | +3+1.2% | Added |
| ESL Trust Services, LLC | 265 | $4.57K | 0.00% | −185−41.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 269 | $4.64K | 0.00% | +143+113.5% | Added |
| ZRC Wealth Management, LLC | 289 | $4.99K | 0.00% | +194+204.2% | Added |
| Elkhorn Partners Limited Partnership | 300 | $5.17K | 0.00% | +300 | New |