| Legacy Bridge, LLC | 1 | $475 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $475 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $475 | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $475 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 2 | $1.11K | 0.00% | −489−99.6% | Reduced |
| DAGCO, Inc. | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.90K | 0.00% | −14−77.8% | Reduced |
| IMA Wealth, Inc. | 4 | $1.90K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $1.90K | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $1.90K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.38K | 0.00% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 1,478,200 | $3.11K | 0.00% | +1,478,200 | New |
| Tripletail Wealth Management, LLC | 7 | $3.27K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $3.33K | 0.00% | −2−22.2% | Reduced |
| Horizons Wealth Management | 7 | $3.33K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 7 | $3.33K | 0.00% | +7 | New |
| NVWM, LLC | 8 | $3.80K | 0.00% | −1−11.1% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $3.80K | 0.00% | 00.0% | Unchanged |
| City State Bank | 9 | $4.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $4.28K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $4.28K | 0.00% | +9 | New |
| Clark Wealth Partners | 11 | $4.69K | 0.00% | −30−73.2% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $4.75K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $4.75K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 10 | $4.75K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $5.22K | 0.00% | +11 | New |
| Evelyn Partners Asset Management Ltd | 11 | $5.22K | 0.00% | +11 | New |
| Pineridge Advisors LLC | 11 | $5.31K | 0.00% | −17−60.7% | Reduced |
| Friedenthal Financial | 12 | $5.70K | 0.00% | −183−93.8% | Reduced |
| Rialto Wealth Management, LLC | 12 | $5.70K | 0.00% | −4−25.0% | Reduced |
| Heritage Wealth Advisors | 12 | $5.70K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $5.70K | 0.00% | +6+100.0% | Added |
| Horizon Financial Services, LLC | 12 | $5.70K | 0.00% | +7+140.0% | Added |
| Breakwater Investment Management | 12 | $5.70K | 0.00% | +11+1,100.0% | Added |
| Texas Capital Bancshares Inc | 12 | $5.70K | 0.00% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 12 | $5.70K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 14 | $6.49K | 0.01% | −44−75.9% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $7.13K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $7.13K | 0.01% | +15 | New |
| First Command Advisory Services, Inc. | 16 | $7.60K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $7.62K | 0.27% | +8+100.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 16 | $8.00K | 0.00% | +16 | New |
| PFS Partners, LLC | 17 | $8.10K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 18 | $8.55K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 18 | $8.55K | 0.00% | +3+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $9.03K | 0.00% | −130−87.2% | Reduced |
| Lummis Asset Management, LP | 19 | $9.03K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 19 | $9.03K | 0.01% | +9+90.0% | Added |
| Grey Fox Wealth Advisors, LLC | 19 | $9.03K | 0.00% | +19 | New |
| DecisionPoint Financial, LLC | 20 | $9.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $9.50K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $9.50K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 20 | $9.50K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 21 | $9.80K | 0.01% | +21 | New |
| LGT Financial Advisors LLC | 21 | $9.97K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 21 | $9.99K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $10.4K | 0.01% | +3+15.8% | Added |
| Pinney & Scofield, Inc. | 23 | $10.9K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 24 | $11.4K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $11.4K | 0.01% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $12.0K | 0.00% | −1−3.8% | Reduced |
| Keener Financial Planning LLC | 26 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $12.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $12.3K | 0.00% | +26 | New |
| Flagship Wealth Advisors, LLC | 26 | $12.3K | 0.00% | +26 | New |
| Glen Eagle Advisors, LLC | 27 | $12.7K | 0.00% | +14+107.7% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $13.3K | 0.00% | +1+3.7% | Added |
| TD Capital Management LLC | 28 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 29 | $13.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 29 | $13.8K | 0.00% | +4+16.0% | Added |
| Strengthening Families & Communities, LLC | 29 | $14.0K | 0.00% | −14−32.6% | Reduced |
| Financial Life Planners | 30 | $14.2K | 0.01% | +30 | New |
| Arcadia Investment Management Corp | 31 | $14.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 31 | $14.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 33 | $15.0K | 0.00% | +8+32.0% | Added |
| Cherry Tree Wealth Management, LLC | 33 | $15.4K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 33 | $15.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 34 | $16.1K | 0.01% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 34 | $16.1K | 0.01% | +34 | New |
| Comprehensive Financial Planning, Inc. | 34 | $16.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $16.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $16.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $16.6K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 37 | $17.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 38 | $18.1K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 38 | $18.1K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 39 | $18.5K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 39 | $18.5K | 0.00% | +39 | New |
| Washington Trust Advisors, Inc. | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 41 | $19.4K | 0.02% | +41 | New |
| Wolff Wiese Magana LLC | 41 | $19.5K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 41 | $19.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $19.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $19.5K | 0.00% | +26+173.3% | Added |
| Old Point Trust & Financial Services N A | 45 | $21.4K | 0.01% | 00.0% | Unchanged |