| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $423 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 4 | $564 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4 | $564 | 0.00% | +4 | New |
| CGC Financial Services, LLC | 5 | $704 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 11 | $1.55K | 0.00% | −478−97.8% | Reduced |
| DecisionPoint Financial, LLC | 12 | $1.69K | 0.00% | +12 | New |
| Puff Wealth Management, LLC | 13 | $1.84K | 0.00% | +2+18.2% | Added |
| TD Capital Management LLC | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 14 | $1.97K | 0.00% | −42−75.0% | Reduced |
| Clean Yield Group | 14 | $1.97K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 14 | $1.97K | 0.00% | +14 | New |
| Kessler Investment Group, LLC | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 17 | $2.40K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $2.68K | 0.00% | +13+216.7% | Added |
| Kings Path Partners LLC | 22 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 25 | $3.52K | 0.00% | +25 | New |
| Acima Private Wealth, LLC | 26 | $3.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $3.66K | 0.00% | −2−7.1% | Reduced |
| WestEnd Advisors, LLC | 27 | $3.80K | 0.00% | −10−27.0% | Reduced |
| PayPay Securities Corp | 27 | $3.80K | 0.19% | −4−12.9% | Reduced |
| Contravisory Investment Management, Inc. | 27 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 27 | $3.80K | 0.00% | +11+68.8% | Added |
| New Millennium Group LLC | 29 | $4.08K | 0.00% | −12−29.3% | Reduced |
| S&T Bank | 29 | $4.08K | 0.00% | +29 | New |
| Nemes Rush Group LLC | 31 | $4.37K | 0.00% | +15+93.8% | Added |
| Parkworth Wealth Management, Inc. | 31 | $4.37K | 0.00% | +20+181.8% | Added |
| GoalVest Advisory LLC | 32 | $4.51K | 0.00% | +14+77.8% | Added |
| Global Wealth Strategies & Associates | 33 | $4.65K | 0.00% | −4−10.8% | Reduced |
| Essential Partners LLC | 33 | $4.65K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 34 | $4.79K | 0.00% | −22−39.3% | Reduced |
| McIlrath & Eck, LLC | 35 | $4.93K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 35 | $4.98K | 0.00% | +35 | New |
| Costello Asset Management, INC | 36 | $5.07K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 37 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 43 | $6.06K | 0.00% | +43 | New |
| Bay Harbor Wealth Management, LLC | 44 | $6.20K | 0.00% | +30+214.3% | Added |
| JNBA Financial Advisors | 44 | $6.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 46 | $6.48K | 0.00% | −130−73.9% | Reduced |
| Westend Capital Management, LLC | 47 | $6.62K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 47 | $6.62K | 0.00% | +47 | New |
| SWAN Capital LLC | 49 | $6.90K | 0.00% | +49 | New |
| MPWM Advisory Solutions, LLC | 51 | $7.18K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 51 | $7.23K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 56 | $7.89K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 56 | $8.02K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 58 | $8.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $8.45K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 61 | $8.59K | 0.00% | −1−1.6% | Reduced |
| Anfield Capital Management, LLC | 62 | $8.73K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 64 | $9.02K | 0.00% | +64 | New |
| Silicon Valley Capital Partners | 68 | $9.58K | 0.00% | −939−93.2% | Reduced |
| Westside Investment Management, Inc. | 68 | $9.59K | 0.00% | +68 | New |
| FWL Investment Management, LLC | 69 | $9.72K | 0.00% | +69 | New |
| Stone House Investment Management, LLC | 70 | $9.86K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 70 | $9.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 71 | $10.0K | 0.01% | +4+6.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 71 | $10.0K | 0.00% | −24−25.3% | Reduced |
| Creative Capital Management Investments LLC | 72 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 72 | $10.2K | 0.00% | +72 | New |
| First Community Trust NA | 73 | $10.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 75 | $10.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 77 | $10.8K | 0.00% | +30+63.8% | Added |
| Kestra Investment Management, LLC | 94 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $11.0K | 0.00% | −112−58.9% | Reduced |
| Atwood & Palmer Inc | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 86 | $12.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $12.3K | 0.01% | +87 | New |
| American Capital Advisory, LLC | 88 | $12.4K | 0.01% | +35+66.0% | Added |
| Eisler Capital Management Ltd. | 88 | $12.4K | 0.00% | −18,863−99.5% | Reduced |
| Raffa Wealth Management, LLC | 89 | $12.5K | 0.00% | −34−27.6% | Reduced |
| Hughes Financial Services, LLC | 89 | $12.6K | 0.00% | +22+32.8% | Added |
| Putney Financial Group LLC | 90 | $12.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 90 | $12.8K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 92 | $13.0K | 0.01% | +92 | New |
| Birchbrook, Inc. | 94 | $13.3K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $14.1K | 0.00% | −100−50.0% | Reduced |
| Mascoma Wealth Management LLC | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $14.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 103 | $14.5K | 0.00% | +14+15.7% | Added |
| Gables Capital Management Inc. | 103 | $14.5K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 103 | $14.5K | 0.01% | +103 | New |
| Valued Wealth Advisors LLC | 109 | $15.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $15.4K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 111 | $15.6K | 0.01% | +39+54.2% | Added |
| First Pacific Financial | 111 | $15.6K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 111 | $15.7K | 0.01% | +111 | New |
| Greykasell Wealth Strategies, Inc. | 112 | $15.8K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 113 | $15.9K | 0.00% | −2−1.7% | Reduced |
| LGT Financial Advisors LLC | 116 | $16.3K | 0.04% | +116 | New |
| Kentucky Trust Co | 119 | $16.8K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 124 | $17.5K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 127 | $17.9K | 0.01% | +34+36.6% | Added |
| Penserra Capital Management LLC | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 135 | $19.0K | 0.01% | −20−12.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 139 | $19.6K | 0.01% | +43+44.8% | Added |
