| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $50 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $99 | 0.00% | −7,700−100.0% | Reduced |
| Eukles Asset Management | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $297 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $346 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $346 | 0.00% | +7 | New |
| Nova Wealth Management, Inc. | 8 | $395 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 9 | $444 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 9 | $445 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $494 | 0.00% | −37−78.7% | Reduced |
| Atwood & Palmer Inc | 10 | $494 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $540 | 0.00% | +5+83.3% | Added |
| HighMark Wealth Management LLC | 12 | $613 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $642 | 0.00% | −100−88.5% | Reduced |
| Tortoise Investment Management, LLC | 14 | $691 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 16 | $759 | 0.00% | +5+45.5% | Added |
| Bogart Wealth, LLC | 15 | $762 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 16 | $790 | 0.00% | +16 | New |
| Pacific Center for Financial Services | 18 | $866 | 0.00% | +1+5.9% | Added |
| Principia Wealth Advisory, LLC | 22 | $885 | 0.00% | −4−15.4% | Reduced |
| Pineridge Advisors LLC | 18 | $888 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $888 | 0.00% | +11+157.1% | Added |
| Glass Jacobson Investment Advisors llc | 18 | $890 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $942 | 0.00% | +19 | New |
| Capital Analysts, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 21 | $1.01K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.04K | 0.00% | −22−51.2% | Reduced |
| New Millennium Group LLC | 23 | $1.14K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 24 | $1.19K | 0.00% | −95−79.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 25 | $1.23K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $1.33K | 0.00% | −100−78.7% | Reduced |
| Chilton Capital Management LLC | 29 | $1.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $1.48K | 0.00% | +10+50.0% | Added |
| S&T Bank | 30 | $1.48K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 30 | $1.49K | 0.00% | −21−41.2% | Reduced |
| Delta Asset Management LLC | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 33 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.68K | 0.00% | −2−5.6% | Reduced |
| North Star Investment Management Corp. | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 41 | $2.07K | 0.12% | −11−21.2% | Reduced |
| Dogwood Wealth Management LLC | 43 | $2.12K | 0.00% | +43 | New |
| New Age Alpha Advisors, LLC | 44 | $2.17K | 0.00% | −1,179−96.4% | Reduced |
| Global Financial Private Client, LLC | 49 | $2.42K | 0.00% | +33+206.3% | Added |
| AllSquare Wealth Management LLC | 49 | $2.42K | 0.00% | +49 | New |
| New England Capital Financial Advisors LLC | 52 | $2.59K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 53 | $2.62K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $2.76K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $2.96K | 0.00% | +7+13.2% | Added |
| Penserra Capital Management LLC | 78 | $3.00K | 0.00% | −1,711−95.6% | Reduced |
| Ogorek Anthony Joseph | 79 | $3.00K | 0.00% | +79 | New |
| Hantz Financial Services, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| CBIZ Investment Advisory Services, LLC | 61 | $3.03K | 0.00% | +21+52.5% | Added |
| Tower Trust & Investment Co | 86 | $3.39K | 0.00% | +86 | New |
| JNBA Financial Advisors | 69 | $3.41K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 72 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $3.66K | 0.00% | −117−61.3% | Reduced |
| Laurel Wealth Advisors LLC | 75 | $3.70K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 76 | $3.75K | 0.00% | +4+5.6% | Added |
| Union Savings Bank | 76 | $3.75K | 0.00% | +76 | New |
| SOA Wealth Advisors, LLC. | 78 | $3.85K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $4.34K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 94 | $4.64K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 95 | $4.69K | 0.00% | +95 | New |
| Country Trust Bank | 97 | $4.79K | 0.00% | −38−28.1% | Reduced |
| Barrett & Company, Inc. | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $4.94K | 0.00% | +100 | New |
| MCF Advisors LLC | 100 | $4.94K | 0.00% | +100 | New |
| Curat Global, LLC | 100 | $4.94K | 0.01% | +100 | New |
| Asset Planning,Inc | 101 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $4.99K | 0.00% | +11+12.2% | Added |
| SJS Investment Consulting Inc. | 102 | $5.04K | 0.00% | +102 | New |
| MRP Capital Investments, LLC | 103 | $5.09K | 0.00% | −100−49.3% | Reduced |
| Iron Horse Wealth Management, LLC | 104 | $5.12K | 0.00% | +35+50.7% | Added |
| Capital A Wealth Management, LLC | 105 | $5.18K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 107 | $5.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $5.31K | 0.00% | +84+171.4% | Added |
| Bruce G. Allen Investments, LLC | 108 | $5.33K | 0.00% | −106−49.5% | Reduced |
| Park Square Financial Group, LLC | 108 | $5.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 112 | $5.53K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 117 | $5.79K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 124 | $6.12K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 125 | $6.15K | 0.01% | +1+0.8% | Added |
| Lowe Wealth Advisors, LLC | 130 | $6.42K | 0.00% | −70−35.0% | Reduced |
| Washington Trust Advisors, Inc. | 133 | $6.57K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 137 | $6.78K | 0.00% | +19+16.1% | Added |
| Capital Advisors, Ltd. LLC | 150 | $7.00K | 0.00% | +74+97.4% | Added |
| Quest 10 Wealth Builders, Inc. | 144 | $7.13K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $7.36K | 0.00% | +9+6.4% | Added |
| South State Corp. | 157 | $7.75K | 0.00% | +46+41.4% | Added |
| FSA Wealth Management LLC | 160 | $7.90K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 160 | $7.90K | 0.01% | +160 | New |