| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 1 | $47 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $48 | 0.00% | +1 | New |
| Eukles Asset Management | 2 | $95 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $189 | 0.00% | −16−80.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4 | $189 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 15 | $284 | 0.00% | −138−90.2% | Reduced |
| Heartwood Wealth Advisors LLC | 6 | $284 | 0.00% | +6 | New |
| Davis Capital Management | 6 | $284 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $287 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $331 | 0.00% | −243−97.2% | Reduced |
| Proffitt & Goodson Inc | 8 | $378 | 0.00% | +8 | New |
| Atwood & Palmer Inc | 10 | $473 | 0.00% | −306−96.8% | Reduced |
| POM Investment Strategies, LLC | 10 | $475 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 11 | $520 | 0.00% | +11 | New |
| Chelsea Counsel Co | 12 | $570 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $594 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 13 | $614 | 0.00% | −27−67.5% | Reduced |
| American Capital Advisory, LLC | 13 | $615 | 0.00% | +6+85.7% | Added |
| Valued Wealth Advisors LLC | 13 | $619 | 0.00% | +5+62.5% | Added |
| Colonial Trust Co | 14 | $662 | 0.00% | −9−39.1% | Reduced |
| Guerra Advisors Inc | 15 | $709 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $728 | 0.00% | −11−42.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 16 | $756 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $839 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 18 | $851 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $851 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $876 | 0.00% | −917−98.1% | Reduced |
| HFM Investment Advisors, LLC | 19 | $898 | 0.00% | +7+58.3% | Added |
| New Millennium Group LLC | 25 | $1.18K | 0.00% | +2+8.7% | Added |
| Duncker Streett & Co Inc | 25 | $1.18K | 0.00% | +25 | New |
| Stone House Investment Management, LLC | 25 | $1.18K | 0.00% | +25 | New |
| Richard W. Paul & Associates, LLC | 25 | $1.18K | 0.00% | +25 | New |
| Frazier Financial Advisors, LLC | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $1.37K | 0.00% | −1,200−97.6% | Reduced |
| Chilton Capital Management LLC | 29 | $1.37K | 0.00% | −9−23.7% | Reduced |
| Westfuller Advisors, LLC | 30 | $1.41K | 0.00% | +30 | New |
| Delta Asset Management LLC | 31 | $1.47K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 31 | $1.47K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 32 | $1.51K | 0.00% | −14−30.4% | Reduced |
| Cedar Mountain Advisors, LLC | 32 | $1.51K | 0.00% | +32 | New |
| Evelyn Partners Asset Management Ltd | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $1.75K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $1.76K | 0.00% | +12+48.0% | Added |
| Raffa Wealth Management, LLC | 40 | $1.89K | 0.00% | +13+48.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 41 | $1.94K | 0.00% | −1,600−97.5% | Reduced |
| Tortoise Investment Management, LLC | 43 | $2.03K | 0.00% | +4+10.3% | Added |
| ZRC Wealth Management, LLC | 44 | $2.08K | 0.00% | +44 | New |
| SWAN Capital LLC | 47 | $2.22K | 0.00% | −37−44.0% | Reduced |
| MCF Advisors LLC | 49 | $2.34K | 0.00% | −51−51.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 52 | $2.46K | 0.00% | −588−91.9% | Reduced |
| Highline Wealth Partners LLC | 53 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 58 | $2.74K | 0.00% | +29+100.0% | Added |
| S&T Bank | 59 | $2.79K | 0.00% | +59 | New |
| Luminist Capital LLC | 60 | $2.86K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 62 | $2.93K | 0.00% | +62 | New |
| Valley National Advisers Inc | 66 | $3.00K | 0.00% | −163−71.2% | Reduced |
| Penserra Capital Management LLC | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 68 | $3.00K | 0.00% | +68 | New |
| Marathon Trading Investment Management LLC | 68 | $3.21K | 0.00% | +68 | New |
| JNBA Financial Advisors | 72 | $3.40K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 72 | $3.40K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 72 | $3.40K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 76 | $3.59K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 78 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 78 | $3.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 78 | $3.69K | 0.00% | +24+44.4% | Added |
| Wealth Watch Advisors, INC | 79 | $3.73K | 0.00% | +79 | New |
| Quaker Wealth Management, LLC | 81 | $3.82K | 0.00% | −99−55.0% | Reduced |
| Ossiam | 84 | $3.97K | 0.00% | +84 | New |
| Hanson & Doremus Investment Management | 82 | $4.00K | 0.00% | −584−87.7% | Reduced |
| PayPay Securities Corp | 85 | $4.04K | 0.15% | +53+165.6% | Added |
| Tower Trust & Investment Co | 86 | $4.06K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $4.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 95 | $4.47K | 0.00% | +1+1.1% | Added |
| Nalls Sherbakoff Group, LLC | 95 | $4.49K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 98 | $4.67K | 0.00% | +98 | New |
| Colonial Trust Advisors | 100 | $4.72K | 0.00% | −700−87.5% | Reduced |
| Barrett & Company, Inc. | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $4.72K | 0.00% | +100 | New |
| Asset Planning,Inc | 101 | $4.77K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 107 | $5.06K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 108 | $5.13K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 114 | $5.39K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.43K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 125 | $5.91K | 0.00% | +125 | New |
| Mountain Hill Investment Partners Corp. | 126 | $5.95K | 0.01% | +1+0.8% | Added |
| Lowe Wealth Advisors, LLC | 130 | $6.14K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 131 | $6.19K | 0.00% | +1+0.8% | Added |
| SJS Investment Consulting Inc. | 132 | $6.22K | 0.00% | +32+32.0% | Added |
| Brown, Lisle/Cummings, Inc. | 140 | $6.62K | 0.00% | −9−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 142 | $6.71K | 0.00% | −35−19.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 144 | $6.82K | 0.01% | 00.0% | Unchanged |