| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $171 | 0.00% | +1 | New |
| Logan Capital Management Inc | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2 | $341 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $341 | 0.01% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $481 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $683 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 4 | $683 | 0.00% | +4 | New |
| Osterweis Capital Management Inc | 5 | $853 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 5 | $853 | 0.00% | +5 | New |
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6 | $1.02K | 0.00% | −2,500−99.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $1.02K | 0.00% | +6 | New |
| Binnacle Investments Inc | 6 | $1.02K | 0.00% | +6 | New |
| Richard W. Paul & Associates, LLC | 8 | $1.36K | 0.00% | −100−92.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.56K | 0.00% | +9 | New |
| Centricity Wealth Management, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.71K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 13 | $2.22K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $2.39K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 14 | $2.39K | 0.00% | +14 | New |
| Pineridge Advisors LLC | 14 | $2.39K | 0.00% | +14 | New |
| PayPay Securities Corp | 18 | $3.10K | 0.18% | +1+5.9% | Added |
| Proffitt & Goodson Inc | 20 | $3.41K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 20 | $3.41K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $3.46K | 0.00% | +3+17.6% | Added |
| WestEnd Advisors, LLC | 21 | $3.58K | 0.00% | +17+425.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $4.44K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 28 | $4.78K | 0.00% | −2−6.7% | Reduced |
| ESL Trust Services, LLC | 28 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $4.78K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 29 | $4.95K | 0.00% | −109−79.0% | Reduced |
| Iron Horse Wealth Management, LLC | 30 | $5.12K | 0.00% | +30 | New |
| Kiker Wealth Management, LLC | 30 | $5.12K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 31 | $5.31K | 0.00% | +31 | New |
| Clear Investment Research, LLC | 32 | $5.46K | 0.01% | −75−70.1% | Reduced |
| McClarren Financial Advisors, Inc. | 275 | $6.00K | 0.00% | +275 | New |
| Kozak & Associates, Inc. | 36 | $6.12K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 36 | $6.14K | 0.00% | +36 | New |
| Frazier Financial Advisors, LLC | 36 | $6.14K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 36 | $6.14K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $6.14K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 37 | $6.31K | 0.00% | −227−86.0% | Reduced |
| American Capital Advisory, LLC | 37 | $6.31K | 0.00% | +23+164.3% | Added |
| Dogwood Wealth Management LLC | 39 | $6.66K | 0.00% | +35+875.0% | Added |
| DT Investment Partners, LLC | 40 | $6.83K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 40 | $6.83K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $6.83K | 0.01% | +40 | New |
| Bay Harbor Wealth Management, LLC | 41 | $7.00K | 0.00% | +5+13.9% | Added |
| WealthTrak Capital Management LLC | 45 | $7.68K | 0.01% | +27+150.0% | Added |
| City State Bank | 48 | $8.19K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 48 | $8.19K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $8.53K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 52 | $8.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 52 | $8.87K | 0.01% | −90−63.4% | Reduced |
| Lavaca Capital LLC | 54 | $9.21K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 54 | $9.21K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 55 | $9.50K | 0.03% | +49+816.7% | Added |
| Midwest Capital Advisors, LLC | 56 | $9.56K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $9.83K | 0.01% | +1 | New |
| Operose Advisors LLC | 58 | $9.90K | 0.00% | +58 | New |
| Sawyer & Company, Inc | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 60 | $10.2K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $10.2K | 0.00% | −60−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 62 | $10.6K | 0.00% | −74−54.4% | Reduced |
| MCF Advisors LLC | 62 | $10.6K | 0.00% | −9−12.7% | Reduced |
| Christopher J. Hasenberg, Inc | 62 | $10.6K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 64 | $10.9K | 0.01% | +64 | New |
| HighMark Wealth Management LLC | 65 | $11.1K | 0.01% | −8−11.0% | Reduced |
| Winch Advisory Services, LLC | 66 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 66 | $11.3K | 0.01% | +34+106.3% | Added |
| UMA Financial Services, Inc. | 70 | $11.9K | 0.00% | −116−62.4% | Reduced |
| Fortitude Family Office, LLC | 72 | $12.3K | 0.00% | −46−39.0% | Reduced |
| Millstone Evans Group, LLC | 75 | $12.8K | 0.01% | +27+56.3% | Added |
| Stephenson National Bank & Trust | 76 | $13.0K | 0.00% | −16−17.4% | Reduced |
| Legacy Wealth Managment, LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $13.3K | 0.00% | −8−9.3% | Reduced |
| Red Tortoise LLC | 78 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 84 | $14.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $14.8K | 0.00% | +71+443.8% | Added |
| TSFG, LLC | 85 | $15.0K | 0.00% | −15−15.0% | Reduced |
| Mascoma Wealth Management LLC | 92 | $15.7K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 92 | $15.7K | 0.01% | +12+15.0% | Added |
| Coston, McIsaac & Partners | 96 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 94 | $16.0K | 0.01% | +10+11.9% | Added |
| Dunhill Financial, LLC | 94 | $16.1K | 0.01% | +20+27.0% | Added |
| Caas Capital Management LP | 100 | $17.1K | 0.01% | +100 | New |
| Barnes Dennig Private Wealth Management LLC | 101 | $17.2K | 0.03% | +101 | New |
| Stuart Chaussee & Associates, Inc. | 102 | $17.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 102 | $17.4K | 0.00% | +12+13.3% | Added |
| C M Bidwell & Associates Ltd | 108 | $18.4K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 108 | $18.4K | 0.01% | +106+5,300.0% | Added |