| Trust Co | 1 | $228 | 0.00% | −8−88.9% | Reduced |
| Stone House Investment Management, LLC | 1 | $228 | 0.00% | −1−50.0% | Reduced |
| Arcadia Investment Management Corp | 1 | $228 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $228 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $228 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $228 | 0.00% | +1 | New |
| Meramec Financial Planners, LLC | 2 | $405 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $456 | 0.00% | +2 | New |
| Ankerstar Wealth, LLC | 3 | $683 | 0.00% | +3 | New |
| NorthAvenue LLC | 3 | $684 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $812 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $911 | 0.00% | −823−99.5% | Reduced |
| Cranbrook Wealth Management, LLC | 4 | $911 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $911 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $911 | 0.02% | +2+100.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.04K | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $1.37K | 0.00% | +4+200.0% | Added |
| Networth Advisors, LLC | 6 | $1.37K | 0.00% | +6 | New |
| McGuire Capital Advisors Inc | 6 | $1.37K | 0.00% | +6 | New |
| Sittner & Nelson, LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $1.82K | 0.00% | −5−38.5% | Reduced |
| Country Trust Bank | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 9 | $2.05K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 10 | $2.28K | 0.00% | +10 | New |
| Smallwood Wealth Investment Management, LLC | 11 | $2.50K | 0.00% | +6+120.0% | Added |
| Barrett & Company, Inc. | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 11 | $2.50K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 12 | $2.73K | 0.00% | −199−94.3% | Reduced |
| Frazier Financial Advisors, LLC | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.96K | 0.00% | +1+8.3% | Added |
| Financially Speaking Inc | 14 | $3.19K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 14 | $3.25K | 0.00% | −5−26.3% | Reduced |
| New Millennium Group LLC | 15 | $3.42K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 16 | $3.64K | 0.00% | −25−61.0% | Reduced |
| MPWM Advisory Solutions, LLC | 16 | $3.64K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $3.65K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 16 | $3.65K | 0.00% | −2−11.1% | Reduced |
| RMG Wealth Management LLC | 18 | $3.66K | 0.00% | +18 | New |
| Motco | 17 | $3.87K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 17 | $3.87K | 0.00% | +17 | New |
| Beaird Harris Wealth Management, LLC | 17 | $3.93K | 0.00% | −4−19.0% | Reduced |
| HHM Wealth Advisors, LLC | 18 | $4.10K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $4.10K | 0.00% | +4+28.6% | Added |
| Bare Financial Services, Inc | 19 | $4.33K | 0.00% | −20−51.3% | Reduced |
| WestEnd Advisors, LLC | 19 | $4.33K | 0.00% | +6+46.2% | Added |
| Strive Financial Group ,LLC | 19 | $4.33K | 0.00% | +19 | New |
| IMA Wealth, Inc. | 21 | $4.78K | 0.00% | +18+600.0% | Added |
| Signature Resources Capital Management, LLC | 23 | $5.24K | 0.00% | +8+53.3% | Added |
| WealthCollab, LLC | 23 | $5.24K | 0.00% | +11+91.7% | Added |
| Atomic Invest LLC | 23 | $5.40K | 0.00% | +23 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 25 | $5.69K | 0.00% | +25 | New |
| Optima Capital LLC | 26 | $5.92K | 0.00% | +26 | New |
| Sofos Investments, Inc. | 26 | $5.92K | 0.00% | −16−38.1% | Reduced |
| Pinney & Scofield, Inc. | 26 | $5.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 27 | $6.15K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 27 | $6.15K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 27 | $6.15K | 0.01% | +27 | New |
| PayPay Securities Corp | 28 | $6.38K | 0.19% | +5+21.7% | Added |
| ZRC Wealth Management, LLC | 28 | $6.38K | 0.00% | +2+7.7% | Added |
| Luken Investment Analytics, LLC | 29 | $6.60K | 0.00% | +29 | New |
| GPS Wealth Strategies Group, LLC | 30 | $6.83K | 0.01% | −900−96.8% | Reduced |
| Navigoe, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $7.06K | 0.00% | +5+19.2% | Added |
| Creative Capital Management Investments LLC | 32 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $7.29K | 0.00% | +26+433.3% | Added |
| Hoey Investments, Inc | 32 | $7.29K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $7.51K | 0.00% | −2−5.7% | Reduced |
| Eq Wealth Advisors, LLC | 33 | $7.51K | 0.00% | +33 | New |
| Redmont Wealth Advisors LLC | 34 | $7.74K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $7.97K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 36 | $8.20K | 0.00% | −9−20.0% | Reduced |
| First Command Advisory Services, Inc. | 36 | $8.20K | 0.00% | +22+157.1% | Added |
| Bogart Wealth, LLC | 37 | $8.43K | 0.00% | −3−7.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 38 | $8.65K | 0.00% | +14+58.3% | Added |
| Kings Path Partners LLC | 42 | $9.56K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 43 | $9.79K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 44 | $10.0K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 45 | $10.2K | 0.00% | −1,087−96.0% | Reduced |
| Marquette Asset Management, LLC | 46 | $10.5K | 0.00% | −16−25.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 48 | $10.9K | 0.01% | +48 | New |
| Clal Insurance Enterprises Holdings Ltd | 48 | $11.0K | 0.00% | −4−7.7% | Reduced |
| Mendota Financial Group, LLC | 49 | $11.2K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 50 | $11.4K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 50 | $11.4K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 50 | $11.4K | 0.01% | +50 | New |
| LFA - Lugano Financial Advisors SA | 54 | $11.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 53 | $12.1K | 0.01% | +40+307.7% | Added |
| Wilkerson Advisory Group LLC | 54 | $12.3K | 0.00% | +54 | New |