| Ogorek Anthony Joseph | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1 | $76 | 0.00% | −7,066−100.0% | Reduced |
| Bravera Wealth | 1 | $76 | 0.00% | −4−80.0% | Reduced |
| Battery Global Advisors, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $76 | 0.00% | +1 | New |
| CGC Financial Services, LLC | 1 | $76 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $76 | 0.00% | +1 | New |
| Financial Life Planners | 1 | $77 | 0.00% | +1 | New |
| Torren Management, LLC | 2 | $152 | 0.00% | −126−98.4% | Reduced |
| Morton Brown Family Wealth, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $160 | 0.00% | −100−98.0% | Reduced |
| Granite FO LLC | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 3 | $228 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $228 | 0.00% | +3 | New |
| Portus Wealth Advisors, LLC | 3 | $228 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $304 | 0.00% | −4−50.0% | Reduced |
| 1015 Capital Partners, LLC | 4 | $305 | 0.00% | −207−98.1% | Reduced |
| Monetary Solutions, Ltd | 4 | $305 | 0.00% | −1−20.0% | Reduced |
| Osbon Capital Management LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $305 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $317 | 0.00% | −713−99.4% | Reduced |
| Avalon Trust Co | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5 | $381 | 0.00% | +5 | New |
| Cornerstone National Bank & Trust Co | 5 | $388 | 0.00% | +5 | New |
| Synergy Investment Management, LLC | 6 | $418 | 0.00% | +6 | New |
| YANKCOM Partnership | 6 | $456 | 0.00% | −509−98.8% | Reduced |
| Atlas Capital Advisors LLC | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $457 | 0.00% | −33−84.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 7 | $533 | 0.00% | −441−98.4% | Reduced |
| Strategic Advocates LLC | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 7 | $533 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $533 | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 7 | $534 | 0.00% | −40−85.1% | Reduced |
| Boreal Capital Management LLC | 8 | $609 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 9 | $685 | 0.00% | +9 | New |
| Sittner & Nelson, LLC | 10 | $762 | 0.00% | −7−41.2% | Reduced |
| Clark Wealth Partners | 10 | $762 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10 | $762 | 0.00% | +10 | New |
| Redwood Park Advisors LLC | 10 | $763 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 11 | $838 | 0.00% | −340−96.9% | Reduced |
| Imprint Wealth LLC | 11 | $838 | 0.00% | −7−38.9% | Reduced |
| DecisionPoint Financial, LLC | 11 | $838 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 11 | $839 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $914 | 0.00% | −37−75.5% | Reduced |
| MPWM Advisory Solutions, LLC | 12 | $914 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 12 | $914 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 13 | $991 | 0.00% | −16−55.2% | Reduced |
| Coston, McIsaac & Partners | 21 | $1.00K | 0.00% | −13−38.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $1.00K | 0.00% | +10 | New |
| Richardson Financial Services Inc. | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 14 | $1.07K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 15 | $1.14K | 0.00% | −58−79.5% | Reduced |
| Global Wealth Strategies & Associates | 15 | $1.14K | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 18 | $1.37K | 0.00% | −193−91.5% | Reduced |
| Abound Wealth Management | 18 | $1.37K | 0.00% | −12−40.0% | Reduced |
| JDM Financial Group LLC | 18 | $1.37K | 0.00% | +18 | New |
| Tidemark, LLC | 18 | $1.37K | 0.00% | +18 | New |
| Whipplewood Advisors, LLC | 18 | $1.37K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 19 | $1.45K | 0.00% | −328−94.5% | Reduced |
| Fairscale Capital, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 20 | $1.52K | 0.00% | +20 | New |
| Wiser Advisor Group LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 24 | $1.83K | 0.00% | −6−20.0% | Reduced |
| S&T Bank | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 24 | $1.83K | 0.00% | +24 | New |
| Foster Dykema Cabot & Partners, LLC | 25 | $1.90K | 0.00% | −170−87.2% | Reduced |
| Lavaca Capital LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $1.90K | 0.00% | +8+47.1% | Added |
| Longview Financial Advisors, Inc. | 25 | $1.91K | 0.00% | +25 | New |
| McIlrath & Eck, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $1.98K | 0.00% | +26 | New |
| Strategic Wealth Advisors LLC | 28 | $2.00K | 0.00% | −83−74.8% | Reduced |
| Avion Wealth | 33 | $2.00K | 0.00% | −3−8.3% | Reduced |
| Winthrop Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 27 | $2.06K | 0.00% | −138−83.6% | Reduced |
| Truvestments Capital LLC | 27 | $2.06K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 27 | $2.06K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 27 | $2.06K | 0.00% | −12−30.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.06K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 28 | $2.13K | 0.00% | +28 | New |
| Scarborough Advisors, LLC | 29 | $2.21K | 0.00% | +7+31.8% | Added |