| Moisand Fitzgerald Tamayo, LLC | 0 | $47 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $161 | 0.00% | −376−99.7% | Reduced |
| Atlantic Private Wealth, LLC | 1 | $161 | 0.00% | −9−90.0% | Reduced |
| Eastern Bank | 1 | $161 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $161 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $162 | 0.00% | −23−95.8% | Reduced |
| Godsey & Gibb Associates | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $162 | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 1 | $162 | 0.00% | +1 | New |
| Kerr Financial Planning Corp | 1 | $181 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $323 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $323 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $323 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $463 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $484 | 0.00% | +3 | New |
| Networth Advisors, LLC | 3 | $484 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 4 | $645 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $645 | 0.00% | +1+33.3% | Added |
| Financial Consulate, Inc | 4 | $646 | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 4 | $647 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $807 | 0.00% | −11−68.8% | Reduced |
| Decker Retirement Planning Inc. | 5 | $807 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 5 | $807 | 0.00% | +5 | New |
| Pflug Koory, LLC | 5 | $815 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $892 | 0.00% | +6 | New |
| Crewe Advisors LLC | 6 | $968 | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | −8−44.4% | Reduced |
| Trust Co of Vermont | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $1.13K | 0.00% | +7 | New |
| S&T Bank | 9 | $1.45K | 0.00% | −42−82.4% | Reduced |
| Millstone Evans Group, LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 9 | $1.45K | 0.00% | +9 | New |
| Greykasell Wealth Strategies, Inc. | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 9 | $1.46K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $1.61K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $1.61K | 0.00% | +2+25.0% | Added |
| Bullock Wealth Management Group | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.94K | 0.00% | −2−14.3% | Reduced |
| 1015 Capital Partners, LLC | 13 | $2.10K | 0.00% | +13 | New |
| Motco | 14 | $2.26K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $2.26K | 0.00% | +1+7.7% | Added |
| Bogart Wealth, LLC | 15 | $2.42K | 0.00% | −15−50.0% | Reduced |
| WestEnd Advisors, LLC | 15 | $2.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $2.58K | 0.00% | −28−63.6% | Reduced |
| Private Wealth Management Group, LLC | 16 | $2.58K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 16 | $2.59K | 0.00% | +16 | New |
| Richardson Financial Services Inc. | 17 | $2.74K | 0.00% | +5+41.7% | Added |
| Financial Management Professionals, Inc. | 18 | $2.90K | 0.00% | −20−52.6% | Reduced |
| Bryn Mawr Trust Co | 18 | $2.90K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $2.90K | 0.09% | +2+12.5% | Added |
| Clayton Financial Group LLC | 18 | $2.90K | 0.00% | +18 | New |
| Strategic Advocates LLC | 18 | $2.93K | 0.00% | +9+100.0% | Added |
| IMA Wealth, Inc. | 19 | $3.06K | 0.00% | +17+850.0% | Added |
| Fideuram Asset Management (Ireland) dac | 19 | $3.07K | 0.00% | +19 | New |
| Plato Investment Management Ltd | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $3.23K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $3.39K | 0.00% | −6−22.2% | Reduced |
| Clark Wealth Partners | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $3.39K | 0.00% | +9+75.0% | Added |
| Signature Resources Capital Management, LLC | 21 | $3.39K | 0.00% | +21 | New |
| Elevated Capital Advisors, LLC | 22 | $3.60K | 0.00% | +22 | New |
| High Note Wealth, LLC | 23 | $3.71K | 0.00% | +21+1,050.0% | Added |
| Wealth Watch Advisors, INC | 24 | $3.87K | 0.00% | +18+300.0% | Added |
| Beaird Harris Wealth Management, LLC | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 25 | $4.03K | 0.00% | −50,886−100.0% | Reduced |
| Barrett & Company, Inc. | 25 | $4.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 26 | $4.20K | 0.00% | −6−18.8% | Reduced |
| Medallion Wealth Advisors, LLC | 26 | $4.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $4.20K | 0.00% | +12+85.7% | Added |
| GoalVest Advisory LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 27 | $4.36K | 0.00% | +27 | New |
| Global Trust Asset Management, LLC | 28 | $4.52K | 0.00% | −272−90.7% | Reduced |
| Maryland Capital Advisors Inc. | 28 | $4.52K | 0.00% | +28 | New |
| Lodestone Wealth Management LLC | 29 | $4.69K | 0.00% | +29 | New |
| City Holding Co | 30 | $4.84K | 0.00% | −7−18.9% | Reduced |
| Activest Wealth Management | 30 | $4.85K | 0.00% | −562−94.9% | Reduced |
| Noble Wealth Management PBC | 30 | $4.87K | 0.00% | +30 | New |
| Joseph Group Capital Management | 31 | $5.00K | 0.00% | +31 | New |
| Bayban | 32 | $5.16K | 0.00% | +32 | New |
| True Wealth Design, LLC | 33 | $5.32K | 0.00% | −7−17.5% | Reduced |
| Accent Capital Management, LLC | 34 | $5.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $5.49K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $5.50K | 0.00% | +5+17.2% | Added |
| Marquette Asset Management, LLC | 35 | $5.65K | 0.00% | +5+16.7% | Added |
| Cedar Wealth Management, LLC | 37 | $5.89K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $5.97K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $5.97K | 0.00% | +10+37.0% | Added |
| Ares Financial Consulting, LLC | 37 | $5.97K | 0.01% | +37 | New |
| Caitlin John, LLC | 36 | $6.05K | 0.00% | −254−87.6% | Reduced |
| Abound Wealth Management | 38 | $6.10K | 0.00% | +1+2.7% | Added |
| HFM Investment Advisors, LLC | 39 | $6.29K | 0.00% | +4+11.4% | Added |
| Godfrey Financial Associates, Inc. | 40 | $6.45K | 0.01% | +40 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 40 | $6.45K | 0.01% | +40 | New |
| Bravera Wealth | 40 | $6.45K | 0.00% | +40 | New |