| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 1 | $143 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $144 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $144 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $286 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3 | $430 | 0.00% | −808−99.6% | Reduced |
| Redwood Park Advisors LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 3 | $430 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $572 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $573 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 5 | $716 | 0.00% | −207−97.6% | Reduced |
| Chapman Financial Group, LLC | 5 | $716 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $737 | 0.00% | +3+150.0% | Added |
| Retirement Wealth Solutions LLC | 6 | $859 | 0.00% | −4−40.0% | Reduced |
| CKW Financial Group | 6 | $1.00K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| REAP Financial Group, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $1.15K | 0.04% | +2+33.3% | Added |
| Parallax Volatility Advisers, L.P. | 8 | $1.15K | 0.00% | +6+300.0% | Added |
| Webster Bank, N. A. | 8 | $1.15K | 0.00% | +8 | New |
| Buck Wealth Strategies, LLC | 8 | $1.15K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.16K | 0.00% | +5+166.7% | Added |
| Logan Capital Management Inc | 9 | $1.29K | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.43K | 0.00% | −154−93.9% | Reduced |
| Silicon Valley Capital Partners | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.43K | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 10 | $1.53K | 0.00% | +5+100.0% | Added |
| Strive Financial Group ,LLC | 11 | $1.57K | 0.00% | −14−56.0% | Reduced |
| Leo H. Evart, Inc. | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 11 | $1.57K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 12 | $1.72K | 0.00% | +12 | New |
| Anchor Bay Capital, Inc. | 10 | $1.85K | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.86K | 0.00% | +8+160.0% | Added |
| Close Asset Management Ltd | 17 | $2.00K | 0.00% | −50−74.6% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | −18−62.1% | Reduced |
| NBT Bank N A | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $2.00K | 0.00% | +14 | New |
| Birchbrook, Inc. | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 16 | $2.29K | 0.00% | −326−95.3% | Reduced |
| Copia Wealth Management | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $2.43K | 0.00% | −649−97.4% | Reduced |
| 1015 Capital Partners, LLC | 17 | $2.43K | 0.00% | +1+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $2.43K | 0.00% | +3+21.4% | Added |
| Financial Gravity Companies, Inc. | 17 | $2.43K | 0.00% | +17 | New |
| Montag A & Associates Inc | 18 | $2.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $2.58K | 0.00% | +18 | New |
| Union Savings Bank | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $2.72K | 0.00% | +14+280.0% | Added |
| TD Capital Management LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 20 | $2.86K | 0.00% | +20 | New |
| Tripletail Wealth Management, LLC | 20 | $2.98K | 0.00% | −26−56.5% | Reduced |
| Pinnacle Bancorp, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 21 | $3.00K | 0.01% | +21 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $3.29K | 0.00% | +7+43.8% | Added |
| Whipplewood Advisors, LLC | 24 | $3.43K | 0.00% | −63−72.4% | Reduced |
| Central Trust Co | 24 | $3.44K | 0.00% | +24 | New |
| Front Row Advisors LLC | 19 | $3.52K | 0.00% | +19 | New |
| Proffitt & Goodson Inc | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 25 | $3.58K | 0.00% | +25 | New |
| Pacifica Partners Inc. | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $4.15K | 0.00% | −167−85.2% | Reduced |
| Old Point Trust & Financial Services N A | 29 | $4.15K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 29 | $4.15K | 0.00% | +29 | New |
| LifeSteps Financial, Inc. | 30 | $4.29K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 31 | $4.44K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $4.58K | 0.00% | +22+220.0% | Added |
| MB, Levis & Associates, LLC | 33 | $4.72K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 33 | $4.72K | 0.00% | +33 | New |
| Hughes Financial Services, LLC | 34 | $4.87K | 0.00% | +17+100.0% | Added |
| Clean Yield Group | 35 | $5.01K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 35 | $5.01K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 37 | $5.29K | 0.00% | +30+428.6% | Added |
| City State Bank | 38 | $5.44K | 0.00% | 00.0% | Unchanged |