| Albion Financial Group | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2 | $315 | 0.00% | −20−90.9% | Reduced |
| Prudent Man Investment Management, Inc. | 4 | $340 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $357 | 0.00% | +2 | New |
| Financial Life Planners | 2 | $377 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3 | $566 | 0.00% | −70−95.9% | Reduced |
| Hughes Financial Services, LLC | 4 | $664 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $894 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $894 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5 | $894 | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $894 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 26 | $914 | 0.00% | −20−43.5% | Reduced |
| Navigoe, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Eastern Bank | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.25K | 0.00% | −17−70.8% | Reduced |
| IMG Wealth Management, Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 7 | $1.25K | 0.00% | +7 | New |
| Crewe Advisors LLC | 7 | $1.25K | 0.00% | −4−36.4% | Reduced |
| MCF Advisors LLC | 7 | $1.25K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 7 | $1.25K | 0.00% | +7 | New |
| Tripletail Wealth Management, LLC | 7 | $1.32K | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $1.43K | 0.00% | +8 | New |
| Scarborough Advisors, LLC | 9 | $1.61K | 0.00% | +9 | New |
| WFA of San Diego, LLC | 10 | $1.79K | 0.00% | −5−33.3% | Reduced |
| Caitlin John, LLC | 10 | $1.79K | 0.00% | +10 | New |
| Cranbrook Wealth Management, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.97K | 0.00% | +3+37.5% | Added |
| Ulland Investment Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 11 | $2.00K | 0.00% | +11 | New |
| Harbor Asset Planning, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $2.32K | 0.00% | +13 | New |
| Stephens Consulting, LLC | 15 | $2.68K | 0.00% | −13−46.4% | Reduced |
| Lowe Wealth Advisors, LLC | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $2.86K | 0.00% | −119−88.1% | Reduced |
| Atlantic Private Wealth, LLC | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $3.04K | 0.00% | +17 | New |
| Glass Jacobson Investment Advisors llc | 17 | $3.04K | 0.00% | −12−41.4% | Reduced |
| Bullock Wealth Management Group | 17 | $3.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $3.21K | 0.00% | −1,422−98.8% | Reduced |
| Infini Capital Management Ltd | 18 | $3.22K | 0.00% | −303,957−100.0% | Reduced |
| Cheviot Value Management, LLC | 20 | $3.53K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 24 | $4.29K | 0.00% | +24 | New |
| Hollencrest Capital Management | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $4.70K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 31 | $5.61K | 0.00% | −4−11.4% | Reduced |
| American Wealth Advisors, LLC | 32 | $5.66K | 0.01% | +32 | New |
| Raffa Wealth Management, LLC | 34 | $6.08K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $6.43K | 0.00% | −25−41.0% | Reduced |
| BankPlus Trust Department | 36 | $6.43K | 0.00% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 40 | $7.15K | 0.00% | +40 | New |
| YANKCOM Partnership | 43 | $7.68K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 43 | $7.68K | 0.00% | +3+7.5% | Added |
| Abich Financial Wealth Management LLC | 43 | $7.68K | 0.00% | +43 | New |
| Proffitt & Goodson Inc | 46 | $8.22K | 0.00% | +46 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 50 | $8.94K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 179 | $8.94K | 0.00% | +125+231.5% | Added |
| Cherry Tree Wealth Management, LLC | 50 | $8.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $8.94K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $8.94K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $8.94K | 0.00% | +50 | New |
| Graney & King, LLC | 52 | $9.33K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 56 | $10.0K | 0.00% | +56 | New |
| Cedar Wealth Management, LLC | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 60 | $10.7K | 0.01% | +1+1.7% | Added |
| Rosenberg Matthew Hamilton | 61 | $10.9K | 0.00% | −170−73.6% | Reduced |
| Access Investment Management LLC | 62 | $11.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 62 | $11.1K | 0.01% | −10−13.9% | Reduced |
| Oakworth Capital, Inc. | 64 | $11.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $11.4K | 0.00% | +50+357.1% | Added |
| True Wealth Design, LLC | 65 | $11.6K | 0.00% | +65 | New |
| Key Financial Inc | 65 | $11.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 68 | $12.2K | 0.00% | +68 | New |
| Fairscale Capital, LLC | 69 | $12.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 70 | $12.5K | 0.00% | +70 | New |
| Painted Porch Advisors LLC | 71 | $12.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 73 | $13.0K | 0.00% | −1−1.4% | Reduced |
| Park Square Financial Group, LLC | 73 | $13.0K | 0.06% | −62−45.9% | Reduced |
| Colonial Trust Co | 73 | $13.2K | 0.00% | +39+114.7% | Added |
| Islay Capital Management, LLC | 75 | $13.4K | 0.01% | 00.0% | Unchanged |