| Albion Financial Group | 1 | $147 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $294 | 0.00% | −100−98.0% | Reduced |
| Kozak & Associates, Inc. | 2 | $302 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $586 | 0.00% | +4 | New |
| WFA of San Diego, LLC | 5 | $733 | 0.00% | −5−50.0% | Reduced |
| Chelsea Counsel Co | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7 | $1.03K | 0.00% | +7 | New |
| MCF Advisors LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $1.17K | 0.00% | +1+14.3% | Added |
| Elevated Capital Advisors, LLC | 8 | $1.19K | 0.00% | +8 | New |
| Eastern Bank | 9 | $1.32K | 0.00% | +3+50.0% | Added |
| Trust Co | 9 | $1.32K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.47K | 0.00% | −90,220−100.0% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $1.47K | 0.00% | +10 | New |
| Grove Bank & Trust | 10 | $1.47K | 0.00% | +10 | New |
| Quent Capital, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 10 | $1.47K | 0.00% | +10 | New |
| Bitterroot Capital Advisors LLC | 10 | $1.47K | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $1.61K | 0.00% | +11 | New |
| Beaird Harris Wealth Management, LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 15 | $2.20K | 0.00% | −8,270−99.8% | Reduced |
| Stephens Consulting, LLC | 15 | $2.20K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 15 | $2.20K | 0.00% | +15 | New |
| Nvest Wealth Strategies, Inc. | 15 | $2.20K | 0.00% | +15 | New |
| Bravera Wealth | 15 | $2.20K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 17 | $2.49K | 0.00% | +17 | New |
| Ares Financial Consulting, LLC | 18 | $2.64K | 0.00% | +18 | New |
| LM Advisors LLC | 407 | $2.77K | 0.06% | −1,792−81.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 19 | $2.81K | 0.00% | +16+533.3% | Added |
| Raelipskie Partnership | 20 | $2.93K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $2.93K | 0.00% | +20 | New |
| Wealth Watch Advisors, INC | 20 | $2.93K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 21 | $3.02K | 0.00% | −811−97.5% | Reduced |
| First United Bank Trust | 22 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 24 | $3.52K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 25 | $3.67K | 0.00% | +25 | New |
| Salomon & Ludwin, LLC | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 27 | $3.96K | 0.00% | +27 | New |
| Richardson Financial Services Inc. | 28 | $4.10K | 0.00% | −226−89.0% | Reduced |
| Cypress Capital Management LLC (WY) | 28 | $4.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $4.11K | 0.00% | +28 | New |
| Delta Asset Management LLC | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 30 | $4.40K | 0.00% | +30 | New |
| Hartford Financial Management Inc. | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 31 | $4.60K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 32 | $4.64K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 32 | $4.69K | 0.00% | +32 | New |
| SWAN Capital LLC | 36 | $5.28K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 36 | $5.28K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 36 | $5.28K | 0.01% | +36 | New |
| New Millennium Group LLC | 36 | $5.30K | 0.00% | −26−41.9% | Reduced |
| Scarborough Advisors, LLC | 37 | $5.42K | 0.00% | +28+311.1% | Added |
| Raffa Wealth Management, LLC | 41 | $6.01K | 0.00% | +7+20.6% | Added |
| YANKCOM Partnership | 43 | $6.30K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 46 | $6.74K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 147 | $7.33K | 0.00% | −32−17.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 50 | $7.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $7.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $7.33K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 50 | $7.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $7.33K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 51 | $7.48K | 0.00% | −150−74.6% | Reduced |
| Graney & King, LLC | 52 | $7.65K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $7.73K | 0.00% | −392−88.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 53 | $7.77K | 0.00% | +3+6.0% | Added |
| Murphy & Mullick Capital Management Corp | 55 | $8.06K | 0.01% | +25+83.3% | Added |
| Cornerstone Planning Group LLC | 46 | $8.08K | 0.00% | +20+76.9% | Added |
| Cedar Wealth Management, LLC | 57 | $8.36K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 58 | $8.50K | 0.00% | +58 | New |
| Rosenberg Matthew Hamilton | 61 | $8.94K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 63 | $9.23K | 0.00% | +63 | New |