| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Copia Wealth Management | 0 | $85 | 0.00% | 0 | Unchanged |
| Tidemark, LLC | 1 | $431 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $431 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $431 | 0.01% | +1 | New |
| Highland Investment Advisors LLC | 1 | $431 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 2 | $863 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $863 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $863 | 0.00% | +2 | New |
| Hurley Capital, LLC | 3 | $1.29K | 0.00% | −28−90.3% | Reduced |
| Aspect Partners, LLC | 3 | $1.29K | 0.00% | −14−82.4% | Reduced |
| Mascoma Wealth Management LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 3 | $1.29K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $1.55K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $1.73K | 0.00% | −1−20.0% | Reduced |
| NBT Bank N A | 4 | $1.73K | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $1.73K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $1.73K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4 | $1.73K | 0.00% | +4 | New |
| Park Square Financial Group, LLC | 4 | $1.73K | 0.02% | +4 | New |
| Investors Portfolio Services LLC | 4 | $1.73K | 0.00% | +4 | New |
| Quarry LP | 5 | $2.16K | 0.00% | −219−97.8% | Reduced |
| DecisionPoint Financial, LLC | 6 | $2.55K | 0.00% | +1+20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $2.59K | 0.00% | −1,677−99.6% | Reduced |
| PayPay Securities Corp | 6 | $2.59K | 0.10% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $3.45K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 8 | $3.45K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $3.45K | 0.00% | +5+166.7% | Added |
| Creative Capital Management Investments LLC | 8 | $3.45K | 0.00% | +8 | New |
| Fourth Dimension Wealth, LLC | 8 | $3.45K | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 9 | $3.88K | 0.00% | +9 | New |
| TFC Financial Management | 9 | $3.88K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $3.88K | 0.00% | +5+125.0% | Added |
| Accordant Advisory Group Inc | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 30 | $4.92K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $5.18K | 0.00% | −1−7.7% | Reduced |
| Boreal Capital Management LLC | 12 | $5.18K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $5.18K | 0.00% | +3+33.3% | Added |
| Central Pacific Bank - Trust Division | 14 | $6.04K | 0.00% | −5−26.3% | Reduced |
| Frazier Financial Advisors, LLC | 14 | $6.04K | 0.00% | +14 | New |
| Arlington Trust Co LLC | 15 | $6.47K | 0.00% | −133−89.9% | Reduced |
| Hickory Point Bank & Trust | 15 | $6.47K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 15 | $6.47K | 0.00% | +15 | New |
| Bullock Wealth Management Group | 17 | $7.23K | 0.00% | −52−75.4% | Reduced |
| IMG Wealth Management, Inc. | 17 | $7.33K | 0.00% | −63−78.8% | Reduced |
| Fortis Group Advisors, LLC | 18 | $7.77K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 18 | $7.77K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 19 | $8.11K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $8.20K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 19 | $8.20K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $8.63K | 0.00% | −1,890−99.0% | Reduced |
| Strategic Advocates LLC | 20 | $8.63K | 0.03% | −15−42.9% | Reduced |
| Vanguard National Trust Co | 20 | $8.63K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 21 | $8.98K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 22 | $9.49K | 0.00% | +2+10.0% | Added |
| Dogwood Wealth Management LLC | 22 | $9.49K | 0.00% | +17+340.0% | Added |
| Raffa Wealth Management, LLC | 24 | $10.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 25 | $10.8K | 0.00% | +25 | New |
| Silicon Valley Capital Partners | 25 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 29 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $12.1K | 0.00% | +28 | New |
| Luminist Capital LLC | 29 | $12.5K | 0.01% | +29 | New |
| Gleason Group, Inc. | 29 | $12.5K | 0.00% | +29 | New |
| LifeSteps Financial, Inc. | 30 | $12.9K | 0.01% | +30 | New |
| Alpha Financial Advisors, LLC | 30 | $12.9K | 0.00% | +30 | New |
| Wealth Enhancement Trust Services, Inc. | 32 | $13.7K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $14.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $15.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $15.1K | 0.00% | +2+6.1% | Added |
| Rexford Capital Inc | 36 | $15.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 36 | $15.5K | 0.01% | +25+227.3% | Added |
| GoalVest Advisory LLC | 37 | $16.0K | 0.00% | +3+8.8% | Added |
| Proffitt & Goodson Inc | 39 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $16.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 39 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 42 | $18.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 42 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $18.1K | 0.00% | +18+75.0% | Added |
| Abound Wealth Management | 43 | $18.3K | 0.00% | −25−36.8% | Reduced |
| Mosley Wealth Management | 43 | $18.6K | 0.01% | +11+34.4% | Added |
| United Community Bank | 44 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bayban | 46 | $19.8K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 47 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 48 | $20.7K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 49 | $21.1K | 0.00% | −31−38.8% | Reduced |
| Sfam, LLC | 49 | $21.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 49 | $21.1K | 0.00% | +13+36.1% | Added |
| Godsey & Gibb Associates | 50 | $21.6K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $21.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $21.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $21.6K | 0.01% | +2+4.2% | Added |
| Tompkins Financial Corp | 50 | $21.6K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 54 | $23.3K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 57 | $23.9K | 0.01% | −5−8.1% | Reduced |
| Game Plan Financial Advisors, LLC | 57 | $24.6K | 0.01% | +57 | New |