| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $180 | 0.00% | +1 | New |
| Quarry LP | 2 | $359 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3 | $539 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $539 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3 | $539 | 0.00% | +3 | New |
| N.E.W. Advisory Services LLC | 3 | $539 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 3 | $539 | 0.00% | +3 | New |
| McGuire Capital Advisors Inc | 3 | $571 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $718 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 4 | $718 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $898 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 5 | $980 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 6 | $990 | 0.00% | +6 | New |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| LifeSteps Financial, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Lummis Asset Management, LP | 6 | $1.08K | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.26K | 0.00% | +7 | New |
| Tounjian Advisory Partners, LLC | 7 | $1.26K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.44K | 0.00% | +8 | New |
| Banque Transatlantique SA | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 9 | $1.62K | 0.00% | +9 | New |
| Murphy & Mullick Capital Management Corp | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $1.80K | 0.00% | +7+233.3% | Added |
| Mascoma Wealth Management LLC | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 12 | $2.12K | 0.00% | +12 | New |
| TFC Financial Management | 12 | $2.15K | 0.00% | +3+33.3% | Added |
| Planning Strategies Inc. | 12 | $2.15K | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $2.35K | 0.00% | −8−38.1% | Reduced |
| Clark Wealth Partners | 16 | $2.87K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 17 | $3.05K | 0.00% | −21−55.3% | Reduced |
| Aspect Partners, LLC | 17 | $3.05K | 0.00% | −7−29.2% | Reduced |
| Addison Advisors LLC | 17 | $3.09K | 0.00% | −4−19.0% | Reduced |
| Burk Holdings LLC | 18 | $3.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $3.41K | 0.00% | +4+26.7% | Added |
| Quest 10 Wealth Builders, Inc. | 20 | $3.59K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 21 | $3.84K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $4.04K | 0.00% | +2+10.0% | Added |
| Strengthening Families & Communities, LLC | 23 | $4.16K | 0.00% | +23 | New |
| First National Bank | 25 | $4.49K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 26 | $4.67K | 0.00% | +2+8.3% | Added |
| Valued Wealth Advisors LLC | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 27 | $4.85K | 0.00% | −108−80.0% | Reduced |
| Washington Trust Advisors, Inc. | 27 | $4.85K | 0.00% | +20+285.7% | Added |
| Crewe Advisors LLC | 29 | $5.21K | 0.00% | +15+107.1% | Added |
| Marshall Investment Management, LLC | 29 | $5.21K | 0.00% | +29 | New |
| Stone House Investment Management, LLC | 31 | $5.57K | 0.00% | +27+675.0% | Added |
| Frazier Financial Advisors, LLC | 33 | $5.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $6.82K | 0.00% | +8+26.7% | Added |
| Cedar Mountain Advisors, LLC | 40 | $7.18K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 40 | $7.18K | 0.00% | +12+42.9% | Added |
| LFA - Lugano Financial Advisors SA | 42 | $7.54K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $7.92K | 0.00% | +2+4.8% | Added |
| Capital Advisors, Ltd. LLC | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 45 | $8.08K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 46 | $8.26K | 0.00% | +1+2.2% | Added |
| Continuum Advisory, LLC | 46 | $8.28K | 0.00% | +46 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $8.62K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $8.98K | 0.00% | −14−21.9% | Reduced |
| Colonial Trust Advisors | 50 | $8.98K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $8.98K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $8.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 48 | $9.20K | 0.00% | +48 | New |
| Newton One Investments LLC | 52 | $9.28K | 0.00% | +1+2.0% | Added |
| Bare Financial Services, Inc | 52 | $9.34K | 0.00% | +23+79.3% | Added |
| Kilter Group LLC | 53 | $9.52K | 0.00% | −1−1.9% | Reduced |
| Marquette Asset Management, LLC | 54 | $9.70K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 55 | $9.88K | 0.00% | +55 | New |
| Osbon Capital Management LLC | 59 | $10.6K | 0.01% | +59 | New |
| Duncker Streett & Co Inc | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 63 | $11.3K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 64 | $11.5K | 0.00% | +60+1,500.0% | Added |
| Westfuller Advisors, LLC | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 68 | $12.2K | 0.00% | +50+277.8% | Added |
| Concord Wealth Partners | 68 | $12.2K | 0.00% | +68 | New |
| DT Investment Partners, LLC | 70 | $12.6K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 71 | $12.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 73 | $13.1K | 0.00% | +73 | New |