| Hanson & Doremus Investment Management | 2 | $0 | 0.00% | +2 | New |
| Grove Bank & Trust | 1 | $68 | 0.00% | −201−99.5% | Reduced |
| NBT Bank N A | 1 | $68 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $137 | 0.00% | −10−83.3% | Reduced |
| American Capital Advisory, LLC | 2 | $137 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3 | $205 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $205 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $206 | 0.00% | −1−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $206 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $207 | 0.00% | −20−87.0% | Reduced |
| Caitlin John, LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $274 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $303 | 0.00% | −2−33.3% | Reduced |
| Sittner & Nelson, LLC | 7 | $330 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $342 | 0.00% | +2+66.7% | Added |
| Prosperity Bancshares Inc | 6 | $410 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $479 | 0.00% | −5−41.7% | Reduced |
| Key Financial Inc | 7 | $479 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $479 | 0.00% | +7 | New |
| Acumen Wealth Advisors, LLC | 7 | $479 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $547 | 0.00% | +3+60.0% | Added |
| Cornerstone Financial Management LLC | 8 | $547 | 0.00% | +8 | New |
| Glass Jacobson Investment Advisors llc | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $616 | 0.00% | −9−50.0% | Reduced |
| Hughes Financial Services, LLC | 9 | $616 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $684 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 10 | $696 | 0.00% | +10 | New |
| ORG Wealth Partners, LLC | 11 | $752 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $821 | 0.00% | −11−47.8% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $821 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $821 | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 13 | $890 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $957 | 0.00% | +14 | New |
| South State Corp. | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $958 | 0.00% | +3+27.3% | Added |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −542−96.3% | Reduced |
| N.E.W. Advisory Services LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 16 | $1.09K | 0.00% | +16 | New |
| Cromwell Holdings LLC | 17 | $1.16K | 0.00% | −12−41.4% | Reduced |
| Holos Integrated Wealth LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $1.19K | 0.00% | +13+162.5% | Added |
| PayPay Securities Corp | 18 | $1.23K | 0.04% | −29−61.7% | Reduced |
| Kilter Group LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.23K | 0.00% | +12+200.0% | Added |
| Tucker Asset Management LLC | 19 | $1.30K | 0.00% | +19 | New |
| Picton Mahoney Asset Management | 20 | $1.37K | 0.00% | −9,863−99.8% | Reduced |
| Asset Dedication, LLC | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 20 | $1.37K | 0.00% | +20 | New |
| Investors Portfolio Services LLC | 20 | $1.38K | 0.00% | +20 | New |
| CNB Bank | 21 | $1.44K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 21 | $1.44K | 0.00% | +21 | New |
| Sachetta, LLC | 22 | $1.50K | 0.00% | −32−59.3% | Reduced |
| TD Private Client Wealth LLC | 23 | $1.57K | 0.00% | −194−89.4% | Reduced |
| SHP Wealth Management | 23 | $1.57K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 23 | $1.57K | 0.00% | +4+21.1% | Added |
| Retirement Wealth Solutions LLC | 24 | $1.64K | 0.00% | −19−44.2% | Reduced |
| Aspect Partners, LLC | 24 | $1.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 26 | $1.78K | 0.00% | +26 | New |
| Signature Resources Capital Management, LLC | 26 | $1.78K | 0.00% | +26 | New |
| Optima Capital LLC | 26 | $1.78K | 0.00% | +26 | New |
| Park Place Capital Corp | 27 | $1.85K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 27 | $1.85K | 0.00% | +27 | New |
| Bare Financial Services, Inc | 29 | $1.98K | 0.00% | −25−46.3% | Reduced |
| Vision Retirement, LLC | 29 | $1.98K | 0.00% | +29 | New |
| Avion Wealth | 35 | $2.00K | 0.00% | +10+40.0% | Added |
| Johnson Financial Group, Inc. | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 31 | $2.12K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 32 | $2.19K | 0.00% | −32−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 33 | $2.26K | 0.00% | −75−69.4% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $2.39K | 0.00% | +17+94.4% | Added |
| Webster Bank, N. A. | 36 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 47 | $2.64K | 0.00% | −12−20.3% | Reduced |
| City Holding Co | 40 | $2.74K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $2.74K | 0.00% | +16+66.7% | Added |
| Turning Point Benefit Group, Inc. | 43 | $2.94K | 0.00% | +4+10.3% | Added |
| Motiv8 Investments LLC | 44 | $3.00K | 0.00% | +44 | New |
| GHP Investment Advisors, Inc. | 44 | $3.01K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 45 | $3.08K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 47 | $3.21K | 0.00% | +47 | New |
| Activest Wealth Management | 48 | $3.28K | 0.00% | +47+4,700.0% | Added |
| BFSG, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 60 | $4.10K | 0.00% | +60 | New |
| Atlantic Trust, LLC | 63 | $4.31K | 0.00% | +24+61.5% | Added |
| Colonial Trust Co | 64 | $4.38K | 0.00% | −22−25.6% | Reduced |
| High Note Wealth, LLC | 64 | $4.38K | 0.00% | +2+3.2% | Added |
| Bogart Wealth, LLC | 68 | $4.65K | 0.00% | −37−35.2% | Reduced |
| Signature Equity Partners, LLC | 68 | $4.65K | 0.00% | +68 | New |