| West Branch Capital LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $462 | 0.00% | −50−96.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $462 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $462 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $462 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $462 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $462 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $693 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $693 | 0.00% | +3 | New |
| Holos Integrated Wealth LLC | 4 | $897 | 0.00% | +4 | New |
| Purpose Unlimited Inc. | 4 | $923 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $924 | 0.00% | −27−87.1% | Reduced |
| Arcadia Investment Management Corp | 4 | $924 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $924 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $924 | 0.00% | +2+100.0% | Added |
| Arlington Trust Co LLC | 4 | $924 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $924 | 0.00% | +4 | New |
| Phillip James Consulting Co. | 4 | $1.00K | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.15K | 0.00% | −3−37.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.16K | 0.00% | +3+150.0% | Added |
| Nvest Wealth Strategies, Inc. | 5 | $1.16K | 0.00% | +5 | New |
| Rachor Investment Advisory Services, LLC | 5 | $1.16K | 0.00% | +5 | New |
| NVWM, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 6 | $1.40K | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 7 | $1.62K | 0.00% | +7 | New |
| Basepoint Wealth LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $1.85K | 0.00% | +5+166.7% | Added |
| Winthrop Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $2.08K | 0.00% | −2−18.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $2.08K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $2.08K | 0.00% | +1+12.5% | Added |
| Evolution Wealth Management Inc. | 10 | $2.31K | 0.00% | −19−65.5% | Reduced |
| Marquette Asset Management, LLC | 10 | $2.31K | 0.00% | +8+400.0% | Added |
| Clark Wealth Partners | 10 | $2.31K | 0.00% | +10 | New |
| Fairman Group, LLC | 11 | $2.54K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $2.54K | 0.00% | +11 | New |
| High Note Wealth, LLC | 12 | $2.77K | 0.00% | +5+71.4% | Added |
| Dogwood Wealth Management LLC | 12 | $2.77K | 0.00% | +9+300.0% | Added |
| Dunhill Financial, LLC | 12 | $2.78K | 0.00% | −2−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | +1+7.7% | Added |
| Strive Financial Group ,LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | +14 | New |
| 1015 Capital Partners, LLC | 13 | $3.00K | 0.00% | −1−7.1% | Reduced |
| Hughes Financial Services, LLC | 13 | $3.00K | 0.00% | +10+333.3% | Added |
| Salem Investment Counselors Inc | 13 | $3.00K | 0.00% | +13 | New |
| Strategic Wealth Partners, Ltd. | 13 | $3.00K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $3.46K | 0.00% | +8+114.3% | Added |
| Cedar Mountain Advisors, LLC | 15 | $3.46K | 0.00% | +15 | New |
| MidFirst Bank | 16 | $3.69K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $3.74K | 0.00% | −154−90.6% | Reduced |
| Vermillion Wealth Management, Inc. | 17 | $3.92K | 0.00% | +5+41.7% | Added |
| Smithfield Trust Co | 20 | $4.00K | 0.00% | −113−85.0% | Reduced |
| Avion Wealth | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 18 | $4.16K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 18 | $4.16K | 0.00% | +18 | New |
| Community Financial Services Group, LLC | 19 | $4.33K | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 19 | $4.39K | 0.00% | +5+35.7% | Added |
| Clear Street Markets LLC | 19 | $4.39K | 0.00% | −154−89.0% | Reduced |
| Bogart Wealth, LLC | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 19 | $4.39K | 0.00% | +19 | New |
| Colonial Trust Advisors | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 20 | $4.62K | 0.00% | +4+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $4.67K | 0.00% | −1,700−98.8% | Reduced |
| Abound Wealth Management | 20 | $4.67K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $4.85K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 21 | $4.85K | 0.00% | +21 | New |
| Coston, McIsaac & Partners | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22 | $5.08K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 22 | $5.08K | 0.00% | +1+4.8% | Added |
| Copia Wealth Management | 23 | $5.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $5.54K | 0.00% | −15−38.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $5.54K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 21 | $5.74K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 25 | $5.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 25 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 28 | $6.00K | 0.00% | −1−3.4% | Reduced |
| POM Investment Strategies, LLC | 26 | $6.00K | 0.01% | +26 | New |
| Prestige Wealth Management Group LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 29 | $6.64K | 0.00% | +6+26.1% | Added |
| South State Corp. | 29 | $6.70K | 0.00% | −13−31.0% | Reduced |
| Atlantic Trust, LLC | 29 | $6.70K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 29 | $6.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $6.70K | 0.00% | +4+16.0% | Added |