| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| Community Financial Services Group, LLC | 1 | $44 | 0.00% | +1 | New |
| Main Street Group, LTD | 2 | $90 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $180 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 4 | $180 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 5 | $226 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $226 | 0.00% | +5 | New |
| Morse Asset Management, Inc | 7 | $316 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $316 | 0.00% | +7 | New |
| City State Bank | 8 | $361 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $438 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 14 | $632 | 0.00% | +14 | New |
| NVWM, LLC | 15 | $677 | 0.00% | +5+50.0% | Added |
| Game Plan Financial Advisors, LLC | 17 | $767 | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 18 | $815 | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $857 | 0.00% | −26−57.8% | Reduced |
| Seneschal Advisors, LLC | 19 | $858 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 20 | $902 | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 22 | $992 | 0.00% | +1+4.8% | Added |
| Morton Brown Family Wealth, LLC | 23 | $1.04K | 0.00% | +23 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 24 | $1.08K | 0.00% | +24 | New |
| TD Capital Management LLC | 25 | $1.13K | 0.00% | +25 | New |
| DecisionPoint Financial, LLC | 30 | $1.32K | 0.00% | +15+100.0% | Added |
| Provenance Wealth Advisors, LLC | 30 | $1.35K | 0.00% | +30 | New |
| Cherry Tree Wealth Management, LLC | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 36 | $1.63K | 0.00% | +36 | New |
| NBT Bank N A | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 43 | $1.94K | 0.00% | +43 | New |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 47 | $2.12K | 0.00% | +47 | New |
| Compagnie Lombard Odier SCmA | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $2.26K | 0.00% | +50 | New |
| Cheviot Value Management, LLC | 55 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 61 | $2.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 61 | $2.75K | 0.00% | +61 | New |
| Planning Strategies Inc. | 67 | $3.02K | 0.00% | +67 | New |
| Mascoma Wealth Management LLC | 70 | $3.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 74 | $3.34K | 0.00% | +33+80.5% | Added |
| RMG Wealth Management LLC | 58 | $3.41K | 0.00% | +58 | New |
| Colonial Trust Advisors | 77 | $3.47K | 0.00% | +77 | New |
| Quaker Wealth Management, LLC | 80 | $3.61K | 0.00% | −1−1.2% | Reduced |
| Arlington Trust Co LLC | 86 | $3.88K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 88 | $3.95K | 0.00% | +1+1.1% | Added |
| Burk Holdings LLC | 88 | $3.97K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 97 | $4.00K | 0.00% | +25+34.7% | Added |
| Nemes Rush Group LLC | 90 | $4.06K | 0.00% | −4−4.3% | Reduced |
| Graney & King, LLC | 91 | $4.09K | 0.00% | +1+1.1% | Added |
| Washington Trust Advisors, Inc. | 94 | $4.24K | 0.00% | +49+108.9% | Added |
| Allied Private Wealth LLC | 99 | $4.42K | 0.00% | +99 | New |
| American Capital Advisory, LLC | 99 | $4.47K | 0.00% | +36+57.1% | Added |
| United Community Bank | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 100 | $4.51K | 0.00% | +100 | New |
| Dogwood Wealth Management LLC | 102 | $4.60K | 0.00% | +66+183.3% | Added |
| Basepoint Wealth LLC | 104 | $4.68K | 0.00% | +1+1.0% | Added |
| Bare Financial Services, Inc | 104 | $4.69K | 0.00% | +104 | New |
| Marquette Asset Management, LLC | 108 | $4.87K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 240 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 114 | $5.13K | 0.00% | +1+0.9% | Added |
| Evolution Wealth Management Inc. | 117 | $5.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 119 | $5.41K | 0.00% | −10−7.8% | Reduced |
| Leo H. Evart, Inc. | 120 | $5.41K | 0.00% | +20+20.0% | Added |
| High Note Wealth, LLC | 121 | $5.46K | 0.00% | +17+16.3% | Added |
| IMG Wealth Management, Inc. | 129 | $5.82K | 0.00% | +129 | New |
| DiNuzzo Private Wealth, Inc. | 129 | $5.82K | 0.00% | −1−0.8% | Reduced |
| Westfuller Advisors, LLC | 131 | $5.94K | 0.00% | −166−55.9% | Reduced |
| BFSG, LLC | 133 | $5.99K | 0.00% | −150−53.0% | Reduced |
| Principia Wealth Advisory, LLC | 134 | $6.04K | 0.00% | +23+20.7% | Added |
| Contrarius Group Holdings Ltd | 138 | $6.22K | 0.00% | +138 | New |
| Bravera Wealth | 141 | $6.36K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 145 | $6.54K | 0.00% | +21+16.9% | Added |
| Triumph Capital Management | 151 | $6.81K | 0.00% | +11+7.9% | Added |
| Benson Wealth Management INC | 152 | $6.86K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 153 | $6.90K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 154 | $6.95K | 0.00% | +36+30.5% | Added |
| Smallwood Wealth Investment Management, LLC | 160 | $7.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 165 | $7.44K | 0.00% | +165 | New |
| Manning & Napier Advisors LLC | 171 | $7.59K | 0.00% | +171 | New |
| DHJJ Financial Advisors, Ltd. | 170 | $7.67K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 173 | $7.81K | 0.00% | +158+1,053.3% | Added |
| Bollard Group LLC | 188 | $8.00K | 0.00% | +1+0.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 179 | $8.07K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 180 | $8.12K | 0.00% | +180 | New |
| N.E.W. Advisory Services LLC | 189 | $8.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 190 | $8.57K | 0.00% | −9−4.5% | Reduced |
| Holos Integrated Wealth LLC | 200 | $8.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 195 | $8.80K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $9.02K | 0.00% | −63−24.0% | Reduced |
| S&T Bank | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 201 | $9.07K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $9.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 205 | $9.25K | 0.00% | +205 | New |