| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 1 | $145 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $176 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $176 | 0.00% | +1 | New |
| Meramec Financial Planners, LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $352 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $352 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $368 | 0.00% | +2 | New |
| Phillip James Consulting Co. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $527 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $527 | 0.00% | +3 | New |
| Osbon Capital Management LLC | 4 | $703 | 0.00% | −27−87.1% | Reduced |
| 1015 Capital Partners, LLC | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $703 | 0.00% | +2+100.0% | Added |
| Tower Trust & Investment Co | 4 | $703 | 0.00% | +4 | New |
| Central Trust Co | 4 | $704 | 0.00% | +1+33.3% | Added |
| CWM Advisors, LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $836 | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $879 | 0.03% | −3−37.5% | Reduced |
| Atlantic Private Wealth, LLC | 5 | $879 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $879 | 0.00% | +5 | New |
| Oakmont Advisory Group, LLC | 5 | $879 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $927 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $1.05K | 0.00% | −3−33.3% | Reduced |
| Gen-Wealth Partners Inc | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.22K | 0.00% | −54−88.5% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.23K | 0.00% | −584−98.8% | Reduced |
| Spire Wealth Management | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7 | $1.23K | 0.00% | +7 | New |
| Montag A & Associates Inc | 7 | $1.29K | 0.00% | −4−36.4% | Reduced |
| Financial Management Professionals, Inc. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.76K | 0.00% | +5+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 11 | $1.93K | 0.00% | −2−15.4% | Reduced |
| Granite FO LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 11 | $1.93K | 0.00% | +11 | New |
| Financial Consulate, Inc | 11 | $1.94K | 0.00% | −2−15.4% | Reduced |
| JNBA Financial Advisors | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.94K | 0.00% | +1+10.0% | Added |
| Costello Asset Management, INC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.29K | 0.00% | +1+8.3% | Added |
| NVWM, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $2.64K | 0.00% | −50−76.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $2.64K | 0.00% | +15 | New |
| Aventura Private Wealth, LLC | 15 | $2.64K | 0.00% | +15 | New |
| Key Financial Inc | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $3.16K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 19 | $3.34K | 0.00% | +1+5.6% | Added |
| Raffa Wealth Management, LLC | 19 | $3.34K | 0.00% | +5+35.7% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $3.52K | 0.00% | +4+25.0% | Added |
| Dunhill Financial, LLC | 20 | $3.54K | 0.00% | +1+5.3% | Added |
| American Capital Advisory, LLC | 22 | $3.87K | 0.00% | +19+633.3% | Added |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 24 | $4.22K | 0.00% | +10+71.4% | Added |
| Prestige Wealth Management Group LLC | 24 | $4.22K | 0.00% | +17+242.9% | Added |
| Toth Financial Advisory Corp | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $4.40K | 0.00% | +12+92.3% | Added |
| First National Bank | 25 | $4.40K | 0.00% | +25 | New |
| Trust Co of Vermont | 26 | $4.57K | 0.00% | +26 | New |
| Timbuktu Capital Management, LLC | 27 | $4.75K | 0.01% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $4.75K | 0.00% | +2+8.0% | Added |
| Highline Wealth Partners LLC | 30 | $5.28K | 0.00% | −3−9.1% | Reduced |
| Signature Resources Capital Management, LLC | 32 | $5.63K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 35 | $6.15K | 0.00% | +22+169.2% | Added |
| Rialto Wealth Management, LLC | 35 | $6.16K | 0.00% | +17+94.4% | Added |
| Geneos Wealth Management Inc. | 36 | $6.33K | 0.00% | −25−41.0% | Reduced |
| Decker Retirement Planning Inc. | 37 | $6.51K | 0.00% | +37 | New |
| NBH Bank | 37 | $6.51K | 0.00% | +37 | New |
| Banque Transatlantique SA | 52 | $6.63K | 0.00% | +2+4.0% | Added |
| Hughes Financial Services, LLC | 38 | $6.68K | 0.00% | +22+137.5% | Added |
| Hurley Capital, LLC | 39 | $6.86K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 39 | $6.86K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $6.88K | 0.00% | +38 | New |
| PlanVest Financial, Inc | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 40 | $7.03K | 0.00% | −58−59.2% | Reduced |
| Salem Investment Counselors Inc | 40 | $7.03K | 0.00% | 00.0% | Unchanged |