| Cordant, Inc. | 1 | $200 | 0.00% | +1 | New |
| CWM Advisors, LLC | 1 | $303 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1 | $350 | 0.00% | −2−66.7% | Reduced |
| IMA Wealth, Inc. | 1 | $350 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $351 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $351 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $351 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $564 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $700 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $701 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $701 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $701 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $701 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $890 | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Trust Co | 3 | $1.05K | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3 | $1.05K | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $1.40K | 0.00% | +4 | New |
| Motco | 4 | $1.40K | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $2.01K | 0.00% | +1+20.0% | Added |
| Mascoma Wealth Management LLC | 6 | $2.10K | 0.00% | −2−25.0% | Reduced |
| NBT Bank N A | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $2.10K | 0.00% | +6 | New |
| Fortis Group Advisors, LLC | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $2.45K | 0.00% | +3+75.0% | Added |
| Activest Wealth Management | 7 | $2.45K | 0.00% | +7 | New |
| Armstrong Advisory Group, Inc | 7 | $2.45K | 0.00% | +7 | New |
| NVWM, LLC | 8 | $2.80K | 0.00% | −6−42.9% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $3.15K | 0.00% | +1+12.5% | Added |
| Toth Financial Advisory Corp | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $3.50K | 0.00% | +2+25.0% | Added |
| HFM Investment Advisors, LLC | 10 | $3.50K | 0.00% | +4+66.7% | Added |
| Planning Strategies Inc. | 10 | $3.50K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 11 | $3.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $3.85K | 0.00% | +2+22.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $4.20K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 12 | $4.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 13 | $4.55K | 0.00% | +13 | New |
| Murphy & Mullick Capital Management Corp | 13 | $4.55K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 13 | $4.55K | 0.00% | +13 | New |
| Creative Capital Management Investments LLC | 13 | $4.55K | 0.00% | +13 | New |
| Ameriflex Group, Inc. | 13 | $4.55K | 0.00% | +13 | New |
| Union Savings Bank | 14 | $4.90K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 14 | $4.90K | 0.00% | −166−92.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $5.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $5.25K | 0.00% | +8+114.3% | Added |
| Spire Wealth Management | 16 | $5.60K | 0.00% | −17−51.5% | Reduced |
| Proathlete Wealth Management LLC | 16 | $5.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $6.14K | 0.00% | −1−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $6.30K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 21 | $7.00K | 0.00% | +3+16.7% | Added |
| Golden State Equity Partners | 22 | $7.70K | 0.02% | −40−64.5% | Reduced |
| Strengthening Families & Communities, LLC | 22 | $7.70K | 0.00% | +7+46.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 23 | $8.05K | 0.00% | −19−45.2% | Reduced |
| Cape Investment Advisory, Inc. | 23 | $8.05K | 0.00% | +23 | New |
| Manning & Napier Advisors LLC | 25 | $8.50K | 0.00% | −36−59.0% | Reduced |
| Financial Consulate, Inc | 25 | $8.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $8.75K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $8.75K | 0.00% | +7+38.9% | Added |
| Proffitt & Goodson Inc | 25 | $8.75K | 0.00% | +25 | New |
| Harvest Fund Management Co., Ltd | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $9.80K | 0.00% | −76−73.1% | Reduced |
| Aspect Partners, LLC | 32 | $11.2K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 32 | $11.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $11.2K | 0.00% | +3+10.3% | Added |
| Dogwood Wealth Management LLC | 33 | $11.6K | 0.00% | +19+135.7% | Added |
| Kilter Group LLC | 33 | $11.6K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 34 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $12.3K | 0.00% | +7+25.0% | Added |
| Community Financial Services Group, LLC | 37 | $12.4K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $12.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $13.7K | 0.00% | +39 | New |
| Princeton Global Asset Management LLC | 40 | $14.0K | 0.00% | +4+11.1% | Added |
| Abound Wealth Management | 41 | $14.4K | 0.00% | −26−38.8% | Reduced |
| Marquette Asset Management, LLC | 41 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 41 | $14.4K | 0.00% | +3+7.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 42 | $14.7K | 0.00% | −472−91.8% | Reduced |
| Washington Trust Advisors, Inc. | 44 | $15.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $15.8K | 0.01% | +20+80.0% | Added |
| Altshuler Shaham Ltd | 45 | $15.8K | 0.00% | +45 | New |
| Capital Advisors, Ltd. LLC | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 46 | $16.1K | 0.00% | +1+2.2% | Added |
| Ancora Advisors, LLC | 47 | $16.5K | 0.00% | −107−69.5% | Reduced |
| Triumph Capital Management | 48 | $16.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $17.0K | 0.00% | +3+6.3% | Added |