| Cloud Capital Management, LLC | 19 | $0 | 0.00% | +19 | New |
| Private Wealth Asset Management, LLC | 2 | $96 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $96 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $96 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $144 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $192 | 0.00% | +4 | New |
| Private Trust Co NA | 7 | $335 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $335 | 0.00% | +7 | New |
| Berkshire Capital Holdings Inc | 10 | $479 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $480 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $480 | 0.00% | +10 | New |
| Breakwater Investment Management | 10 | $480 | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 12 | $575 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 15 | $651 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 14 | $671 | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 14 | $671 | 0.00% | +14 | New |
| Pineridge Advisors LLC | 14 | $671 | 0.00% | +14 | New |
| South State Corp. | 15 | $719 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $729 | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 17 | $814 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $862 | 0.00% | +18 | New |
| Orion Capital Management LLC | 21 | $1.01K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 24 | $1.15K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $1.49K | 0.00% | +21+210.0% | Added |
| SWAN Capital LLC | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 32 | $1.53K | 0.00% | +32 | New |
| Rothschild Investment LLC | 33 | $1.58K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 33 | $1.58K | 0.00% | +12+57.1% | Added |
| Marquette Asset Management, LLC | 33 | $1.58K | 0.00% | +33 | New |
| Legacy Bridge, LLC | 35 | $1.68K | 0.00% | +35 | New |
| Whipplewood Advisors, LLC | 35 | $1.68K | 0.00% | +35 | New |
| Atlantic Trust, LLC | 37 | $1.77K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 44 | $2.11K | 0.00% | −175−79.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 45 | $2.16K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 47 | $2.25K | 0.00% | +47 | New |
| Anchor Investment Management, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 55 | $2.63K | 0.00% | +55 | New |
| Quent Capital, LLC | 57 | $2.73K | 0.00% | +57 | New |
| Meeder Asset Management Inc | 58 | $2.78K | 0.00% | −81−58.3% | Reduced |
| Manchester Capital Management LLC | 58 | $2.78K | 0.00% | +48+480.0% | Added |
| Highline Wealth Partners LLC | 67 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 69 | $3.31K | 0.00% | +69 | New |
| American Capital Advisory, LLC | 70 | $3.35K | 0.00% | +20+40.0% | Added |
| Kennebec Savings Bank | 70 | $3.35K | 0.00% | +70 | New |
| Turning Point Benefit Group, Inc. | 70 | $3.36K | 0.00% | +70 | New |
| Fortitude Family Office, LLC | 82 | $3.93K | 0.00% | +16+24.2% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $4.00K | 0.00% | +96 | New |
| TD Private Client Wealth LLC | 85 | $4.07K | 0.00% | +14+19.7% | Added |
| JPL Wealth Management, LLC | 86 | $4.12K | 0.00% | +86 | New |
| Grove Bank & Trust | 93 | $4.46K | 0.00% | +93 | New |
| NBC Securities, Inc. | 96 | $4.60K | 0.00% | +96 | New |
| Crewe Advisors LLC | 99 | $4.74K | 0.00% | +99 | New |
| Retirement Wealth Solutions LLC | 99 | $4.74K | 0.00% | +99 | New |
| Aspect Partners, LLC | 100 | $4.79K | 0.00% | −55−35.5% | Reduced |
| Raffa Wealth Management, LLC | 100 | $4.79K | 0.00% | +12+13.6% | Added |
| Montag A & Associates Inc | 100 | $4.79K | 0.00% | +100 | New |
| Bangor Savings Bank | 100 | $4.79K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 100 | $4.79K | 0.00% | +100 | New |
| Bank & Trust Co | 100 | $4.79K | 0.00% | +100 | New |
| Davidson Capital Management Inc. | 101 | $4.84K | 0.00% | +101 | New |
| Quadrant Capital Group LLC | 104 | $4.98K | 0.00% | +104 | New |
| Essential Partners LLC | 113 | $5.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $5.51K | 0.00% | −434−79.1% | Reduced |
| HighMark Wealth Management LLC | 125 | $5.73K | 0.00% | +110+733.3% | Added |
| Stone House Investment Management, LLC | 120 | $5.75K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 125 | $5.99K | 0.00% | +125 | New |
| Grey Fox Wealth Advisors, LLC | 130 | $6.23K | 0.00% | +130 | New |
| Delta Asset Management LLC | 140 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 150 | $7.19K | 0.00% | +150 | New |
| Vermillion & White Wealth Management Group, LLC | 160 | $7.67K | 0.00% | +160 | New |
| Adirondack Trust Co | 161 | $7.71K | 0.00% | +161 | New |
| CVA Family Office, LLC | 161 | $7.71K | 0.00% | +161 | New |
| WPG Advisers, LLC | 167 | $8.00K | 0.01% | +167 | New |
| Concord Wealth Partners | 176 | $8.43K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 181 | $8.67K | 0.00% | +6+3.4% | Added |
| Creative Financial Designs Inc | 200 | $9.58K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $9.58K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 210 | $10.1K | 0.00% | +210 | New |
| Tradewinds Capital Management, LLC | 241 | $11.5K | 0.00% | +60+33.1% | Added |
| DecisionPoint Financial, LLC | 247 | $11.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $12.0K | 0.00% | +188+303.2% | Added |
| Atlantic Private Wealth, LLC | 260 | $12.5K | 0.01% | +260 | New |
| Centerpoint Advisors, LLC | 300 | $14.0K | 0.00% | −75−20.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 303 | $14.5K | 0.01% | −60−16.5% | Reduced |
| Covestor Ltd | 308 | $15.0K | 0.01% | −209−40.4% | Reduced |
| Bogart Wealth, LLC | 320 | $15.3K | 0.00% | +320 | New |
| CKW Financial Group | 331 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 342 | $16.4K | 0.00% | +239+232.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 343 | $16.5K | 0.01% | +136+65.7% | Added |
| Parkside Financial Bank & Trust | 353 | $16.9K | 0.00% | +265+301.1% | Added |
| Aventura Private Wealth, LLC | 360 | $17.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 381 | $18.0K | 0.00% | +35+10.1% | Added |
| Brown Brothers Harriman & Co | 400 | $19.2K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $19.2K | 0.01% | +400 | New |
| Ronald Blue Trust, Inc. | 424 | $20.3K | 0.00% | +424 | New |
| Contravisory Investment Management, Inc. | 456 | $21.8K | 0.00% | −115−20.1% | Reduced |
| Bryn Mawr Trust Co | 500 | $24.0K | 0.00% | +500 | New |