| West Branch Capital LLC | 1 | $276 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $534 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $578 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 24 | $720 | 0.00% | −160−87.0% | Reduced |
| Clean Yield Group | 3 | $802 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $1.12K | 0.00% | +4 | New |
| Kilter Group LLC | 7 | $1.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $2.67K | 0.00% | +10 | New |
| Roxbury Financial LLC | 10 | $2.67K | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $2.67K | 0.00% | +10 | New |
| St Germain D J Co Inc | 11 | $2.94K | 0.00% | +11 | New |
| Navigoe, LLC | 13 | $3.00K | 0.00% | +13 | New |
| GPS Wealth Strategies Group, LLC | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 12 | $3.21K | 0.00% | +12 | New |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $3.47K | 0.00% | −2−13.3% | Reduced |
| Aventura Private Wealth, LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $3.74K | 0.00% | −5−26.3% | Reduced |
| American Capital Advisory, LLC | 14 | $3.74K | 0.00% | +14 | New |
| McIlrath & Eck, LLC | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 17 | $4.09K | 0.01% | +17 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $4.54K | 0.00% | −171−91.0% | Reduced |
| Salem Investment Counselors Inc | 17 | $4.54K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $4.54K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $4.54K | 0.00% | +17 | New |
| Marshall & Sterling Wealth Advisors Inc. | 18 | $4.81K | 0.00% | +3+20.0% | Added |
| Wealth Watch Advisors, INC | 19 | $5.08K | 0.00% | +19 | New |
| HighMark Wealth Management LLC | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 22 | $5.88K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $6.15K | 0.00% | −6−20.7% | Reduced |
| Ancora Advisors, LLC | 23 | $6.15K | 0.00% | 00.0% | Unchanged |
| American National Bank | 24 | $6.41K | 0.00% | −667−96.5% | Reduced |
| South State Corp. | 24 | $6.41K | 0.00% | −546−95.8% | Reduced |
| FSA Wealth Management LLC | 24 | $6.41K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 24 | $6.41K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $6.68K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26 | $6.95K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $6.95K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 27 | $7.12K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $7.56K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $7.75K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $8.02K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $8.02K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $8.02K | 0.00% | +30 | New |
| Financial Life Planners | 30 | $8.14K | 0.01% | +30 | New |
| Perritt Capital Management Inc | 31 | $8.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $8.82K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33 | $8.82K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $9.89K | 0.01% | +20+117.6% | Added |
| Covestor Ltd | 38 | $10.0K | 0.01% | +38 | New |
| Creekmur Asset Management LLC | 38 | $10.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 38 | $10.2K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 44 | $11.8K | 0.00% | −38−46.3% | Reduced |
| Alerus Financial NA | 45 | $12.0K | 0.00% | +45 | New |
| Archer Investment Corp | 46 | $12.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 48 | $12.8K | 0.00% | −12−20.0% | Reduced |
| Global Trust Asset Management, LLC | 48 | $12.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 48 | $12.8K | 0.00% | +48 | New |
| Accredited Wealth Management, LLC | 310 | $13.4K | 0.01% | +260+520.0% | Added |
| Ameriflex Group, Inc. | 50 | $13.4K | 0.01% | +50 | New |
| Principia Wealth Advisory, LLC | 53 | $14.2K | 0.01% | +33+165.0% | Added |
| Trifecta Capital Advisors, LLC | 53 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $14.2K | 0.01% | +43+430.0% | Added |
| Sound Income Strategies, LLC | 53 | $14.6K | 0.00% | −10−15.9% | Reduced |
| Investors Research Corp | 55 | $14.7K | 0.00% | +55 | New |
| Redmont Wealth Advisors LLC | 57 | $15.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 58 | $15.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 58 | $15.5K | 0.01% | +10+20.8% | Added |
| City Holding Co | 60 | $16.0K | 0.00% | +60 | New |
| Bare Financial Services, Inc | 61 | $16.3K | 0.00% | +22+56.4% | Added |
| Dunhill Financial, LLC | 61 | $16.4K | 0.00% | +3+5.2% | Added |
| Dogwood Wealth Management LLC | 67 | $17.9K | 0.01% | −14−17.3% | Reduced |
| Hemington Wealth Management | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 69 | $18.4K | 0.00% | +24+53.3% | Added |
| Eukles Asset Management | 69 | $18.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 70 | $18.7K | 0.01% | −109−60.9% | Reduced |
| IMG Wealth Management, Inc. | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 76 | $20.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 82 | $22.1K | 0.01% | +24+41.4% | Added |
| WealthCollab, LLC | 83 | $22.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 86 | $22.8K | 0.00% | +12+16.2% | Added |
| Glen Eagle Advisors, LLC | 85 | $22.8K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 87 | $23.2K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $23.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 88 | $23.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 91 | $24.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 95 | $25.0K | 0.01% | +95 | New |
| Bartlett & Co. Wealth Management LLC | 96 | $25.7K | 0.00% | −11−10.3% | Reduced |
| Retirement Wealth Solutions LLC | 97 | $25.9K | 0.02% | +69+246.4% | Added |
| Harvest Fund Management Co., Ltd | 99 | $26.0K | 0.00% | −8,043−98.8% | Reduced |
| Center for Financial Planning, Inc. | 98 | $26.2K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $26.7K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $26.7K | 0.02% | 00.0% | Unchanged |