| Winthrop Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1 | $0 | 0.00% | +1 | New |
| Operose Advisors LLC | 2 | $215 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 3 | $323 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $430 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $430 | 0.00% | +4 | New |
| Cordant, Inc. | 5 | $503 | 0.00% | +5 | New |
| Central Pacific Bank - Trust Division | 5 | $538 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $545 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $576 | 0.00% | +5 | New |
| Breakwater Investment Management | 6 | $645 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 7 | $752 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $753 | 0.00% | −14−66.7% | Reduced |
| Mascoma Wealth Management LLC | 8 | $860 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 9 | $968 | 0.00% | +2+28.6% | Added |
| Strategic Wealth Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 8 | $1.00K | 0.00% | +8 | New |
| Navigoe, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $1.18K | 0.00% | −19−63.3% | Reduced |
| Game Plan Financial Advisors, LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11 | $1.19K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 11 | $1.21K | 0.00% | +11 | New |
| Buck Wealth Strategies, LLC | 12 | $1.25K | 0.00% | +12 | New |
| Accordant Advisory Group Inc | 12 | $1.29K | 0.00% | −21−63.6% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $1.29K | 0.00% | +12 | New |
| Hager Investment Management Services, LLC | 12 | $1.29K | 0.00% | +12 | New |
| Kozak & Associates, Inc. | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 13 | $1.40K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 15 | $1.61K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $1.83K | 0.07% | +1+6.3% | Added |
| Boreal Capital Management LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 18 | $2.00K | 0.00% | +13+260.0% | Added |
| 1 North Wealth Services LLC | 19 | $2.04K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 20 | $2.15K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 20 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $2.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 21 | $2.26K | 0.00% | −39−65.0% | Reduced |
| Paladin Partners, LLC | 21 | $2.26K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 22 | $2.37K | 0.00% | −140−86.4% | Reduced |
| Boyd Watterson Asset Management LLC | 22 | $2.37K | 0.00% | −29−56.9% | Reduced |
| Torren Management, LLC | 22 | $2.37K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 22 | $2.37K | 0.00% | +13+144.4% | Added |
| Holos Integrated Wealth LLC | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 25 | $2.69K | 0.00% | −225−90.0% | Reduced |
| MB, Levis & Associates, LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 28 | $2.96K | 0.00% | −152−84.4% | Reduced |
| Mosley Wealth Management | 28 | $3.04K | 0.00% | +9+47.4% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 29 | $3.12K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $3.23K | 0.00% | +11+57.9% | Added |
| Chilton Capital Management LLC | 31 | $3.33K | 0.00% | −250−89.0% | Reduced |
| Tripletail Wealth Management, LLC | 31 | $3.43K | 0.00% | −14−31.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 32 | $3.44K | 0.00% | +32 | New |
| Highland Investment Advisors LLC | 34 | $3.64K | 0.00% | +34 | New |
| Front Row Advisors LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 35 | $3.71K | 0.00% | +1+2.9% | Added |
| Luminist Capital LLC | 35 | $3.76K | 0.00% | +35 | New |
| Oakmont Advisory Group, LLC | 35 | $3.78K | 0.00% | +35 | New |
| Estabrook Capital Management | 40 | $4.30K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 41 | $4.41K | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 42 | $4.51K | 0.00% | −4−8.7% | Reduced |
| Brooklyn FI, LLC | 39 | $4.52K | 0.00% | +39 | New |
| Hazlett, Burt & Watson, Inc. | 43 | $5.00K | 0.00% | −849−95.2% | Reduced |
| Sankala Group LLC | 50 | $5.10K | 0.00% | −25−33.3% | Reduced |
| HFM Investment Advisors, LLC | 48 | $5.16K | 0.00% | −109−69.4% | Reduced |
| Wall Street Access Asset Management, LLC | 48 | $5.16K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 51 | $5.30K | 0.00% | −422−89.2% | Reduced |
| Nvest Wealth Strategies, Inc. | 50 | $5.38K | 0.00% | −50−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 51 | $5.48K | 0.00% | +2+4.1% | Added |
| Mechanics Financial Corp | 60 | $6.45K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 60 | $6.45K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 60 | $6.45K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 60 | $6.45K | 0.00% | +60 | New |
| Godfrey Financial Associates, Inc. | 62 | $6.67K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $6.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.99K | 0.00% | −10−13.3% | Reduced |
| Field & Main Bank | 65 | $6.99K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 70 | $7.53K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 71 | $7.62K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 71 | $7.63K | 0.00% | +71 | New |
| Eukles Asset Management | 73 | $7.85K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 74 | $7.92K | 0.00% | +1+1.4% | Added |
| 1620 Investment Advisors, Inc. | 74 | $7.97K | 0.00% | +1+1.4% | Added |
| Evolution Advisers, Inc. | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 75 | $8.06K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 80 | $8.60K | 0.00% | +19+31.1% | Added |
| Northstar Asset Management LLC | 75 | $8.61K | 0.00% | +75 | New |
| YANKCOM Partnership | 83 | $8.92K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 84 | $9.03K | 0.01% | +84 | New |