| Coston, McIsaac & Partners | 4 | $0 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 1 | $162 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1 | $163 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $325 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $486 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $486 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $486 | 0.01% | +2+200.0% | Added |
| Laurel Wealth Advisors LLC | 3 | $487 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 4 | $648 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $648 | 0.00% | +4 | New |
| Torren Management, LLC | 4 | $648 | 0.00% | +4 | New |
| Chelsea Counsel Co | 4 | $649 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4 | $649 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $649 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $810 | 0.00% | −9−64.3% | Reduced |
| First Command Advisory Services, Inc. | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $810 | 0.00% | +5 | New |
| BFSG, LLC | 5 | $811 | 0.00% | +5 | New |
| Curio Wealth, LLC | 5 | $835 | 0.00% | +5 | New |
| JNBA Financial Advisors | 6 | $973 | 0.00% | +6 | New |
| Manning & Napier Advisors LLC | 6 | $986 | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 8 | $1.30K | 0.00% | +8 | New |
| United Financial Planning Group LLC | 8 | $1.30K | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 9 | $1.46K | 0.00% | +1+12.5% | Added |
| Maseco LLP | 10 | $1.62K | 0.00% | −300−96.8% | Reduced |
| Caitlin John, LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 11 | $1.78K | 0.00% | −5−31.3% | Reduced |
| Bare Financial Services, Inc | 11 | $1.78K | 0.00% | +11 | New |
| 1015 Capital Partners, LLC | 11 | $1.78K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| American Capital Advisory, LLC | 13 | $2.11K | 0.00% | +3+30.0% | Added |
| Kilter Group LLC | 13 | $2.11K | 0.00% | +7+116.7% | Added |
| Chilton Capital Management LLC | 13 | $2.11K | 0.00% | +13 | New |
| High Note Wealth, LLC | 14 | $2.27K | 0.00% | +12+600.0% | Added |
| North Ridge Wealth Advisors, Inc. | 14 | $2.27K | 0.00% | +14 | New |
| Goodman Advisory Group, LLC | 15 | $2.43K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $2.71K | 0.00% | −100−87.0% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $2.92K | 0.00% | +1+5.9% | Added |
| Investors Portfolio Services LLC | 18 | $2.94K | 0.00% | +18 | New |
| St Germain D J Co Inc | 19 | $3.08K | 0.00% | +19 | New |
| Arlington Trust Co LLC | 20 | $3.24K | 0.00% | −80−80.0% | Reduced |
| 1620 Investment Advisors, Inc. | 20 | $3.24K | 0.00% | −5−20.0% | Reduced |
| Truvestments Capital LLC | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 20 | $3.24K | 0.00% | +20 | New |
| Greykasell Wealth Strategies, Inc. | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 21 | $3.40K | 0.00% | +20+2,000.0% | Added |
| Triumph Capital Management | 21 | $3.40K | 0.00% | +21 | New |
| Private Wealth Asset Management, LLC | 22 | $3.56K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 22 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 22 | $3.56K | 0.00% | +22 | New |
| Center for Financial Planning, Inc. | 24 | $3.89K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $3.89K | 0.00% | +2+9.1% | Added |
| NBT Bank N A | 162 | $4.86K | 0.00% | +11+7.3% | Added |
| MTM Investment Management, LLC | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $4.86K | 0.00% | +12+66.7% | Added |
| ZRC Wealth Management, LLC | 30 | $4.86K | 0.00% | +26+650.0% | Added |
| Wilkerson Advisory Group LLC | 32 | $5.18K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 34 | $5.51K | 0.00% | +1+3.0% | Added |
| Westfuller Advisors, LLC | 35 | $5.68K | 0.00% | −1−2.8% | Reduced |
| Winthrop Capital Management, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 36 | $6.00K | 0.01% | +36 | New |
| Washington Trust Advisors, Inc. | 37 | $6.04K | 0.00% | +4+12.1% | Added |
| Hughes Financial Services, LLC | 38 | $6.16K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 38 | $6.16K | 0.00% | −1,010−96.4% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $6.49K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $6.64K | 0.00% | −52−55.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 43 | $6.97K | 0.00% | −224−83.9% | Reduced |
| Stone House Investment Management, LLC | 44 | $7.13K | 0.00% | +4+10.0% | Added |
| Winnow Wealth LLC | 45 | $7.33K | 0.01% | +10+28.6% | Added |
| Ameriflex Group, Inc. | 46 | $7.45K | 0.00% | −46−50.0% | Reduced |
| POM Investment Strategies, LLC | 48 | $7.78K | 0.00% | +48 | New |
| DT Investment Partners, LLC | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 50 | $8.10K | 0.01% | +50 | New |
| Wealth Preservation Advisors, LLC | 50 | $8.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $8.26K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 52 | $8.43K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $8.53K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 53 | $8.59K | 0.00% | +36+211.8% | Added |
| Marquette Asset Management, LLC | 54 | $8.75K | 0.00% | +15+38.5% | Added |
| Alphadyne Asset Management LP | 55 | $8.91K | 0.00% | +55 | New |
| MJT & Associates Financial Advisory Group, Inc. | 56 | $8.93K | 0.01% | −1−1.8% | Reduced |
| McGuire Capital Advisors Inc | 56 | $9.07K | 0.01% | +56 | New |
| Cromwell Holdings LLC | 58 | $9.40K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 60 | $9.72K | 0.00% | −54−47.4% | Reduced |
| Dogwood Wealth Management LLC | 60 | $9.72K | 0.00% | +38+172.7% | Added |
| Quest 10 Wealth Builders, Inc. | 61 | $9.88K | 0.01% | −33−35.1% | Reduced |
| CX Institutional | 61 | $10.0K | 0.00% | −4−6.2% | Reduced |
| Raffa Wealth Management, LLC | 64 | $10.4K | 0.00% | −3−4.5% | Reduced |
| IAG Wealth Partners, LLC | 67 | $10.9K | 0.00% | 00.0% | Unchanged |