| Bank & Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $2.50K | 0.00% | +2+25.0% | Added |
| McGuire Capital Advisors Inc | 10 | $2.57K | 0.00% | +3+42.9% | Added |
| Comprehensive Financial Planning, Inc. | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 11 | $2.75K | 0.00% | +11 | New |
| Bullock Wealth Management Group | 11 | $2.82K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 12 | $3.00K | 0.00% | −958−98.8% | Reduced |
| Team Financial Group, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 12 | $3.00K | 0.00% | +6+100.0% | Added |
| Leo H. Evart, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Navigoe, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 11 | $3.00K | 0.00% | +11 | New |
| Armstrong Advisory Group, Inc | 13 | $3.25K | 0.00% | −2−13.3% | Reduced |
| Sunbelt Securities, Inc. | 13 | $3.25K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $3.25K | 0.00% | +1+8.3% | Added |
| Principia Wealth Advisory, LLC | 13 | $3.25K | 0.00% | +3+30.0% | Added |
| Intentional Wealth Strategies, LLC | 13 | $3.25K | 0.00% | +13 | New |
| Financial Freedom, LLC | 14 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $3.41K | 0.00% | +2+18.2% | Added |
| Financial Perspectives, Inc | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.50K | 0.00% | +2+16.7% | Added |
| Raleigh Capital Management Inc. | 14 | $3.50K | 0.00% | +14 | New |
| DHJJ Financial Advisors, Ltd. | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $4.25K | 0.00% | +1+6.3% | Added |
| High Note Wealth, LLC | 17 | $4.25K | 0.00% | +4+30.8% | Added |
| Dunhill Financial, LLC | 17 | $4.27K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $4.50K | 0.00% | −3−14.3% | Reduced |
| SOA Wealth Advisors, LLC. | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 18 | $4.50K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 19 | $4.75K | 0.00% | +2+11.8% | Added |
| Arlington Trust Co LLC | 19 | $4.75K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 19 | $4.75K | 0.00% | +2+11.8% | Added |
| Atwood & Palmer Inc | 19 | $4.75K | 0.00% | +3+18.8% | Added |
| New England Capital Financial Advisors LLC | 19 | $4.82K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 20 | $5.00K | 0.65% | −2,747−99.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 20 | $5.00K | 0.00% | +20 | New |
| Napier Financial, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Bollard Group LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $5.01K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $5.05K | 0.00% | −2−9.1% | Reduced |
| Atlantic Union Bankshares Corp | 21 | $5.30K | 0.00% | +2+10.5% | Added |
| Brown, Lisle/Cummings, Inc. | 21 | $5.36K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $5.50K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $5.50K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22 | $5.50K | 0.00% | −6−21.4% | Reduced |
| Center for Financial Planning, Inc. | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $5.75K | 0.00% | +7+43.8% | Added |
| S&T Bank | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 24 | $6.00K | 0.00% | +10+71.4% | Added |
| CKW Financial Group | 25 | $6.00K | 0.00% | −11−30.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $6.25K | 0.00% | +7+38.9% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $6.25K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $6.25K | 0.00% | +9+56.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 26 | $6.50K | 0.00% | +26 | New |
| Abound Wealth Management | 26 | $6.55K | 0.00% | +3+13.0% | Added |
| Addison Advisors LLC | 27 | $6.75K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $7.00K | 0.00% | −227−89.0% | Reduced |
| Aspect Partners, LLC | 28 | $7.00K | 0.00% | +1+3.7% | Added |
| Community Financial Services Group, LLC | 28 | $7.17K | 0.00% | +28 | New |
| Godfrey Financial Associates, Inc. | 30 | $7.37K | 0.01% | −4−11.8% | Reduced |
| Strategic Investment Solutions, Inc. | 30 | $7.50K | 0.00% | −5−14.3% | Reduced |
| City State Bank | 30 | $7.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $7.51K | 0.00% | +3+11.1% | Added |
| IMA Wealth, Inc. | 31 | $7.75K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $7.77K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 32 | $8.00K | 0.00% | −8−20.0% | Reduced |
| Trust Co of Toledo NA | 32 | $8.00K | 0.00% | +2+6.7% | Added |
| Cornerstone Financial Management LLC | 32 | $8.00K | 0.01% | +4+14.3% | Added |
| Horizon Financial Services, LLC | 32 | $8.00K | 0.00% | +11+52.4% | Added |
| Kilter Group LLC | 34 | $8.50K | 0.00% | +5+17.2% | Added |
| Joseph Group Capital Management | 34 | $8.50K | 0.00% | +34 | New |
| Blue Bell Private Wealth Management, LLC | 35 | $8.75K | 0.00% | −1,016−96.7% | Reduced |
| TFC Financial Management | 35 | $8.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $9.00K | 0.00% | +2+5.6% | Added |
| MTM Investment Management, LLC | 36 | $9.03K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 37 | $9.25K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 37 | $9.25K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 40 | $9.49K | 0.00% | +32+400.0% | Added |
| Hollencrest Capital Management | 38 | $9.50K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $9.74K | 0.00% | +2+5.4% | Added |
| Clark Wealth Partners | 39 | $9.75K | 0.01% | 00.0% | Unchanged |