| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $243 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $243 | 0.00% | +4 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $304 | 0.00% | −135−96.4% | Reduced |
| Pineridge Advisors LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $365 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $365 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $367 | 0.00% | +5 | Added |
| Bullock Wealth Management Group | 6 | $367 | 0.00% | +6 | New |
| Princeton Global Asset Management LLC | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $791 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $858 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $1.00K | 0.00% | +21 | New |
| Piscataqua Savings Bank | 17 | $1.03K | 0.00% | +17 | New |
| Financial Synergies Wealth Advisors, Inc. | 20 | $1.22K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $1.24K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $1.34K | 0.00% | −5−18.5% | Reduced |
| Rakuten Securities, Inc. | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 24 | $1.46K | 0.00% | +24 | New |
| Toth Financial Advisory Corp | 25 | $1.52K | 0.00% | −150−85.7% | Reduced |
| St. Johns Investment Management Company, LLC | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 25 | $1.52K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 31 | $1.88K | 0.00% | +31 | New |
| Key Financial Inc | 32 | $1.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $1.95K | 0.00% | +32 | New |
| Center for Financial Planning, Inc. | 34 | $2.07K | 0.00% | +34 | New |
| Washington Trust Co | 35 | $2.13K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $2.19K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 48 | $2.92K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 48 | $2.92K | 0.00% | +48 | New |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $3.04K | 0.00% | −65−56.5% | Reduced |
| TD Capital Management LLC | 50 | $3.04K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $3.16K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 52 | $3.16K | 0.00% | +52 | New |
| VisionPoint Advisory Group, LLC | 56 | $3.40K | 0.00% | −205−78.5% | Reduced |
| Front Row Advisors LLC | 57 | $3.46K | 0.00% | +57 | New |
| Fortitude Family Office, LLC | 58 | $3.52K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 61 | $3.71K | 0.00% | +6+10.9% | Added |
| Insight Financial Services | 61 | $3.71K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 64 | $3.89K | 0.01% | +64 | New |
| Castleview Partners, LLC | 68 | $4.13K | 0.00% | −2−2.9% | Reduced |
| Old Point Trust & Financial Services N A | 73 | $4.44K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 75 | $4.56K | 0.00% | +75 | New |
| First Horizon Advisors, Inc. | 80 | $4.86K | 0.00% | −38−32.2% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $5.23K | 0.00% | +22+34.4% | Added |
| American Capital Advisory, LLC | 82 | $5.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 97 | $5.90K | 0.00% | +97 | New |
| Montag A & Associates Inc | 98 | $5.93K | 0.00% | −823−89.4% | Reduced |
| Macquarie Group Ltd | 96 | $6.00K | 0.00% | +11+12.9% | Added |
| Baillie Gifford & Co | 99 | $6.02K | 0.00% | −2−2.0% | Reduced |
| Ancora Advisors, LLC | 100 | $6.08K | 0.00% | −100−50.0% | Reduced |
| Burkett Financial Services, LLC | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $6.08K | 0.01% | +100 | New |
| FinTrust Capital Advisors, LLC | 110 | $6.69K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | +23+25.3% | Added |
| Avion Wealth | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $7.60K | 0.00% | +125 | New |
| RFP Financial Group LLC | 129 | $7.84K | 0.00% | +56+76.7% | Added |
| Fifth Third Bancorp | 136 | $8.27K | 0.00% | +1+0.7% | Added |
| Salem Investment Counselors Inc | 141 | $8.57K | 0.00% | −150−51.5% | Reduced |
| American National Bank | 150 | $9.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 158 | $9.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $10.2K | 0.00% | +51+43.6% | Added |
| Parkside Financial Bank & Trust | 173 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 175 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 186 | $11.4K | 0.00% | −219−54.1% | Reduced |
| WealthCollab, LLC | 197 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 205 | $12.5K | 0.00% | +10+5.1% | Added |
| EntryPoint Capital, LLC | 223 | $13.6K | 0.01% | +184+471.8% | Added |
| Kelly Financial Services LLC | 224 | $13.6K | 0.01% | +200+833.3% | Added |
| Tortoise Investment Management, LLC | 225 | $13.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $13.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 236 | $14.0K | 0.00% | +168+247.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 233 | $14.2K | 0.00% | −236−50.3% | Reduced |
| Zions Bancorporation, N.A. | 243 | $14.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 247 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 259 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 264 | $16.0K | 0.03% | −4−1.5% | Reduced |
| BNP Paribas | 265 | $16.1K | 0.00% | +265 | New |
| Fernwood Investment Management, LLC | 300 | $18.2K | 0.01% | +300 | New |
| CarsonAllaria Wealth Management, Ltd. | 303 | $18.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 305 | $18.5K | 0.01% | +305 | New |
| Atlas Capital Advisors LLC | 309 | $18.8K | 0.00% | −76−19.7% | Reduced |
| EnRich Financial Partners LLC | 311 | $18.9K | 0.01% | +311 | New |
| Crewe Advisors LLC | 314 | $19.1K | 0.00% | +314 | New |
| Mather Group, LLC. | 303 | $19.6K | 0.00% | +303 | New |