| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Logan Capital Management Inc | 1 | $114 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $799 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $799 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7 | $799 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.03K | 0.00% | +4+80.0% | Added |
| Highlander Capital Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 10 | $1.14K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 13 | $1.45K | 0.00% | +13 | New |
| Kessler Investment Group, LLC | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $1.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $2.27K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 21 | $2.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $2.63K | 0.00% | +23 | New |
| HighMark Wealth Management LLC | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $2.85K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | +11+137.5% | Added |
| Fortis Group Advisors, LLC | 28 | $3.19K | 0.00% | −28−50.0% | Reduced |
| Stephens Consulting, LLC | 30 | $3.42K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 31 | $3.54K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 32 | $3.62K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 32 | $3.65K | 0.00% | +32 | New |
| WR Wealth Planners, LLC | 32 | $3.65K | 0.00% | +32 | New |
| Arrow Financial Corp | 33 | $3.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $4.31K | 0.00% | −1−2.6% | Reduced |
| FSA Wealth Management LLC | 39 | $4.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $4.45K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 39 | $4.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $4.68K | 0.00% | −66−61.7% | Reduced |
| FinTrust Capital Advisors, LLC | 42 | $4.79K | 0.00% | −45−51.7% | Reduced |
| Hollencrest Capital Management | 45 | $5.13K | 0.00% | +45 | New |
| Sofos Investments, Inc. | 46 | $5.33K | 0.00% | +43+1,433.3% | Added |
| Delta Asset Management LLC | 49 | $5.59K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $5.71K | 0.00% | +50 | New |
| City State Bank | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 61 | $6.00K | 0.00% | +42+221.1% | Added |
| Hanson & Doremus Investment Management | 52 | $6.00K | 0.00% | +52 | New |
| Gradient Investments LLC | 53 | $6.05K | 0.00% | −37−41.1% | Reduced |
| Pacific Center for Financial Services | 59 | $6.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $6.85K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 61 | $7.00K | 0.00% | +61 | New |
| Colonial Trust Co | 63 | $7.22K | 0.00% | +30+90.9% | Added |
| Quarry LP | 69 | $7.87K | 0.00% | +69 | New |
| Robinswood Financial LLC | 66 | $7.90K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 73 | $8.00K | 0.00% | +34+87.2% | Added |
| Richardson Capital Management LLC | 72 | $8.22K | 0.01% | +72 | New |
| Oliver Lagore Vanvalin Investment Group | 76 | $8.67K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $9.00K | 0.01% | +82 | New |
| Tompkins Financial Corp | 79 | $9.02K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $9.02K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $9.02K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 79 | $9.02K | 0.00% | +79 | New |
| BNP Paribas | 82 | $9.36K | 0.00% | +82 | New |
| Pineridge Advisors LLC | 84 | $9.55K | 0.00% | +1+1.2% | Added |
| VitalStone Financial, LLC | 90 | $10.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 90 | $10.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 92 | $10.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 95 | $10.8K | 0.01% | +4+4.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 96 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 94 | $11.1K | 0.01% | −133−58.6% | Reduced |
| Rothschild Investment LLC | 99 | $11.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $11.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 99 | $11.3K | 0.01% | +99 | New |
| Ronald Blue Trust, Inc. | 101 | $11.5K | 0.00% | −53−34.4% | Reduced |
| Bruce G. Allen Investments, LLC | 105 | $12.0K | 0.01% | −47−30.9% | Reduced |
| American National Bank | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 105 | $12.0K | 0.00% | +21+25.0% | Added |
| Grove Bank & Trust | 105 | $12.0K | 0.00% | +25+31.3% | Added |
| Creative Financial Designs Inc | 107 | $12.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 111 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 112 | $12.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 113 | $12.9K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 113 | $12.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $13.0K | 0.00% | −504−81.6% | Reduced |
| Westside Investment Management, Inc. | 118 | $13.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 121 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 127 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $16.0K | 0.00% | +17+13.8% | Added |
| Bangor Savings Bank | 141 | $16.1K | 0.00% | −7−4.7% | Reduced |
| Anchor Investment Management, LLC | 144 | $16.4K | 0.00% | −200−58.1% | Reduced |
| Centerpoint Advisors, LLC | 147 | $17.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 149 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 151 | $17.2K | 0.00% | +151 | New |
| CarsonAllaria Wealth Management, Ltd. | 154 | $17.7K | 0.01% | +118+327.8% | Added |
| Frazier Financial Advisors, LLC | 158 | $18.0K | 0.01% | +90+132.4% | Added |
| CVA Family Office, LLC | 162 | $18.5K | 0.00% | +5+3.2% | Added |
| Geneos Wealth Management Inc. | 164 | $18.7K | 0.00% | +3+1.9% | Added |
| Sachetta, LLC | 246 | $18.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 169 | $19.3K | 0.02% | +150+789.5% | Added |
| Ofi Invest Asset Management | 187 | $19.8K | 0.00% | +187 | New |
| Old Point Trust & Financial Services N A | 182 | $20.8K | 0.01% | 00.0% | Unchanged |