| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $25 | 0.00% | 0 | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $53 | 0.00% | +1 | New |
| Mark Sheptoff Financial Planning, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $148 | 0.00% | −800−99.6% | Reduced |
| TCTC Holdings, LLC | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 6 | $295 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $295 | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $345 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $394 | 0.00% | +8 | New |
| Archer Investment Corp | 8 | $395 | 0.00% | +8 | New |
| Pacific Center for Financial Services | 9 | $443 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $457 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $492 | 0.00% | −98−90.7% | Reduced |
| Lavaca Capital LLC | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $492 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $492 | 0.00% | +10 | New |
| Redwood Park Advisors LLC | 10 | $493 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $788 | 0.00% | +16 | New |
| Keystone Financial Group, Inc. | 15 | $798 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 17 | $837 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $886 | 0.00% | +18 | New |
| Clean Yield Group | 19 | $924 | 0.00% | −71−78.9% | Reduced |
| WestEnd Advisors, LLC | 19 | $935 | 0.00% | −1−5.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 19 | $935 | 0.00% | +14+280.0% | Added |
| Ridgewood Investments LLC | 20 | $984 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $984 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 24 | $1.00K | 0.00% | −5,824−99.6% | Reduced |
| Clark Wealth Partners | 21 | $1.01K | 0.00% | −55−72.4% | Reduced |
| 1 North Wealth Services LLC | 21 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $1.05K | 0.00% | −157−88.7% | Reduced |
| NBT Bank N A | 24 | $1.18K | 0.00% | −76−76.0% | Reduced |
| Core Alternative Capital | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 27 | $1.33K | 0.00% | +9+50.0% | Added |
| TruNorth Capital Management, LLC | 28 | $1.38K | 0.00% | −28−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 28 | $1.38K | 0.00% | +7+33.3% | Added |
| Gitterman Wealth Management, LLC | 29 | $1.43K | 0.00% | +29 | New |
| Financially Speaking Inc | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 33 | $1.62K | 0.00% | +20+153.8% | Added |
| PayPay Securities Corp | 34 | $1.67K | 0.08% | −1−2.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 35 | $1.72K | 0.00% | +35 | New |
| Tradewinds Capital Management, LLC | 36 | $1.77K | 0.00% | −2−5.3% | Reduced |
| Stephens Consulting, LLC | 36 | $1.77K | 0.00% | +34+1,700.0% | Added |
| Curio Wealth, LLC | 39 | $1.94K | 0.00% | +37+1,850.0% | Added |
| Principia Wealth Advisory, LLC | 41 | $2.02K | 0.00% | −17−29.3% | Reduced |
| Park Square Financial Group, LLC | 41 | $2.02K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 42 | $2.07K | 0.00% | +25+147.1% | Added |
| Legacy Wealth Managment, LLC | 45 | $2.21K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 45 | $2.21K | 0.00% | +45 | New |
| Bay Harbor Wealth Management, LLC | 48 | $2.36K | 0.00% | +16+50.0% | Added |
| Hopwood Financial Services, Inc. | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $2.56K | 0.00% | +52 | New |
| Burkett Financial Services, LLC | 53 | $2.58K | 0.00% | +1+1.9% | Added |
| Tidemark, LLC | 53 | $2.61K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 53 | $2.61K | 0.00% | +53 | New |
| Glass Jacobson Investment Advisors llc | 54 | $2.66K | 0.00% | +5+10.2% | Added |
| Robbins Farley LLC | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 55 | $2.71K | 0.00% | +55 | New |
| Riggs Asset Managment Co. Inc. | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 57 | $2.81K | 0.00% | +27+90.0% | Added |
| Anchor Investment Management, LLC | 59 | $2.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $3.00K | 0.00% | +2+2.9% | Added |
| Vermillion Wealth Management, Inc. | 65 | $3.22K | 0.00% | +51+364.3% | Added |
| Winch Advisory Services, LLC | 74 | $3.66K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 75 | $3.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 77 | $3.79K | 0.00% | −220−74.1% | Reduced |
| YANKCOM Partnership | 80 | $3.94K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 81 | $3.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 85 | $4.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $4.23K | 0.00% | −280−76.5% | Reduced |
| TFC Financial Management | 86 | $4.24K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 88 | $4.33K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $4.42K | 0.00% | +68+400.0% | Added |
| DT Investment Partners, LLC | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 92 | $4.53K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 92 | $4.53K | 0.00% | +92 | New |
| WealthTrak Capital Management LLC | 95 | $4.67K | 0.00% | +50+111.1% | Added |
| Binnacle Investments Inc | 96 | $4.72K | 0.00% | +37+62.7% | Added |
| Legend Financial Advisors, Inc. | 96 | $4.72K | 0.00% | +96 | New |
| Signature Resources Capital Management, LLC | 97 | $4.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $4.82K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 93 | $4.88K | 0.00% | −51−35.4% | Reduced |
| Barrett & Company, Inc. | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $4.92K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 102 | $5.00K | 0.00% | +1+1.0% | Added |
| Blume Capital Management, Inc. | 103 | $5.07K | 0.00% | −5−4.6% | Reduced |
| Atlantic Trust, LLC | 107 | $5.27K | 0.00% | −89−45.4% | Reduced |
