| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | +14 | New |
| Global Wealth Strategies & Associates | 0 | $4 | 0.00% | 0 | Unchanged |
| Main Street Group, LTD | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $79 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4 | $79 | 0.00% | +4 | New |
| Clark Wealth Partners | 6 | $118 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 8 | $158 | 0.00% | +8 | New |
| Fairman Group, LLC | 10 | $197 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $237 | 0.00% | −3−20.0% | Reduced |
| Alerus Financial NA | 12 | $237 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $256 | 0.00% | +10+333.3% | Added |
| Tortoise Investment Management, LLC | 15 | $296 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $335 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $335 | 0.00% | +11+183.3% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $354 | 0.00% | +8+80.0% | Added |
| Boreal Capital Management LLC | 19 | $374 | 0.00% | +19 | New |
| Kathleen S. Wright Associates Inc. | 23 | $388 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 20 | $389 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $434 | 0.00% | +13+144.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $454 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $473 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $493 | 0.00% | −28−52.8% | Reduced |
| American Capital Advisory, LLC | 26 | $513 | 0.00% | +26 | New |
| Cromwell Holdings LLC | 28 | $552 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $592 | 0.00% | −3,068−99.0% | Reduced |
| South State Corp. | 30 | $592 | 0.00% | −15−33.3% | Reduced |
| Quaker Wealth Management, LLC | 30 | $592 | 0.00% | +30 | New |
| Geneos Wealth Management Inc. | 35 | $690 | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 35 | $691 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $749 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 39 | $769 | 0.00% | +39 | New |
| Rothschild Investment LLC | 40 | $789 | 0.00% | −2−4.8% | Reduced |
| Larson Financial Group LLC | 40 | $789 | 0.00% | +8+25.0% | Added |
| Manchester Capital Management LLC | 40 | $789 | 0.00% | +40 | New |
| Vermillion Wealth Management, Inc. | 46 | $907 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $947 | 0.00% | −11−18.6% | Reduced |
| Whittier Trust Co | 49 | $965 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 47 | $966 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $986 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $986 | 0.00% | +10+25.0% | Added |
| WealthTrak Capital Management LLC | 50 | $986 | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $1.03K | 0.00% | −36−40.9% | Reduced |
| Rialto Wealth Management, LLC | 55 | $1.08K | 0.00% | +55 | New |
| CIBC Private Wealth Group, LLC | 57 | $1.12K | 0.00% | −75−56.8% | Reduced |
| Red Tortoise LLC | 57 | $1.12K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 63 | $1.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $1.30K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 72 | $1.42K | 0.00% | +72 | New |
| Harbour Investments, Inc. | 82 | $1.62K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 98 | $1.76K | 0.00% | +98 | New |
| Center for Financial Planning, Inc. | 97 | $1.91K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 97 | $1.91K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $1.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 99 | $1.96K | 0.00% | −235−70.4% | Reduced |
| Tompkins Financial Corp | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $2.62K | 0.00% | −82−38.1% | Reduced |
| Washington Trust Advisors, Inc. | 133 | $2.62K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 140 | $2.76K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 150 | $2.96K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $2.96K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,958 | $2.96K | 0.00% | +2,808+1,872.0% | Added |
| Avion Wealth | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 153 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $3.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 155 | $3.06K | 0.00% | +7+4.7% | Added |
| Groupe la Francaise | 160 | $3.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $3.33K | 0.00% | +48+39.7% | Added |
| Cornerstone Planning Group LLC | 212 | $3.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 193 | $3.81K | 0.00% | +75+63.6% | Added |
| Kennebec Savings Bank | 197 | $3.88K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $3.94K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $3.94K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 258 | $5.09K | 0.00% | +254+6,350.0% | Added |
| High Note Wealth, LLC | 261 | $5.15K | 0.00% | +161+161.0% | Added |
| Farmers & Merchants Investments Inc | 277 | $5.46K | 0.00% | −4,940−94.7% | Reduced |
| GWM Advisors LLC | 280 | $5.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 282 | $5.56K | 0.00% | +267+1,780.0% | Added |
| Creekmur Asset Management LLC | 300 | $5.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 324 | $6.00K | 0.00% | −2−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 313 | $6.17K | 0.00% | −1,033−76.7% | Reduced |
| Clearstead Advisors, LLC | 323 | $6.37K | 0.00% | −1,126−77.7% | Reduced |
| Aventura Private Wealth, LLC | 410 | $8.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 444 | $8.76K | 0.00% | −946−68.1% | Reduced |
| Ameritas Advisory Services, LLC | 457 | $9.01K | 0.00% | +457 | New |
| Parvin Asset Management, LLC | 550 | $10.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 559 | $11.0K | 0.00% | −40−6.7% | Reduced |
| Signaturefd, LLC | 565 | $11.1K | 0.00% | −165−22.6% | Reduced |
| Leonteq Securities AG | 577 | $11.4K | 0.00% | −654−53.1% | Reduced |
| Boyd Watterson Asset Management LLC | 584 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 600 | $11.8K | 0.00% | −2,451−80.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $11.8K | 0.00% | 00.0% | Unchanged |