| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $40 | 0.00% | +1+100.0% | Added |
| Navalign, LLC | 2 | $40 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $40 | 0.00% | +2 | New |
| Estate Planners Group, LLC | 2 | $40 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 4 | $79 | 0.00% | +4 | New |
| Atlantic Union Bankshares Corp | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $111 | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $159 | 0.00% | −79−90.8% | Reduced |
| Global Retirement Partners, LLC | 8 | $159 | 0.00% | +8 | New |
| Fairman Group, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $198 | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 10 | $199 | 0.00% | +10 | New |
| Alerus Financial NA | 12 | $238 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $238 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $258 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $258 | 0.00% | +4+44.4% | Added |
| Triumph Capital Management | 15 | $298 | 0.00% | +15 | New |
| Boreal Capital Management LLC | 19 | $377 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $397 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20 | $397 | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $456 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $476 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 24 | $476 | 0.00% | +24 | New |
| South State Corp. | 25 | $496 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 26 | $516 | 0.00% | +26 | New |
| Cromwell Holdings LLC | 28 | $556 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $631 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $634 | 0.00% | +12+60.0% | Added |
| Quaker Wealth Management, LLC | 34 | $675 | 0.00% | +4+13.3% | Added |
| UMA Financial Services, Inc. | 35 | $695 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $754 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 40 | $794 | 0.00% | +40 | New |
| Quent Capital, LLC | 41 | $813 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 46 | $913 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $992 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $992 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 54 | $1.07K | 0.00% | −30−35.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 55 | $1.09K | 0.00% | +2+3.8% | Added |
| Red Tortoise LLC | 57 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $1.13K | 0.00% | +11+23.9% | Added |
| Millstone Evans Group, LLC | 63 | $1.25K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 63 | $1.25K | 0.00% | +63 | New |
| American Capital Advisory, LLC | 65 | $1.29K | 0.00% | +50+333.3% | Added |
| Brown Brothers Harriman & Co | 65 | $1.29K | 0.00% | +65 | New |
| MV Capital Management, Inc. | 66 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 66 | $1.31K | 0.00% | +6+10.0% | Added |
| ZRC Wealth Management, LLC | 69 | $1.37K | 0.00% | −12−14.8% | Reduced |
| Manchester Capital Management LLC | 71 | $1.41K | 0.00% | +31+77.5% | Added |
| Flagship Wealth Advisors, LLC | 97 | $1.92K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 97 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 102 | $2.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 109 | $2.16K | 0.00% | +56+105.7% | Added |
| Abound Financial, LLC | 112 | $2.22K | 0.00% | +112 | New |
| Fortitude Family Office, LLC | 117 | $2.32K | 0.00% | +45+62.5% | Added |
| Washington Trust Advisors, Inc. | 133 | $2.64K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 160 | $2.73K | 0.00% | +160 | New |
| LRI Investments, LLC | 140 | $2.78K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 149 | $2.96K | 0.00% | +6+4.2% | Added |
| Chilton Capital Management LLC | 150 | $2.98K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 150 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 152 | $3.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 154 | $3.06K | 0.00% | −15−8.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 162 | $3.21K | 0.00% | +162 | New |
| Salomon & Ludwin, LLC | 166 | $3.42K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 197 | $3.91K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $3.97K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $3.97K | 0.00% | +200 | New |
| WealthCollab, LLC | 200 | $3.97K | 0.00% | +200 | New |
| BFSG, LLC | 207 | $4.11K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 216 | $4.28K | 0.00% | +216 | New |
| Huntington National Bank | 243 | $4.82K | 0.00% | −46−15.9% | Reduced |
| JFS Wealth Advisors, LLC | 244 | $4.84K | 0.00% | +121+98.4% | Added |
| Hilton Head Capital Partners, LLC | 250 | $4.96K | 0.00% | +250 | New |
| GWM Advisors LLC | 280 | $5.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 292 | $5.79K | 0.00% | +5+1.7% | Added |
| Elyxium Wealth, LLC | 292 | $5.79K | 0.00% | +292 | New |
| Rockefeller Capital Management L.P. | 307 | $6.09K | 0.00% | −599−66.1% | Reduced |
| Aventura Private Wealth, LLC | 350 | $6.94K | 0.00% | −60−14.6% | Reduced |
| SageView Advisory Group, LLC | 350 | $6.94K | 0.00% | +350 | New |
| T. Rowe Price Investment Management, Inc. | 333 | $7.00K | 0.00% | −210−38.7% | Reduced |
| NCP Inc. | 400 | $7.94K | 0.01% | +400 | New |
| Boyd Watterson Asset Management LLC | 464 | $9.21K | 0.00% | −47−9.2% | Reduced |
| Cornerstone Planning Group LLC | 508 | $10.3K | 0.00% | −844−62.4% | Reduced |
| Harbour Investments, Inc. | 592 | $11.7K | 0.00% | −133−18.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $11.9K | 0.00% | 00.0% | Unchanged |