| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Clean Yield Group | 0 | $10 | 0.00% | −12−100.0% | Reduced |
| Colonial Trust Advisors | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1 | $35 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $69 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $106 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 4 | $141 | 0.00% | +4 | New |
| West Oak Capital, LLC | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6 | $212 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $216 | 0.00% | +6 | New |
| Core Alternative Capital | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $248 | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 8 | $270 | 0.00% | −2−20.0% | Reduced |
| WestEnd Advisors, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $318 | 0.00% | +1+12.5% | Added |
| Murphy & Mullick Capital Management Corp | 10 | $353 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $353 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $389 | 0.00% | +7+175.0% | Added |
| Clark Wealth Partners | 13 | $420 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 12 | $424 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 13 | $451 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $459 | 0.00% | +3+30.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $459 | 0.00% | +5+62.5% | Added |
| UMA Financial Services, Inc. | 13 | $460 | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 15 | $500 | 0.00% | +15 | New |
| TFC Financial Management | 15 | $530 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $554 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $565 | 0.00% | +16 | New |
| Solstein Capital, LLC | 17 | $600 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $601 | 0.00% | −17−50.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 17 | $601 | 0.00% | +17 | New |
| Rise Advisors, LLC | 19 | $671 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $746 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $848 | 0.00% | +24 | New |
| Guerra Advisors Inc | 25 | $883 | 0.00% | +25 | New |
| Leonteq Securities AG | 26 | $918 | 0.00% | −5,791−99.6% | Reduced |
| Thompson Investment Management, Inc. | 26 | $918 | 0.00% | +26 | New |
| ZRC Wealth Management, LLC | 27 | $954 | 0.00% | +27 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Kilter Group LLC | 30 | $1.06K | 0.00% | −2−6.3% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $1.13K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 34 | $1.20K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $1.27K | 0.00% | +36 | New |
| Private Trust Co NA | 38 | $1.34K | 0.00% | −12−24.0% | Reduced |
| Bruce G. Allen Investments, LLC | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $1.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 45 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 47 | $1.69K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $1.69K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 53 | $1.75K | 0.00% | +53 | New |
| Salem Investment Counselors Inc | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 52 | $1.84K | 0.00% | −2−3.7% | Reduced |
| Fortitude Family Office, LLC | 52 | $1.84K | 0.00% | +7+15.6% | Added |
| Abound Wealth Management | 54 | $1.91K | 0.00% | +4+8.0% | Added |
| S&T Bank | 55 | $1.94K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 62 | $2.19K | 0.00% | +62 | New |
| Bare Financial Services, Inc | 66 | $2.33K | 0.00% | +66 | New |
| Brown, Lisle/Cummings, Inc. | 70 | $2.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $2.54K | 0.00% | +5+7.5% | Added |
| First Pacific Financial | 81 | $2.86K | 0.00% | +15+22.7% | Added |
| Private Wealth Management Group, LLC | 84 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 86 | $3.04K | 0.00% | −33−27.7% | Reduced |
| Creative Financial Designs Inc | 88 | $3.11K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 89 | $3.14K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 103 | $3.20K | 0.00% | +103 | New |
| ORG Partners LLC | 99 | $3.49K | 0.00% | +19+23.8% | Added |
| Signature Resources Capital Management, LLC | 116 | $4.10K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $4.17K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 118 | $4.17K | 0.00% | +118 | New |
| J.Safra Asset Management Corp | 120 | $4.24K | 0.00% | +120 | New |
| WealthCollab, LLC | 128 | $4.52K | 0.00% | +24+23.1% | Added |
| Marquette Asset Management, LLC | 128 | $4.52K | 0.00% | +128 | New |
| Pinnacle Bancorp, Inc. | 132 | $4.66K | 0.00% | −55−29.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 143 | $5.04K | 0.00% | +1+0.7% | Added |
| DiNuzzo Private Wealth, Inc. | 138 | $5.15K | 0.00% | +8+6.2% | Added |
| Binnacle Investments Inc | 161 | $5.69K | 0.00% | +112+228.6% | Added |
| Greykasell Wealth Strategies, Inc. | 162 | $5.72K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 188 | $6.64K | 0.01% | +2+1.1% | Added |
| Boreal Capital Management LLC | 194 | $6.85K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 211 | $7.00K | 0.00% | +28+15.3% | Added |
| Hemington Wealth Management | 226 | $7.00K | 0.00% | +31+15.9% | Added |
| Asset Dedication, LLC | 199 | $7.03K | 0.00% | −34−14.6% | Reduced |
| Coston, McIsaac & Partners | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 233 | $8.23K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 262 | $9.25K | 0.00% | +57+27.8% | Added |
| Johnson Financial Group, Inc. | 293 | $10.3K | 0.00% | +66+29.1% | Added |
| American National Bank | 337 | $11.9K | 0.00% | +337 | New |
| South State Corp. | 345 | $12.2K | 0.00% | −285−45.2% | Reduced |
| Smartleaf Asset Management LLC | 370 | $13.5K | 0.00% | −3,937−91.4% | Reduced |
| Clear Street Markets LLC | 413 | $14.6K | 0.00% | +248+150.3% | Added |
| Wealthspire Advisors, LLC | 420 | $14.8K | 0.00% | +420 | New |
| Whittier Trust Co | 472 | $16.2K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 469 | $16.6K | 0.00% | 00.0% | Unchanged |