| Ogorek Anthony Joseph | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | +9+81.8% | Added |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | +20 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Westfuller Advisors, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Colonial Trust Advisors | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $38 | 0.00% | −14−93.3% | Reduced |
| IFG Advisory, LLC | 1 | $38 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 1 | $39 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $77 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 3 | $114 | 0.00% | +3 | New |
| Sankala Group LLC | 3 | $117 | 0.00% | +3 | New |
| Planning Strategies Inc. | 4 | $152 | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 5 | $190 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $191 | 0.00% | −11−68.8% | Reduced |
| DecisionPoint Financial, LLC | 5 | $192 | 0.00% | −8−61.5% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $229 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 7 | $266 | 0.00% | +7 | New |
| Key Financial Inc | 9 | $342 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 9 | $342 | 0.00% | +9 | New |
| Triumph Capital Management | 10 | $380 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $381 | 0.00% | −14−58.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $381 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 12 | $473 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 13 | $495 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $495 | 0.00% | +13 | New |
| Silver Grove Financial Group, Inc. | 13 | $495 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $508 | 0.00% | −2−13.3% | Reduced |
| Cedar Mountain Advisors, LLC | 14 | $533 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $571 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $571 | 0.00% | +15 | New |
| North Star Investment Management Corp. | 16 | $609 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $609 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 17 | $631 | 0.00% | +1+6.3% | Added |
| Sittner & Nelson, LLC | 17 | $647 | 0.00% | +17 | New |
| Oakmont Advisory Group, LLC | 17 | $647 | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 18 | $685 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $685 | 0.00% | +8+80.0% | Added |
| High Note Wealth, LLC | 20 | $761 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 21 | $818 | 0.00% | −16−43.2% | Reduced |
| Ameriflex Group, Inc. | 23 | $875 | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 25 | $951 | 0.00% | −26−51.0% | Reduced |
| Abound Wealth Management | 25 | $952 | 0.00% | −27−51.9% | Reduced |
| Wall Street Access Asset Management, LLC | 25 | $952 | 0.00% | +25 | New |
| NBT Bank N A | 26 | $989 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 28 | $1.06K | 0.00% | +28 | New |
| C M Bidwell & Associates Ltd | 32 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 33 | $1.26K | 0.00% | +7+26.9% | Added |
| American Capital Advisory, LLC | 33 | $1.26K | 0.00% | +25+312.5% | Added |
| DT Investment Partners, LLC | 34 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 34 | $1.29K | 0.00% | +1+3.0% | Added |
| Retirement Wealth Solutions LLC | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 39 | $1.48K | 0.00% | +39 | New |
| Ankerstar Wealth, LLC | 40 | $1.52K | 0.00% | −45−52.9% | Reduced |
| Creative Capital Management Investments LLC | 41 | $1.56K | 0.00% | +41 | New |
| Gilpin Wealth Management, LLC | 41 | $1.56K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $1.68K | 0.00% | +33+300.0% | Added |
| Piscataqua Savings Bank | 48 | $1.82K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $1.83K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 48 | $1.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.90K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 53 | $1.94K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 51 | $1.94K | 0.00% | −310−85.9% | Reduced |
| GW&K Investment Management, LLC | 50 | $2.00K | 0.00% | −69−58.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 54 | $2.06K | 0.00% | +54 | New |
| Spectrum Wealth Advisory Group, LLC | 56 | $2.13K | 0.00% | +56 | New |
| Whipplewood Advisors, LLC | 57 | $2.17K | 0.00% | −25−30.5% | Reduced |
| Evolution Wealth Management Inc. | 57 | $2.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 57 | $2.17K | 0.00% | +12+26.7% | Added |
| UMA Financial Services, Inc. | 58 | $2.21K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 62 | $2.36K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 63 | $2.40K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 66 | $2.47K | 0.00% | +66 | New |
| Brown, Lisle/Cummings, Inc. | 70 | $2.66K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 77 | $2.93K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 80 | $3.04K | 0.00% | +80 | New |
| Quarry LP | 83 | $3.16K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 83 | $3.16K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 84 | $3.20K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 86 | $3.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $3.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 96 | $3.65K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 96 | $3.65K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $3.65K | 0.00% | +55+134.1% | Added |
| WealthCollab, LLC | 104 | $3.96K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 110 | $4.19K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 116 | $4.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $4.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 122 | $4.64K | 0.00% | +29+31.2% | Added |
| Transamerica Financial Advisors, Inc. | 125 | $4.76K | 0.00% | +24+23.8% | Added |
| DiNuzzo Private Wealth, Inc. | 134 | $5.10K | 0.00% | −1−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $5.21K | 0.00% | +37+37.0% | Added |
| Investment Research & Advisory Group, Inc. | 145 | $5.53K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 148 | $5.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 149 | $5.67K | 0.00% | −25−14.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 162 | $6.16K | 0.00% | 00.0% | Unchanged |