| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $13 | 0.00% | 0 | New |
| Global Assets Advisory, LLC | 352,829 | $364 | 0.02% | +352,829 | New |
| Cornerstone Planning Group LLC | 1 | $957 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $962 | 0.00% | −356−99.7% | Reduced |
| Institutional & Family Asset Management, LLC | 1 | $962 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $962 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $962 | 0.00% | +1 | New |
| Goodman Advisory Group, LLC | 1 | $962 | 0.00% | +1 | New |
| Richardson Financial Services Inc. | 1 | $962 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $962 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $963 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1 | $963 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $966 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.60K | 0.00% | +1+100.0% | Added |
| Macroview Investment Management LLC | 2 | $1.93K | 0.00% | −7−77.8% | Reduced |
| Longfellow Investment Management Co LLC | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $1.93K | 0.00% | +1+100.0% | Added |
| Anfield Capital Management, LLC | 2 | $1.93K | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $1.93K | 0.00% | +2 | New |
| HighMark Wealth Management LLC | 0 | $1.93K | 0.00% | 0 | New |
| Iron Horse Wealth Management, LLC | 3 | $2.89K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $2.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $3.85K | 0.00% | −5−55.6% | Reduced |
| Hartford Financial Management Inc. | 4 | $3.85K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.85K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $3.85K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $3.85K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $3.85K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $4.11K | 0.00% | +2+100.0% | Added |
| RFP Financial Group LLC | 5 | $4.81K | 0.00% | −9−64.3% | Reduced |
| Clarity Asset Management, Inc. | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $4.81K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $4.81K | 0.00% | +2+66.7% | Added |
| Beaird Harris Wealth Management, LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $4.84K | 0.00% | +5 | New |
| RE Dickinson Investment Advisors, LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $5.73K | 0.00% | +2+50.0% | Added |
| LGT Financial Advisors LLC | 6 | $5.78K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $5.78K | 0.01% | +4+200.0% | Added |
| Park Place Capital Corp | 7 | $6.74K | 0.00% | −15−68.2% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $6.74K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7 | $6.74K | 0.01% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $7.70K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $7.70K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $7.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $7.70K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8 | $7.70K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $8.00K | 0.00% | −487−98.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $8.66K | 0.00% | −1−10.0% | Reduced |
| Emfo, LLC | 9 | $8.66K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $8.66K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 10 | $9.63K | 0.00% | −147−93.6% | Reduced |
| Sound Income Strategies, LLC | 10 | $9.63K | 0.00% | −10−50.0% | Reduced |
| Gradient Investments LLC | 10 | $9.63K | 0.00% | −6−37.5% | Reduced |
| Center for Financial Planning, Inc. | 10 | $9.63K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $9.63K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $9.63K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $10.0K | 0.00% | +4+66.7% | Added |
| Laffer Tengler Investments | 11 | $10.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 11 | $10.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $11.2K | 0.01% | +2+20.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $11.6K | 0.00% | +4+50.0% | Added |
| Sachetta, LLC | 14 | $12.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $12.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $13.0K | 0.00% | +2+18.2% | Added |
| PFS Partners, LLC | 14 | $13.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $13.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $13.5K | 0.01% | +6+75.0% | Added |
| Chilton Capital Management LLC | 14 | $13.5K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 14 | $13.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $16.4K | 0.00% | +17 | New |
| Salem Investment Counselors Inc | 18 | $17.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $17.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $17.6K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 19 | $18.3K | 0.02% | +19 | New |
| GHP Investment Advisors, Inc. | 20 | $19.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $19.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $19.3K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $19.3K | 0.01% | +1+5.3% | Added |
| Beacon Capital Management, LLC | 20 | $19.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 21 | $20.0K | 0.00% | +21 | New |
| Hexagon Capital Partners LLC | 21 | $20.2K | 0.00% | +11+110.0% | Added |
| Addison Advisors LLC | 21 | $20.2K | 0.01% | −17−44.7% | Reduced |
| FWL Investment Management, LLC | 22 | $21.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 22 | $21.2K | 0.00% | +20+1,000.0% | Added |
| Aspect Partners, LLC | 23 | $22.1K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $24.1K | 0.01% | +25 | New |
| BFSG, LLC | 25 | $24.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $26.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $26.0K | 0.01% | +23+575.0% | Added |
| Bogart Wealth, LLC | 28 | $26.9K | 0.00% | 00.0% | Unchanged |