| Grove Bank & Trust | 1 | $23 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $23 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $46 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $68 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 4 | $96 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $114 | 0.00% | −5−50.0% | Reduced |
| ORG Partners LLC | 5 | $114 | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $160 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 9 | $205 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $228 | 0.00% | −12−54.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 10 | $228 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $228 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $228 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $228 | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $241 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 12 | $274 | 0.00% | +12 | New |
| Federated Hermes, Inc. | 13 | $296 | 0.00% | +13 | New |
| Atala Financial Inc | 14 | $319 | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $342 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 16 | $365 | 0.00% | +16 | New |
| Pathway Financial Advisers, LLC | 20 | $454 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 20 | $456 | 0.00% | +20 | New |
| Whipplewood Advisors, LLC | 20 | $456 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $479 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 21 | $479 | 0.00% | +21 | New |
| RE Dickinson Investment Advisors, LLC | 22 | $500 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 22 | $502 | 0.00% | +22 | New |
| Colonial Trust Advisors | 23 | $524 | 0.00% | −79−77.5% | Reduced |
| Richard W. Paul & Associates, LLC | 26 | $593 | 0.00% | +16+160.0% | Added |
| Semmax Financial Advisors Inc. | 24 | $642 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $661 | 0.00% | +29 | New |
| MidAtlantic Capital Management, Inc. | 30 | $684 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $684 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $707 | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 33 | $753 | 0.00% | −47−58.8% | Reduced |
| William B. Walkup & Associates, Inc. | 38 | $868 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $912 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $981 | 0.00% | +32+290.9% | Added |
| Glen Eagle Advisors, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 45 | $1.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 45 | $1.03K | 0.00% | +22+95.7% | Added |
| Old Point Trust & Financial Services N A | 46 | $1.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $1.07K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 48 | $1.11K | 0.00% | +48 | New |
| Crews Bank & Trust | 50 | $1.14K | 0.00% | +50 | New |
| American National Bank | 56 | $1.28K | 0.00% | +56 | New |
| Glass Jacobson Investment Advisors llc | 60 | $1.37K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 60 | $1.37K | 0.00% | +60 | New |
| Park Square Financial Group, LLC | 60 | $1.37K | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 60 | $1.39K | 0.00% | +60 | New |
| MCF Advisors LLC | 61 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 61 | $1.39K | 0.00% | +61 | New |
| Financial Life Planners | 75 | $1.70K | 0.00% | +75 | New |
| Legacy Investment Solutions, LLC | 70 | $1.78K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 70 | $1.78K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $1.82K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 87 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 103 | $2.00K | 0.00% | −10−8.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 105 | $2.00K | 0.00% | −22−17.3% | Reduced |
| Wood Tarver Financial Group, LLC | 131 | $2.00K | 0.00% | +131 | New |
| Center for Financial Planning, Inc. | 88 | $2.01K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 92 | $2.10K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 96 | $2.20K | 0.00% | +1+1.1% | Added |
| Westside Investment Management, Inc. | 97 | $2.21K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $2.28K | 0.00% | +100 | New |
| Citizens National Bank Trust Department | 100 | $2.28K | 0.00% | +100 | New |
| Sierra Ocean, LLC | 102 | $2.33K | 0.00% | +102 | New |
| Danske Bank A/S | 105 | $2.39K | 0.00% | −21,112−99.5% | Reduced |
| Vermillion Wealth Management, Inc. | 109 | $2.49K | 0.00% | +109 | New |
| New England Capital Financial Advisors LLC | 110 | $2.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 116 | $2.65K | 0.00% | +116 | New |
| Federation des caisses Desjardins du Quebec | 117 | $2.67K | 0.00% | −865−88.1% | Reduced |
| Valued Wealth Advisors LLC | 117 | $2.67K | 0.00% | −25−17.6% | Reduced |
| Bare Financial Services, Inc | 120 | $2.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $2.74K | 0.00% | +120 | New |
| Transce3nd, LLC | 122 | $2.78K | 0.00% | +122 | New |
| Continuum Advisory, LLC | 131 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 128 | $3.00K | 0.00% | −66−34.0% | Reduced |
| Bokf, NA | 150 | $3.12K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 138 | $3.15K | 0.00% | +138 | New |
| Ameritas Investment Partners, Inc. | 145 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 146 | $3.33K | 0.00% | −1,905−92.9% | Reduced |
| Archer Investment Corp | 153 | $3.48K | 0.00% | +1+0.7% | Added |
| Strategic Investment Solutions, Inc. | 158 | $3.60K | 0.00% | −7−4.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 166 | $3.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 176 | $4.00K | 0.00% | −14−7.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 180 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 187 | $4.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 194 | $4.42K | 0.00% | +194 | New |
| Trivant Custom Portfolio Group, LLC | 200 | $4.56K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 200 | $4.56K | 0.00% | +200 | New |
| Stonebridge Financial Group, LLC | 201 | $4.58K | 0.00% | +201 | New |
| Salomon & Ludwin, LLC | 206 | $4.70K | 0.00% | −10−4.6% | Reduced |
| Medallion Wealth Advisors, LLC | 220 | $5.02K | 0.00% | +220 | New |
| Assetmark, Inc | 221 | $5.04K | 0.00% | +176+391.1% | Added |
