| Colonial Trust Advisors | 5 | $164 | 0.00% | +5 | New |
| Gradient Investments LLC | 13 | $427 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $474 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 20 | $657 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $723 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 24 | $789 | 0.00% | −15−38.5% | Reduced |
| North Star Investment Management Corp. | 24 | $789 | 0.00% | +24 | New |
| Wolff Wiese Magana LLC | 25 | $822 | 0.00% | +25 | New |
| SOA Wealth Advisors, LLC. | 25 | $833 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $854 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | $876 | 0.01% | +33 | New |
| Sierra Capital LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $1.00K | 0.00% | +2+13.3% | Added |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +19 | New |
| Aspire Private Capital, LLC | 37 | $1.22K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 46 | $1.51K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 47 | $1.54K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 49 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 56 | $1.84K | 0.00% | −3−5.1% | Reduced |
| Caldwell Trust Co | 56 | $1.84K | 0.00% | +56 | New |
| Disciplined Investments, LLC | 57 | $1.87K | 0.00% | −21−26.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $2.00K | 0.02% | −80−53.3% | Reduced |
| Valley National Advisers Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $2.14K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $2.18K | 0.00% | +36+120.0% | Added |
| Romano Brothers and Company | 69 | $2.27K | 0.00% | +69 | New |
| CoreFirst Bank & Trust | 69 | $2.27K | 0.00% | +69 | New |
| BerganKDV Wealth Management, LLC | 71 | $2.34K | 0.00% | −5−6.6% | Reduced |
| Manchester Capital Management LLC | 75 | $2.46K | 0.00% | +18+31.6% | Added |
| Raffa Wealth Management, LLC | 76 | $2.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $2.66K | 0.00% | −14−14.7% | Reduced |
| CVA Family Office, LLC | 85 | $2.79K | 0.00% | −605−87.7% | Reduced |
| Heritage Wealth Management, LLC | 88 | $2.89K | 0.00% | +44+100.0% | Added |
| Bogart Wealth, LLC | 90 | $2.96K | 0.00% | +25+38.5% | Added |
| City State Bank | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 107 | $3.00K | 0.00% | +107 | New |
| Beaird Harris Wealth Management, LLC | 92 | $3.02K | 0.00% | +92 | New |
| Kelly Financial Services LLC | 99 | $3.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 100 | $3.29K | 0.00% | +100 | New |
| Glass Jacobson Investment Advisors llc | 100 | $3.29K | 0.00% | +100 | New |
| Cedar Wealth Management, LLC | 102 | $3.35K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 102 | $3.35K | 0.00% | +102 | New |
| Albion Financial Group | 108 | $3.55K | 0.00% | +108 | New |
| Piscataqua Savings Bank | 118 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 124 | $4.08K | 0.00% | −129−51.0% | Reduced |
| Clean Yield Group | 134 | $4.40K | 0.00% | +134 | New |
| FinTrust Capital Advisors, LLC | 138 | $4.54K | 0.00% | +73+112.3% | Added |
| Bell Investment Advisors, Inc | 163 | $5.36K | 0.00% | −2−1.2% | Reduced |
| Lumature Wealth Partners, LLC | 166 | $5.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 178 | $5.85K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 181 | $5.95K | 0.01% | −2−1.1% | Reduced |
| Trustcore Financial Services, LLC | 182 | $5.98K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 187 | $6.14K | 0.00% | +187 | New |
| BDO Wealth Advisors, LLC | 200 | $6.57K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $6.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $6.57K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 200 | $6.57K | 0.01% | +200 | New |
| Global Retirement Partners, LLC | 203 | $6.69K | 0.00% | −20−9.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 223 | $7.33K | 0.00% | +223 | New |
| MV Capital Management, Inc. | 235 | $7.72K | 0.00% | +31+15.2% | Added |
| Hoese & Co LLP | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 250 | $8.21K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 249 | $8.36K | 0.00% | −138−35.7% | Reduced |
| New England Capital Financial Advisors LLC | 239 | $8.45K | 0.01% | +239 | New |
| Prestige Wealth Management Group LLC | 261 | $8.58K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 272 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 293 | $9.63K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 297 | $9.76K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 325 | $10.7K | 0.00% | −100−23.5% | Reduced |
| Huntington National Bank | 327 | $10.7K | 0.00% | −31−8.7% | Reduced |
| Distillate Capital Partners LLC | 333 | $10.9K | 1.02% | +333 | New |
| Lee Financial Co | 336 | $11.0K | 0.00% | +50+17.5% | Added |
| Edmond de Rothschild Holding S.A. | 356 | $11.7K | 0.00% | −9,533−96.4% | Reduced |
| Clearstead Advisors, LLC | 356 | $11.7K | 0.00% | +339+1,994.1% | Added |
| Macroview Investment Management LLC | 357 | $11.7K | 0.02% | +357 | New |
| McIlrath & Eck, LLC | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 370 | $12.2K | 0.00% | +135+57.4% | Added |
| GHP Investment Advisors, Inc. | 379 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 390 | $12.8K | 0.00% | +390 | New |
| Annapolis Financial Services, LLC | 393 | $12.9K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 394 | $12.9K | 0.01% | +394 | New |
| Kozak & Associates, Inc. | 401 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 397 | $13.0K | 0.01% | +397 | New |
| Farther Finance Advisors, LLC | 412 | $13.5K | 0.01% | +412 | New |
| Money Concepts Capital Corp | 463 | $15.2K | 0.00% | +413+826.0% | Added |
| Zions Bancorporation, N.A. | 470 | $15.4K | 0.00% | +142+43.3% | Added |
| Private Trust Co NA | 487 | $16.0K | 0.00% | −29−5.6% | Reduced |
| Accurate Wealth Management, LLC | 515 | $16.9K | 0.01% | +515 | New |
| Oakworth Capital, Inc. | 559 | $18.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 562 | $18.5K | 0.01% | +562 | New |
| Blue Bell Private Wealth Management, LLC | 572 | $18.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 578 | $19.0K | 0.00% | −27−4.5% | Reduced |