| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Larson Financial Group LLC | 3 | $115 | 0.00% | +3 | New |
| Colonial Trust Advisors | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $306 | 0.00% | +8 | New |
| Aspect Partners, LLC | 8 | $306 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 13 | $496 | 0.00% | −15−53.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $673 | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 22 | $678 | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $725 | 0.00% | −4−17.4% | Reduced |
| Tortoise Investment Management, LLC | 20 | $764 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $984 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $993 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $1.00K | 0.00% | +1+3.0% | Added |
| Long Island Wealth Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Raleigh Capital Management Inc. | 30 | $1.15K | 0.00% | +30 | New |
| Clear Point Advisors Inc. | 32 | $1.22K | 0.00% | +32 | New |
| Lee Financial Co | 32 | $1.22K | 0.00% | −115−78.2% | Reduced |
| Caitlin John, LLC | 34 | $1.30K | 0.00% | +34 | New |
| Aspire Private Capital, LLC | 37 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.45K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 42 | $1.60K | 0.00% | +42 | New |
| MCF Advisors LLC | 49 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 63 | $2.00K | 0.00% | −2,446−97.5% | Reduced |
| SJS Investment Consulting Inc. | 54 | $2.06K | 0.00% | −18−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 54 | $2.06K | 0.00% | +54 | New |
| Colonial Trust Co | 55 | $2.11K | 0.00% | −400−87.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 61 | $2.33K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 62 | $2.43K | 0.00% | +62 | New |
| Barrett & Company, Inc. | 65 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $2.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $2.60K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 69 | $2.63K | 0.00% | +69 | New |
| Private Wealth Management Group, LLC | 70 | $2.67K | 0.00% | +70 | New |
| Dunhill Financial, LLC | 71 | $2.73K | 0.00% | +71 | New |
| Tyler-Stone Wealth Management | 75 | $2.86K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 76 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 77 | $2.94K | 0.00% | +77 | New |
| Capital Advisors, Ltd. LLC | 74 | $3.00K | 0.00% | −14−15.9% | Reduced |
| Evolution Advisers, Inc. | 73 | $3.00K | 0.00% | +1+1.4% | Added |
| Park Place Capital Corp | 85 | $3.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 85 | $3.26K | 0.00% | −65−43.3% | Reduced |
| TD Waterhouse Canada Inc. | 79 | $3.31K | 0.00% | −26−24.8% | Reduced |
| Leonteq Securities AG | 98 | $3.74K | 0.00% | −72−42.4% | Reduced |
| Red Tortoise LLC | 98 | $3.74K | 0.00% | −41−29.5% | Reduced |
| Kelly Financial Services LLC | 99 | $3.78K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $3.82K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 102 | $3.90K | 0.00% | +8+8.5% | Added |
| First Horizon Advisors, Inc. | 109 | $4.16K | 0.00% | −84−43.5% | Reduced |
| Geneos Wealth Management Inc. | 114 | $4.35K | 0.00% | +14+14.0% | Added |
| Piscataqua Savings Bank | 118 | $4.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $4.54K | 0.00% | +35+41.7% | Added |
| Manchester Capital Management LLC | 130 | $4.96K | 0.00% | +79+154.9% | Added |
| Nordwand Advisors, LLC | 130 | $4.96K | 0.00% | +130 | New |
| Financial Management Professionals, Inc. | 118 | $5.00K | 0.00% | +58+96.7% | Added |
| Exchange Traded Concepts, LLC | 131 | $5.00K | 0.00% | −1,012−88.5% | Reduced |
| Investors Research Corp | 134 | $5.12K | 0.00% | +134 | New |
| Bruce G. Allen Investments, LLC | 152 | $5.80K | 0.01% | +152 | New |
| Godsey & Gibb Associates | 156 | $5.96K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 161 | $6.15K | 0.00% | −1,311−89.1% | Reduced |
| CGC Financial Services, LLC | 193 | $7.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 195 | $7.45K | 0.00% | −1,710−89.8% | Reduced |
| GWM Advisors LLC | 199 | $7.60K | 0.00% | +49+32.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 200 | $7.64K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $7.64K | 0.00% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.64K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 203 | $7.75K | 0.00% | +203 | New |
| Northwest Capital Management Inc | 210 | $8.02K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 266 | $8.13K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 222 | $8.48K | 0.02% | +108+94.7% | Added |
| Prestige Wealth Management Group LLC | 230 | $8.78K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 240 | $8.87K | 0.00% | −161−40.1% | Reduced |
| Scarborough Advisors, LLC | 240 | $9.18K | 0.00% | +240 | New |
| New England Capital Financial Advisors LLC | 246 | $9.39K | 0.01% | +2+0.8% | Added |
| Peoples Financial Services Corp. | 250 | $9.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 259 | $9.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 259 | $9.89K | 0.00% | +29+12.6% | Added |
| Beacon Capital Management, LLC | 329 | $10.1K | 0.00% | +1+0.3% | Added |
| Oakworth Capital, Inc. | 264 | $10.1K | 0.00% | −149−36.1% | Reduced |
| Rothschild Investment LLC | 270 | $10.3K | 0.00% | +270 | New |
| Cambridge Trust Co | 272 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 297 | $11.3K | 0.00% | +297 | New |
| M&R Capital Management Inc | 310 | $11.9K | 0.00% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 317 | $12.1K | 0.00% | +159+100.6% | Added |
| Hexagon Capital Partners LLC | 321 | $12.3K | 0.00% | −97−23.2% | Reduced |
| Duncker Streett & Co Inc | 329 | $12.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 338 | $12.9K | 0.01% | +338 | New |
| Asset Dedication, LLC | 322 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 343 | $13.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 365 | $13.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 376 | $14.4K | 0.01% | −127−25.2% | Reduced |
| Venturi Wealth Management, LLC | 385 | $14.7K | 0.00% | +94+32.3% | Added |
| Creative Capital Management Investments LLC | 390 | $14.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 393 | $15.0K | 0.00% | 00.0% | Unchanged |
