| VitalStone Financial, LLC | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 2 | $86 | 0.00% | +2 | New |
| Colonial Trust Advisors | 5 | $216 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $216 | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 8 | $345 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $345 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $432 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 13 | $561 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $604 | 0.00% | −100−87.7% | Reduced |
| Gradient Investments LLC | 16 | $690 | 0.00% | −60−78.9% | Reduced |
| Delos Wealth Advisors, LLC | 16 | $690 | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $759 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $819 | 0.00% | −57−75.0% | Reduced |
| Tortoise Investment Management, LLC | 20 | $862 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.34K | 0.00% | +5+19.2% | Added |
| Clear Point Advisors Inc. | 32 | $1.38K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $1.51K | 0.00% | +35 | New |
| Leonteq Securities AG | 36 | $1.55K | 0.00% | −62−63.3% | Reduced |
| Aspire Private Capital, LLC | 37 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.64K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 41 | $1.77K | 0.00% | +41 | New |
| FRG Family Wealth Advisors LLC | 42 | $1.85K | 0.00% | +42 | New |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | +5+10.0% | Added |
| MCF Advisors LLC | 49 | $2.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $2.37K | 0.00% | +1+1.9% | Added |
| SJS Investment Consulting Inc. | 57 | $2.46K | 0.00% | +3+5.6% | Added |
| Westend Capital Management, LLC | 59 | $2.54K | 0.00% | +59 | New |
| Barrett & Company, Inc. | 65 | $2.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $2.85K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 77 | $2.94K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $3.00K | 0.00% | +25+73.5% | Added |
| Financial Connections Group, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 70 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $3.23K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 77 | $3.32K | 0.00% | +77 | New |
| Dunhill Financial, LLC | 77 | $3.32K | 0.00% | +6+8.5% | Added |
| Hexagon Capital Partners LLC | 80 | $3.45K | 0.00% | −241−75.1% | Reduced |
| Park Place Capital Corp | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 85 | $3.68K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 87 | $4.00K | 0.00% | +13+17.6% | Added |
| Evolution Advisers, Inc. | 74 | $4.00K | 0.00% | +1+1.4% | Added |
| Valued Wealth Advisors LLC | 98 | $4.23K | 0.00% | +76+345.5% | Added |
| Kelly Financial Services LLC | 99 | $4.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $4.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 101 | $4.34K | 0.00% | +1+1.0% | Added |
| Prestige Wealth Management Group LLC | 115 | $4.96K | 0.00% | −115−50.0% | Reduced |
| Piscataqua Savings Bank | 118 | $5.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $5.13K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 132 | $5.69K | 0.00% | +132 | New |
| Investors Research Corp | 134 | $5.78K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 146 | $6.30K | 0.00% | +146 | New |
| Bruce G. Allen Investments, LLC | 152 | $6.55K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 156 | $6.73K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $6.82K | 0.00% | +49+45.0% | Added |
| Harbour Investments, Inc. | 161 | $6.94K | 0.00% | +59+57.8% | Added |
| Financial Management Professionals, Inc. | 169 | $7.00K | 0.00% | +51+43.2% | Added |
| Raleigh Capital Management Inc. | 165 | $7.11K | 0.00% | +135+450.0% | Added |
| Exchange Traded Concepts, LLC | 191 | $8.24K | 0.00% | +60+45.8% | Added |
| CGC Financial Services, LLC | 193 | $8.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 195 | $8.41K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $8.62K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $8.62K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $8.62K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 210 | $9.05K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 242 | $10.4K | 0.00% | +2+0.8% | Added |
| Kozak & Associates, Inc. | 243 | $10.6K | 0.00% | +3+1.3% | Added |
| AdvisorNet Financial, Inc | 246 | $10.6K | 0.00% | +43+21.2% | Added |
| New England Capital Financial Advisors LLC | 248 | $10.7K | 0.01% | +2+0.8% | Added |
| Peoples Financial Services Corp. | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $10.8K | 0.00% | +250 | New |
| Archer Investment Corp | 259 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 259 | $11.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 260 | $11.2K | 0.00% | +130+100.0% | Added |
| Oakworth Capital, Inc. | 264 | $11.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 266 | $11.5K | 0.00% | +166+166.0% | Added |
| Salomon & Ludwin, LLC | 268 | $11.6K | 0.00% | +2+0.8% | Added |
| Cambridge Trust Co | 272 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 305 | $13.1K | 0.00% | +302+10,066.7% | Added |
| SRS Capital Advisors, Inc. | 318 | $13.7K | 0.00% | +1+0.3% | Added |
| Asset Dedication, LLC | 322 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 329 | $14.2K | 0.00% | −14−4.1% | Reduced |
| Duncker Streett & Co Inc | 329 | $14.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 338 | $14.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 365 | $15.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 374 | $16.1K | 0.01% | +374 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 376 | $16.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 382 | $16.5K | 0.01% | −254−39.9% | Reduced |
| Red Tortoise LLC | 382 | $16.5K | 0.01% | +284+289.8% | Added |
| Rothschild Investment LLC | 385 | $16.6K | 0.00% | +115+42.6% | Added |
| Creative Capital Management Investments LLC | 390 | $16.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 390 | $16.8K | 0.01% | +390 | New |
| Annapolis Financial Services, LLC | 393 | $16.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $17.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 425 | $18.3K | 0.00% | −140−24.8% | Reduced |
| EntryPoint Capital, LLC | 430 | $18.5K | 0.02% | +430 | New |
