| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Painted Porch Advisors LLC | 1 | $57 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $142 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $189 | 0.00% | −4−50.0% | Reduced |
| VitalStone Financial, LLC | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $519 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 14 | $657 | 0.00% | −12−46.2% | Reduced |
| Geneos Wealth Management Inc. | 14 | $661 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $665 | 0.00% | +14 | New |
| Gradient Investments LLC | 16 | $755 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $756 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $831 | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 18 | $861 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $897 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $944 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 22 | $1.04K | 0.00% | +17+340.0% | Added |
| TFC Financial Management | 22 | $1.04K | 0.00% | +22 | New |
| Ruedi Wealth Management, Inc. | 23 | $1.08K | 0.00% | +23 | New |
| Unique Wealth Strategies, LLC | 30 | $1.29K | 0.00% | +30 | New |
| Carolinas Wealth Consulting LLC | 31 | $1.46K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 32 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $1.60K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $2.17K | 0.00% | −39−45.9% | Reduced |
| MCF Advisors LLC | 49 | $2.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.36K | 0.00% | +50 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $2.64K | 0.00% | −895−94.1% | Reduced |
| SJS Investment Consulting Inc. | 57 | $2.69K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 59 | $2.84K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 73 | $3.00K | 0.00% | −1−1.4% | Reduced |
| Avion Wealth | 83 | $3.00K | 0.00% | +24+40.7% | Added |
| Valley National Advisers Inc | 75 | $3.00K | 0.00% | +20+36.4% | Added |
| Spire Wealth Management | 64 | $3.04K | 0.00% | −443−87.4% | Reduced |
| Barrett & Company, Inc. | 65 | $3.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 65 | $3.07K | 0.00% | +10+18.2% | Added |
| Abound Wealth Management | 66 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $3.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 70 | $3.30K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 77 | $3.63K | 0.00% | −3−3.8% | Reduced |
| Register Financial Advisors LLC | 77 | $3.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 78 | $3.67K | 0.00% | +1+1.3% | Added |
| Sandy Spring Bank | 78 | $3.69K | 0.00% | +78 | New |
| RFP Financial Group LLC | 83 | $3.92K | 0.00% | +42+102.4% | Added |
| Sachetta, LLC | 77 | $3.93K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 85 | $4.03K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 99 | $4.67K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $4.72K | 0.00% | −100−50.0% | Reduced |
| Highline Wealth Partners LLC | 101 | $4.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $4.81K | 0.00% | −59−36.6% | Reduced |
| Fortitude Family Office, LLC | 107 | $5.05K | 0.00% | +107 | New |
| Strategic Investment Solutions, Inc. | 106 | $5.38K | 0.00% | +106 | New |
| Prestige Wealth Management Group LLC | 115 | $5.43K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 118 | $5.57K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 126 | $5.95K | 0.00% | +126 | New |
| Capital Advisors, Ltd. LLC | 129 | $6.00K | 0.00% | +42+48.3% | Added |
| Capital Analysts, LLC | 126 | $6.00K | 0.00% | +126 | New |
| WFA Asset Management Corp | 132 | $6.23K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 133 | $6.28K | 0.00% | +33+33.0% | Added |
| Investors Research Corp | 134 | $6.32K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 140 | $6.61K | 0.00% | −6−4.1% | Reduced |
| Addison Advisors LLC | 147 | $6.94K | 0.00% | +147 | New |
| Financial Management Professionals, Inc. | 141 | $7.00K | 0.00% | −28−16.6% | Reduced |
| New England Capital Financial Advisors LLC | 149 | $7.03K | 0.00% | −99−39.9% | Reduced |
| Bruce G. Allen Investments, LLC | 155 | $7.31K | 0.01% | +3+2.0% | Added |
| Godsey & Gibb Associates | 156 | $7.36K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $7.79K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 173 | $8.19K | 0.00% | +15+9.5% | Added |
| Macroview Investment Management LLC | 180 | $8.49K | 0.01% | +180 | New |
| Leonteq Securities AG | 190 | $8.97K | 0.00% | +154+427.8% | Added |
| CGC Financial Services, LLC | 193 | $9.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 193 | $9.11K | 0.01% | +95+96.9% | Added |
| Creative Financial Designs Inc | 195 | $9.20K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 216 | $10.2K | 0.00% | +216 | New |
| Exchange Traded Concepts, LLC | 221 | $10.4K | 0.00% | +30+15.7% | Added |
| Quarry LP | 224 | $10.6K | 0.00% | −585−72.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 241 | $11.4K | 0.00% | −25−9.4% | Reduced |
| Scarborough Advisors, LLC | 243 | $11.5K | 0.00% | +1+0.4% | Added |
| Kozak & Associates, Inc. | 243 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 250 | $11.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $11.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 259 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 259 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 260 | $12.3K | 0.00% | −69−21.0% | Reduced |
| AdvisorNet Financial, Inc | 260 | $12.3K | 0.00% | +14+5.7% | Added |
| Manchester Capital Management LLC | 260 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 264 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 266 | $12.6K | 0.00% | −2−0.7% | Reduced |
| CoreCap Advisors, LLC | 300 | $14.2K | 0.00% | −520−63.4% | Reduced |
| Larson Financial Group LLC | 315 | $14.8K | 0.00% | +10+3.3% | Added |
| Duncker Streett & Co Inc | 329 | $15.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 338 | $16.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 365 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 374 | $17.6K | 0.01% | 00.0% | Unchanged |
