| Activest Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1 | $0 | 0.00% | +1 | New |
| Rockbridge Investment Management, LCC | 5 | $1.00K | 0.00% | −19−79.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 9 | $1.00K | 0.00% | +9 | New |
| Tradewinds Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $2.00K | 0.00% | +7+350.0% | Added |
| Hudock, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Tyler-Stone Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Fortitude Advisory Group L.L.C. | 13 | $2.00K | 0.00% | +13 | New |
| Koshinski Asset Management, Inc. | 12 | $2.22K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $4.00K | 0.00% | −21−50.0% | Reduced |
| Federated Hermes, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Old North State Trust, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Assetmark, Inc | 29 | $5.00K | 0.00% | −15−34.1% | Reduced |
| Creative Financial Designs Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $5.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 31 | $5.67K | 0.00% | +8+34.8% | Added |
| Karlinski Andrew C | 35 | $6.00K | 0.01% | +35 | New |
| Mark Sheptoff Financial Planning, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 45 | $8.00K | 0.00% | +45 | New |
| FourThought Financial, LLC | 50 | $9.00K | 0.00% | −9−15.3% | Reduced |
| Semmax Financial Advisors Inc. | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 48 | $9.00K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $9.00K | 0.00% | +50 | New |
| CVA Family Office, LLC | 49 | $9.00K | 0.00% | +49 | New |
| Missouri Trust & Investment Co | 50 | $9.00K | 0.01% | +50 | New |
| HM Payson & Co | 55 | $10.0K | 0.00% | −24−30.4% | Reduced |
| Sound Income Strategies, LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $10.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Harbor Investment Advisory, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 73 | $14.0K | 0.02% | +73 | New |
| Brown Brothers Harriman & Co | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 81 | $15.0K | 0.01% | +81 | New |
| Cassady Schiller Wealth Management, LLC | 81 | $15.0K | 0.01% | +81 | New |
| Gemmer Asset Management LLC | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $17.0K | 0.00% | −39−29.3% | Reduced |
| Cribstone Capital Management, LLC | 90 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 92 | $17.0K | 0.00% | +92 | New |
| Bedel Financial Consulting, Inc. | 105 | $19.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $19.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 101 | $19.0K | 0.00% | +81+405.0% | Added |
| City State Bank | 100 | $19.0K | 0.01% | +100 | New |
| Financial Management Professionals, Inc. | 113 | $21.0K | 0.00% | −69−37.9% | Reduced |
| Ellevest, Inc. | 116 | $21.0K | 0.00% | −32−21.6% | Reduced |
| Charter Oak Capital Management, LLC | 115 | $21.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 122 | $23.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 124 | $23.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 130 | $24.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 129 | $24.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 139 | $25.7K | 0.01% | +1+0.7% | Added |
| Reilly Financial Advisors, LLC | 139 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 141 | $26.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 143 | $26.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 140 | $26.0K | 0.02% | +140 | New |
| Caldwell Trust Co | 150 | $27.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 151 | $28.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 165 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 165 | $31.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 174 | $32.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 175 | $32.0K | 0.00% | +175 | New |
| Montag A & Associates Inc | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 216 | $40.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $40.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 220 | $41.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 228 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,295 | $44.0K | 0.00% | +1,295 | Added |
| Lumature Wealth Partners, LLC | 236 | $44.0K | 0.02% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 238 | $44.0K | 0.04% | +238 | New |
| Annapolis Financial Services, LLC | 244 | $45.0K | 0.01% | 00.0% | Unchanged |