| Level Financial Advisors, Inc. | 0 | $16 | 0.00% | −25−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $38 | 0.00% | 0 | New |
| Optiver Holding B.V. | 1 | $531 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 1 | $532 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 2 | $1.06K | 0.00% | +2 | New |
| Broadwater Capital Management LLC | 2 | $1.06K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $1.50K | 0.00% | −2−50.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 3 | $1.59K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 6 | $3.19K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.19K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $3.19K | 0.00% | +6 | New |
| Kozak & Associates, Inc. | 6 | $3.25K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 8 | $4.25K | 0.00% | −32−80.0% | Reduced |
| Pacific Center for Financial Services | 8 | $4.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $4.26K | 0.21% | +3+60.0% | Added |
| Tidemark, LLC | 9 | $4.81K | 0.00% | +9 | New |
| Truvestments Capital LLC | 10 | $5.31K | 0.00% | −24−70.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 10 | $5.31K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $5.31K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $5.31K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $5.31K | 0.00% | +7+233.3% | Added |
| POM Investment Strategies, LLC | 10 | $5.31K | 0.00% | +10 | New |
| Signature Resources Capital Management, LLC | 11 | $5.84K | 0.01% | +11 | New |
| Creekmur Asset Management LLC | 11 | $5.84K | 0.00% | +11 | New |
| New England Capital Financial Advisors LLC | 11 | $5.85K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $6.37K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 12 | $6.37K | 0.00% | +12 | New |
| Fairman Group, LLC | 12 | $6.37K | 0.01% | +12 | New |
| Paladin Advisory Group, LLC | 13 | $6.90K | 0.01% | −7−35.0% | Reduced |
| Founders Capital Management | 13 | $6.90K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $6.92K | 0.00% | −24−64.9% | Reduced |
| Valued Wealth Advisors LLC | 14 | $7.09K | 0.01% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $7.43K | 0.00% | +14 | New |
| Richard W. Paul & Associates, LLC | 15 | $7.96K | 0.00% | −37−71.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 15 | $7.96K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $8.49K | 0.01% | +3+23.1% | Added |
| Sound Income Strategies, LLC | 17 | $9.02K | 0.00% | −85−83.3% | Reduced |
| Highline Wealth Partners LLC | 17 | $9.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $9.02K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $9.16K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $9.55K | 0.00% | −51−73.9% | Reduced |
| Laffer Tengler Investments | 18 | $9.55K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 18 | $9.55K | 0.00% | −7−28.0% | Reduced |
| Westside Investment Management, Inc. | 18 | $9.55K | 0.00% | −1−5.3% | Reduced |
| Long Island Wealth Management, Inc. | 19 | $10.0K | 0.01% | +19 | New |
| BKM Wealth Management, LLC | 19 | $10.1K | 0.00% | +19 | New |
| Eukles Asset Management | 19 | $10.1K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 19 | $10.1K | 0.01% | +19 | New |
| Lee Financial Co | 19 | $10.1K | 0.00% | +4+26.7% | Added |
| Bourgeon Capital Management LLC | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $10.6K | 0.00% | +20 | New |
| Silicon Valley Capital Partners | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 20 | $11.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 21 | $11.2K | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $11.7K | 0.01% | +22 | New |
| Peoples Bank | 23 | $12.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 24 | $12.7K | 0.00% | +1+4.3% | Added |
| Frank, Rimerman Advisors LLC | 24 | $12.7K | 0.00% | +24 | New |
| American Capital Advisory, LLC | 25 | $13.3K | 0.01% | +25 | New |
| Able Wealth Management LLC | 25 | $13.3K | 0.01% | +25 | New |
| Rakuten Securities, Inc. | 28 | $14.9K | 0.01% | +28 | New |
| Cutler Group LP | 29 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $15.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $15.9K | 0.00% | −8−21.1% | Reduced |
| Naples Money Management LLC | 30 | $15.9K | 0.01% | +30 | New |
| Ulland Investment Advisors, LLC | 30 | $16.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 32 | $17.0K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 33 | $17.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 34 | $18.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 34 | $18.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 36 | $19.1K | 0.00% | +36 | New |
| Pension & Wealth Management Advisors, Inc. | 36 | $19.3K | 0.01% | +6+20.0% | Added |
| South State Corp. | 38 | $20.2K | 0.00% | −5−11.6% | Reduced |
| Old Point Trust & Financial Services N A | 39 | $20.7K | 0.01% | +39 | New |
| Northwest Bank & Trust Co | 40 | $21.2K | 0.02% | +40 | New |
| LFA - Lugano Financial Advisors SA | 40 | $21.2K | 0.02% | +20+100.0% | Added |
| Main Street Group, LTD | 42 | $22.3K | 0.01% | +42 | New |
| Tucker Asset Management LLC | 42 | $22.3K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 42 | $23.2K | 0.01% | +42 | New |
| Avondale Wealth Management | 44 | $23.4K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 44 | $23.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 45 | $23.9K | 0.00% | +31+221.4% | Added |
| Winch Advisory Services, LLC | 45 | $23.9K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 48 | $25.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 49 | $26.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 50 | $26.5K | 0.00% | −270−84.4% | Reduced |
| Raffa Wealth Management, LLC | 50 | $26.5K | 0.01% | −100−66.7% | Reduced |
| Trust Co | 50 | $26.5K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 51 | $27.1K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $28.1K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 54 | $28.7K | 0.02% | +54 | New |
| True Wealth Design, LLC | 55 | $29.2K | 0.01% | +51+1,275.0% | Added |
| Prestige Wealth Management Group LLC | 55 | $29.2K | 0.01% | −18−24.7% | Reduced |
| Provenance Wealth Advisors, LLC | 56 | $29.7K | 0.00% | −76−57.6% | Reduced |
