| Dogwood Wealth Management LLC | 0 | $27 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 99,899 | $173 | 0.01% | +99,899 | New |
| St. Johns Investment Management Company, LLC | 1 | $582 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| ClariVest Asset Management LLC | 2 | $1.16K | 0.00% | +2 | New |
| Broadwater Capital Management LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $1.74K | 0.00% | −5−62.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.84K | 0.00% | +3 | New |
| TD Capital Management LLC | 4 | $2.33K | 0.00% | +4 | New |
| Horizon Financial Services, LLC | 5 | $2.91K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $2.91K | 0.00% | −9−64.3% | Reduced |
| Caitlin John, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 6 | $3.49K | 0.00% | +6 | New |
| Kozak & Associates, Inc. | 6 | $3.59K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $4.07K | 0.20% | −1−12.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $4.07K | 0.00% | +7 | New |
| Pacific Center for Financial Services | 8 | $4.65K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 9 | $5.23K | 0.00% | −1−10.0% | Reduced |
| Mma Asset Management LLC | 9 | $5.23K | 0.00% | +9 | New |
| Tidemark, LLC | 9 | $5.27K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $5.81K | 0.01% | +8+400.0% | Added |
| Signature Resources Capital Management, LLC | 11 | $5.84K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $6.39K | 0.00% | −17−60.7% | Reduced |
| Estabrook Capital Management | 11 | $6.39K | 0.00% | +1+10.0% | Added |
| New England Capital Financial Advisors LLC | 11 | $6.41K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 12 | $6.97K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $6.97K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $6.98K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 13 | $7.51K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $7.57K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $8.14K | 0.00% | +14 | New |
| Jackson, Grant Investment Advisers, Inc. | 15 | $8.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 15 | $8.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $8.72K | 0.00% | +1+7.1% | Added |
| City State Bank | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14 | $9.16K | 0.00% | +12+600.0% | Added |
| EntryPoint Capital, LLC | 16 | $9.30K | 0.01% | +16 | New |
| Wolff Wiese Magana LLC | 16 | $9.30K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 17 | $9.88K | 0.00% | −56−76.7% | Reduced |
| Country Trust Bank | 17 | $9.88K | 0.00% | −7−29.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 17 | $9.88K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $9.88K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 18 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $10.5K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 18 | $10.5K | 0.00% | +18 | New |
| Silicon Valley Capital Partners | 20 | $11.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $12.8K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 22 | $12.8K | 0.01% | +3+15.8% | Added |
| REAP Financial Group, LLC | 22 | $12.8K | 0.00% | +1+4.8% | Added |
| Peoples Bank | 23 | $13.4K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 23 | $13.4K | 0.02% | +23 | New |
| Ruedi Wealth Management, Inc. | 23 | $13.4K | 0.01% | +23 | New |
| Frank, Rimerman Advisors LLC | 24 | $13.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 24 | $13.9K | 0.00% | +13+118.2% | Added |
| American Capital Advisory, LLC | 25 | $14.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $14.5K | 0.00% | −24−49.0% | Reduced |
| First PREMIER Bank | 27 | $16.0K | 0.00% | +11+68.8% | Added |
| ICA Group Wealth Management, LLC | 28 | $16.3K | 0.00% | −8−22.2% | Reduced |
| Creative Capital Management Investments LLC | 29 | $16.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $17.0K | 0.00% | −1,757−98.3% | Reduced |
| Naples Money Management LLC | 30 | $17.4K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 30 | $17.4K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $17.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $17.7K | 0.01% | −6−16.7% | Reduced |
| Lowe Wealth Advisors, LLC | 32 | $18.6K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 33 | $19.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 36 | $20.9K | 0.00% | −9−20.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 37 | $21.5K | 0.01% | +3+8.8% | Added |
| Sound Income Strategies, LLC | 37 | $21.5K | 0.00% | +20+117.6% | Added |
| Piscataqua Savings Bank | 39 | $22.7K | 0.02% | +5+14.7% | Added |
| Old Point Trust & Financial Services N A | 39 | $22.7K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 40 | $22.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $23.3K | 0.01% | −5−11.1% | Reduced |
| Chesapeake Asset Management LLC | 41 | $23.9K | 0.02% | −3−6.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 42 | $24.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 42 | $24.3K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 42 | $24.4K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $26.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 48 | $27.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $29.1K | 0.01% | −26−34.2% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $29.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $29.1K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 51 | $29.6K | 0.01% | +51 | New |
| Raffa Wealth Management, LLC | 53 | $30.8K | 0.01% | +3+6.0% | Added |
| LifeSteps Financial, Inc. | 53 | $30.8K | 0.02% | +53 | New |
| Annapolis Financial Services, LLC | 55 | $32.0K | 0.01% | −3−5.2% | Reduced |
| Headlands Technologies LLC | 55 | $32.0K | 0.01% | +55 | New |
| CBIZ Investment Advisory Services, LLC | 55 | $32.0K | 0.00% | +55 | New |
| Prestige Wealth Management Group LLC | 55 | $32.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 56 | $32.5K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 56 | $32.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 57 | $33.1K | 0.01% | −4−6.6% | Reduced |
