| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $37 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 37 | $42 | 0.00% | −25−40.3% | Reduced |
| Financial Perspectives, Inc | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $149 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $224 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $262 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $299 | 0.00% | +1+14.3% | Added |
| Heritage Wealth Advisors | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $411 | 0.00% | −3,792−99.7% | Reduced |
| Burleson & Company, LLC | 13 | $486 | 0.00% | −411−96.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 15 | $560 | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $560 | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 17 | $635 | 0.00% | −1,800−99.1% | Reduced |
| Retirement Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $1.05K | 0.00% | +28 | New |
| HHM Wealth Advisors, LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 38 | $1.42K | 0.00% | +1+2.7% | Added |
| Perkins Coie Trust Co | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.87K | 0.00% | +50 | New |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 55 | $2.06K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 57 | $2.13K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 60 | $2.24K | 0.00% | +30+100.0% | Added |
| Corrado Advisors, LLC | 65 | $2.43K | 0.00% | +65 | New |
| Estabrook Capital Management | 72 | $2.69K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $3.04K | 0.00% | +43+113.2% | Added |
| Crewe Advisors LLC | 90 | $3.36K | 0.00% | −272−75.1% | Reduced |
| My Personal CFO, LLC | 91 | $3.40K | 0.00% | +91 | New |
| PayPay Securities Corp | 93 | $3.47K | 0.23% | +93 | New |
| St. Johns Investment Management Company, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 101 | $3.78K | 0.00% | +20+24.7% | Added |
| Kozak & Associates, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 112 | $4.18K | 0.00% | +112 | New |
| Parallax Volatility Advisers, L.P. | 120 | $4.48K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 143 | $5.00K | 0.00% | −121−45.8% | Reduced |
| Goodwin Investment Advisory | 142 | $5.30K | 0.00% | −10,939−98.7% | Reduced |
| Bellevue Asset Management, LLC | 150 | $5.56K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 155 | $5.79K | 0.00% | +155 | New |
| SOA Wealth Advisors, LLC. | 160 | $5.98K | 0.00% | −7−4.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 199 | $6.25K | 0.01% | +199 | New |
| RFP Financial Group LLC | 172 | $6.43K | 0.00% | +172 | New |
| Washington Trust Co | 184 | $6.87K | 0.00% | −925−83.4% | Reduced |
| Central Bank & Trust Co | 184 | $6.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 196 | $7.32K | 0.00% | −71−26.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $7.47K | 0.00% | −125−38.5% | Reduced |
| Marquette Asset Management, LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $7.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $7.47K | 0.01% | +200 | New |
| Coastal Capital Group, Inc. | 247 | $7.75K | 0.00% | +1+0.4% | Added |
| Global Financial Private Client, LLC | 210 | $7.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 219 | $8.00K | 0.00% | +119+119.0% | Added |
| Schubert & Co | 218 | $8.14K | 0.01% | +19+9.5% | Added |
| BerganKDV Wealth Management, LLC | 225 | $8.42K | 0.00% | −18−7.4% | Reduced |
| First Personal Financial Services | 228 | $8.51K | 0.00% | −203−47.1% | Reduced |
| JJJ Advisors Inc. | 235 | $8.62K | 0.00% | +48+25.7% | Added |
| Salem Investment Counselors Inc | 240 | $8.97K | 0.00% | −1,115−82.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 250 | $9.34K | 0.00% | +250 | New |
| Studio Investment Management LLC | 255 | $9.53K | 0.00% | +255 | New |
| American National Bank | 268 | $10.0K | 0.00% | −18−6.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 272 | $10.2K | 0.01% | +272 | New |
| C M Bidwell & Associates Ltd | 286 | $10.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 287 | $10.7K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 317 | $11.0K | 0.00% | +4+1.3% | Added |
| Manchester Capital Management LLC | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 315 | $11.8K | 0.01% | +3+1.0% | Added |
| Roble, Belko & Company, Inc | 348 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 351 | $13.1K | 0.00% | +104+42.1% | Added |
| One Wealth Advisors, LLC | 354 | $13.2K | 0.00% | +354 | New |
| Carolinas Wealth Consulting LLC | 367 | $13.7K | 0.00% | +4+1.1% | Added |
| Earnest Partners LLC | 370 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 375 | $14.0K | 0.00% | +375 | New |
| MB, Levis & Associates, LLC | 379 | $14.1K | 0.01% | +379 | New |
| Syverson Strege & Co | 383 | $14.3K | 0.01% | +4+1.1% | Added |
| Armstrong Advisory Group, Inc | 384 | $14.3K | 0.00% | +384 | New |
| Richard W. Paul & Associates, LLC | 392 | $14.6K | 0.01% | +392 | New |
| Dark Forest Capital Management LP | 394 | $14.7K | 0.00% | +394 | New |
| Westwood Holdings Group Inc. | 400 | $15.0K | 0.00% | +400 | New |
| Grey Fox Wealth Advisors, LLC | 419 | $15.7K | 0.01% | +419 | New |
| Operose Advisors LLC | 423 | $15.8K | 0.01% | 00.0% | Unchanged |
| Motco | 424 | $15.8K | 0.00% | −200−32.1% | Reduced |
| Pin Oak Investment Advisors Inc | 424 | $16.0K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 427 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 434 | $16.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 443 | $16.6K | 0.00% | +443 | New |
| Webster Bank, N. A. | 458 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 457 | $17.1K | 0.00% | +1+0.2% | Added |