| Wood Tarver Financial Group, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $15 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3 | $30 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $57 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $67 | 0.00% | −6−50.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $92 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $104 | 0.00% | −1−10.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 11 | $128 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 12 | $138 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 13 | $144 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $195 | 0.00% | −11−39.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 21 | $242 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 23 | $264 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 23 | $264 | 0.00% | +23 | New |
| WestEnd Advisors, LLC | 26 | $298 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $320 | 0.00% | −167−86.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $321 | 0.00% | +28 | New |
| NewSquare Capital LLC | 29 | $333 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 29 | $333 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 32 | $367 | 0.02% | +3+10.3% | Added |
| Clark Wealth Partners | 36 | $413 | 0.00% | +36 | New |
| Aventus Investment Advisors, Inc. | 40 | $459 | 0.00% | +40 | New |
| Aventura Private Wealth, LLC | 42 | $482 | 0.00% | +42 | New |
| Marshall & Sterling Wealth Advisors Inc. | 44 | $506 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $529 | 0.00% | +46 | New |
| Global Wealth Strategies & Associates | 50 | $574 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 50 | $574 | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 50 | $575 | 0.00% | +50 | New |
| Bangor Savings Bank | 58 | $666 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $667 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 75 | $861 | 0.00% | +6+8.7% | Added |
| Addison Advisors LLC | 82 | $942 | 0.00% | −96−53.9% | Reduced |
| Grove Bank & Trust | 87 | $999 | 0.00% | +87 | New |
| Beutel, Goodman & Co Ltd. | 100 | $1.00K | 0.00% | −2,725−96.5% | Reduced |
| Avion Wealth | 152 | $1.00K | 0.00% | −12−7.3% | Reduced |
| Raleigh Capital Management Inc. | 90 | $1.03K | 0.00% | −61−40.4% | Reduced |
| CVA Family Office, LLC | 96 | $1.10K | 0.00% | −4,305−97.8% | Reduced |
| Ameriflex Group, Inc. | 100 | $1.14K | 0.00% | −960−90.6% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 105 | $1.21K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 107 | $1.23K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $1.30K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 115 | $1.32K | 0.00% | +115 | New |
| Toth Financial Advisory Corp | 117 | $1.34K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 125 | $1.44K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 125 | $1.44K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 128 | $1.47K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 140 | $1.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 145 | $1.67K | 0.00% | +129+806.3% | Added |
| Nemes Rush Group LLC | 150 | $1.72K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $1.72K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 155 | $1.78K | 0.00% | −65−29.5% | Reduced |
| Howard Hughes Medical Institute | 155 | $1.78K | 0.00% | +155 | New |
| IMG Wealth Management, Inc. | 162 | $1.86K | 0.00% | +162 | New |
| CarsonAllaria Wealth Management, Ltd. | 163 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 170 | $1.95K | 0.00% | −263−60.7% | Reduced |
| Valley National Advisers Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 218 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $2.01K | 0.00% | +6+3.6% | Added |
| Old Second National Bank of Aurora | 176 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $2.02K | 0.00% | −44−20.0% | Reduced |
| South State Corp. | 199 | $2.29K | 0.00% | −347−63.6% | Reduced |
| Private Wealth Asset Management, LLC | 200 | $2.30K | 0.00% | −91−31.3% | Reduced |
| FSA Wealth Management LLC | 200 | $2.30K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $2.30K | 0.00% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 205 | $2.35K | 0.00% | 00.0% | Unchanged |
| Motco | 209 | $2.43K | 0.00% | −160−43.4% | Reduced |
| Consultiva Wealth Management, Corp. | 212 | $2.43K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 219 | $2.52K | 0.00% | −46−17.4% | Reduced |
| Fortitude Family Office, LLC | 221 | $2.54K | 0.00% | −779−77.9% | Reduced |
| Beacon Capital Management, LLC | 258 | $2.96K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 259 | $2.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 263 | $3.02K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 265 | $3.05K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 275 | $3.16K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 275 | $3.16K | 0.00% | +275 | New |
| Rosenberg Matthew Hamilton | 284 | $3.26K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 294 | $3.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $3.44K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $3.44K | 0.00% | +82+37.6% | Added |
| Sierra Ocean, LLC | 301 | $3.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 301 | $3.46K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 303 | $3.48K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 323 | $3.71K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $3.73K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 340 | $3.90K | 0.00% | +340 | New |
| Caldwell Trust Co | 347 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 359 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 350 | $4.02K | 0.00% | −236−40.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 350 | $4.02K | 0.00% | +350 | New |
| Twin Peaks Wealth Advisors, LLC | 341 | $4.05K | 0.00% | +341 | New |