| Coston, McIsaac & Partners | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $67 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $135 | 0.00% | −3−60.0% | Reduced |
| Buck Wealth Strategies, LLC | 2 | $135 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $268 | 0.00% | −22−84.6% | Reduced |
| Vision Financial Markets LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 4 | $268 | 0.00% | +4 | New |
| Monetary Solutions, Ltd | 4 | $268 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $336 | 0.00% | −571−99.1% | Reduced |
| Delta Asset Management LLC | 6 | $403 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $470 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 7 | $470 | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 8 | $537 | 0.00% | +8 | New |
| Mascoma Wealth Management LLC | 9 | $604 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 10 | $671 | 0.00% | −13−56.5% | Reduced |
| WPG Advisers, LLC | 11 | $738 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 11 | $738 | 0.00% | +11 | New |
| Crewe Advisors LLC | 11 | $739 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $872 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13 | $872 | 0.00% | +13 | New |
| Glass Jacobson Investment Advisors llc | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 16 | $1.08K | 0.00% | +16 | New |
| Sunrise Financial Services, LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Trust Co | 18 | $1.21K | 0.00% | −22−55.0% | Reduced |
| Webster Bank, N. A. | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 23 | $1.54K | 0.00% | −17−42.5% | Reduced |
| Principia Wealth Advisory, LLC | 24 | $1.61K | 0.00% | −15−38.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 24 | $1.61K | 0.00% | +24 | New |
| Evolution Wealth Management Inc. | 24 | $1.61K | 0.00% | +24 | New |
| Pacific Center for Financial Services | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 26 | $1.75K | 0.00% | +26 | New |
| Harbor Investment Advisory, LLC | 27 | $1.81K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 27 | $1.81K | 0.00% | +27 | New |
| High Note Wealth, LLC | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $2.01K | 0.00% | +30 | New |
| Granite FO LLC | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 33 | $2.21K | 0.00% | +33 | New |
| SHP Wealth Management | 36 | $2.42K | 0.00% | −14−28.0% | Reduced |
| Aventura Private Wealth, LLC | 39 | $2.62K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $2.89K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 44 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 44 | $2.95K | 0.00% | +44 | New |
| Harbor Asset Planning, Inc. | 45 | $3.02K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 45 | $3.02K | 0.00% | +45 | New |
| First National Bank | 45 | $3.04K | 0.00% | +45 | New |
| Highline Wealth Partners LLC | 47 | $3.15K | 0.00% | −4−7.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 51 | $3.42K | 0.00% | −103−66.9% | Reduced |
| Ares Financial Consulting, LLC | 51 | $3.42K | 0.00% | −35−40.7% | Reduced |
| Wilkerson Advisory Group LLC | 51 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.56K | 0.00% | +18+51.4% | Added |
| Creative Financial Designs Inc | 54 | $3.62K | 0.00% | +26+92.9% | Added |
| JFS Wealth Advisors, LLC | 56 | $3.76K | 0.00% | +14+33.3% | Added |
| Bullock Wealth Management Group | 58 | $3.88K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 58 | $3.89K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 58 | $3.92K | 0.00% | −81−58.3% | Reduced |
| ZRC Wealth Management, LLC | 59 | $3.96K | 0.00% | +59 | New |
| CX Institutional | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 60 | $4.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 54 | $4.07K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $4.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 67 | $4.50K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 67 | $4.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $4.63K | 0.00% | −350−83.5% | Reduced |
| Central Trust Co | 70 | $4.70K | 0.00% | −48−40.7% | Reduced |
| HFM Investment Advisors, LLC | 70 | $4.70K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $5.32K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 83 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 85 | $5.70K | 0.00% | −32−27.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 88 | $5.91K | 0.00% | −24−21.4% | Reduced |
| Raffa Wealth Management, LLC | 89 | $5.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 91 | $6.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $6.17K | 0.00% | −170−64.9% | Reduced |
| TD Private Client Wealth LLC | 92 | $6.17K | 0.00% | +34+58.6% | Added |
| Zions Bancorporation, National Association | 93 | $6.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 93 | $6.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 97 | $6.54K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 98 | $6.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $6.71K | 0.00% | 00.0% | Unchanged |