| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Bangor Savings Bank | 0 | $39 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $233 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $233 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $350 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $382 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $467 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $467 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $584 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 6 | $700 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 7 | $817 | 0.00% | −57−89.1% | Reduced |
| True Wealth Design, LLC | 7 | $817 | 0.00% | +2+40.0% | Added |
| Harvest Fund Management Co., Ltd | 12 | $1.00K | 0.00% | −52−81.3% | Reduced |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Abound Wealth Management | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.57K | 0.00% | +4+40.0% | Added |
| Rothschild Investment LLC | 14 | $1.63K | 0.00% | +14 | New |
| Baldwin Brothers Inc | 14 | $1.63K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $1.63K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.98K | 0.00% | −10−37.0% | Reduced |
| First United Bank Trust | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.10K | 0.00% | +2+12.5% | Added |
| Plato Investment Management Ltd | 19 | $2.22K | 0.00% | +8+72.7% | Added |
| Spire Wealth Management | 21 | $2.45K | 0.00% | −522−96.1% | Reduced |
| Institutional & Family Asset Management, LLC | 24 | $2.80K | 0.00% | +4+20.0% | Added |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $3.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $3.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $3.25K | 0.00% | +1+3.7% | Added |
| Coppell Advisory Solutions LLC | 31 | $3.62K | 0.00% | +31 | New |
| Opal Wealth Advisors, LLC | 34 | $3.96K | 0.00% | +34 | New |
| Legend Financial Advisors, Inc. | 38 | $4.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $4.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 46 | $5.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $5.39K | 0.00% | +11+35.5% | Added |
| Proequities, Inc. | 47 | $5.48K | 0.00% | +7+17.5% | Added |
| AdvisorNet Financial, Inc | 47 | $5.48K | 0.00% | −19−28.8% | Reduced |
| FinTrust Capital Advisors, LLC | 47 | $5.48K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48 | $5.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $5.60K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $5.72K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 49 | $5.72K | 0.00% | +49 | New |
| Atticus Wealth Management, LLC | 50 | $5.83K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $6.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $6.42K | 0.00% | +55 | New |
| Glen Eagle Advisors, LLC | 57 | $6.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $7.23K | 0.00% | −1−1.6% | Reduced |
| Bell Investment Advisors, Inc | 65 | $7.58K | 0.00% | −4−5.8% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $7.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 68 | $8.00K | 0.00% | +2+3.0% | Added |
| Capital Analysts, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 74 | $8.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 79 | $9.22K | 0.00% | −12−13.2% | Reduced |
| Castleview Partners, LLC | 83 | $9.68K | 0.01% | +32+62.7% | Added |
| TD Private Client Wealth LLC | 84 | $9.80K | 0.00% | −42−33.3% | Reduced |
| CVA Family Office, LLC | 84 | $9.80K | 0.00% | +4+5.0% | Added |
| Harbor Investment Advisory, LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 86 | $10.0K | 0.00% | +86 | New |
| DT Investment Partners, LLC | 92 | $10.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $11.1K | 0.00% | +5+5.6% | Added |
| Farmers & Merchants Investments Inc | 96 | $11.2K | 0.00% | −192−66.7% | Reduced |
| GHP Investment Advisors, Inc. | 97 | $11.3K | 0.00% | +97 | New |
| New England Capital Financial Advisors LLC | 97 | $11.4K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 106 | $12.3K | 0.01% | +1+1.0% | Added |
| MV Capital Management, Inc. | 115 | $13.4K | 0.00% | +5+4.5% | Added |
| Wetzel Investment Advisors, Inc. | 113 | $13.4K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 122 | $14.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $14.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $14.6K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 125 | $14.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 115 | $14.7K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 133 | $15.5K | 0.00% | +13+10.8% | Added |
| Park Place Capital Corp | 136 | $15.9K | 0.01% | −3−2.2% | Reduced |
| Hanson & Doremus Investment Management | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $18.0K | 0.00% | −31−16.8% | Reduced |
| Zions Bancorporation, N.A. | 170 | $19.8K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 154 | $19.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 176 | $20.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 178 | $20.8K | 0.00% | −32−15.2% | Reduced |
| Hollencrest Capital Management | 183 | $21.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 191 | $22.3K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 191 | $22.3K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 192 | $22.4K | 0.01% | −192−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 196 | $22.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 196 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $23.3K | 0.00% | −672−77.1% | Reduced |
| First Financial Corp | 200 | $23.3K | 0.01% | −200−50.0% | Reduced |
| St Germain D J Co Inc | 200 | $23.3K | 0.00% | 00.0% | Unchanged |