| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $0 | 0.00% | −16−66.7% | Reduced |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $64 | 0.00% | −3−42.9% | Reduced |
| Creative Financial Designs Inc | 4 | $64 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $64 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $93 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $96 | 0.00% | −19−76.0% | Reduced |
| New England Capital Financial Advisors LLC | 6 | $96 | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 7 | $111 | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $127 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $127 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $143 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $159 | 0.00% | +10 | New |
| Boyd Watterson Asset Management LLC | 11 | $175 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 11 | $175 | 0.00% | +11 | New |
| Central Trust Co | 11 | $176 | 0.00% | +11 | New |
| Colonial Trust Co | 12 | $191 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $191 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 12 | $192 | 0.00% | +12 | New |
| Lee Danner & Bass Inc | 13 | $207 | 0.00% | +13 | New |
| Eastern Bank | 14 | $223 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $254 | 0.00% | −57−79.2% | Reduced |
| Mather Group, LLC. | 16 | $255 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $255 | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 17 | $271 | 0.00% | 00.0% | Unchanged |
| City State Bank | 18 | $287 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 18 | $287 | 0.00% | +18 | New |
| CoreCap Advisors, LLC | 20 | $318 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $335 | 0.00% | +5+31.3% | Added |
| William B. Walkup & Associates, Inc. | 23 | $366 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $366 | 0.00% | +23 | New |
| Whittier Trust Co of Nevada Inc | 24 | $381 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 25 | $398 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $398 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 25 | $398 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $398 | 0.00% | +25 | New |
| Evelyn Partners Investment Management Services Ltd | 25 | $398 | 0.00% | +25 | New |
| Versant Capital Management, Inc | 26 | $414 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $446 | 0.00% | +2+7.7% | Added |
| EnRich Financial Partners LLC | 29 | $462 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $462 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $478 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $478 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $494 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $541 | 0.00% | −41−54.7% | Reduced |
| Oarsman Capital, Inc. | 35 | $557 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $557 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $573 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $605 | 0.00% | +38 | New |
| LGT Financial Advisors LLC | 39 | $621 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 40 | $636 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $637 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | $652 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 42 | $669 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $796 | 0.00% | −419−89.3% | Reduced |
| Archer Investment Corp | 50 | $796 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $796 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 51 | $812 | 0.00% | −32−38.6% | Reduced |
| Nemes Rush Group LLC | 51 | $812 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $860 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 58 | $923 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 61 | $971 | 0.00% | +49+408.3% | Added |
| Proequities, Inc. | 63 | $999 | 0.00% | +15+31.3% | Added |
| Picton Mahoney Asset Management | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 84 | $1.00K | 0.00% | +84 | New |
| Winch Advisory Services, LLC | 67 | $1.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $1.18K | 0.00% | −184−70.8% | Reduced |
| Centricity Wealth Management, LLC | 78 | $1.24K | 0.00% | +78 | New |
| Whittier Trust Co | 83 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 87 | $1.39K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 87 | $1.39K | 0.00% | +87 | New |
| Armstrong Advisory Group, Inc | 90 | $1.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 92 | $1.47K | 0.00% | −331−78.3% | Reduced |
| SBI Securities Co., Ltd. | 96 | $1.53K | 0.00% | +96 | New |
| Holos Integrated Wealth LLC | 97 | $1.54K | 0.00% | +97 | New |
| Medallion Wealth Advisors, LLC | 124 | $1.78K | 0.00% | +124 | New |
| St Germain D J Co Inc | 122 | $1.94K | 0.00% | +119+3,966.7% | Added |
| Jones Financial Companies LLLP | 133 | $2.12K | 0.00% | +13+10.8% | Added |
| Global Retirement Partners, LLC | 139 | $2.21K | 0.00% | −14−9.2% | Reduced |
| Russell Investments Group, Ltd. | 142 | $2.26K | 0.00% | −197−58.1% | Reduced |
| MAI Capital Management | 159 | $2.53K | 0.00% | +159 | New |
| EverSource Wealth Advisors, LLC | 163 | $2.60K | 0.00% | +25+18.1% | Added |
| GWM Advisors LLC | 168 | $2.67K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 176 | $2.80K | 0.00% | +176 | New |
| WealthCollab, LLC | 184 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 162 | $3.00K | 0.00% | +16+11.0% | Added |
| Harbor Capital Advisors, Inc. | 199 | $3.00K | 0.00% | +60+43.2% | Added |
| Larson Financial Group LLC | 190 | $3.02K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 194 | $3.09K | 0.00% | +33+20.5% | Added |
| Financial Perspectives, Inc | 209 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 225 | $3.58K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 234 | $3.73K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $4.00K | 0.00% | −19−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 272 | $4.33K | 0.00% | +50+22.5% | Added |
| Fifth Third Bancorp | 330 | $5.25K | 0.00% | +67+25.5% | Added |