| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $437 | 0.00% | −442−99.5% | Reduced |
| Hexagon Capital Partners LLC | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2 | $447 | 0.00% | −51−96.2% | Reduced |
| Key Financial Inc | 3 | $656 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $670 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $875 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Avion Wealth | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Piscataqua Savings Bank | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Lynx Investment Advisory | 5 | $1.09K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.31K | 0.00% | +6 | New |
| Salomon & Ludwin, LLC | 7 | $1.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.53K | 0.00% | +2+40.0% | Added |
| Northwest Capital Management Inc | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.97K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 9 | $2.01K | 0.00% | +9 | New |
| Geneos Wealth Management Inc. | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 11 | $2.40K | 0.00% | +11 | New |
| Creekmur Asset Management LLC | 11 | $2.40K | 0.00% | +11 | New |
| Planning Capital Management Corp | 12 | $2.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.62K | 0.00% | +2+20.0% | Added |
| Cornerstone Planning Group LLC | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 14 | $3.06K | 0.00% | +14 | New |
| Albion Financial Group | 14 | $3.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $3.28K | 0.00% | +15 | New |
| Sachetta, LLC | 16 | $3.45K | 0.00% | +12+300.0% | Added |
| Bogart Wealth, LLC | 16 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 17 | $3.72K | 0.00% | −1−5.6% | Reduced |
| Beacon Capital Management, LLC | 19 | $4.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $4.37K | 0.00% | −24−54.5% | Reduced |
| Oakworth Capital, Inc. | 20 | $4.37K | 0.00% | +20 | New |
| Gilliland Jeter Wealth Management LLC | 22 | $4.81K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 23 | $4.99K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $5.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $5.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $5.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $5.68K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $6.56K | 0.00% | +30 | New |
| Boyd Watterson Asset Management LLC | 31 | $6.78K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| SRS Capital Advisors, Inc. | 32 | $7.00K | 0.00% | +32 | New |
| Triad Wealth Partners, LLC | 32 | $7.00K | 0.00% | +32 | New |
| Coppell Advisory Solutions LLC | 35 | $7.65K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 36 | $7.87K | 0.00% | −2−5.3% | Reduced |
| Opal Wealth Advisors, LLC | 36 | $7.87K | 0.00% | +36 | New |
| Aspire Private Capital, LLC | 36 | $7.94K | 0.00% | −14−28.0% | Reduced |
| Financial Management Professionals, Inc. | 35 | $8.00K | 0.00% | +1+2.9% | Added |
| Continuum Advisory, LLC | 37 | $8.09K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $8.31K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $8.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 43 | $9.40K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $9.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $10.9K | 0.01% | +50 | New |
| Great Lakes Retirement, Inc. | 52 | $11.4K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 53 | $11.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 53 | $11.6K | 0.00% | +53 | New |
| WR Wealth Planners, LLC | 58 | $12.7K | 0.00% | +1+1.8% | Added |
| MV Capital Management, Inc. | 58 | $12.7K | 0.00% | +2+3.6% | Added |
| Dunhill Financial, LLC | 58 | $12.8K | 0.01% | +1+1.8% | Added |
| Washington Trust Advisors, Inc. | 59 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 60 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 61 | $13.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $13.4K | 0.00% | +11+21.6% | Added |
| Criterion Capital Advisors, LLC | 64 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 67 | $14.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 70 | $15.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 71 | $15.4K | 0.00% | +3+4.4% | Added |
| Family Firm, Inc. | 73 | $15.9K | 0.00% | +73 | New |
| Massmutual Trust Co FSB | 79 | $17.3K | 0.00% | −1−1.3% | Reduced |
| Operose Advisors LLC | 95 | $20.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $21.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $21.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 102 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $22.0K | 0.01% | −1−1.0% | Reduced |
| First United Bank Trust | 106 | $23.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 123 | $26.9K | 0.00% | +7+6.0% | Added |
| Prestige Wealth Management Group LLC | 126 | $27.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 128 | $28.0K | 0.01% | +30+30.6% | Added |
| Innealta Capital, LLC | 130 | $28.4K | 0.01% | +130 | New |
| State of Wyoming | 137 | $30.0K | 0.00% | +137 | New |
| JFS Wealth Advisors, LLC | 137 | $30.0K | 0.00% | −1−0.7% | Reduced |
| MCF Advisors LLC | 138 | $30.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $32.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 150 | $32.9K | 0.00% | +138+1,150.0% | Added |
| Eagle Bay Advisors LLC | 169 | $36.9K | 0.02% | −4−2.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $38.0K | 0.01% | 00.0% | Unchanged |