| Cape Investment Advisory, Inc. | 1 | $92 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $184 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $276 | 0.00% | +1+50.0% | Added |
| NewSquare Capital LLC | 3 | $276 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $325 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $368 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $368 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $368 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $368 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $542 | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 6 | $552 | 0.00% | −5−45.5% | Reduced |
| Redwood Park Advisors LLC | 6 | $552 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $735 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $735 | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $736 | 0.00% | −8−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $736 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $736 | 0.00% | +8 | New |
| Riverview Trust Co | 9 | $827 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $895 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $920 | 0.00% | +10 | New |
| Lazard Asset Management LLC | 15 | $1.00K | 0.00% | −4,010−99.6% | Reduced |
| True Wealth Design, LLC | 14 | $1.29K | 0.00% | −136−90.7% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $1.38K | 0.00% | −4−21.1% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $1.47K | 0.00% | +16 | New |
| Crowley Wealth Management, Inc. | 16 | $1.47K | 0.00% | +16 | New |
| Montag A & Associates Inc | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.84K | 0.00% | −5−20.0% | Reduced |
| Tucker Asset Management LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $1.84K | 0.00% | +12+150.0% | Added |
| Red Tortoise LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $2.21K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.30K | 0.00% | +2+8.7% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 28 | $2.58K | 0.01% | +28 | New |
| Financial Network Wealth Advisors LLC | 33 | $3.03K | 0.01% | +33 | New |
| Bank of Jackson Hole Trust | 33 | $3.03K | 0.00% | +33 | New |
| South Plains Financial, Inc. | 36 | $3.31K | 0.00% | +36 | New |
| McIlrath & Eck, LLC | 40 | $3.68K | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 43 | $3.95K | 0.00% | +23+115.0% | Added |
| Cetera Trust Company, N.A | 44 | $4.04K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 48 | $4.41K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 52 | $4.78K | 0.00% | −112−68.3% | Reduced |
| Creekmur Asset Management LLC | 52 | $4.78K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $5.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $5.70K | 0.00% | +35+129.6% | Added |
| Golden State Wealth Management, LLC | 64 | $5.88K | 0.00% | +64 | New |
| Pacific Center for Financial Services | 68 | $6.25K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 68 | $6.25K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 70 | $6.43K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $6.43K | 0.00% | +70 | New |
| Clean Yield Group | 76 | $6.99K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 76 | $6.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $6.99K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 76 | $6.99K | 0.00% | +76 | New |
| Raleigh Capital Management Inc. | 78 | $7.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $7.63K | 0.00% | −2−2.4% | Reduced |
| MV Capital Management, Inc. | 88 | $8.09K | 0.00% | −2−2.2% | Reduced |
| Dunhill Financial, LLC | 89 | $8.15K | 0.00% | +9+11.3% | Added |
| Continuum Advisory, LLC | 89 | $8.18K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $8.27K | 0.00% | +10+12.5% | Added |
| Harbour Investments, Inc. | 91 | $8.37K | 0.00% | −5−5.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 92 | $8.46K | 0.00% | +92 | New |
| AdvisorNet Financial, Inc | 93 | $8.55K | 0.00% | −28−23.1% | Reduced |
| Smithfield Trust Co | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $9.00K | 0.00% | +5+5.3% | Added |
| CKW Financial Group | 93 | $9.00K | 0.00% | +93 | New |
| GPS Wealth Strategies Group, LLC | 100 | $9.19K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $9.19K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $9.19K | 0.00% | +100 | New |
| LGT Financial Advisors LLC | 104 | $9.56K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $10.8K | 0.00% | +13+12.4% | Added |
| Whipplewood Advisors, LLC | 125 | $11.5K | 0.01% | +125 | New |
| Geneos Wealth Management Inc. | 135 | $12.4K | 0.00% | −11−7.5% | Reduced |
| Rise Advisors, LLC | 138 | $12.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 140 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 155 | $14.3K | 0.01% | −1−0.6% | Reduced |
| Bell Investment Advisors, Inc | 162 | $14.9K | 0.00% | −15−8.5% | Reduced |
| Kestra Investment Management, LLC | 166 | $15.3K | 0.00% | +166 | New |
| Assetmark, Inc | 172 | $15.8K | 0.00% | +131+319.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 176 | $16.2K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 180 | $16.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 234 | $21.5K | 0.02% | +234 | New |
| Rothschild Investment LLC | 240 | $22.1K | 0.00% | +2+0.8% | Added |
| Minot DeBlois Advisors LLC | 240 | $22.1K | 0.02% | +240 | New |
| Global Financial Private Client, LLC | 243 | $22.3K | 0.01% | +7+3.0% | Added |
| Spire Wealth Management | 247 | $22.7K | 0.00% | +247 | New |
| Close Asset Management Ltd | 1,684 | $24.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 287 | $26.4K | 0.00% | −77−21.2% | Reduced |
| Hemington Wealth Management | 320 | $29.0K | 0.01% | +30+10.3% | Added |
| J.Safra Asset Management Corp | 349 | $31.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 352 | $32.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 358 | $32.9K | 0.00% | +1+0.3% | Added |
| Byrne Asset Management LLC | 360 | $33.1K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 361 | $33.2K | 0.00% | −18−4.7% | Reduced |
| Ofi Invest Asset Management | 386 | $34.3K | 0.00% | +386 | New |
| Trust Co of Vermont | 380 | $34.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 384 | $35.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 406 | $37.0K | 0.00% | +5+1.2% | Added |