| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 1 | $227 | 0.00% | −1−50.0% | Reduced |
| Private Trust Co NA | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $227 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $227 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $230 | 0.00% | +1 | New |
| Washington Trust Advisors, Inc. | 1 | $247 | 0.00% | +1 | New |
| Phillip James Consulting Co. | 2 | $454 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $454 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $454 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $466 | 0.00% | +1+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $680 | 0.00% | −4−57.1% | Reduced |
| Ares Financial Consulting, LLC | 3 | $680 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $680 | 0.00% | +3 | New |
| Asset Dedication, LLC | 3 | $681 | 0.00% | −88−96.7% | Reduced |
| Quaker Wealth Management, LLC | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $681 | 0.00% | +2+200.0% | Added |
| Addison Advisors LLC | 3 | $681 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $907 | 0.00% | +1+33.3% | Added |
| Beacon Financial Strategies CORP | 4 | $908 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $908 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $1.13K | 0.00% | −2−28.6% | Reduced |
| Abound Wealth Management | 5 | $1.13K | 0.00% | −2−28.6% | Reduced |
| Nemes Rush Group LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.13K | 0.00% | +4+400.0% | Added |
| BOK Financial Private Wealth, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $1.36K | 0.00% | −7−53.8% | Reduced |
| Manchester Capital Management LLC | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6 | $1.36K | 0.00% | +6 | New |
| RMG Wealth Management LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $1.59K | 0.00% | −11−61.1% | Reduced |
| Marquette Asset Management, LLC | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.59K | 0.00% | +6+600.0% | Added |
| Axiom Investment Management LLC | 7 | $1.59K | 0.00% | +7 | New |
| Investors Research Corp | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8 | $1.81K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $1.81K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $1.81K | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 9 | $1.97K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $2.04K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 9 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $2.04K | 0.00% | +4+80.0% | Added |
| Retirement Wealth Solutions LLC | 9 | $2.04K | 0.00% | +1+12.5% | Added |
| Owl Creek Wealth Partners LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 11 | $2.50K | 0.00% | +3+37.5% | Added |
| Medallion Wealth Advisors, LLC | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.95K | 0.00% | +7+116.7% | Added |
| Creative Capital Management Investments LLC | 13 | $2.95K | 0.00% | +13 | New |
| Manning & Napier Advisors LLC | 14 | $3.16K | 0.00% | +14 | New |
| South State Corp. | 15 | $3.40K | 0.00% | +3+25.0% | Added |
| Millstone Evans Group, LLC | 16 | $3.63K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $3.85K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 18 | $4.08K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 19 | $4.31K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $4.54K | 0.00% | +3+17.6% | Added |
| Central Trust Co | 21 | $4.76K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 21 | $4.76K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $4.99K | 0.00% | −1,895−98.9% | Reduced |
| Rialto Wealth Management, LLC | 22 | $4.99K | 0.00% | +7+46.7% | Added |
| Synergy Investment Management, LLC | 22 | $5.17K | 0.00% | +16+266.7% | Added |
| Whittier Trust Co of Nevada Inc | 23 | $5.26K | 0.00% | −1−4.2% | Reduced |
| Crewe Advisors LLC | 24 | $5.44K | 0.00% | +24 | New |
| Rossby Financial, LCC | 25 | $5.67K | 0.00% | −10−28.6% | Reduced |
| GHP Investment Advisors, Inc. | 26 | $5.90K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $5.90K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 26 | $5.90K | 0.00% | +1+4.0% | Added |
| Keating Financial Advisory Services, Inc. | 26 | $5.90K | 0.00% | +5+23.8% | Added |
| WPG Advisers, LLC | 27 | $6.12K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 28 | $6.35K | 0.00% | −10−26.3% | Reduced |
| Anchor Investment Management, LLC | 29 | $6.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $6.58K | 0.00% | +6+26.1% | Added |
| Private Wealth Management Group, LLC | 30 | $6.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $7.03K | 0.00% | +2+6.9% | Added |
| JFS Wealth Advisors, LLC | 35 | $7.94K | 0.00% | +2+6.1% | Added |
| Basepoint Wealth LLC | 36 | $8.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 36 | $8.16K | 0.00% | −3−7.7% | Reduced |
| Bogart Wealth, LLC | 37 | $8.39K | 0.00% | −95−72.0% | Reduced |
| Westfuller Advisors, LLC | 39 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $9.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $9.75K | 0.00% | +13+43.3% | Added |
| TD Waterhouse Canada Inc. | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $12.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 55 | $12.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $12.7K | 0.00% | −110−66.3% | Reduced |
| IFP Advisors, Inc | 58 | $13.2K | 0.00% | −710−92.4% | Reduced |
| SWAN Capital LLC | 59 | $13.3K | 0.00% | +12+25.5% | Added |
| Crews Bank & Trust | 60 | $13.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 66 | $15.0K | 0.00% | −45−40.5% | Reduced |
| SJS Investment Consulting Inc. | 68 | $15.4K | 0.00% | −37−35.2% | Reduced |