| Ogorek Anthony Joseph | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $135 | 0.00% | −3−75.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $135 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $269 | 0.00% | −2−66.7% | Reduced |
| NVWM, LLC | 2 | $271 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $271 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $271 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $271 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $271 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $271 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 4 | $362 | 0.00% | +4 | New |
| First Horizon Corp | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $407 | 0.00% | −26−89.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $407 | 0.00% | −3−50.0% | Reduced |
| Eastern Bank | 4 | $542 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $542 | 0.00% | +1+33.3% | Added |
| 1015 Capital Partners, LLC | 4 | $542 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $542 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $542 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 6 | $658 | 0.00% | +4+200.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 5 | $677 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $677 | 0.00% | +5 | New |
| MidFirst Bank | 5 | $677 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $812 | 0.00% | +4+200.0% | Added |
| Park Place Capital Corp | 6 | $812 | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $813 | 0.00% | −9−60.0% | Reduced |
| Rialto Wealth Management, LLC | 6 | $813 | 0.00% | +3+100.0% | Added |
| Kingdom Financial Group LLC. | 7 | $948 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 7 | $948 | 0.00% | +7 | New |
| Portus Wealth Advisors, LLC | 7 | $948 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| Grove Bank & Trust | 8 | $1.08K | 0.00% | −1−11.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $1.08K | 0.00% | +3+60.0% | Added |
| Clear Street Markets LLC | 9 | $1.22K | 0.00% | −72−88.9% | Reduced |
| ZRC Wealth Management, LLC | 9 | $1.22K | 0.00% | −21−70.0% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.35K | 0.00% | −87−89.7% | Reduced |
| Blume Capital Management, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 10 | $1.35K | 0.00% | +2+25.0% | Added |
| Smartleaf Asset Management LLC | 10 | $1.36K | 0.00% | −26−72.2% | Reduced |
| Johnson Financial Group, Inc. | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $1.63K | 0.00% | −292−96.1% | Reduced |
| MV Capital Management, Inc. | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $1.90K | 0.00% | −49−77.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 15 | $2.03K | 0.00% | −163−91.6% | Reduced |
| UMA Financial Services, Inc. | 15 | $2.03K | 0.00% | +6+66.7% | Added |
| Bruce G. Allen Investments, LLC | 15 | $2.03K | 0.00% | +10+200.0% | Added |
| Harbour Investments, Inc. | 16 | $2.17K | 0.00% | +12+300.0% | Added |
| Sachetta, LLC | 17 | $2.30K | 0.00% | +5+41.7% | Added |
| MCF Advisors LLC | 17 | $2.30K | 0.00% | +17 | New |
| Colonial Trust Co | 19 | $2.57K | 0.00% | +19 | New |
| Purpose Unlimited Inc. | 20 | $2.71K | 0.00% | −39−66.1% | Reduced |
| Truvestments Capital LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 25 | $3.38K | 0.00% | +25 | New |
| Red Tortoise LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $3.66K | 0.00% | +8+42.1% | Added |
| Creative Financial Designs Inc | 28 | $3.79K | 0.00% | −1−3.4% | Reduced |
| Bank of New Hampshire | 29 | $3.93K | 0.00% | +29 | New |
| Owl Creek Wealth Partners LLC | 30 | $4.06K | 0.00% | +30 | New |
| WPG Advisers, LLC | 35 | $4.74K | 0.00% | −41−53.9% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $5.01K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 38 | $5.14K | 0.00% | −1−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $5.42K | 0.00% | −3−7.0% | Reduced |
| Signaturefd, LLC | 41 | $5.55K | 0.00% | −21−33.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 42 | $5.75K | 0.00% | +29+223.1% | Added |
| Smithfield Trust Co | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $6.77K | 0.00% | +50 | New |
| CVA Family Office, LLC | 53 | $7.18K | 0.00% | −256−82.8% | Reduced |
| TD Private Client Wealth LLC | 55 | $7.45K | 0.00% | −5−8.3% | Reduced |
| Financial Freedom, LLC | 55 | $7.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $8.53K | 0.00% | +63 | New |
| S&T Bank | 64 | $8.67K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 70 | $9.48K | 0.00% | −176−71.5% | Reduced |
| Root Financial Partners, LLC | 70 | $9.48K | 0.00% | −23−24.7% | Reduced |
| Ronald Blue Trust, Inc. | 73 | $9.88K | 0.00% | −6−7.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 76 | $10.3K | 0.00% | +22+40.7% | Added |
| Quadrant Capital Group LLC | 77 | $10.4K | 0.00% | +63+450.0% | Added |
| TD Waterhouse Canada Inc. | 81 | $10.9K | 0.00% | +6+8.0% | Added |
| Aquatic Capital Management LLC | 81 | $11.0K | 0.00% | +81 | New |
| CoreCap Advisors, LLC | 83 | $11.2K | 0.00% | −17−17.0% | Reduced |
| Ancora Advisors, LLC | 88 | $11.9K | 0.00% | −43−32.8% | Reduced |
| GW&K Investment Management, LLC | 88 | $12.0K | 0.00% | −19−17.8% | Reduced |
| Clearstead Advisors, LLC | 97 | $13.1K | 0.00% | −145−59.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 104 | $14.1K | 0.00% | +104 | New |
| Cedar Mountain Advisors, LLC | 106 | $14.4K | 0.00% | +104+5,200.0% | Added |
| Arlington Trust Co LLC | 108 | $14.6K | 0.00% | +108 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $15.2K | 0.00% | +77+220.0% | Added |
| Spire Wealth Management | 113 | $15.3K | 0.00% | +25+28.4% | Added |
| Massmutual Trust Co FSB | 120 | $16.2K | 0.00% | −112−48.3% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 128 | $17.3K | 0.01% | −68−34.7% | Reduced |
| Sunbelt Securities, Inc. | 130 | $17.6K | 0.00% | 00.0% | Unchanged |