| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 46 | $7 | 0.00% | −107−69.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $186 | 0.00% | −51−92.7% | Reduced |
| CGC Financial Services, LLC | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $232 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $232 | 0.00% | +5 | New |
| Birchbrook, Inc. | 5 | $233 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 6 | $279 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 6 | $279 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $288 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $325 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $326 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $372 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $419 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $465 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $465 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $465 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $511 | 0.00% | +11 | New |
| Clarity Asset Management, Inc. | 17 | $790 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $836 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $850 | 0.00% | −380−95.5% | Reduced |
| Thompson Investment Management, Inc. | 20 | $929 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $929 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $949 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $1.01K | 0.00% | +22 | New |
| Vista Private Wealth Partners. LLC | 24 | $1.12K | 0.00% | +24 | New |
| Aviso Financial Inc. | 26 | $1.21K | 0.00% | +26 | New |
| Delos Wealth Advisors, LLC | 29 | $1.35K | 0.00% | −4−12.1% | Reduced |
| Tradewinds Capital Management, LLC | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $1.86K | 0.00% | +40 | New |
| PayPay Securities Corp | 42 | $1.95K | 0.16% | −1−2.3% | Reduced |
| Ruedi Wealth Management, Inc. | 42 | $1.95K | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 49 | $1.96K | 0.00% | +40+444.4% | Added |
| Riggs Asset Managment Co. Inc. | 43 | $2.00K | 0.00% | +29+207.1% | Added |
| Resources Management Corp | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 49 | $2.28K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 51 | $2.37K | 0.00% | −1,184−95.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 51 | $2.37K | 0.00% | +45+750.0% | Added |
| Tidemark, LLC | 53 | $2.46K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 55 | $2.49K | 0.00% | +55 | New |
| Robbins Farley LLC | 55 | $2.56K | 0.00% | +45+450.0% | Added |
| Wolff Wiese Magana LLC | 60 | $2.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 61 | $2.83K | 0.00% | +15+32.6% | Added |
| Fairway Wealth LLC | 63 | $2.93K | 0.00% | +63 | New |
| Stephens Consulting, LLC | 71 | $3.31K | 0.00% | −37−34.3% | Reduced |
| Albion Financial Group | 76 | $3.55K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 77 | $3.58K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 78 | $3.62K | 0.00% | +78 | New |
| Asset Dedication, LLC | 78 | $3.64K | 0.00% | +65+500.0% | Added |
| Core Alternative Capital | 79 | $3.67K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 85 | $3.93K | 0.00% | +1+1.2% | Added |
| Private Wealth Management Group, LLC | 85 | $3.95K | 0.00% | +61+254.2% | Added |
| Center for Financial Planning, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 92 | $4.27K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 92 | $4.29K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 96 | $4.45K | 0.00% | −400−80.6% | Reduced |
| Institutional & Family Asset Management, LLC | 97 | $4.51K | 0.00% | −41−29.7% | Reduced |
| Signature Resources Capital Management, LLC | 97 | $4.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 98 | $4.56K | 0.00% | +12+14.0% | Added |
| Anchor Investment Management, LLC | 99 | $4.60K | 0.00% | +40+67.8% | Added |
| EnRich Financial Partners LLC | 100 | $4.65K | 0.00% | −260−72.2% | Reduced |
| Stephenson National Bank & Trust | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 103 | $4.76K | 0.00% | −210−67.1% | Reduced |
| Blume Capital Management, Inc. | 103 | $4.79K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 104 | $4.83K | 0.00% | +4+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 106 | $4.92K | 0.00% | +43+68.3% | Added |
| Strengthening Families & Communities, LLC | 107 | $5.00K | 0.00% | +4+3.9% | Added |
| Sawyer & Company, Inc | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 110 | $5.11K | 0.00% | +110 | New |
| Founders Capital Management | 112 | $5.20K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 114 | $5.30K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 117 | $5.44K | 0.00% | −130−52.6% | Reduced |
| SWAN Capital LLC | 119 | $5.53K | 0.00% | +119 | New |
| Raleigh Capital Management Inc. | 125 | $5.81K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 131 | $6.07K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $6.23K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 136 | $6.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 139 | $6.46K | 0.00% | +21+17.8% | Added |
| Great Lakes Retirement, Inc. | 145 | $6.72K | 0.00% | +145 | New |
| Fortis Group Advisors, LLC | 148 | $6.88K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 149 | $6.95K | 0.00% | +24+19.2% | Added |
| M&R Capital Management Inc | 150 | $6.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 157 | $7.31K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 158 | $7.34K | 0.00% | +158 | New |
| Quarry LP | 163 | $7.57K | 0.00% | −330−66.9% | Reduced |
| Colonial Trust Advisors | 165 | $7.67K | 0.00% | −58−26.0% | Reduced |
| Webster Bank, N. A. | 166 | $7.71K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 177 | $8.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 173 | $8.04K | 0.01% | +77+80.2% | Added |
| Financial Network Wealth Advisors LLC | 174 | $8.08K | 0.01% | +174 | New |