| Riverview Trust Co | 11 | $0 | 0.00% | −199−94.8% | Reduced |
| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $0 | 0.00% | +1+14.3% | Added |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Ellevest, Inc. | 0 | $11 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $16 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $80 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $160 | 0.00% | −328−98.8% | Reduced |
| Trustcore Financial Services, LLC | 6 | $240 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 7 | $280 | 0.00% | −1−12.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $320 | 0.00% | +8 | New |
| Cary Street Partner Investment Advisory LLC | 10 | $400 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $440 | 0.00% | +6+120.0% | Added |
| Money Concepts Capital Corp | 12 | $480 | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 12 | $480 | 0.00% | +12 | New |
| Piershale Financial Group, Inc. | 12 | $480 | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 13 | $520 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $560 | 0.00% | −171−92.4% | Reduced |
| Stonebridge Capital Advisors LLC | 14 | $560 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $643 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $760 | 0.00% | −3−13.6% | Reduced |
| Column Capital Advisors, LLC | 21 | $840 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $840 | 0.00% | +21 | New |
| Sugarloaf Wealth Management, LLC | 22 | $865 | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 22 | $880 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 35 | $1.00K | 0.00% | −42−54.5% | Reduced |
| Cambridge Trust Co | 14 | $1.00K | 0.00% | −16−53.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | +3+9.7% | Added |
| Atlantic Trust, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 26 | $1.02K | 0.00% | +1+4.0% | Added |
| Zions Bancorporation, N.A. | 27 | $1.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.12K | 0.00% | −42−60.0% | Reduced |
| Central Trust Co | 28 | $1.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.12K | 0.00% | +2+7.7% | Added |
| Prestige Wealth Management Group LLC | 29 | $1.16K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 32 | $1.28K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 34 | $1.36K | 0.00% | +34 | New |
| Bartlett & Co. Wealth Management LLC | 35 | $1.40K | 0.00% | −42−54.5% | Reduced |
| FinTrust Capital Advisors, LLC | 35 | $1.40K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 45 | $1.82K | 0.00% | +45 | New |
| Spire Wealth Management | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Quent Capital, LLC | 51 | $2.07K | 0.00% | −20−28.2% | Reduced |
| Red Tortoise LLC | 53 | $2.12K | 0.00% | +53 | New |
| Aua Capital Management, LLC | 56 | $2.24K | 0.00% | +14+33.3% | Added |
| Lindbrook Capital, LLC | 59 | $2.36K | 0.00% | −74−55.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 63 | $2.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 67 | $2.68K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 74 | $2.96K | 0.00% | +57+335.3% | Added |
| Massmutual Trust Co FSB | 83 | $3.00K | 0.00% | +83 | New |
| Carolinas Wealth Consulting LLC | 1,510 | $3.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 79 | $3.16K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $3.48K | 0.00% | +87 | New |
| Addison Advisors LLC | 93 | $3.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 111 | $4.00K | 0.00% | +1+0.9% | Added |
| First Financial Corp | 114 | $4.56K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 114 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $5.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,319 | $5.05K | 0.00% | +2,319 | New |
| CoreFirst Bank & Trust | 132 | $5.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 137 | $5.48K | 0.00% | −28−17.0% | Reduced |
| Financial Perspectives, Inc | 142 | $5.68K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 160 | $6.40K | 0.00% | +160 | New |
| Laffer Tengler Investments | 166 | $6.64K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 166 | $6.64K | 0.00% | +166 | New |
| MV Capital Management, Inc. | 171 | $6.84K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 195 | $7.80K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $8.00K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 225 | $9.01K | 0.00% | +2+0.9% | Added |
| Mascoma Wealth Management LLC | 240 | $9.60K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 245 | $9.80K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 254 | $10.2K | 0.00% | +254 | New |
| TCI Wealth Advisors, Inc. | 255 | $10.2K | 0.00% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 272 | $10.9K | 0.00% | +2+0.7% | Added |
| Dividend Assets Capital, LLC | 294 | $12.0K | 0.00% | −93−24.0% | Reduced |
| Quadrant Capital Group LLC | 301 | $12.0K | 0.00% | −273−47.6% | Reduced |
| Oakworth Capital, Inc. | 303 | $12.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 427 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 370 | $14.8K | 0.00% | +107+40.7% | Added |
| Romano Brothers and Company | 371 | $14.8K | 0.00% | +371 | New |
| Rise Advisors, LLC | 374 | $15.0K | 0.01% | +4+1.1% | Added |
| Harbour Investments, Inc. | 390 | $15.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 400 | $16.0K | 0.00% | +400 | New |
| Sandy Spring Bank | 405 | $16.2K | 0.00% | +9+2.3% | Added |
| Global Retirement Partners, LLC | 412 | $16.5K | 0.00% | +218+112.4% | Added |
| Piscataqua Savings Bank | 456 | $18.2K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 514 | $20.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 520 | $20.8K | 0.01% | +148+39.8% | Added |
| Tower Research Capital LLC (TRC) | 540 | $21.0K | 0.00% | −3,304−86.0% | Reduced |