| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 16 | $0 | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $28 | 0.00% | −8−80.0% | Reduced |
| City State Bank | 2 | $28 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $42 | 0.00% | 00.0% | Unchanged |
| RAFFA WEALTH MANAGEMENT, LLC | 3 | $42 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $56 | 0.00% | −7−63.6% | Reduced |
| WOLFF WIESE MAGANA LLC | 4 | $56 | 0.00% | 00.0% | Unchanged |
| MARYLAND CAPITAL ADVISORS INC. | 4 | $56 | 0.00% | +4 | New |
| Essential Partners LLC | 6 | $83 | 0.00% | −16,454−100.0% | Reduced |
| Clark Wealth Partners | 6 | $84 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7 | $98 | 0.00% | −10−58.8% | Reduced |
| PRIVATE TRUST CO NA | 8 | $111 | 0.00% | 00.0% | Unchanged |
| MASSMUTUAL TRUST CO FSB/ADV | 9 | $125 | 0.00% | −123−93.2% | Reduced |
| Valued Wealth Advisors LLC | 10 | $139 | 0.00% | +3+42.9% | Added |
| Hughes Financial Services, LLC | 10 | $139 | 0.00% | +9+900.0% | Added |
| ALERUS FINANCIAL NA | 12 | $167 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $167 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 14 | $193 | 0.00% | +14 | New |
| Triumph Capital Management | 15 | $208 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 19 | $264 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25 | $347 | 0.00% | −111−81.6% | Reduced |
| True Wealth Design, LLC | 27 | $375 | 0.00% | −3,254−99.2% | Reduced |
| ASSETMARK, INC | 32 | $444 | 0.00% | −19−37.3% | Reduced |
| Cromwell Holdings LLC | 34 | $472 | 0.00% | −14−29.2% | Reduced |
| HFM Investment Advisors, LLC | 34 | $472 | 0.00% | +20+142.9% | Added |
| UMA Financial Services, Inc. | 35 | $486 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $500 | 0.00% | −463−92.8% | Reduced |
| Silver Grove Financial Group, Inc. | 36 | $500 | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $514 | 0.00% | −7−15.9% | Reduced |
| HOERTKORN RICHARD CHARLES | 38 | $527 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $541 | 0.00% | −5−11.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 40 | $555 | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 40 | $565 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 46 | $638 | 0.00% | −26−36.1% | Reduced |
| WHITTIER TRUST CO | 49 | $639 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 48 | $666 | 0.00% | +21+77.8% | Added |
| Anchor Investment Management, LLC | 50 | $694 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $694 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 51 | $708 | 0.00% | −33−39.3% | Reduced |
| Millstone Evans Group, LLC | 63 | $874 | 0.00% | 00.0% | Unchanged |
| BROWN BROTHERS HARRIMAN & CO | 65 | $902 | 0.00% | 00.0% | Unchanged |
| FINANCIAL CONSULATE, INC | 74 | $1.03K | 0.00% | +35+89.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 81 | $1.12K | 0.00% | +10+14.1% | Added |
| Rossby Financial, LCC | 96 | $1.33K | 0.00% | 00.0% | Unchanged |
| FLAGSHIP WEALTH ADVISORS, LLC | 97 | $1.35K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 97 | $1.35K | 0.00% | 00.0% | Unchanged |
| TOMPKINS FINANCIAL CORP | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| EASTERN BANK | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 100 | $1.39K | 0.00% | +50+100.0% | Added |
| NBC SECURITIES, INC. | 102 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $1.43K | 0.00% | +3+3.0% | Added |
| Creative Capital Management Investments LLC | 104 | $1.44K | 0.00% | +104 | New |
| Smartleaf Asset Management LLC | 106 | $1.45K | 0.00% | 00.0% | Unchanged |
| ZRC WEALTH MANAGEMENT, LLC | 107 | $1.49K | 0.00% | −799−88.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 110 | $1.53K | 0.00% | +108+5,400.0% | Added |
| ABOUND FINANCIAL, LLC | 112 | $1.56K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 118 | $1.64K | 0.00% | −981−89.3% | Reduced |
| JFS WEALTH ADVISORS, LLC | 128 | $1.78K | 0.00% | +7+5.8% | Added |
| Washington Trust Advisors, Inc. | 133 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 200 | $2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $2K | 0.00% | 00.0% | Unchanged |
| BROADWATER CAPITAL MANAGEMENT LLC | 150 | $2.08K | 0.00% | 00.0% | Unchanged |
| CHILTON CAPITAL MANAGEMENT LLC | 150 | $2.08K | 0.00% | 00.0% | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC | 152 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 153 | $2.12K | 0.00% | +2+1.3% | Added |
| CALDWELL SUTTER CAPITAL, INC. | 155 | $2.15K | 0.00% | −1,190−88.5% | Reduced |
| LRI Investments, LLC | 158 | $2.19K | 0.00% | +18+12.9% | Added |
| Continuum Advisory, LLC | 193 | $2.68K | 0.00% | +193 | New |
| Kennebec Savings Bank | 197 | $2.73K | 0.00% | 00.0% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | $2.75K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 204 | $2.83K | 0.00% | −29−12.4% | Reduced |
| BFSG, LLC | 207 | $2.87K | 0.00% | 00.0% | Unchanged |
| WEST PACES ADVISORS INC. | 235 | $3.26K | 0.00% | +235 | New |
| Clearstead Advisors, LLC | 241 | $3.35K | 0.00% | +146+153.7% | Added |
| Hilton Head Capital Partners, LLC | 250 | $3.47K | 0.00% | 00.0% | Unchanged |
| FARMERS & MERCHANTS INVESTMENTS INC | 265 | $3.68K | 0.00% | −15−5.4% | Reduced |
| MATHER GROUP, LLC. | 270 | $3.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 272 | $3.78K | 0.00% | +144+112.5% | Added |
| ACTION POINT FINANCIAL PLANNING, LLC | 277 | $3.8K | 0.00% | +277 | New |
| Aventura Private Wealth, LLC | 295 | $4.1K | 0.00% | −55−15.7% | Reduced |
| UMB BANK N A/MO | 322 | $4.47K | 0.00% | −870−73.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 388 | $5.39K | 0.00% | +174+81.3% | Added |
| Ares Financial Consulting, LLC | 389 | $5.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $5.46K | 0.00% | −13−3.3% | Reduced |
| Parkside Financial Bank & Trust | 400 | $5.55K | 0.00% | −96−19.4% | Reduced |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 464 | $6.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 519 | $7.2K | 0.00% | −1,225−70.2% | Reduced |
| EverSource Wealth Advisors, LLC | 540 | $7.5K | 0.00% | −4,080−88.3% | Reduced |
| DANSKE BANK A/S | 600 | $8.33K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $8.33K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 607 | $8.43K | 0.00% | −126,291−99.5% | Reduced |
| CoreCap Advisors, LLC | 680 | $9.44K | 0.00% | 00.0% | Unchanged |
| ST GERMAIN D J CO INC | 696 | $9.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 747 | $10.37K | 0.00% | +280+60.0% | Added |