| Close Asset Management Ltd | 75 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $450 | 0.00% | −11−91.7% | Reduced |
| Chesapeake Asset Management LLC | 1 | $591 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 1 | $592 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $592 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1 | $592 | 0.00% | +1 | New |
| Human Investing LLC | 1 | $592 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $592 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $592 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $592 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $592 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $593 | 0.00% | −2−66.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1 | $593 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| St Germain D J Co Inc | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $1.18K | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $1.18K | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $1.18K | 0.00% | −3−60.0% | Reduced |
| TFC Financial Management | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $1.77K | 0.00% | −14−82.4% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $1.77K | 0.00% | −12−80.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $1.77K | 0.00% | +3 | New |
| Crews Bank & Trust | 3 | $1.77K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.78K | 0.00% | −1−25.0% | Reduced |
| Albion Financial Group | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3 | $1.78K | 0.00% | +3 | New |
| WealthCollab, LLC | 3 | $1.78K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $1.80K | 0.00% | +3 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | −7−58.3% | Reduced |
| NewSquare Capital LLC | 4 | $2.37K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $2.37K | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $2.96K | 0.00% | −1−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $2.96K | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $2.96K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $3.55K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $3.55K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $3.55K | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 6 | $3.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $3.91K | 0.00% | −3−30.0% | Reduced |
| Smithfield Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7 | $4.14K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.14K | 0.01% | +7 | New |
| Beacon Capital Management, LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $4.32K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $4.32K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 8 | $4.48K | 0.00% | −2−20.0% | Reduced |
| Cary Street Partners Financial LLC | 8 | $4.73K | 0.00% | +8 | New |
| Crowley Wealth Management, Inc. | 8 | $4.73K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $4.74K | 0.00% | +6+300.0% | Added |
| Hemington Wealth Management | 9 | $5.00K | 0.00% | −3−25.0% | Reduced |
| Logan Capital Management Inc | 9 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $5.33K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $5.33K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $5.92K | 0.00% | −24−70.6% | Reduced |
| AdvisorNet Financial, Inc | 10 | $5.92K | 0.00% | −12−54.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $5.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $5.92K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $5.95K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 11 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $6.51K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 11 | $6.51K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 11 | $6.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $7.10K | 0.00% | −1−7.7% | Reduced |
| Webster Bank, N. A. | 12 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 12 | $7.10K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $8.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $8.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $9.00K | 0.00% | −4−20.0% | Reduced |
| Bogart Wealth, LLC | 16 | $9.47K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 16 | $9.47K | 0.00% | +4+33.3% | Added |
| Sunbelt Securities, Inc. | 16 | $9.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $10.1K | 0.00% | −5−22.7% | Reduced |
| Sandy Spring Bank | 17 | $10.1K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 17 | $10.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 17 | $10.1K | 0.00% | +8+88.9% | Added |
| TCTC Holdings, LLC | 18 | $10.7K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 19 | $11.2K | 0.00% | −2−9.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 19 | $11.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $11.8K | 0.00% | +1+5.3% | Added |
| Zions Bancorporation, N.A. | 20 | $11.8K | 0.00% | +14+233.3% | Added |
| Harbor Investment Advisory, LLC | 21 | $12.4K | 0.00% | +10+90.9% | Added |
| Modus Advisors, LLC | 22 | $13.0K | 0.00% | +22 | New |
| Country Trust Bank | 24 | $14.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $14.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $14.8K | 0.00% | −20−44.4% | Reduced |