| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 93 | $45 | 0.00% | +5+5.7% | Added |
| WestEnd Advisors, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $178 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $345 | 0.00% | −20−90.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $357 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $543 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $712 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 5 | $890 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $890 | 0.00% | +5 | New |
| M&R Capital Management Inc | 5 | $891 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $891 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $891 | 0.00% | +5 | New |
| Caitlin John, LLC | 4 | $917 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $979 | 0.00% | +3+150.0% | Added |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $1.07K | 0.00% | −5−45.5% | Reduced |
| NVWM, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $1.07K | 0.00% | +6 | New |
| Iron Horse Wealth Management, LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $1.78K | 0.00% | +10 | New |
| Pacific Capital Wealth Advisors, Inc | 11 | $1.96K | 0.00% | +11 | New |
| Sachetta, LLC | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 12 | $2.14K | 0.00% | +12 | New |
| New England Capital Financial Advisors LLC | 14 | $2.48K | 0.00% | −15−51.7% | Reduced |
| Abich Financial Wealth Management LLC | 14 | $2.49K | 0.01% | −993−98.6% | Reduced |
| Beacon Capital Management, LLC | 14 | $2.49K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.56K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $3.56K | 0.00% | +3+17.6% | Added |
| Colonial Trust Co | 21 | $3.68K | 0.00% | −8−27.6% | Reduced |
| GHP Investment Advisors, Inc. | 21 | $3.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.75K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $4.00K | 0.00% | +7+53.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 23 | $4.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 23 | $4.10K | 0.00% | +23 | New |
| Ridgewood Investments LLC | 24 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.28K | 0.00% | +3+14.3% | Added |
| Continuum Advisory, LLC | 24 | $5.12K | 0.00% | −1−4.0% | Reduced |
| Hollencrest Capital Management | 29 | $5.17K | 0.00% | +29 | New |
| Transamerica Financial Advisors, Inc. | 29 | $6.00K | 0.00% | −4,602−99.4% | Reduced |
| Avion Wealth | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $6.06K | 0.00% | +13+61.9% | Added |
| Centennial Bank | 35 | $6.23K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 35 | $6.23K | 0.00% | +35 | New |
| Bartlett & Co. Wealth Management LLC | 36 | $6.41K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 37 | $6.59K | 0.00% | +37 | New |
| First Pacific Financial | 37 | $6.59K | 0.00% | +4+12.1% | Added |
| Cullen/Frost Bankers, Inc. | 37 | $6.59K | 0.00% | −65−63.7% | Reduced |
| Coston, McIsaac & Partners | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $7.13K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 41 | $7.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 41 | $7.30K | 0.00% | +41 | New |
| AdvisorNet Financial, Inc | 42 | $7.48K | 0.00% | +6+16.7% | Added |
| AllSquare Wealth Management LLC | 46 | $8.19K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $8.19K | 0.01% | +46 | New |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $8.33K | 0.00% | −6−11.5% | Reduced |
| Westside Investment Management, Inc. | 47 | $8.37K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $9.08K | 0.00% | −17−25.0% | Reduced |
| Red Tortoise LLC | 52 | $9.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $9.26K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $9.44K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $9.80K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $9.97K | 0.01% | −39−41.1% | Reduced |
| HighMark Wealth Management LLC | 57 | $10.2K | 0.01% | −10−14.9% | Reduced |
| Atlantic Trust, LLC | 59 | $10.5K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $10.5K | 0.00% | +29+96.7% | Added |
| Costello Asset Management, INC | 60 | $10.7K | 0.01% | +5+9.1% | Added |
| Capital Advisors, Ltd. LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 69 | $12.0K | 0.00% | +3+4.5% | Added |
| Headlands Technologies LLC | 68 | $12.1K | 0.00% | +68 | New |
| Rothschild Investment LLC | 71 | $12.6K | 0.00% | +9+14.5% | Added |
| Crewe Advisors LLC | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 78 | $13.8K | 0.00% | +71+1,014.3% | Added |
| Salomon & Ludwin, LLC | 78 | $13.9K | 0.00% | +25+47.2% | Added |
| Delta Asset Management LLC | 79 | $14.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $14.1K | 0.01% | +79 | New |
| MCF Advisors LLC | 86 | $15.2K | 0.00% | +11+14.7% | Added |
| Criterion Capital Advisors, LLC | 107 | $16.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 91 | $16.2K | 0.00% | −45−33.1% | Reduced |
| Piscataqua Savings Bank | 91 | $16.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 91 | $16.2K | 0.00% | +24+35.8% | Added |
| Washington Trust Co | 92 | $16.4K | 0.00% | −96−51.1% | Reduced |
| Bruce G. Allen Investments, LLC | 93 | $16.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 96 | $17.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $18.9K | 0.01% | +1+1.0% | Added |
| Wolff Wiese Magana LLC | 107 | $19.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 110 | $19.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 110 | $19.6K | 0.01% | +110 | New |