| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 21 | $0 | 0.00% | +21 | New |
| Strategic Wealth Partners, Ltd. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $26 | 0.00% | −70−98.6% | Reduced |
| MV Capital Management, Inc. | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $113 | 0.00% | −2−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $177 | 0.00% | −12−70.6% | Reduced |
| Creative Financial Designs Inc | 5 | $177 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $282 | 0.00% | +3+60.0% | Added |
| SJS Investment Consulting Inc. | 8 | $283 | 0.00% | −3−27.3% | Reduced |
| CoreCap Advisors, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $319 | 0.00% | +4+80.0% | Added |
| Harbour Investments, Inc. | 10 | $354 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $354 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 11 | $389 | 0.00% | +11 | New |
| Kilter Group LLC | 12 | $425 | 0.00% | +12 | New |
| Atlantic Trust, LLC | 14 | $495 | 0.00% | −114−89.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $495 | 0.00% | +14 | New |
| Financial Consulate, Inc | 14 | $495 | 0.00% | +14 | New |
| Stone House Investment Management, LLC | 15 | $530 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $617 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $707 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $780 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $848 | 0.00% | −41−63.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $849 | 0.00% | −21−46.7% | Reduced |
| Rothschild Investment LLC | 26 | $919 | 0.00% | −35−57.4% | Reduced |
| Grove Bank & Trust | 27 | $954 | 0.00% | −51−65.4% | Reduced |
| Cornerstone Planning Group LLC | 447 | $997 | 0.00% | +348+351.5% | Added |
| Huntington National Bank | 34 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $1.27K | 0.00% | −12−25.0% | Reduced |
| Montag A & Associates Inc | 37 | $1.31K | 0.00% | +37 | New |
| Private Trust Co NA | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $1.52K | 0.00% | +12+38.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 43 | $1.52K | 0.00% | +43 | New |
| Millstone Evans Group, LLC | 47 | $1.66K | 0.00% | +47 | New |
| Davis Capital Management | 59 | $2.09K | 0.00% | +59 | New |
| Contravisory Investment Management, Inc. | 60 | $2.12K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 62 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 73 | $2.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $2.83K | 0.00% | −10−11.1% | Reduced |
| UMA Financial Services, Inc. | 80 | $2.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 98 | $3.48K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 138 | $4.00K | 0.00% | +12+9.5% | Added |
| SBI Securities Co., Ltd. | 116 | $4.10K | 0.00% | +5+4.5% | Added |
| Ronald Blue Trust, Inc. | 120 | $4.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 138 | $4.88K | 0.00% | +138 | New |
| Princeton Global Asset Management LLC | 155 | $5.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 155 | $5.48K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 162 | $5.73K | 0.00% | +162 | New |
| Capital Analysts, LLC | 185 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $6.26K | 0.00% | +177 | New |
| Kimelman & Baird, LLC | 178 | $6.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 180 | $6.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 182 | $6.43K | 0.01% | +182 | New |
| CX Institutional | 194 | $7.00K | 0.00% | −30−13.4% | Reduced |
| Curat Global, LLC | 200 | $7.07K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 239 | $8.45K | 0.00% | +14+6.2% | Added |
| Global Retirement Partners, LLC | 243 | $8.60K | 0.00% | −35−12.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 251 | $8.87K | 0.01% | −267−51.5% | Reduced |
| Piscataqua Savings Bank | 255 | $9.01K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 260 | $9.19K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 265 | $9.37K | 0.00% | +15+6.0% | Added |
| Neo Ivy Capital Management | 274 | $9.69K | 0.00% | +274 | New |
| MB, Levis & Associates, LLC | 280 | $9.89K | 0.00% | +2+0.7% | Added |
| Root Financial Partners, LLC | 280 | $9.90K | 0.00% | +280 | New |
| True Wealth Design, LLC | 296 | $10.5K | 0.00% | +235+385.2% | Added |
| American Capital Advisory, LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 327 | $11.6K | 0.00% | −43,501−99.3% | Reduced |
| Alpine Bank Wealth Management | 355 | $12.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 362 | $12.8K | 0.00% | +50+16.0% | Added |
| St Germain D J Co Inc | 363 | $12.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 406 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 409 | $14.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 437 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 440 | $15.6K | 0.00% | +440 | New |
| Global X Japan Co., Ltd. | 446 | $15.8K | 0.00% | −149−25.0% | Reduced |
| Park Place Capital Corp | 457 | $16.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 461 | $16.3K | 0.00% | −60−11.5% | Reduced |
| Centerpoint Advisors, LLC | 488 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 528 | $18.7K | 0.00% | +3+0.6% | Added |
| Parallel Advisors, LLC | 532 | $18.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 544 | $19.2K | 0.00% | +99+22.2% | Added |
| Rossby Financial, LCC | 618 | $22.0K | 0.01% | +18+3.0% | Added |
| Brown Brothers Harriman & Co | 637 | $22.5K | 0.00% | +137+27.4% | Added |
| Allworth Financial LP | 639 | $22.6K | 0.00% | +83+14.9% | Added |
| Whittier Trust Co of Nevada Inc | 650 | $23.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 677 | $23.9K | 0.00% | 00.0% | Unchanged |
| Castleark Management LLC | 720 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 764 | $27.0K | 0.00% | +212+38.4% | Added |
| Johnson Financial Group, Inc. | 775 | $27.4K | 0.00% | +775 | New |
| Bruce G. Allen Investments, LLC | 823 | $29.1K | 0.02% | −10−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 873 | $30.9K | 0.00% | +36+4.3% | Added |
| Strategic Investment Solutions, Inc. | 895 | $31.6K | 0.01% | 00.0% | Unchanged |