| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $84 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $169 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $210 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 5 | $211 | 0.00% | +2+66.7% | Added |
| PMV Capital Advisers, LLC | 6 | $246 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $252 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $253 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $294 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $379 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $412 | 0.00% | +1+12.5% | Added |
| WPG Advisers, LLC | 10 | $421 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $505 | 0.00% | +12 | New |
| Cedar Mountain Advisors, LLC | 12 | $505 | 0.00% | +12 | New |
| Intentional Wealth Strategies, LLC | 12 | $505 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 14 | $588 | 0.00% | −1−6.7% | Reduced |
| Financial Consulate, Inc | 14 | $589 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $589 | 0.00% | +14 | New |
| Walleye Capital LLC | 14 | $589 | 0.00% | +14 | New |
| Advisory Services Network, LLC | 14 | $605 | 0.00% | +14 | New |
| Huntington National Bank | 15 | $631 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $799 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $799 | 0.00% | +7+58.3% | Added |
| Raffa Wealth Management, LLC | 20 | $841 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $883 | 0.00% | +5+31.3% | Added |
| Gilpin Wealth Management, LLC | 21 | $884 | 0.00% | +9+75.0% | Added |
| Phillip James Consulting Co. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 24 | $1.01K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $1.51K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 37 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $1.56K | 0.00% | +13+54.2% | Added |
| Transamerica Financial Advisors, Inc. | 40 | $1.68K | 0.00% | −7−14.9% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $1.94K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 47 | $1.98K | 0.00% | +18+62.1% | Added |
| Larson Financial Group LLC | 51 | $2.15K | 0.00% | +16+45.7% | Added |
| Park Place Capital Corp | 58 | $2.44K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 59 | $2.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $2.52K | 0.00% | −20−25.0% | Reduced |
| Contravisory Investment Management, Inc. | 60 | $2.52K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 71 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 73 | $3.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $3.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.36K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $3.95K | 0.00% | +54+135.0% | Added |
| Bruce G. Allen Investments, LLC | 99 | $4.16K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.21K | 0.00% | −600−85.7% | Reduced |
| Bravera Wealth | 103 | $4.33K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 105 | $4.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 108 | $4.54K | 0.00% | +91+535.3% | Added |
| Rothschild Investment LLC | 109 | $4.58K | 0.00% | +38+53.5% | Added |
| TD Private Client Wealth LLC | 141 | $5.93K | 0.00% | −26,104−99.5% | Reduced |
| Capital Analysts, LLC | 133 | $6.00K | 0.00% | −52−28.1% | Reduced |
| Princeton Global Asset Management LLC | 155 | $6.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 156 | $6.56K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 162 | $6.81K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 167 | $7.02K | 0.00% | +109+187.9% | Added |
| Quent Capital, LLC | 172 | $7.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 173 | $7.28K | 0.00% | −4−2.3% | Reduced |
| CX Institutional | 196 | $8.00K | 0.00% | +1+0.5% | Added |
| Curat Global, LLC | 200 | $8.41K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 235 | $9.88K | 0.00% | −740−75.9% | Reduced |
| Signaturefd, LLC | 250 | $10.5K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 252 | $10.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 255 | $10.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 260 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 275 | $11.6K | 0.00% | −175−38.9% | Reduced |
| Bare Financial Services, Inc | 281 | $11.8K | 0.00% | +42+17.6% | Added |
| MB, Levis & Associates, LLC | 283 | $11.9K | 0.00% | +2+0.7% | Added |
| American Capital Advisory, LLC | 300 | $12.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 309 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 351 | $14.8K | 0.00% | −14−3.8% | Reduced |
| Root Financial Partners, LLC | 356 | $15.0K | 0.00% | +20+6.0% | Added |
| St Germain D J Co Inc | 363 | $15.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 406 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 418 | $17.6K | 0.00% | +18+4.5% | Added |
| Quarry LP | 420 | $17.7K | 0.00% | −295−41.3% | Reduced |
| Massmutual Trust Co FSB | 423 | $17.8K | 0.00% | +31+7.9% | Added |
| JNBA Financial Advisors | 437 | $18.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 475 | $20.0K | 0.00% | +475 | New |
| Centerpoint Advisors, LLC | 488 | $21.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 512 | $21.5K | 0.01% | +512 | New |
| Owl Creek Wealth Partners LLC | 532 | $22.4K | 0.01% | +532 | New |
| Ronald Blue Trust, Inc. | 536 | $22.5K | 0.00% | +481+874.5% | Added |
| Parkside Financial Bank & Trust | 544 | $22.9K | 0.00% | −584−51.8% | Reduced |
| Brown Brothers Harriman & Co | 547 | $23.0K | 0.00% | −166−23.3% | Reduced |
| Parallel Advisors, LLC | 568 | $23.9K | 0.00% | +36+6.8% | Added |
| Whittier Trust Co | 600 | $25.3K | 0.00% | −1,381−69.7% | Reduced |
| Allworth Financial LP | 645 | $27.1K | 0.00% | +117+22.2% | Added |
| Rossby Financial, LCC | 656 | $27.6K | 0.01% | +33+5.3% | Added |
| Los Angeles Capital Management LLC | 666 | $28.0K | 0.00% | 00.0% | Unchanged |