| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,803 | $99 | 0.00% | +4,704+4,751.5% | Added |
| WestEnd Advisors, LLC | – | $291 | 0.00% | – | New |
| Crewe Advisors LLC | 29 | $1.00K | 0.00% | −135−82.3% | Reduced |
| Gradient Investments LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $1.00K | 0.00% | −10−27.8% | Reduced |
| Carolinas Wealth Consulting LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| PNC Managed Account Solutions, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Brewin Dolphin Ltd | 32 | $1.55K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $2.00K | 0.00% | +34 | New |
| Sutton Wealth Advisors Inc. | 44 | $2.13K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 64 | $3.00K | 0.00% | −67−51.1% | Reduced |
| Bogart Wealth, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 79 | $3.83K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $4.00K | 0.00% | +7+8.6% | Added |
| Bedel Financial Consulting, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 74 | $4.00K | 0.00% | +74 | New |
| Lumature Wealth Partners, LLC | 86 | $4.00K | 0.00% | +86 | New |
| Valley National Advisers Inc | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 99 | $5.00K | 0.00% | −4−3.9% | Reduced |
| FourThought Financial, LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $5.00K | 0.00% | +80+400.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 113 | $5.00K | 0.00% | +113 | New |
| Piscataqua Savings Bank | 118 | $6.00K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 117 | $6.00K | 0.00% | +117 | New |
| FinTrust Capital Advisors, LLC | 145 | $7.00K | 0.00% | −48−24.9% | Reduced |
| Cordasco Financial Network | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $7.00K | 0.00% | +150 | New |
| Crescent Capital Consulting, LLC | 136 | $7.00K | 0.00% | +136 | New |
| Atlas Capital Advisors LLC | 159 | $7.71K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 168 | $8.00K | 0.00% | +34+25.4% | Added |
| Motco | 155 | $8.00K | 0.00% | +155 | New |
| Field & Main Bank | 166 | $8.00K | 0.01% | +166 | New |
| Resolute Partners Group | 166 | $8.00K | 0.00% | +166 | New |
| Trustcore Financial Services, LLC | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 177 | $9.00K | 0.00% | +177 | New |
| Hexagon Capital Partners LLC | 203 | $10.0K | 0.00% | −52−20.4% | Reduced |
| BDO Wealth Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 196 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $10.0K | 0.01% | +200 | New |
| Loomis Sayles & Co L P | 251 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 270 | $13.0K | 0.00% | +270 | New |
| America First Investment Advisors, LLC | 287 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 331 | $16.0K | 0.00% | +206+164.8% | Added |
| TD Ameritrade Investment Management, LLC | 345 | $17.0K | 0.00% | −304−46.8% | Reduced |
| Zions Bancorporation, N.A. | 356 | $17.0K | 0.00% | −1−0.3% | Reduced |
| Evolution Wealth Advisors, LLC | 378 | $18.0K | 0.00% | −55−12.7% | Reduced |
| Tarbox Family Office, Inc. | 369 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 363 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 377 | $18.0K | 0.01% | +12+3.3% | Added |
| Huntington National Bank | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 393 | $19.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 391 | $19.0K | 0.00% | +34+9.5% | Added |
| Covington Capital Management | 400 | $19.0K | 0.00% | +400 | New |
| Leelyn Smith, LLC | 415 | $20.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 410 | $20.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 424 | $21.0K | 0.00% | −105−19.8% | Reduced |
| Cutler Group LP | 474 | $22.0K | 0.00% | +474 | New |
| Dark Forest Capital Management LP | 459 | $22.0K | 0.01% | +459 | New |
| CVA Family Office, LLC | 480 | $23.0K | 0.01% | +135+39.1% | Added |
| FormulaFolio Investments, LLC | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 515 | $25.0K | 0.00% | +153+42.3% | Added |
| Brown Brothers Harriman & Co | 507 | $25.0K | 0.00% | +168+49.6% | Added |
| Pinnacle Financial Partners Inc | 535 | $26.0K | 0.00% | +535 | New |
| Pinnacle Wealth Advisors | 535 | $26.0K | 0.00% | +535 | New |
| Wolverine Asset Management LLC | 557 | $27.0K | 0.00% | −1,773−76.1% | Reduced |
| Oakworth Capital, Inc. | 559 | $27.0K | 0.00% | +295+111.7% | Added |
| Ellis Investment Partners, LLC | 596 | $28.0K | 0.01% | +2+0.3% | Added |
| First Horizon Corp | 584 | $28.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 577 | $28.0K | 0.02% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 681 | $33.0K | 0.00% | −348−33.8% | Reduced |
| Parkside Financial Bank & Trust | 669 | $33.0K | 0.01% | +63+10.4% | Added |
| Capital Analysts, LLC | 686 | $33.0K | 0.00% | +686 | New |
| Carroll Financial Associates, Inc. | 707 | $34.0K | 0.00% | +274+63.3% | Added |
| Plante Moran Financial Advisors, LLC | 721 | $35.0K | 0.01% | +4+0.6% | Added |
| Institutional & Family Asset Management, LLC | 786 | $38.0K | 0.01% | −117−13.0% | Reduced |
| TCI Wealth Advisors, Inc. | 775 | $38.0K | 0.01% | +25+3.3% | Added |
| DB Wealth Management Group, LLC | 795 | $39.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 858 | $42.0K | 0.00% | −233−21.4% | Reduced |
| TD Private Client Wealth LLC | 888 | $43.1K | 0.00% | +15+1.7% | Added |