| Avion Wealth | 17 | $0 | 0.00% | −26−60.5% | Reduced |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Maryland Capital Advisors Inc. | 1 | $29 | 0.00% | +1 | New |
| Bullock Wealth Management Group | 2 | $57 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $58 | 0.00% | −20−90.9% | Reduced |
| IMG Wealth Management, Inc. | 2 | $58 | 0.00% | +2 | New |
| Pacific Center for Financial Services | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 3 | $87 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $115 | 0.00% | +4 | New |
| Distillate Capital Partners LLC | 5 | $145 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $174 | 0.00% | −526−98.9% | Reduced |
| GHP Investment Advisors, Inc. | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Trust Co | 8 | $232 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8 | $232 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 8 | $232 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $261 | 0.00% | −24−72.7% | Reduced |
| Brown Brothers Harriman & Co | 10 | $290 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $290 | 0.00% | +6+150.0% | Added |
| Brown, Lisle/Cummings, Inc. | 12 | $348 | 0.00% | −33−73.3% | Reduced |
| HM Payson & Co | 14 | $406 | 0.00% | −162−92.0% | Reduced |
| HFM Investment Advisors, LLC | 15 | $435 | 0.00% | +7+87.5% | Added |
| SJS Investment Consulting Inc. | 16 | $464 | 0.00% | +5+45.5% | Added |
| Creative Financial Designs Inc | 17 | $493 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 17 | $493 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $551 | 0.00% | −3−13.6% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $551 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 20 | $591 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $638 | 0.00% | −27−55.1% | Reduced |
| West Paces Advisors Inc. | 22 | $638 | 0.00% | +22 | New |
| Westfuller Advisors, LLC | 22 | $640 | 0.00% | −31−58.5% | Reduced |
| CVA Family Office, LLC | 23 | $667 | 0.00% | −140−85.9% | Reduced |
| First Horizon Corp | 24 | $696 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 20 | $723 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $725 | 0.00% | +25 | New |
| Boyd Watterson Asset Management LLC | 26 | $754 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 26 | $754 | 0.00% | +26 | New |
| Ares Financial Consulting, LLC | 27 | $783 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 27 | $783 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $783 | 0.00% | +3+12.5% | Added |
| Tidemark, LLC | 28 | $812 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 29 | $841 | 0.00% | +29 | New |
| Salomon & Ludwin, LLC | 30 | $857 | 0.00% | −107−78.1% | Reduced |
| CDKV Holdings LLC | 31 | $899 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $957 | 0.00% | −4−10.8% | Reduced |
| Bangor Savings Bank | 34 | $986 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 34 | $986 | 0.00% | +34 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 37 | $1.06K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 37 | $1.07K | 0.00% | +8+27.6% | Added |
| Raffa Wealth Management, LLC | 40 | $1.16K | 0.00% | −77−65.8% | Reduced |
| Adirondack Trust Co | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 42 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 42 | $1.22K | 0.00% | +22+110.0% | Added |
| CoreCap Advisors, LLC | 43 | $1.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $1.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $1.45K | 0.00% | −214−81.1% | Reduced |
| Investors Portfolio Services LLC | 56 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 57 | $1.65K | 0.00% | −79−58.1% | Reduced |
| Bayban | 63 | $1.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 64 | $1.86K | 0.00% | −137−68.2% | Reduced |
| Fortitude Family Office, LLC | 64 | $1.86K | 0.00% | −31−32.6% | Reduced |
| South State Corp. | 70 | $2.03K | 0.00% | +1+1.4% | Added |
| JPL Wealth Management, LLC | 75 | $2.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 76 | $2.20K | 0.00% | +76 | New |
| Motco | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 85 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 85 | $2.46K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 86 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $2.55K | 0.00% | −27−23.5% | Reduced |
| JFS Wealth Advisors, LLC | 94 | $2.73K | 0.00% | −24−20.3% | Reduced |
| Highline Wealth Partners LLC | 95 | $2.75K | 0.00% | +13+15.9% | Added |
| Private Wealth Management Group, LLC | 98 | $2.84K | 0.00% | −169−63.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 99 | $2.87K | 0.00% | −614−86.1% | Reduced |
| Danske Bank A/S | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 103 | $2.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 104 | $3.02K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 108 | $3.13K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 109 | $3.16K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.43K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 120 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 127 | $3.68K | 0.00% | −6−4.5% | Reduced |
| Trust Co of Vermont | 128 | $3.71K | 0.00% | +128 | New |
| Bare Financial Services, Inc | 135 | $3.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 140 | $4.06K | 0.00% | −19−11.9% | Reduced |
| Bruce G. Allen Investments, LLC | 147 | $4.26K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 150 | $4.35K | 0.00% | +150 | New |
| Vanguard National Trust Co | 152 | $4.41K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 154 | $4.47K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 156 | $4.52K | 0.00% | −30−16.1% | Reduced |
| Picton Mahoney Asset Management | 157 | $4.55K | 0.00% | −45,079−99.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 158 | $4.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $4.70K | 0.00% | −582−78.2% | Reduced |
| Smithfield Trust Co | 178 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 177 | $5.15K | 0.00% | −5−2.7% | Reduced |