| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $64 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $227 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $303 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $379 | 0.00% | +3+150.0% | Added |
| Lynx Investment Advisory | 5 | $379 | 0.00% | +5 | New |
| TFC Financial Management | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $758 | 0.00% | +10 | New |
| WR Wealth Planners, LLC | 12 | $909 | 0.00% | +12 | New |
| Lazard Asset Management LLC | 20 | $1.00K | 0.00% | −7−25.9% | Reduced |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Strengthening Families & Communities, LLC | 12 | $1.00K | 0.00% | +12 | New |
| NVWM, LLC | 14 | $1.06K | 0.00% | +5+55.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.06K | 0.00% | +7+100.0% | Added |
| Perkins Coie Trust Co | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.44K | 0.00% | +5+35.7% | Added |
| Aspire Private Capital, LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 20 | $1.52K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 27 | $1.54K | 0.00% | +27 | New |
| Unique Wealth Strategies, LLC | 25 | $1.71K | 0.00% | +25 | New |
| Bangor Savings Bank | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $1.82K | 0.00% | +24 | New |
| Hollencrest Capital Management | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $2.00K | 0.00% | +14+66.7% | Added |
| Key Financial Inc | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $2.20K | 0.00% | +29 | New |
| Asset Dedication, LLC | 29 | $2.20K | 0.00% | +29 | New |
| Innealta Capital, LLC | 31 | $2.35K | 0.00% | +31 | New |
| Aspect Partners, LLC | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $2.63K | 0.00% | +6+20.7% | Added |
| City State Bank | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | +2+4.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 42 | $3.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.18K | 0.00% | +6+16.7% | Added |
| Ridgewood Investments LLC | 42 | $3.19K | 0.00% | +42 | New |
| Riggs Asset Managment Co. Inc. | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 59 | $3.73K | 0.00% | +29+96.7% | Added |
| Wetzel Investment Advisors, Inc. | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $3.79K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 52 | $3.94K | 0.00% | −53−50.5% | Reduced |
| Valley National Advisers Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 54 | $4.09K | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 55 | $4.17K | 0.00% | −1−1.8% | Reduced |
| MCF Advisors LLC | 62 | $4.70K | 0.00% | +33+113.8% | Added |
| Versant Capital Management, Inc | 63 | $4.77K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 66 | $4.98K | 0.00% | +45+214.3% | Added |
| Byrne Asset Management LLC | 68 | $5.21K | 0.00% | −2−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 74 | $5.61K | 0.00% | −73−49.7% | Reduced |
| Washington Trust Advisors, Inc. | 75 | $5.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 76 | $5.76K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 95 | $7.20K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $7.58K | 0.00% | +100 | New |
| Abound Wealth Management | 103 | $7.80K | 0.00% | −10−8.8% | Reduced |
| Bell Investment Advisors, Inc | 105 | $7.96K | 0.00% | +29+38.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 106 | $8.00K | 0.00% | +106 | New |
| Estabrook Capital Management | 107 | $8.11K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 108 | $8.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 116 | $8.79K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 125 | $9.00K | 0.00% | +125 | New |
| Family Firm, Inc. | 123 | $9.32K | 0.00% | +123 | New |
| Raffa Wealth Management, LLC | 129 | $9.77K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 131 | $9.93K | 0.00% | +90+219.5% | Added |
| Venturi Wealth Management, LLC | 144 | $10.9K | 0.00% | +51+54.8% | Added |
| Plante Moran Financial Advisors, LLC | 152 | $11.5K | 0.00% | +119+360.6% | Added |
| AdvisorNet Financial, Inc | 153 | $11.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 155 | $11.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 155 | $12.0K | 0.00% | +36+30.3% | Added |
| Crewe Advisors LLC | 167 | $12.7K | 0.00% | +50+42.7% | Added |
| JFS Wealth Advisors, LLC | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 173 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 179 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 180 | $13.6K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 195 | $14.8K | 0.01% | +195 | New |
| Smithfield Trust Co | 202 | $15.0K | 0.00% | +47+30.3% | Added |
| Geneos Wealth Management Inc. | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 208 | $15.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 211 | $16.0K | 0.00% | +174+470.3% | Added |
| McIlrath & Eck, LLC | 220 | $16.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 230 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 238 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $18.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 249 | $18.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 262 | $19.9K | 0.00% | 00.0% | Unchanged |