| Avion Wealth | 32 | $0 | 0.00% | +2+6.7% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $57 | 0.00% | −7−77.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 5 | $142 | 0.00% | −35−87.5% | Reduced |
| Aspect Partners, LLC | 8 | $227 | 0.00% | −15−65.2% | Reduced |
| JJJ Advisors Inc. | 8 | $228 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $256 | 0.00% | −18−66.7% | Reduced |
| Transcendent Capital Group LLC | 10 | $284 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 13 | $369 | 0.00% | +13 | New |
| Concord Wealth Partners | 15 | $426 | 0.00% | +15 | New |
| Horizon Financial Services, LLC | 17 | $483 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $511 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $539 | 0.00% | −281−93.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19 | $539 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 21 | $596 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $596 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 22 | $625 | 0.00% | −9−29.0% | Reduced |
| Global Trust Asset Management, LLC | 24 | $681 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $710 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 30 | $1.08K | 0.00% | +30 | New |
| Coppell Advisory Solutions LLC | 39 | $1.11K | 0.00% | +39 | New |
| CBIZ Investment Advisory Services, LLC | 40 | $1.13K | 0.00% | +1+2.6% | Added |
| Atlas Capital Advisors LLC | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 47 | $1.33K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 57 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 59 | $1.68K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 61 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 61 | $1.73K | 0.00% | +1+1.7% | Added |
| Lynx Investment Advisory | 61 | $1.73K | 0.00% | +61 | New |
| Caitlin John, LLC | 66 | $1.87K | 0.00% | −26,058−99.7% | Reduced |
| Creekmur Asset Management LLC | 69 | $1.97K | 0.00% | −174−71.6% | Reduced |
| Winch Advisory Services, LLC | 71 | $2.01K | 0.00% | +1+1.4% | Added |
| Key Financial Inc | 91 | $2.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $2.61K | 0.00% | −255−73.5% | Reduced |
| PSI Advisors, LLC | 92 | $2.61K | 0.00% | +92 | New |
| Security National Bank | 100 | $2.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $2.84K | 0.00% | +75+300.0% | Added |
| Smithfield Trust Co | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 110 | $3.12K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 133 | $3.78K | 0.00% | −496−78.9% | Reduced |
| Abound Wealth Management | 133 | $3.78K | 0.00% | −110−45.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 149 | $4.23K | 0.00% | −61−29.0% | Reduced |
| Private Wealth Management Group, LLC | 153 | $4.34K | 0.00% | −28−15.5% | Reduced |
| Cypress Capital, LLC | 160 | $4.54K | 0.00% | +160 | New |
| Bell Investment Advisors, Inc | 160 | $4.54K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 164 | $4.66K | 0.00% | +164 | New |
| Moisand Fitzgerald Tamayo, LLC | 174 | $4.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 175 | $4.97K | 0.00% | +16+10.1% | Added |
| Eagle Bay Advisors LLC | 184 | $5.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 184 | $5.22K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 194 | $5.51K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $5.68K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $5.68K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 213 | $6.05K | 0.00% | +213 | New |
| Carolinas Wealth Consulting LLC | 226 | $6.42K | 0.00% | −46−16.9% | Reduced |
| Painted Porch Advisors LLC | 229 | $6.50K | 0.00% | +229 | New |
| Bruce G. Allen Investments, LLC | 233 | $6.62K | 0.01% | −285−55.0% | Reduced |
| Raleigh Capital Management Inc. | 235 | $6.67K | 0.00% | −30−11.3% | Reduced |
| Tradewinds Capital Management, LLC | 239 | $6.79K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 257 | $7.00K | 0.00% | −6−2.3% | Reduced |
| Coston, McIsaac & Partners | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 249 | $7.07K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 250 | $7.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 256 | $7.28K | 0.00% | +2+0.8% | Added |
| Sachetta, LLC | 230 | $7.31K | 0.00% | +59+34.5% | Added |
| Northwest Bank & Trust Co | 281 | $7.97K | 0.01% | −800−74.0% | Reduced |
| Proequities, Inc. | 286 | $8.12K | 0.00% | −3,351−92.1% | Reduced |
| Tucker Asset Management LLC | 292 | $8.29K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 296 | $8.40K | 0.00% | −54−15.4% | Reduced |
| St Germain D J Co Inc | 300 | $8.52K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 301 | $8.55K | 0.00% | +2+0.7% | Added |
| Ramirez Asset Management, Inc. | 302 | $8.57K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 320 | $9.09K | 0.00% | −740−69.8% | Reduced |
| Zions Bancorporation, N.A. | 336 | $9.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $9.65K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 341 | $9.68K | 0.00% | −22−6.1% | Reduced |
| GW&K Investment Management, LLC | 365 | $10.0K | 0.00% | +19+5.5% | Added |
| Salomon & Ludwin, LLC | 356 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 357 | $10.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 383 | $10.9K | 0.01% | +2+0.5% | Added |
| RFP Financial Group LLC | 389 | $11.0K | 0.00% | +227+140.1% | Added |
| Plato Investment Management Ltd | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 417 | $11.8K | 0.00% | +417 | New |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 415 | $12.0K | 0.00% | +175+72.9% | Added |
| Beaird Harris Wealth Management, LLC | 431 | $12.2K | 0.00% | +365+553.0% | Added |
| NVWM, LLC | 453 | $12.9K | 0.00% | −5−1.1% | Reduced |
| Westside Investment Management, Inc. | 456 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 464 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 466 | $13.2K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 467 | $13.3K | 0.00% | +53+12.8% | Added |
| Indiana Trust & Investment Management CO | 489 | $13.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 505 | $14.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 513 | $14.6K | 0.00% | +72+16.3% | Added |
| Motco | 520 | $14.8K | 0.00% | 00.0% | Unchanged |