| HFM Investment Advisors, LLC | 1 | $456 | 0.00% | −2−66.7% | Reduced |
| Activest Wealth Management | 1 | $456 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $456 | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1 | $456 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $456 | 0.00% | +1 | New |
| Rise Advisors, LLC | 1 | $456 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $456 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $912 | 0.00% | −2−50.0% | Reduced |
| Logan Capital Management Inc | 2 | $912 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $912 | 0.00% | +1+100.0% | Added |
| Creative Financial Designs Inc | 2 | $912 | 0.00% | +1+100.0% | Added |
| Breakwater Investment Management | 2 | $912 | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $912 | 0.00% | +2 | New |
| Ogorek Anthony Joseph | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.21K | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.23K | 0.00% | −3−60.0% | Reduced |
| Leonteq Securities AG | 3 | $1.37K | 0.00% | −26−89.7% | Reduced |
| Rialto Wealth Management, LLC | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $1.37K | 0.00% | +2+200.0% | Added |
| Bare Financial Services, Inc | 3 | $1.37K | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $1.65K | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 4 | $1.82K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $1.82K | 0.00% | +1+33.3% | Added |
| Rakuten Securities, Inc. | 4 | $1.82K | 0.00% | +4 | New |
| Greykasell Wealth Strategies, Inc. | 4 | $1.82K | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $2.28K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $2.28K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $2.28K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $2.74K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7 | $3.19K | 0.00% | −2−22.2% | Reduced |
| City Holding Co | 7 | $3.19K | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $3.19K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $3.57K | 0.00% | −4−33.3% | Reduced |
| Clear Investment Research, LLC | 8 | $3.65K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 8 | $3.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $3.65K | 0.00% | +1+14.3% | Added |
| Washington Trust Advisors, Inc. | 8 | $3.83K | 0.00% | −174−95.6% | Reduced |
| WFA Asset Management Corp | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $4.00K | 0.00% | −3−25.0% | Reduced |
| Cloud Capital Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 9 | $4.10K | 0.00% | −637−98.6% | Reduced |
| Tortoise Investment Management, LLC | 9 | $4.10K | 0.00% | +3+50.0% | Added |
| Toth Financial Advisory Corp | 9 | $4.10K | 0.00% | +4+80.0% | Added |
| Wealth Watch Advisors, INC | 9 | $4.10K | 0.00% | +9 | New |
| Tripletail Wealth Management, LLC | 10 | $4.54K | 0.01% | +10 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $5.30K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $5.47K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $5.47K | 0.00% | +4+50.0% | Added |
| Manchester Capital Management LLC | 12 | $5.47K | 0.00% | +9+300.0% | Added |
| Johnson Financial Group, Inc. | 12 | $5.47K | 0.00% | +12 | New |
| Accent Capital Management, LLC | 12 | $5.47K | 0.00% | +12 | New |
| Chung Wu Investment Group, LLC | 13 | $5.93K | 0.00% | 00.0% | Unchanged |
| Motco | 13 | $5.93K | 0.00% | +13 | New |
| Valley National Advisers Inc | 15 | $6.00K | 0.00% | +15 | New |
| Trust Co of Vermont | 14 | $6.38K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $6.38K | 0.00% | +14 | New |
| Mather Group, LLC. | 14 | $6.55K | 0.00% | +14 | New |
| S&T Bank | 15 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 15 | $6.84K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $6.84K | 0.00% | +2+15.4% | Added |
| Sunbelt Securities, Inc. | 15 | $6.84K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 15 | $6.84K | 0.00% | +15 | New |
| Cetera Trust Company, N.A | 16 | $7.30K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 16 | $7.30K | 0.00% | +16 | New |
| Evergreen Private Wealth LLC | 17 | $7.75K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $8.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $9.12K | 0.00% | −6−23.1% | Reduced |
| Cromwell Holdings LLC | 20 | $9.12K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $9.12K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 20 | $9.26K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $9.58K | 0.00% | +18+600.0% | Added |
| Quarry LP | 21 | $9.58K | 0.00% | +21 | New |
| TD Capital Management LLC | 23 | $10.5K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 23 | $10.5K | 0.00% | +23 | New |
| Proffitt & Goodson Inc | 24 | $10.9K | 0.00% | +24 | New |
| Godsey & Gibb Associates | 28 | $12.8K | 0.00% | +28 | New |
| Meeder Asset Management Inc | 29 | $13.2K | 0.00% | −2−6.5% | Reduced |
| WPG Advisers, LLC | 31 | $14.1K | 0.01% | −11−26.2% | Reduced |
| Palisade Asset Management, LLC | 31 | $14.1K | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 31 | $14.1K | 0.00% | +31 | New |
| FWL Investment Management, LLC | 31 | $14.1K | 0.00% | +31 | New |
| Painted Porch Advisors LLC | 32 | $14.6K | 0.01% | +32 | New |
| JFS Wealth Advisors, LLC | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $16.0K | 0.00% | −1−2.6% | Reduced |
| Golden State Wealth Management, LLC | 36 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $16.4K | 0.00% | +1+2.9% | Added |
| SOA Wealth Advisors, LLC. | 36 | $16.4K | 0.00% | +36 | New |
| Colonial Trust Co | 38 | $17.3K | 0.00% | +38 | New |
| Aventura Private Wealth, LLC | 40 | $18.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 40 | $18.2K | 0.01% | +40 | New |
| Private Wealth Asset Management, LLC | 42 | $19.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 46 | $21.0K | 0.00% | +46 | New |
| St. Johns Investment Management Company, LLC | 50 | $22.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $22.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $22.8K | 0.02% | 00.0% | Unchanged |