| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $681 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $2.04K | 0.00% | +3 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | $2.04K | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $3.00K | 0.00% | −2−28.6% | Reduced |
| Register Financial Advisors LLC | 5 | $3.40K | 0.00% | +4+400.0% | Added |
| Quent Capital, LLC | 6 | $4.06K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 6 | $4.08K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 6 | $4.08K | 0.00% | +6 | New |
| Credential Qtrade Securities Inc. | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $4.76K | 0.00% | −3−30.0% | Reduced |
| Private Ocean, LLC | 7 | $4.76K | 0.00% | +3+75.0% | Added |
| Evermay Wealth Management LLC | 7 | $4.76K | 0.00% | +7 | New |
| Dividend Assets Capital, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Western Pacific Wealth Management, LP | 8 | $5.45K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $6.13K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $6.81K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $6.81K | 0.00% | +10 | New |
| First Personal Financial Services | 10 | $6.81K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $6.81K | 0.00% | +2+25.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 10 | $6.82K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,998 | $7.36K | 0.32% | +1,168+140.7% | Added |
| Castleview Partners, LLC | 11 | $7.49K | 0.01% | +8+266.7% | Added |
| Grey Fox Wealth Advisors, LLC | 11 | $7.49K | 0.00% | +11 | New |
| Covestor Ltd | 12 | $8.00K | 0.01% | −263−95.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 11 | $8.00K | 0.01% | +10+1,000.0% | Added |
| PrairieView Partners, LLC | 12 | $8.00K | 0.00% | +12 | New |
| Adirondack Retirement Specialists, Inc. | 12 | $8.02K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 12 | $8.17K | 0.00% | +12 | New |
| Johnson Midwest Financial, LLC | 12 | $8.17K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $8.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $8.17K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $8.17K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $8.85K | 0.01% | +13 | New |
| Versant Capital Management, Inc | 14 | $9.53K | 0.00% | +14 | New |
| VitalStone Financial, LLC | 13 | $10.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 15 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $10.2K | 0.00% | +15 | New |
| Carmel Capital Partners, LLC | 15 | $10.2K | 0.01% | +15 | New |
| Horan Securities, Inc. | 16 | $10.9K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $10.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 18 | $12.3K | 0.00% | −312−94.5% | Reduced |
| Concord Wealth Partners | 18 | $12.3K | 0.00% | −6−25.0% | Reduced |
| NewSquare Capital LLC | 18 | $12.3K | 0.00% | +15+500.0% | Added |
| Raleigh Capital Management Inc. | 18 | $12.3K | 0.01% | +18 | New |
| Stonebridge Capital Advisors LLC | 19 | $12.9K | 0.00% | +11+137.5% | Added |
| Baystate Wealth Management LLC | 19 | $13.1K | 0.00% | +3+18.8% | Added |
| Barrett & Company, Inc. | 20 | $13.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $13.6K | 0.00% | +20 | New |
| Rocky Mountain Advisers, LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 21 | $14.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $15.0K | 0.00% | −7−24.1% | Reduced |
| Atticus Wealth Management, LLC | 22 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $15.0K | 0.00% | +22 | New |
| Focused Wealth Management, Inc | 22 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 22 | $15.0K | 0.01% | +21+2,100.0% | Added |
| Tortoise Investment Management, LLC | 23 | $15.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 23 | $15.7K | 0.01% | +19+475.0% | Added |
| Bell Investment Advisors, Inc | 26 | $17.7K | 0.00% | −7−21.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 27 | $18.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 30 | $20.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 31 | $21.2K | 0.02% | +31 | New |
| Kistler-Tiffany Companies, LLC | 32 | $21.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 34 | $23.7K | 0.01% | −123−78.3% | Reduced |
| RFP Financial Group LLC | 35 | $23.8K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $23.8K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 59 | $24.5K | 0.00% | +59 | New |
| Ogorek Anthony Joseph | 37 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 36 | $25.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $25.9K | 0.01% | −50−56.8% | Reduced |
| Raffa Wealth Management, LLC | 38 | $25.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 39 | $26.5K | 0.00% | +39 | New |
| Cranbrook Wealth Management, LLC | 40 | $27.2K | 0.01% | +40 | New |
| GPS Wealth Strategies Group, LLC | 40 | $27.5K | 0.01% | +40 | New |
| Accel Wealth Management | 42 | $28.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 43 | $29.3K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 44 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 44 | $30.0K | 0.02% | −3−6.4% | Reduced |
| HBC Financial Services, PLLC | 50 | $31.0K | 0.02% | +50 | New |
| Geneos Wealth Management Inc. | 46 | $31.3K | 0.00% | −28−37.8% | Reduced |
| Schubert & Co | 48 | $32.7K | 0.03% | +24+100.0% | Added |
| Catalyst Capital Advisors LLC | 49 | $33.4K | 0.00% | −20−29.0% | Reduced |
| Old North State Trust, LLC | 50 | $34.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $34.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 52 | $35.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $35.4K | 0.00% | +29+126.1% | Added |
| Piscataqua Savings Bank | 55 | $37.4K | 0.03% | 00.0% | Unchanged |