| Avion Wealth | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $220 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $221 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $441 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2 | $442 | 0.00% | +2 | New |
| Key Financial Inc | 3 | $662 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $663 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $670 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $883 | 0.00% | +4 | New |
| Claris Advisors, LLC | 4 | $883 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $884 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Piscataqua Savings Bank | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5 | $1.10K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.32K | 0.00% | −1−14.3% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $1.54K | 0.00% | −8−53.3% | Reduced |
| Salomon & Ludwin, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 7 | $1.54K | 0.00% | +7 | New |
| Northwest Capital Management Inc | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.21K | 0.00% | −6−37.5% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 10 | $2.21K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $2.21K | 0.00% | +10 | New |
| ESL Trust Services, LLC | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.87K | 0.00% | +1+8.3% | Added |
| Global Financial Private Client, LLC | 13 | $2.87K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 14 | $2.89K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $3.09K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 14 | $3.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.53K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $3.53K | 0.00% | +14+700.0% | Added |
| SJS Investment Consulting Inc. | 16 | $3.53K | 0.00% | +1+6.7% | Added |
| Financial Network Wealth Advisors LLC | 17 | $3.75K | 0.00% | +11+183.3% | Added |
| LRI Investments, LLC | 24 | $4.80K | 0.00% | −19−44.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 22 | $4.86K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $5.52K | 0.00% | −6−19.4% | Reduced |
| Frazier Financial Advisors, LLC | 25 | $5.52K | 0.00% | −1−3.8% | Reduced |
| Abound Wealth Management | 25 | $5.52K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 25 | $5.52K | 0.00% | +25 | New |
| Anfield Capital Management, LLC | 25 | $5.52K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 26 | $5.74K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 27 | $5.96K | 0.00% | +27 | New |
| Continuum Advisory, LLC | 30 | $6.00K | 0.00% | −7−18.9% | Reduced |
| GW&K Investment Management, LLC | 27 | $6.00K | 0.00% | +1+3.8% | Added |
| CVA Family Office, LLC | 29 | $6.40K | 0.00% | −3−9.4% | Reduced |
| St Germain D J Co Inc | 30 | $6.62K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $6.84K | 0.00% | +31 | New |
| C M Bidwell & Associates Ltd | 32 | $7.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 35 | $7.73K | 0.00% | −24−40.7% | Reduced |
| Coppell Advisory Solutions LLC | 35 | $7.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $7.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $8.00K | 0.00% | −1−2.9% | Reduced |
| Aspire Private Capital, LLC | 36 | $8.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $8.39K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $8.39K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $8.83K | 0.00% | +40 | New |
| GHP Investment Advisors, Inc. | 42 | $9.27K | 0.00% | +42 | New |
| Golden State Equity Partners | 44 | $9.71K | 0.00% | +44 | New |
| Ashton Thomas Securities, LLC | 47 | $10.4K | 0.00% | +47 | New |
| Wolff Wiese Magana LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $12.4K | 0.00% | −2−3.4% | Reduced |
| Beacon Capital Management, LLC | 58 | $12.8K | 0.00% | +39+205.3% | Added |
| West Paces Advisors Inc. | 60 | $13.2K | 0.00% | −7−10.4% | Reduced |
| Hollencrest Capital Management | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 60 | $13.2K | 0.00% | +7+13.2% | Added |
| Criterion Capital Advisors, LLC | 64 | $14.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 65 | $14.0K | 0.00% | +65 | New |
| Pflug Koory, LLC | 64 | $14.1K | 0.01% | +64 | New |
| Hobbs Group Advisors, LLC | 64 | $14.1K | 0.01% | +64 | New |
| Dunhill Financial, LLC | 67 | $14.8K | 0.01% | +9+15.5% | Added |
| Bank of New Hampshire | 70 | $15.5K | 0.00% | −600−89.6% | Reduced |
| South State Corp. | 70 | $15.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 73 | $16.1K | 0.00% | +15+25.9% | Added |
| Catalyst Capital Advisors LLC | 76 | $16.8K | 0.00% | +76 | New |
| New Age Alpha Advisors, LLC | 80 | $17.7K | 0.01% | +80 | New |
| Chilton Capital Management LLC | 83 | $18.3K | 0.00% | +83 | New |
| EverSource Wealth Advisors, LLC | 92 | $20.3K | 0.00% | +30+48.4% | Added |
| Elequin Capital LP | 93 | $20.5K | 0.00% | +93 | New |
| Operose Advisors LLC | 95 | $21.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $21.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 98 | $21.6K | 0.00% | +98 | New |
| Covestor Ltd | 98 | $22.0K | 0.01% | −2−2.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 102 | $23.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 106 | $23.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $25.2K | 0.00% | +35+44.3% | Added |