| Householder Group Estate & Retirement Specialist, LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 200 | $0 | 0.00% | +200 | New |
| Wetzel Investment Advisors, Inc. | 200 | $0 | 0.00% | +200 | New |
| Citigroup Inc | 4 | $8 | 0.00% | −376−98.9% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $10 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $10 | 0.00% | +5 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $42 | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 30 | $63 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 33 | $69 | 0.00% | +33 | New |
| Proffitt & Goodson Inc | 41 | $86 | 0.00% | +41 | New |
| Beacon Capital Management, LLC | 45 | $90 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 45 | $94 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $126 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 60 | $126 | 0.00% | +60 | New |
| Rothschild Investment LLC | 62 | $130 | 0.00% | +62 | New |
| Anchor Investment Management, LLC | 79 | $165 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $209 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $209 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $209 | 0.00% | +100 | New |
| McGlone Suttner Wealth Management, Inc. | 100 | $209 | 0.00% | +100 | New |
| Archer Investment Corp | 108 | $226 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $314 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 196 | $410 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $418 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $418 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $418 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $418 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 200 | $418 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 250 | $523 | 0.00% | +250 | New |
| The PNC Financial Services Group, Inc. | 300 | $627 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $627 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 300 | $627 | 0.00% | +300 | New |
| MB, Levis & Associates, LLC | 330 | $690 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 341 | $713 | 0.00% | +341 | New |
| Cape Investment Advisory, Inc. | 348 | $727 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $836 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 400 | $836 | 0.00% | +400 | New |
| Larson Financial Group LLC | 414 | $865 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 500 | $1.04K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 517 | $1.08K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 550 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 575 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 600 | $1.25K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 640 | $1.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 640 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 785 | $1.64K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 808 | $1.69K | 0.00% | +808 | New |
| Financial Management Professionals, Inc. | 925 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 800 | $2.00K | 0.00% | +800 | New |
| US Bancorp | 1,000 | $2.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,000 | $2.09K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,000 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,000 | $2.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,124 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,200 | $2.45K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,321 | $2.76K | 0.00% | −77−5.5% | Reduced |
| Piscataqua Savings Bank | 1,330 | $2.77K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,345 | $2.81K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,380 | $2.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,450 | $3.00K | 0.00% | −145−9.1% | Reduced |
| Planning Capital Management Corp | 1,500 | $3.13K | 0.00% | +1,500 | New |
| C M Bidwell & Associates Ltd | 1,505 | $3.15K | 0.00% | +243+19.3% | Added |
| National Bank of Canada | 1,671 | $3.47K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,755 | $3.67K | 0.00% | +1,755 | New |
| Harbour Investments, Inc. | 1,857 | $3.88K | 0.00% | +100+5.7% | Added |
| Hantz Financial Services, Inc. | 1,947 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $4.18K | 0.00% | −5,000−71.4% | Reduced |
| Grove Bank & Trust | 2,000 | $4.18K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,000 | $4.18K | 0.00% | +2,000 | New |
| TD Waterhouse Canada Inc. | 1,550 | $4.37K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,136 | $4.46K | 0.00% | −500−19.0% | Reduced |
| Founders Capital Management | 2,365 | $4.94K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,573 | $5.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,730 | $5.57K | 0.00% | −75−2.7% | Reduced |
| JPMorgan Chase & Co | 3,433 | $7.17K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,436 | $7.21K | 0.00% | +3,436 | New |
| Focused Wealth Management, Inc | 3,522 | $7.36K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,100 | $8.57K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,937 | $10.3K | 0.00% | +499+11.2% | Added |
| Toronto Dominion Bank | 5,595 | $11.7K | 0.00% | −30,279−84.4% | Reduced |
| PFS Partners, LLC | 6,095 | $12.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,712 | $14.0K | 0.00% | +20+0.3% | Added |
| Banque Cantonale Vaudoise | 7,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,881 | $16.5K | 0.00% | +445+6.0% | Added |
| National Asset Management, Inc. | 10,090 | $21.1K | 0.00% | −130−1.3% | Reduced |
| Great West Life Assurance Co | 10,570 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,065 | $23.1K | 0.00% | +300+2.8% | Added |
| Foster Group, Inc. | 11,600 | $23.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,167 | $23.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 11,863 | $24.8K | 0.02% | +11,863 | New |
| AE Wealth Management LLC | 12,689 | $24.9K | 0.00% | −511−3.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,200 | $25.2K | 0.00% | +1,500+14.0% | Added |
| Cetera Investment Advisers | 13,365 | $27.9K | 0.00% | −47−0.4% | Reduced |
| Shell Asset Management Co | 13,249 | $28.0K | 0.00% | −3,389−20.4% | Reduced |
| Stratos Wealth Partners, LTD. | 13,402 | $28.0K | 0.00% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 13,425 | $28.1K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,782 | $28.8K | 0.00% | +700+5.4% | Added |
| Franklin Resources Inc | 14,060 | $29.4K | 0.00% | +1,045+8.0% | Added |
| Sageworth Trust Co | 15,000 | $31.4K | 0.00% | 00.0% | Unchanged |