| Global Assets Advisory, LLC | 65,516 | $205 | 0.01% | +65,516 | New |
| St Germain D J Co Inc | 2 | $641 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $642 | 0.00% | +1+100.0% | Added |
| PEAK6 Investments LLC | 3 | $818 | 0.00% | +3 | New |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Benjamin Edwards Inc | 2 | $1.00K | 0.00% | +2 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | +2 | New |
| First PREMIER Bank | 3 | $1.00K | 0.00% | +3 | New |
| Evolution Advisers, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Spectrum Wealth Counsel, LLC | 4 | $1.28K | 0.00% | +4 | New |
| NewSquare Capital LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $1.60K | 0.00% | +5 | New |
| GoalVest Advisory LLC | 5 | $1.60K | 0.00% | +5 | New |
| FRG Family Wealth Advisors LLC | 6 | $1.75K | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $1.92K | 0.00% | −733−99.2% | Reduced |
| Cedar Wealth Management, LLC | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Winthrop Capital Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $2.13K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 8 | $2.56K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 9 | $2.68K | 0.00% | +9 | New |
| FSA Wealth Management LLC | 10 | $3.21K | 0.00% | −5−33.3% | Reduced |
| MB, Levis & Associates, LLC | 10 | $3.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 10 | $3.21K | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $3.53K | 0.18% | −5−31.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 11 | $3.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $3.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $3.85K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $3.85K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $3.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $3.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 13 | $4.17K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 13 | $4.17K | 0.00% | +13 | New |
| Tortoise Investment Management, LLC | 14 | $4.49K | 0.00% | +14 | New |
| Mma Asset Management LLC | 15 | $4.81K | 0.00% | +15 | New |
| Avion Wealth | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $5.11K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $5.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $5.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $5.77K | 0.00% | +15+500.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 19 | $6.09K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $6.41K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $6.41K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $7.00K | 0.00% | +4+21.1% | Added |
| Ogorek Anthony Joseph | 22 | $7.00K | 0.00% | +8+57.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $7.25K | 0.00% | +5+29.4% | Added |
| Wetzel Investment Advisors, Inc. | 25 | $7.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $8.02K | 0.00% | −19−43.2% | Reduced |
| Davidson Capital Management Inc. | 25 | $8.02K | 0.00% | −14−35.9% | Reduced |
| Moser Wealth Advisors, LLC | 26 | $8.34K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $8.66K | 0.00% | −95−77.9% | Reduced |
| Cornerstone Planning Group LLC | 29 | $9.00K | 0.00% | −64−68.8% | Reduced |
| Capital Analysts, LLC | 28 | $9.00K | 0.00% | −7−20.0% | Reduced |
| Hanson & Doremus Investment Management | 27 | $9.00K | 0.00% | +27 | New |
| Piscataqua Savings Bank | 30 | $9.62K | 0.01% | +30 | New |
| Rothschild Investment LLC | 30 | $9.62K | 0.00% | −110−78.6% | Reduced |
| Anfield Capital Management, LLC | 30 | $9.62K | 0.00% | +30 | New |
| Ofi Invest Asset Management | 35 | $10.4K | 0.00% | +35 | New |
| Gould Capital, LLC | 33 | $10.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 34 | $10.9K | 0.00% | +12+54.5% | Added |
| HighMark Wealth Management LLC | 35 | $11.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 38 | $12.2K | 0.00% | +38 | New |
| Sachetta, LLC | 48 | $12.3K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $12.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 41 | $13.1K | 0.00% | +8+24.2% | Added |
| Armstrong Advisory Group, Inc | 54 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 49 | $15.7K | 0.00% | +49 | New |
| Carolina Wealth Advisors, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $17.0K | 0.00% | +8+17.0% | Added |
| Bell Investment Advisors, Inc | 55 | $17.6K | 0.00% | −1−1.8% | Reduced |
| TFC Financial Management | 56 | $18.0K | 0.00% | −39−41.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 57 | $18.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $19.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 61 | $19.6K | 0.00% | −339−84.8% | Reduced |
| Bessemer Group Inc | 62 | $20.0K | 0.00% | −3−4.6% | Reduced |
| Cohen & Steers, Inc. | 65 | $21.0K | 0.00% | −16−19.8% | Reduced |
| AlphaMark Advisors, LLC | 65 | $21.0K | 0.01% | +46+242.1% | Added |
| Hollencrest Capital Management | 67 | $21.5K | 0.00% | +67 | New |
| Kozak & Associates, Inc. | 66 | $22.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $24.0K | 0.00% | −22−22.7% | Reduced |
| Front Row Advisors LLC | 75 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $24.0K | 0.01% | −20−21.1% | Reduced |
| Retirement Group, LLC | 77 | $24.7K | 0.01% | +4+5.5% | Added |
| Chiron Investment Management, LLC | 85 | $27.3K | 0.01% | −24,008−99.6% | Reduced |
| Cape Investment Advisory, Inc. | 88 | $28.2K | 0.01% | −9−9.3% | Reduced |
| Core Wealth Advisors, Inc. | 90 | $28.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 91 | $29.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 94 | $30.1K | 0.00% | +94 | New |
| Manchester Capital Management LLC | 95 | $30.5K | 0.00% | 00.0% | Unchanged |