| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 46,169 | $7 | 0.00% | +46,169 | New |
| Activest Wealth Management | 1 | $345 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $810 | 0.00% | −5,750−100.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $810 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $811 | 0.00% | −147−98.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 405 | $1.29K | 0.01% | +405 | New |
| Impact Partnership Wealth, LLC | 4 | $1.62K | 0.00% | +4 | New |
| Red Tortoise LLC | 4 | $1.62K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $2.03K | 0.00% | −31−86.1% | Reduced |
| Wolff Wiese Magana LLC | 6 | $2.43K | 0.00% | −1−14.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 7 | $2.84K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $2.88K | 0.00% | −7−50.0% | Reduced |
| VitalStone Financial, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $3.24K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 8 | $3.24K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $3.24K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $4.05K | 0.00% | −40−80.0% | Reduced |
| Atlantic Trust, LLC | 10 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $4.86K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $4.86K | 0.00% | +12 | New |
| Mendota Financial Group, LLC | 12 | $4.86K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.86K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $5.67K | 0.00% | +14 | New |
| Kessler Investment Group, LLC | 15 | $6.08K | 0.00% | −8,166−99.8% | Reduced |
| Core Wealth Advisors, Inc. | 15 | $6.08K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $6.08K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 15 | $6.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $6.08K | 0.00% | +15 | New |
| M&R Capital Management Inc | 15 | $6.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $7.00K | 0.00% | −11−37.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 17 | $7.00K | 0.00% | +17 | New |
| Cranbrook Wealth Management, LLC | 20 | $8.10K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.10K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $8.51K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 23 | $9.32K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23 | $9.32K | 0.00% | −2,125−98.9% | Reduced |
| DecisionPoint Financial, LLC | 23 | $9.32K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 24 | $9.72K | 0.00% | +24 | New |
| Coastal Capital Group, Inc. | 25 | $9.95K | 0.00% | +1+4.2% | Added |
| Centennial Bank | 25 | $10.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $11.6K | 0.00% | +29 | New |
| Lowe Wealth Advisors, LLC | 29 | $11.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 29 | $11.8K | 0.00% | +27+1,350.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 29 | $11.8K | 0.01% | +29 | New |
| Boyd Watterson Asset Management LLC | 30 | $12.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $12.2K | 0.00% | +30 | New |
| Godsey & Gibb Associates | 35 | $14.2K | 0.00% | +35 | New |
| Belmont Capital, LLC | 37 | $15.0K | 0.01% | +37 | New |
| SJS Investment Consulting Inc. | 39 | $15.8K | 0.00% | −317−89.0% | Reduced |
| Robbins Farley LLC | 40 | $16.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 45 | $18.2K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 46 | $18.8K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 46 | $19.0K | 0.02% | +46 | New |
| Clean Yield Group | 47 | $19.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $19.4K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $19.9K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 60 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $20.3K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 50 | $20.3K | 0.05% | +50 | New |
| Perkins Coie Trust Co | 54 | $21.9K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 59 | $23.0K | 0.01% | +59 | New |
| Piershale Financial Group, Inc. | 57 | $23.1K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $23.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 58 | $23.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 61 | $24.7K | 0.02% | −1,762−96.7% | Reduced |
| Versant Capital Management, Inc | 61 | $24.7K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 61 | $25.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 62 | $25.1K | 0.01% | +45+264.7% | Added |
| Cassady Schiller Wealth Management, LLC | 66 | $26.7K | 0.01% | +66 | New |
| Fiduciary Alliance LLC | 66 | $26.7K | 0.01% | +66 | New |
| Twin Lakes Capital Management, LLC | 68 | $27.6K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $28.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 69 | $28.0K | 0.07% | +69 | New |
| Okabena Investment Services Inc | 71 | $28.8K | 0.02% | +71 | New |
| Sit Investment Associates Inc | 71 | $29.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 73 | $29.6K | 0.01% | −12−14.1% | Reduced |
| Prestige Wealth Management Group LLC | 73 | $29.7K | 0.01% | −2−2.7% | Reduced |
| First Pacific Financial | 74 | $30.0K | 0.01% | +74 | New |
| Private Ocean, LLC | 75 | $30.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $30.4K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 76 | $30.8K | 0.01% | +3+4.1% | Added |
| Piscataqua Savings Bank | 78 | $31.6K | 0.03% | −20−20.4% | Reduced |
| Atticus Wealth Management, LLC | 85 | $34.3K | 0.01% | −52−38.0% | Reduced |
| 25 LLC | 89 | $36.5K | 0.02% | −1−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 90 | $36.5K | 0.00% | +3+3.4% | Added |
| Thompson Investment Management, Inc. | 100 | $40.5K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $40.5K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $41.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 103 | $42.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 104 | $42.1K | 0.01% | +10+10.6% | Added |
| Horizons Wealth Management | 106 | $42.9K | 0.03% | +106 | New |
| Insight Financial Services | 106 | $43.0K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 107 | $43.4K | 0.02% | +104+3,466.7% | Added |
| Global Financial Private Client, LLC | 108 | $43.9K | 0.02% | +10+10.2% | Added |