| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Silicon Valley Capital Partners | 0 | $4 | 0.00% | 0 | New |
| Comerica Bank | 42,882 | $10 | 0.00% | +42,882 | New |
| Compass Wealth Management LLC | 1 | $130 | 0.00% | −81−98.8% | Reduced |
| Hoertkorn Richard Charles | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 130 | $130 | 0.00% | +130 | New |
| Webster Bank, N. A. | 3 | $389 | 0.00% | −1−25.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3 | $389 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $519 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $547 | 0.00% | +4 | New |
| Montag A & Associates Inc | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $649 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $778 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $916 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bank of New Hampshire | 8 | $1.04K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.30K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $1.62K | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $1.95K | 0.00% | −32−68.1% | Reduced |
| Providence Capital Advisors, LLC | 15 | $1.95K | 0.00% | −8−34.8% | Reduced |
| Venturi Wealth Management, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $2.21K | 0.00% | +1+6.3% | Added |
| Disciplined Investments, LLC | 18 | $2.33K | 0.00% | +1+5.9% | Added |
| Fairfield, Bush & Co. | 18 | $2.33K | 0.00% | +18 | New |
| Manitou Investment Management Ltd. | 19 | $2.46K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $2.46K | 0.00% | +19 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 19 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $2.72K | 0.00% | +21 | New |
| Guardian Wealth Management, Inc. | 21 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $2.85K | 0.00% | +19+633.3% | Added |
| SJS Investment Consulting Inc. | 22 | $2.85K | 0.00% | +10+83.3% | Added |
| Retirement Group, LLC | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $3.38K | 0.00% | +3+13.0% | Added |
| Wolff Wiese Magana LLC | 27 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.63K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $3.89K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 28 | $4.00K | 0.00% | +11+64.7% | Added |
| Y.D. More Investments Ltd | 32 | $4.15K | 0.00% | −2,542−98.8% | Reduced |
| Investors Research Corp | 33 | $4.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $4.28K | 0.00% | +6+22.2% | Added |
| Washington Trust Co | 35 | $4.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $4.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $4.80K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $4.96K | 0.00% | +18+90.0% | Added |
| Loomis Sayles & Co L P | 40 | $5.00K | 0.00% | −87−68.5% | Reduced |
| KB Financial Partners, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.01% | +35 | New |
| Baystate Wealth Management LLC | 39 | $5.13K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 44 | $5.71K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 44 | $5.73K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $5.84K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 46 | $5.97K | 0.01% | 00.0% | Unchanged |
| Motco | 46 | $5.97K | 0.00% | +33+253.8% | Added |
| FNY Investment Advisers, LLC | 50 | $6.00K | 0.01% | +50 | New |
| Archer Investment Corp | 47 | $6.10K | 0.00% | +25+113.6% | Added |
| Ancora Advisors, LLC | 48 | $6.23K | 0.00% | −1−2.0% | Reduced |
| HHM Wealth Advisors, LLC | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $6.49K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 50 | $6.49K | 0.00% | +50 | New |
| Glass Jacobson Investment Advisors llc | 50 | $6.49K | 0.00% | +50 | New |
| Migdal Insurance & Financial Holdings Ltd. | 57 | $7.00K | 0.00% | −65−53.3% | Reduced |
| City State Bank | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $7.13K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $7.50K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 60 | $7.78K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $7.78K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 63 | $8.00K | 0.00% | +63 | New |
| Versant Capital Management, Inc | 62 | $8.04K | 0.00% | −46−42.6% | Reduced |
| Gradient Investments LLC | 63 | $8.17K | 0.00% | +8+14.5% | Added |
| Johnson Financial Group, Inc. | 69 | $8.95K | 0.00% | −124−64.2% | Reduced |
| Asset Dedication, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 71 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 71 | $9.21K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $9.73K | 0.01% | 00.0% | Unchanged |