| VitalStone Financial, LLC | 13 | $0 | 0.00% | −1,206−98.9% | Reduced |
| Comerica Bank | 1,074,466 | $11 | 0.00% | +1,074,466 | New |
| Carmel Capital Partners, LLC | 1 | $39 | 0.00% | −801−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $154 | 0.00% | +4 | New |
| CGC Financial Services, LLC | 5 | $193 | 0.00% | +5 | New |
| Bank of New Hampshire | 6 | $231 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $270 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $299 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $348 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $386 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $386 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 10 | $386 | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 11 | $425 | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 12 | $463 | 0.00% | −387−97.0% | Reduced |
| Your Advocates Ltd., LLP | 14 | $540 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $578 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 15 | $608 | 0.00% | +15 | New |
| Clean Yield Group | 18 | $694 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $698 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $744 | 0.00% | +39 | New |
| Thompson Investment Management, Inc. | 20 | $771 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 20 | $771 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 22 | $832 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $843 | 0.00% | −124−84.9% | Reduced |
| Webster Bank, N. A. | 22 | $848 | 0.00% | −4−15.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 24 | $926 | 0.00% | +24 | New |
| CarsonAllaria Wealth Management, Ltd. | 25 | $973 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $1.39K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 38 | $1.47K | 0.09% | −23−37.7% | Reduced |
| Duncker Streett & Co Inc | 40 | $1.54K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.55K | 0.00% | −10−20.0% | Reduced |
| Anchor Investment Management, LLC | 45 | $1.74K | 0.00% | −100−69.0% | Reduced |
| BerganKDV Wealth Management, LLC | 47 | $1.81K | 0.00% | −667−93.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $1.97K | 0.00% | +51 | New |
| Highline Wealth Partners LLC | 51 | $1.97K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 49 | $2.00K | 0.00% | −474−90.6% | Reduced |
| First Personal Financial Services | 53 | $2.04K | 0.00% | +53 | New |
| Activest Wealth Management | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 65 | $2.51K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $2.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $2.62K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 68 | $2.63K | 0.00% | −1−1.4% | Reduced |
| IMA Wealth, Inc. | 76 | $2.92K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 84 | $3.00K | 0.00% | +1+1.2% | Added |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | +100 | New |
| TFC Financial Management | 86 | $3.32K | 0.00% | −455−84.1% | Reduced |
| NewSquare Capital LLC | 87 | $3.35K | 0.00% | +15+20.8% | Added |
| Financial Freedom, LLC | 87 | $3.37K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 96 | $3.70K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $3.88K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 102 | $3.93K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 103 | $3.97K | 0.00% | −301−74.5% | Reduced |
| Loomis Sayles & Co L P | 94 | $4.00K | 0.00% | −240−71.9% | Reduced |
| Strengthening Families & Communities, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 113 | $4.00K | 0.00% | +99+707.1% | Added |
| Sawyer & Company, Inc | 106 | $4.00K | 0.00% | +100+1,666.7% | Added |
| Stephens Consulting, LLC | 107 | $4.13K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 110 | $4.24K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 112 | $4.32K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 114 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $4.83K | 0.00% | +100+400.0% | Added |
| Red Tortoise LLC | 126 | $4.86K | 0.00% | −91−41.9% | Reduced |
| McClarren Financial Advisors, Inc. | 151 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 132 | $5.09K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $5.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 134 | $5.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 135 | $5.21K | 0.00% | +40+42.1% | Added |
| Disciplined Investments, LLC | 136 | $5.24K | 0.00% | −17−11.1% | Reduced |
| Motco | 150 | $5.78K | 0.00% | +150 | New |
| Sutton Wealth Advisors Inc. | 158 | $6.09K | 0.00% | −111−41.3% | Reduced |
| Barrett & Company, Inc. | 160 | $6.17K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 174 | $6.71K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 174 | $6.71K | 0.00% | +174 | New |
| Cambridge Trust Co | 181 | $6.98K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 190 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 182 | $7.01K | 0.00% | +182 | New |
| Chesapeake Asset Management LLC | 182 | $7.02K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $7.71K | 0.00% | 00.0% | Unchanged |
| American National Bank | 204 | $7.87K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 230 | $8.87K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 231 | $8.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 233 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 241 | $9.30K | 0.00% | +33+15.9% | Added |
| Laurel Wealth Advisors LLC | 250 | $9.60K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 267 | $10.0K | 0.00% | −53−16.6% | Reduced |