| Smithfield Trust Co | 1 | $0 | 0.00% | −250−99.6% | Reduced |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | −10−76.9% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2 | $66 | 0.00% | −373−99.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $132 | 0.00% | −650−99.4% | Reduced |
| CGC Financial Services, LLC | 5 | $165 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 6 | $198 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $231 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $231 | 0.00% | +7 | New |
| Pacific Center for Financial Services | 9 | $297 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $297 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $297 | 0.00% | +9 | New |
| Baldwin Brothers Inc | 10 | $330 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $330 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 10 | $330 | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 11 | $365 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 12 | $396 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 13 | $443 | 0.00% | +10+333.3% | Added |
| Clean Yield Group | 18 | $558 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $593 | 0.00% | +18 | New |
| Glass Jacobson Investment Advisors llc | 18 | $594 | 0.00% | −6−25.0% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $607 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $659 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 20 | $659 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $659 | 0.00% | +20 | New |
| Authentikos Wealth Advisory, LLC | 20 | $667 | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $668 | 0.00% | −20−50.0% | Reduced |
| Webster Bank, N. A. | 22 | $725 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $810 | 0.00% | +6+40.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 25 | $832 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $891 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Semmax Financial Advisors Inc. | 38 | $1.02K | 0.00% | +38 | New |
| Activest Wealth Management | 35 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $1.19K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $1.48K | 0.00% | −159−77.9% | Reduced |
| Anchor Investment Management, LLC | 45 | $1.48K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $1.65K | 0.00% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $1.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 51 | $1.68K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 55 | $1.81K | 0.00% | +55 | New |
| Resources Management Corp | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 63 | $2.08K | 0.00% | +63 | New |
| USA Financial Portformulas Corp | 67 | $2.21K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 67 | $2.22K | 0.00% | −1−1.5% | Reduced |
| Eagle Bay Advisors LLC | 68 | $2.24K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 71 | $2.35K | 0.00% | −15−17.4% | Reduced |
| Albion Financial Group | 76 | $2.50K | 0.00% | +76 | New |
| IMA Wealth, Inc. | 76 | $2.50K | 0.00% | 00.0% | Unchanged |
| Motco | 85 | $2.80K | 0.00% | −65−43.3% | Reduced |
| Sawyer & Company, Inc | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 96 | $3.17K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $3.30K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $3.30K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.30K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 101 | $3.33K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 102 | $3.36K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 103 | $3.40K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 104 | $3.43K | 0.00% | +104 | New |
| Stephens Consulting, LLC | 107 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 110 | $3.63K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 112 | $3.69K | 0.00% | −654−85.4% | Reduced |
| New England Capital Financial Advisors LLC | 114 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $3.96K | 0.00% | −5−4.0% | Reduced |
| McClarren Financial Advisors, Inc. | 151 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 134 | $4.42K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $4.42K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 135 | $4.45K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 148 | $4.88K | 0.00% | +148 | New |
| Harvest Fund Management Co., Ltd | 153 | $5.00K | 0.00% | −224−59.4% | Reduced |
| Barrett & Company, Inc. | 160 | $5.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 169 | $5.57K | 0.00% | +43+34.1% | Added |
| Stuart Chaussee & Associates, Inc. | 174 | $5.74K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 175 | $5.77K | 0.00% | −261−59.9% | Reduced |
| Chesapeake Asset Management LLC | 182 | $6.00K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $6.59K | 0.00% | −600−75.0% | Reduced |
| Peoples Financial Services Corp. | 200 | $6.59K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 200 | $6.59K | 0.01% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 204 | $6.73K | 0.00% | +204 | New |
| Cambridge Trust Co | 208 | $6.86K | 0.00% | +27+14.9% | Added |
| City State Bank | 219 | $7.00K | 0.00% | −14−6.0% | Reduced |
| Steward Financial Group LLC | 217 | $7.00K | 0.00% | +217 | New |
| Oakworth Capital, Inc. | 216 | $7.12K | 0.00% | +216 | New |
| RFP Financial Group LLC | 227 | $7.49K | 0.00% | −106−31.8% | Reduced |
| Toth Financial Advisory Corp | 230 | $7.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 234 | $7.72K | 0.00% | −7−2.9% | Reduced |
| Loomis Sayles & Co L P | 230 | $8.00K | 0.00% | +136+144.7% | Added |
| Laurel Wealth Advisors LLC | 250 | $8.21K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 265 | $8.74K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 266 | $8.77K | 0.00% | +108+68.4% | Added |
| Carmichael Hill & Associates, Inc. | 270 | $8.90K | 0.00% | 00.0% | Unchanged |