| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $99 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6 | $272 | 0.00% | +4+200.0% | Added |
| American Capital Advisory, LLC | 8 | $294 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $318 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $363 | 0.00% | −1−11.1% | Reduced |
| Cornerstone Planning Group LLC | 9 | $404 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $409 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $454 | 0.00% | −300−96.8% | Reduced |
| Robbins Farley LLC | 10 | $454 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $454 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10 | $454 | 0.00% | +10 | New |
| United Community Bank | 10 | $454 | 0.00% | +10 | New |
| MUFG Securities EMEA plc | 13 | $590 | 0.00% | −18,540−99.9% | Reduced |
| NVWM, LLC | 13 | $590 | 0.00% | −64−83.1% | Reduced |
| Northwest Investment Counselors, LLC | 13 | $612 | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 14 | $635 | 0.00% | +14 | New |
| Tfo-TDC, LLC | 15 | $680 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 17 | $771 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $816 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $907 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $907 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $924 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $954 | 0.00% | +21 | New |
| Asset Dedication, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 15 | $1.00K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 24 | $1.09K | 0.00% | −67−73.6% | Reduced |
| Credential Qtrade Securities Inc. | 26 | $1.18K | 0.00% | +26 | New |
| Global Assets Advisory, LLC | 58,294 | $1.28K | 0.06% | +58,294 | New |
| Fernwood Investment Management, LLC | 32 | $1.47K | 0.00% | +32 | New |
| Delos Wealth Advisors, LLC | 33 | $1.50K | 0.00% | +15+83.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 34 | $1.54K | 0.00% | +18+112.5% | Added |
| Activest Wealth Management | 36 | $1.61K | 0.00% | +1+2.9% | Added |
| Tradewinds Capital Management, LLC | 36 | $1.63K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 43 | $1.95K | 0.10% | −14−24.6% | Reduced |
| Resources Management Corp | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $2.09K | 0.00% | −5−9.8% | Reduced |
| Creekmur Asset Management LLC | 46 | $2.09K | 0.00% | +6+15.0% | Added |
| True Wealth Design, LLC | 46 | $2.09K | 0.00% | +19+70.4% | Added |
| Glass Jacobson Investment Advisors llc | 49 | $2.22K | 0.00% | +49 | New |
| NBT Bank N A | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 55 | $2.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 59 | $2.68K | 0.00% | +59 | New |
| Wolff Wiese Magana LLC | 60 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $2.86K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $3.00K | 0.03% | −1,516−95.6% | Reduced |
| TruNorth Capital Management, LLC | 75 | $3.40K | 0.00% | +75 | New |
| Albion Financial Group | 76 | $3.46K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 97 | $3.48K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 77 | $3.49K | 0.00% | −101−56.7% | Reduced |
| Core Alternative Capital | 79 | $3.58K | 0.00% | −548−87.4% | Reduced |
| Motco | 80 | $3.63K | 0.00% | −5−5.9% | Reduced |
| Winch Advisory Services, LLC | 84 | $3.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $3.90K | 0.00% | +56+186.7% | Added |
| TFC Financial Management | 86 | $3.91K | 0.00% | +7+8.9% | Added |
| Penserra Capital Management LLC | 93 | $4.00K | 0.00% | −6,242−98.5% | Reduced |
| Capital Advisors, Ltd. LLC | 89 | $4.00K | 0.00% | +74+493.3% | Added |
| Red Tortoise LLC | 92 | $4.17K | 0.00% | +92 | New |
| Kozak & Associates, Inc. | 92 | $4.20K | 0.00% | +1+1.1% | Added |
| Legend Financial Advisors, Inc. | 96 | $4.35K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $4.54K | 0.00% | −45−31.0% | Reduced |
| Barrett & Company, Inc. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $4.61K | 0.00% | +1+1.0% | Added |
| Retirement Group, LLC | 102 | $4.63K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 103 | $4.67K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 106 | $4.81K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 108 | $4.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 108 | $4.90K | 0.00% | −26−19.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 120 | $5.00K | 0.00% | −4,000−97.1% | Reduced |
| Strengthening Families & Communities, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 112 | $5.08K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 114 | $5.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 118 | $5.35K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $5.67K | 0.00% | +75+150.0% | Added |
| Dunhill Financial, LLC | 125 | $5.69K | 0.00% | +19+17.9% | Added |
| CBIZ Investment Advisory Services, LLC | 131 | $5.93K | 0.00% | +131 | New |
| Grayhawk Investment Strategies Inc. | 134 | $6.08K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 135 | $6.12K | 0.00% | +135 | New |
| Central Pacific Bank - Trust Division | 136 | $6.17K | 0.00% | +136 | New |
| Institutional & Family Asset Management, LLC | 138 | $6.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 175 | $6.29K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 148 | $6.71K | 0.00% | −148−50.0% | Reduced |
| M&R Capital Management Inc | 150 | $6.80K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 153 | $6.92K | 0.00% | +1+0.7% | Added |
| Orion Capital Management LLC | 153 | $6.94K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 153 | $7.00K | 0.01% | +1+0.7% | Added |
| Abound Wealth Management | 157 | $7.13K | 0.00% | −65−29.3% | Reduced |
| Webster Bank, N. A. | 166 | $7.53K | 0.00% | +72+76.6% | Added |