| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $45 | 0.00% | −290−99.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $90 | 0.00% | +2 | New |
| VitalStone Financial, LLC | 3 | $135 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $135 | 0.00% | +3 | New |
| TCTC Holdings, LLC | 4 | $179 | 0.00% | −500−99.2% | Reduced |
| Duncker Streett & Co Inc | 5 | $224 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5 | $225 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 6 | $269 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $271 | 0.00% | −23−79.3% | Reduced |
| PFS Partners, LLC | 7 | $314 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $359 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $359 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $404 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $448 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $448 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10 | $448 | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 14 | $628 | 0.00% | −29−67.4% | Reduced |
| Clarity Asset Management, Inc. | 17 | $762 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 17 | $778 | 0.00% | +17 | New |
| Clean Yield Group | 18 | $807 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $822 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20 | $897 | 0.00% | −2−9.1% | Reduced |
| Thompson Investment Management, Inc. | 20 | $897 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $918 | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 23 | $1.03K | 0.00% | −4,800−99.5% | Reduced |
| Aviso Financial Inc. | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 28 | $1.26K | 0.11% | −14−33.3% | Reduced |
| Anfield Capital Management, LLC | 30 | $1.34K | 0.00% | +30 | New |
| Tradewinds Capital Management, LLC | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 44 | $1.97K | 0.00% | +44 | New |
| Glass Jacobson Investment Advisors llc | 49 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $2.38K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 55 | $2.47K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 56 | $2.51K | 0.00% | +56 | New |
| Blue Bell Private Wealth Management, LLC | 62 | $2.78K | 0.00% | +11+21.6% | Added |
| Northwest Financial Advisors | 62 | $2.78K | 0.00% | +62 | New |
| Resources Management Corp | 66 | $3.00K | 0.00% | +17+34.7% | Added |
| Stephens Consulting, LLC | 71 | $3.20K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 76 | $3.41K | 0.00% | −90−54.2% | Reduced |
| Albion Financial Group | 77 | $3.43K | 0.00% | +1+1.3% | Added |
| Whittier Trust Co | 77 | $3.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 78 | $3.51K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 79 | $3.54K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 80 | $3.59K | 0.00% | −19−19.2% | Reduced |
| Winch Advisory Services, LLC | 85 | $3.80K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $3.86K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $3.86K | 0.00% | −12−12.2% | Reduced |
| Cornerstone Planning Group LLC | 77 | $3.97K | 0.00% | +28+57.1% | Added |
| Penserra Capital Management LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $4.04K | 0.00% | +12+15.4% | Added |
| Red Tortoise LLC | 92 | $4.13K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 96 | $4.30K | 0.00% | −77−44.5% | Reduced |
| REAP Financial Group, LLC | 96 | $4.31K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 97 | $4.35K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $4.48K | 0.00% | −2,425−96.0% | Reduced |
| Barrett & Company, Inc. | 100 | $4.48K | 0.00% | −4−3.8% | Reduced |
| Stephenson National Bank & Trust | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 92 | $4.51K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 103 | $4.62K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 103 | $4.76K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 107 | $4.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 108 | $4.84K | 0.00% | −130−54.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 112 | $5.02K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 114 | $5.09K | 0.00% | +114 | New |
| New England Capital Financial Advisors LLC | 114 | $5.11K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 119 | $5.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $5.38K | 0.00% | +35+41.2% | Added |
| CBIZ Investment Advisory Services, LLC | 130 | $5.86K | 0.00% | −1−0.8% | Reduced |
| McClarren Financial Advisors, Inc. | 153 | $6.00K | 0.01% | +107+232.6% | Added |
| Grayhawk Investment Strategies Inc. | 134 | $6.01K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 136 | $6.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 139 | $6.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 147 | $6.59K | 0.00% | −800−84.5% | Reduced |
| Fortis Group Advisors, LLC | 148 | $6.64K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 150 | $6.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 152 | $6.82K | 0.00% | +27+21.6% | Added |
| Colonial Trust Advisors | 165 | $7.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 174 | $7.80K | 0.00% | +167+2,385.7% | Added |
| Armstrong Advisory Group, Inc | 175 | $7.85K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 175 | $7.85K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 178 | $7.98K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 177 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 180 | $8.07K | 0.00% | +180 | New |
| Macroview Investment Management LLC | 188 | $8.41K | 0.01% | +1+0.5% | Added |
| Byrne Asset Management LLC | 200 | $8.97K | 0.01% | −10−4.8% | Reduced |
| Missouri Trust & Investment Co | 200 | $8.97K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $8.97K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $8.97K | 0.00% | 00.0% | Unchanged |