| Raleigh Capital Management Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| CFS Investment Advisory Services, LLC | 136,331 | $0 | 0.00% | +136,331 | New |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.32K | 0.00% | – | – |
| Private Ocean, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 10 | $3.00K | 0.00% | −9,563−99.9% | Reduced |
| Pflug Koory, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Carolina Wealth Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Schubert & Co | 16 | $5.00K | 0.01% | −1−5.9% | Reduced |
| Motco | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $5.00K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 14 | $5.00K | 0.00% | +14 | New |
| RE Dickinson Investment Advisors, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Atwood & Palmer Inc | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 19 | $6.00K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 20 | $6.60K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $7.00K | 0.01% | −552−96.5% | Reduced |
| Avion Wealth | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Key Financial Inc | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $8.00K | 0.01% | +1+4.3% | Added |
| Center for Financial Planning, Inc. | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $8.91K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 30 | $9.00K | 0.01% | +30 | New |
| Bay Harbor Wealth Management, LLC | 27 | $9.00K | 0.00% | +27 | New |
| MUFG Securities EMEA plc | 31 | $10.0K | 0.00% | −33,990−99.9% | Reduced |
| First Bank & Trust | 29 | $10.0K | 0.00% | −1,114−97.5% | Reduced |
| HC Financial Advisors Inc | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 31 | $10.0K | 0.00% | +31 | New |
| Corbenic Partners LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $12.0K | 0.00% | −5−12.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $12.0K | 0.00% | +35 | New |
| West Oak Capital, LLC | 40 | $13.0K | 0.01% | −300−88.2% | Reduced |
| Winch Advisory Services, LLC | 38 | $13.0K | 0.00% | −883−95.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 39 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $15.0K | 0.00% | −100−69.0% | Reduced |
| Financial Perspectives, Inc | 50 | $16.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $17.0K | 0.00% | −4−7.0% | Reduced |
| Community Bank, N.A. | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 51 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 51 | $17.0K | 0.01% | +51 | New |
| Ahrens Investment Partners LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 55 | $18.0K | 0.01% | +52+1,733.3% | Added |
| SRS Capital Advisors, Inc. | 59 | $19.0K | 0.00% | +29+96.7% | Added |
| Norway Savings Bank | 57 | $19.0K | 0.01% | +50+714.3% | Added |
| Pacific Center for Financial Services | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 61 | $20.0K | 0.01% | +61 | New |
| Activest Wealth Management | 62 | $21.0K | 0.01% | +42+210.0% | Added |
| QVR LLC | 64 | $21.0K | 0.08% | +64 | New |
| Fortitude Advisory Group L.L.C. | 65 | $22.0K | 0.01% | −43−39.8% | Reduced |
| Sound Income Strategies, LLC | 66 | $22.0K | 0.00% | +5+8.2% | Added |
| Raffa Wealth Management, LLC | 71 | $23.4K | 0.01% | −17−19.3% | Reduced |
| Front Row Advisors LLC | 73 | $24.0K | 0.01% | −3−3.9% | Reduced |
| Ayalon Holdings Ltd. | 72 | $24.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 74 | $24.0K | 0.01% | +3+4.2% | Added |
| Godsey & Gibb Associates | 72 | $24.0K | 0.01% | +72 | New |
| Blue Bell Private Wealth Management, LLC | 80 | $26.0K | 0.01% | −10−11.1% | Reduced |
| Jones Financial Companies LLLP | 78 | $26.0K | 0.00% | −8−9.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 78 | $26.0K | 0.02% | +78 | New |
| Financial Management Professionals, Inc. | 81 | $27.0K | 0.01% | +8+11.0% | Added |
| Nauset Wealth Management. LLC | 80 | $27.0K | 0.02% | +80 | New |
| Marquette Asset Management, LLC | 84 | $28.0K | 0.01% | +2+2.4% | Added |
| Orion Capital Management LLC | 87 | $29.0K | 0.02% | +76+690.9% | Added |
| Cribstone Capital Management, LLC | 92 | $30.0K | 0.02% | −3−3.2% | Reduced |
| Archer Investment Corp | 100 | $32.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $33.0K | 0.03% | +1+1.0% | Added |
| Elkhorn Partners Limited Partnership | 100 | $33.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $33.0K | 0.02% | +100 | New |
| Karlinski Andrew C | 100 | $33.0K | 0.06% | +100 | New |
| Worth Asset Management, LLC | 110 | $33.0K | 0.02% | +110 | New |
| Annapolis Financial Services, LLC | 104 | $34.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 106 | $35.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 105 | $35.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 104 | $35.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 109 | $36.0K | 0.01% | +3+2.8% | Added |
| Emerald Advisers, LLC | 113 | $37.0K | 0.00% | +1+0.9% | Added |
| Horan Securities, Inc. | 111 | $37.0K | 0.02% | +56+101.8% | Added |
