| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Tucker Asset Management LLC | 1 | $250 | 0.00% | −4−80.0% | Reduced |
| Tfo-TDC, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $688 | 0.00% | −650−99.5% | Reduced |
| Atlas Capital Advisors LLC | 3 | $749 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $749 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $750 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.25K | 0.00% | – | New |
| Robbins Farley LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 5 | $1.25K | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $1.50K | 0.00% | +6 | New |
| Whittier Trust Co | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 7 | $1.75K | 0.00% | −100−93.5% | Reduced |
| Retirement Group, LLC | 7 | $1.75K | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 9 | $2.25K | 0.00% | +4+80.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $2.25K | 0.00% | +9 | New |
| DRH Investments, Inc. | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $2.98K | 0.00% | +12 | New |
| Impact Partnership Wealth, LLC | 12 | $3.00K | 0.00% | +12 | New |
| SkyView Investment Advisors, LLC | 12 | $3.00K | 0.00% | +8+200.0% | Added |
| Lam Group, Inc. | 13 | $3.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $3.50K | 0.00% | −19−57.6% | Reduced |
| Disciplined Investments, LLC | 14 | $3.50K | 0.00% | −2−12.5% | Reduced |
| Guardian Wealth Management, Inc. | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.75K | 0.00% | −1−6.3% | Reduced |
| Cape Investment Advisory, Inc. | 16 | $3.88K | 0.00% | +1+6.7% | Added |
| Kelly Lawrence W & Associates Inc | 16 | $4.13K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $4.25K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 17 | $4.25K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $4.25K | 0.00% | +12+240.0% | Added |
| SRS Capital Advisors, Inc. | 17 | $4.27K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $4.50K | 0.28% | −7−28.0% | Reduced |
| WealthPLAN Partners, LLC | 19 | $4.74K | 0.00% | +11+137.5% | Added |
| NewSquare Capital LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $5.00K | 0.00% | +20+500.0% | Added |
| Sofos Investments, Inc. | 250 | $5.07K | 0.02% | +250 | New |
| Nemes Rush Group LLC | 22 | $5.49K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $5.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $5.74K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $5.99K | 0.00% | +24 | New |
| Asset Dedication, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $6.24K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $6.74K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 28 | $7.08K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $7.29K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $7.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $7.99K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 33 | $8.00K | 0.00% | −9−21.4% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $8.24K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 34 | $8.49K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $9.00K | 0.00% | +37 | New |
| Johnson Financial Group, Inc. | 40 | $9.99K | 0.00% | −550−93.2% | Reduced |
| McIlrath & Eck, LLC | 40 | $9.99K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $10.3K | 0.00% | +1+2.4% | Added |
| Kozak & Associates, Inc. | 44 | $11.0K | 0.00% | +1+2.3% | Added |
| HighMark Wealth Management LLC | 44 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 43 | $11.0K | 0.00% | −12−21.8% | Reduced |
| Addison Advisors LLC | 45 | $11.2K | 0.01% | −63−58.3% | Reduced |
| Valley National Advisers Inc | 46 | $12.0K | 0.00% | +15+48.4% | Added |
| Piscataqua Savings Bank | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 53 | $13.0K | 0.00% | +53 | New |
| Eagle Bay Advisors LLC | 55 | $13.7K | 0.01% | +1+1.9% | Added |
| Insight Financial Services | 57 | $14.2K | 0.04% | +57 | New |
| Headlands Technologies LLC | 57 | $14.2K | 0.00% | −1,634−96.6% | Reduced |
| Stephens Consulting, LLC | 57 | $14.2K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 60 | $15.0K | 0.01% | +60 | New |
| AXS Investments LLC | 63 | $15.7K | 0.00% | −34−35.1% | Reduced |
| Trifecta Capital Advisors, LLC | 63 | $15.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $15.7K | 0.01% | +17+37.0% | Added |
| Earnest Partners LLC | 66 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 67 | $16.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $16.7K | 0.00% | +27+67.5% | Added |
| Tradewinds Capital Management, LLC | 67 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $17.7K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 71 | $18.0K | 0.00% | −709−90.9% | Reduced |
| Kessler Investment Group, LLC | 75 | $18.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 75 | $18.8K | 0.01% | +75 | New |
| Highlander Capital Management, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 83 | $20.7K | 0.00% | +83 | New |
| Financial Management Professionals, Inc. | 84 | $21.0K | 0.00% | +2+2.4% | Added |
| ICA Group Wealth Management, LLC | 97 | $24.2K | 0.01% | −60−38.2% | Reduced |
| Pacifica Partners Inc. | 100 | $24.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $25.0K | 0.00% | −50−33.3% | Reduced |
| Baldwin Brothers Inc | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $25.0K | 0.00% | +100 | New |
| Glass Jacobson Investment Advisors llc | 100 | $25.0K | 0.01% | +100 | New |
| West Branch Capital LLC | 108 | $27.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 110 | $27.5K | 0.00% | 00.0% | Unchanged |