| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $195 | 0.00% | −1−50.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 50,838 | $256 | 0.01% | +50,838 | New |
| ClariVest Asset Management LLC | 2 | $387 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $584 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $584 | 0.00% | +3 | New |
| TFC Financial Management | 5 | $973 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $973 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $1.36K | 0.00% | −4−36.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.36K | 0.00% | +7 | New |
| Voisard Asset Management Group, Inc. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $1.95K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 12 | $2.00K | 0.00% | −32−72.7% | Reduced |
| Dunhill Financial, LLC | 11 | $2.09K | 0.00% | +2+22.2% | Added |
| SJS Investment Consulting Inc. | 11 | $2.14K | 0.00% | +1+10.0% | Added |
| Lam Group, Inc. | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $2.92K | 0.00% | −10−40.0% | Reduced |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | −682−97.4% | Reduced |
| Avion Wealth | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17 | $3.27K | 0.00% | +3+21.4% | Added |
| Grove Bank & Trust | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.50K | 0.00% | −5−21.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 18 | $3.50K | 0.00% | +1+5.9% | Added |
| Meeder Asset Management Inc | 19 | $3.70K | 0.00% | +19 | New |
| PayPay Securities Corp | 20 | $3.89K | 0.19% | −2−9.1% | Reduced |
| Abound Wealth Management | 20 | $3.90K | 0.00% | −26−56.5% | Reduced |
| Nemes Rush Group LLC | 22 | $4.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $4.47K | 0.00% | −10−30.3% | Reduced |
| ESL Trust Services, LLC | 23 | $4.47K | 0.00% | +23 | New |
| LRI Investments, LLC | 24 | $4.71K | 0.00% | +24 | New |
| Norwood Financial Corp | 25 | $4.86K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $4.86K | 0.00% | −5−17.9% | Reduced |
| Planning Capital Management Corp | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 26 | $4.98K | 0.00% | −110−80.9% | Reduced |
| Continuum Advisory, LLC | 25 | $5.03K | 0.00% | +25 | New |
| Morton Brown Family Wealth, LLC | 27 | $5.25K | 0.00% | −300−91.7% | Reduced |
| Aspire Private Capital, LLC | 28 | $5.46K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 29 | $5.64K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $5.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $6.22K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 32 | $6.22K | 0.00% | +15+88.2% | Added |
| Globeflex Capital L P | 34 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | $6.95K | 0.00% | +35 | Added |
| Cypress Capital Management LLC (WY) | 40 | $7.78K | 0.01% | −2,885−98.6% | Reduced |
| McIlrath & Eck, LLC | 40 | $7.78K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 40 | $7.78K | 0.00% | +40 | New |
| Addison Advisors LLC | 45 | $8.75K | 0.00% | −43−48.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $8.76K | 0.00% | +8+21.6% | Added |
| American Capital Advisory, LLC | 35 | $8.90K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $9.00K | 0.00% | +32+266.7% | Added |
| Kozak & Associates, Inc. | 44 | $9.25K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $9.40K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $9.72K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 50 | $9.72K | 0.00% | +50 | New |
| LifeSteps Financial, Inc. | 51 | $9.92K | 0.01% | +51 | New |
| Close Asset Management Ltd | 56 | $11.0K | 0.00% | −158−73.8% | Reduced |
| Insight Financial Services | 57 | $11.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 57 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 60 | $11.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $12.0K | 0.00% | −9−13.0% | Reduced |
| GW&K Investment Management, LLC | 61 | $12.0K | 0.00% | +11+22.0% | Added |
| Trifecta Capital Advisors, LLC | 63 | $12.3K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 66 | $12.9K | 0.00% | −5,454−98.8% | Reduced |
| Valley National Advisers Inc | 69 | $13.0K | 0.00% | +15+27.8% | Added |
| Tradewinds Capital Management, LLC | 68 | $13.1K | 0.00% | +1+1.5% | Added |
| Glen Eagle Advisors, LLC | 69 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $13.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 74 | $14.4K | 0.00% | +74 | New |
| Baldwin Brothers Inc | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 75 | $14.6K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 75 | $14.6K | 0.01% | −10−11.8% | Reduced |
| Criterion Capital Advisors, LLC | 76 | $14.8K | 0.01% | +28+58.3% | Added |
| Eagle Bay Advisors LLC | 78 | $15.2K | 0.01% | +35+81.4% | Added |
| REAP Financial Group, LLC | 81 | $15.7K | 0.00% | −4−4.7% | Reduced |
| Quent Capital, LLC | 96 | $18.8K | 0.00% | −30−23.8% | Reduced |
| ICA Group Wealth Management, LLC | 97 | $18.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $19.4K | 0.00% | +100 | New |
| EnRich Financial Partners LLC | 101 | $19.6K | 0.01% | +101 | New |
| CVA Family Office, LLC | 102 | $19.8K | 0.00% | −7−6.4% | Reduced |
| Rakuten Securities, Inc. | 104 | $20.2K | 0.01% | −66−38.8% | Reduced |
| West Branch Capital LLC | 108 | $21.0K | 0.01% | −3−2.7% | Reduced |
