| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $469 | 0.00% | +2 | New |
| Antonetti Capital Management LLC | 1 | $512 | 0.00% | −3−75.0% | Reduced |
| Optimum Investment Advisors | 1 | $512 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $512 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1 | $512 | 0.00% | +1 | New |
| TD Ameritrade Investment Management, LLC | 2 | $1.00K | 0.00% | −14−87.5% | Reduced |
| Independence Bank of Kentucky | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.02K | 0.00% | +2 | New |
| Paragon Wealth Strategies, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Freedom Wealth Alliance, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 2 | $1.02K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 512 | $1.03K | 0.01% | −8,703−94.4% | Reduced |
| Piscataqua Savings Bank | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $1.54K | 0.00% | +3 | New |
| Goodman Advisory Group, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 3 | $2.00K | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 4 | $2.05K | 0.00% | −10−71.4% | Reduced |
| Addison Advisors LLC | 4 | $2.05K | 0.00% | −3−42.9% | Reduced |
| TFC Financial Management | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $2.06K | 0.00% | +4 | New |
| IAG Wealth Partners, LLC | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5 | $2.56K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $3.07K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 6 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $3.58K | 0.00% | +7 | New |
| Coastal Capital Group, Inc. | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $4.11K | 0.00% | −1−11.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $4.61K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $4.61K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $4.61K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9 | $4.61K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 10 | $5.00K | 0.00% | −1−9.1% | Reduced |
| Tradition Wealth Management, LLC | 9 | $5.00K | 0.00% | +1+12.5% | Added |
| Morton Brown Family Wealth, LLC | 10 | $5.12K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $5.12K | 0.00% | +2+25.0% | Added |
| Arcus Capital Partners, LLC | 10 | $5.18K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $5.63K | 0.00% | −3−21.4% | Reduced |
| HighMark Wealth Management LLC | 11 | $5.63K | 0.00% | +11 | New |
| Community Bank, N.A. | 12 | $6.15K | 0.00% | −9−42.9% | Reduced |
| Aspire Private Capital, LLC | 13 | $6.66K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $7.00K | 0.00% | +14 | New |
| Grove Bank & Trust | 14 | $7.00K | 0.00% | +14 | New |
| Schubert & Co | 14 | $7.17K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 15 | $7.68K | 0.00% | +15 | New |
| RFP Financial Group LLC | 16 | $8.20K | 0.00% | +16 | New |
| Column Capital Advisors, LLC | 17 | $8.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $8.71K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $9.73K | 0.00% | +17+850.0% | Added |
| Beaird Harris Wealth Management, LLC | 19 | $9.73K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 19 | $9.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $10.0K | 0.09% | −20−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 177 | $10.0K | 0.00% | +168+1,866.7% | Added |
| MinichMacGregor Wealth Management, LLC | 20 | $10.2K | 0.00% | +20 | New |
| Archer Investment Corp | 20 | $10.2K | 0.00% | +20 | New |
| Rock Creek Group, LP | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 23 | $11.8K | 0.00% | +23 | New |
| Investors Research Corp | 24 | $12.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $12.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 25 | $12.8K | 0.00% | +25 | New |
| Tilia Fiduciary Partners, Inc. | 26 | $13.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $14.3K | 0.01% | −597−95.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 30 | $15.4K | 0.00% | +14+87.5% | Added |
| Lee Financial Co | 35 | $17.9K | 0.00% | +20+133.3% | Added |
| Dark Forest Capital Management LP | 35 | $17.9K | 0.00% | +32+1,066.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 35 | $18.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 36 | $18.4K | 0.00% | +36 | New |
| Heritage Wealth Management, LLC | 38 | $19.5K | 0.00% | +24+171.4% | Added |
| Baker Avenue Asset Management, LP | 38 | $19.5K | 0.00% | +38 | New |
| Abound Wealth Management | 38 | $19.5K | 0.01% | +15+65.2% | Added |
| Spire Wealth Management | 40 | $20.0K | 0.00% | −779−95.1% | Reduced |
| JFS Wealth Advisors, LLC | 41 | $21.0K | 0.00% | +3+7.9% | Added |
| Seldon Capital LP | 42 | $21.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $22.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $23.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $23.1K | 0.01% | −6−11.8% | Reduced |
| Beacon Capital Management, LLC | 46 | $23.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $24.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 47 | $24.1K | 0.02% | +7+17.5% | Added |
| RWM Asset Management, LLC | 49 | $25.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $25.1K | 0.00% | +5+11.4% | Added |
| Creative Financial Designs Inc | 49 | $25.1K | 0.00% | +7+16.7% | Added |
| Farmers & Merchants Investments Inc | 50 | $25.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $25.6K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 55 | $28.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 55 | $28.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 55 | $28.2K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 57 | $29.2K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 57 | $29.2K | 0.00% | +57 | New |