| Global Assets Advisory, LLC | 30,446 | $31 | 0.00% | +30,446 | New |
| Sofos Investments, Inc. | 0 | $368 | 0.00% | 0 | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $972 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $972 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $972 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $972 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1 | $972 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $972 | 0.00% | +1 | New |
| Clear Investment Research, LLC | 1 | $980 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.64K | 0.00% | −5,654−100.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $1.94K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 2 | $1.94K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.94K | 0.00% | −2−50.0% | Reduced |
| Macroview Investment Management LLC | 2 | $1.94K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 3 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $3.89K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4 | $3.89K | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $3.89K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $3.89K | 0.00% | +4 | New |
| TSFG, LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $4.86K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $4.86K | 0.00% | +5 | New |
| TruNorth Capital Management, LLC | 6 | $5.83K | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $5.83K | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 6 | $5.86K | 0.00% | +4+200.0% | Added |
| PayPay Securities Corp | 7 | $6.80K | 0.34% | −2−22.2% | Reduced |
| Solstein Capital, LLC | 7 | $6.80K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 7 | $6.80K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $6.89K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $7.77K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 8 | $7.77K | 0.01% | +6+300.0% | Added |
| Avion Wealth | 8 | $8.00K | 0.00% | +2+33.3% | Added |
| Colonial Trust Co | 9 | $8.27K | 0.00% | +2+28.6% | Added |
| Paloma Partners Management Co | 9 | $8.74K | 0.00% | −1,237−99.3% | Reduced |
| Red Tortoise LLC | 9 | $8.74K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 10 | $9.71K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 10 | $9.72K | 0.00% | −18−64.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $9.72K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $9.72K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $9.72K | 0.00% | +10 | New |
| CGC Financial Services, LLC | 10 | $9.96K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $10.4K | 0.01% | +2+22.2% | Added |
| Pinnacle Bancorp, Inc. | 11 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $10.7K | 0.01% | +10+1,000.0% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $11.0K | 0.01% | +11 | New |
| Plante Moran Financial Advisors, LLC | 12 | $11.7K | 0.00% | −8−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $11.7K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 12 | $11.7K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $12.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $12.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 14 | $13.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $13.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 15 | $14.6K | 0.00% | −10−40.0% | Reduced |
| Fortis Group Advisors, LLC | 15 | $14.6K | 0.00% | −15−50.0% | Reduced |
| Front Row Advisors LLC | 15 | $14.6K | 0.01% | +9+150.0% | Added |
| Motco | 16 | $15.5K | 0.00% | −6−27.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 18 | $16.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $16.2K | 0.01% | +17 | New |
| Global Wealth Strategies & Associates | 17 | $16.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $16.5K | 0.01% | +7+70.0% | Added |
| Redmont Wealth Advisors LLC | 17 | $16.5K | 0.02% | +17 | New |
| Stuart Chaussee & Associates, Inc. | 18 | $17.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 18 | $17.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $18.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $19.4K | 0.01% | −9−31.0% | Reduced |
| Old Point Trust & Financial Services N A | 20 | $19.4K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $19.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 21 | $20.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $21.4K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $22.3K | 0.01% | −14−37.8% | Reduced |
| Hantz Financial Services, Inc. | 24 | $23.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 24 | $23.6K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $24.3K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 25 | $24.3K | 0.00% | +25 | New |
| MCF Advisors LLC | 25 | $24.3K | 0.00% | −23−47.9% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $24.3K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 26 | $25.0K | 0.00% | +1+4.0% | Added |
| Raffa Wealth Management, LLC | 27 | $26.2K | 0.01% | −7−20.6% | Reduced |
| McIlrath & Eck, LLC | 27 | $26.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $27.2K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 29 | $28.2K | 0.01% | −101−77.7% | Reduced |
| JNBA Financial Advisors | 30 | $29.1K | 0.00% | −6−16.7% | Reduced |
| Gould Capital, LLC | 31 | $30.1K | 0.02% | −3−8.8% | Reduced |
| Quarry LP | 32 | $31.1K | 0.01% | −10−23.8% | Reduced |
| True Wealth Design, LLC | 32 | $31.1K | 0.01% | +1+3.2% | Added |
| Aspire Private Capital, LLC | 32 | $31.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $32.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $33.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 34 | $33.0K | 0.01% | +4+13.3% | Added |
| Financial Perspectives, Inc | 34 | $33.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $34.0K | 0.01% | −1,152−97.1% | Reduced |
| Larson Financial Group LLC | 37 | $35.5K | 0.00% | −4−9.8% | Reduced |
| West Paces Advisors Inc. | 37 | $35.9K | 0.01% | −8−17.8% | Reduced |
| Bell Investment Advisors, Inc | 39 | $37.9K | 0.01% | −1−2.5% | Reduced |
| Partnership Wealth Management, LLC | 40 | $38.9K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $38.9K | 0.02% | 00.0% | Unchanged |