| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $252 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $505 | 0.00% | +2 | New |
| VisionPoint Advisory Group, LLC | 3 | $757 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $761 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Bank of New Hampshire | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.77K | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $1.77K | 0.00% | +3+75.0% | Added |
| New England Capital Financial Advisors LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | −22−68.8% | Reduced |
| CNB Bank | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $2.02K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $2.02K | 0.00% | +4+100.0% | Added |
| Richardson Financial Services Inc. | 9 | $2.27K | 0.00% | +9 | New |
| Global Assets Advisory, LLC | 609,161 | $2.42K | 0.11% | +609,161 | New |
| Beaird Harris Wealth Management, LLC | 10 | $2.52K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.55K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $2.77K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 11 | $2.77K | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 11 | $2.78K | 0.00% | +2+22.2% | Added |
| Park Place Capital Corp | 12 | $3.03K | 0.00% | +12 | New |
| West Branch Capital LLC | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $3.95K | 0.00% | +7+77.8% | Added |
| Versant Capital Management, Inc | 16 | $4.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $4.04K | 0.00% | +16 | New |
| 1832 Asset Management L.P. | 16 | $4.04K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $4.29K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 18 | $4.54K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $4.75K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $4.79K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $4.79K | 0.00% | +3+18.8% | Added |
| SJS Investment Consulting Inc. | 20 | $5.05K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $5.17K | 0.00% | +20 | New |
| Redmont Wealth Advisors LLC | 23 | $5.80K | 0.01% | +23 | New |
| Capital Advisors, Ltd. LLC | 25 | $6.00K | 0.00% | +4+19.0% | Added |
| Byrne Asset Management LLC | 25 | $6.31K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 25 | $6.31K | 0.00% | +25 | New |
| Westend Capital Management, LLC | 26 | $6.56K | 0.00% | +26 | New |
| First Command Advisory Services, Inc. | 26 | $6.56K | 0.00% | +26 | New |
| Cherry Tree Wealth Management, LLC | 26 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 28 | $7.07K | 0.00% | −56−66.7% | Reduced |
| Creative Financial Designs Inc | 30 | $7.57K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 31 | $8.00K | 0.00% | +31 | New |
| IAG Wealth Partners, LLC | 32 | $8.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $8.33K | 0.01% | +11+50.0% | Added |
| Cornerstone Planning Group LLC | 37 | $8.51K | 0.00% | −13−26.0% | Reduced |
| Tyler-Stone Wealth Management | 34 | $8.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $8.66K | 0.00% | +1+3.0% | Added |
| Tortoise Investment Management, LLC | 35 | $8.83K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 35 | $8.83K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 36 | $9.08K | 0.00% | −63−63.6% | Reduced |
| Fortitude Family Office, LLC | 37 | $9.34K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 38 | $9.59K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 39 | $9.84K | 0.00% | +39 | New |
| Planning Capital Management Corp | 39 | $9.84K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 37 | $10.0K | 0.00% | +1+2.8% | Added |
| Bangor Savings Bank | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 47 | $11.9K | 0.00% | +47 | New |
| Arlington Trust Co LLC | 48 | $12.1K | 0.00% | −11−18.6% | Reduced |
| RFP Financial Group LLC | 48 | $12.1K | 0.00% | +17+54.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $12.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $12.6K | 0.00% | −50−50.0% | Reduced |
| Westside Investment Management, Inc. | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 50 | $12.6K | 0.01% | +50 | New |
| JJJ Advisors Inc. | 53 | $13.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 54 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 56 | $14.1K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 86 | $14.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $14.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 58 | $14.7K | 0.00% | +7+13.7% | Added |
| TCTC Holdings, LLC | 60 | $15.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $15.1K | 0.00% | +11+22.4% | Added |
| DSM Capital Partners LLC | 63 | $15.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $15.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 64 | $16.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $16.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $16.4K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 66 | $16.7K | 0.00% | −20−23.3% | Reduced |
| Abound Wealth Management | 67 | $16.9K | 0.01% | +2+3.1% | Added |
| AlphaMark Advisors, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 68 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 68 | $17.2K | 0.00% | −670−90.8% | Reduced |
| Eagle Bay Advisors LLC | 70 | $17.7K | 0.01% | +63+900.0% | Added |
| FSA Wealth Management LLC | 72 | $18.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 80 | $20.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 83 | $20.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 84 | $21.2K | 0.01% | −9−9.7% | Reduced |
| Naples Money Management LLC | 85 | $21.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 87 | $22.0K | 0.02% | +87 | New |
| Tidemark, LLC | 90 | $22.7K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 90 | $22.7K | 0.01% | +90 | New |
| GW&K Investment Management, LLC | 93 | $23.0K | 0.00% | −3−3.1% | Reduced |