| LM Advisors LLC | 720 | $358 | 0.01% | +473+191.5% | Added |
| Ogorek Anthony Joseph | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $2.00K | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 1 | $2.00K | 0.00% | +1 | New |
| Barnes Dennig Private Wealth Management LLC | 1 | $2.01K | 0.00% | −70−98.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $2.01K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $2.01K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $2.01K | 0.00% | +1 | New |
| Tucker Asset Management LLC | 1 | $2.01K | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $2.01K | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 1 | $2.01K | 0.00% | +1 | New |
| Ares Financial Consulting, LLC | 1 | $2.01K | 0.00% | +1 | New |
| Hilton Head Capital Partners, LLC | 1 | $2.01K | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $2.02K | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $2.02K | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 2 | $3.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $4.03K | 0.00% | −8−80.0% | Reduced |
| Cape Investment Advisory, Inc. | 2 | $4.03K | 0.00% | −7−77.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2 | $4.03K | 0.00% | −1−33.3% | Reduced |
| Delta Asset Management LLC | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2 | $4.03K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $4.03K | 0.12% | +1+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 2 | $4.03K | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $4.03K | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $4.03K | 0.00% | +2 | New |
| Wilkerson Advisory Group LLC | 2 | $4.03K | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $4.03K | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 2 | $4.30K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 3 | $6.00K | 0.00% | +3 | New |
| Battery Global Advisors, LLC | 3 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $6.04K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 3 | $6.04K | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 3 | $6.04K | 0.00% | +3 | New |
| Maseco LLP | 3 | $6.04K | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $6.14K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $8.06K | 0.00% | −8−66.7% | Reduced |
| Morse Asset Management, Inc | 4 | $8.06K | 0.00% | −1−20.0% | Reduced |
| N.E.W. Advisory Services LLC | 4 | $8.06K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $8.06K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 4 | $8.06K | 0.00% | +4 | New |
| Birchbrook, Inc. | 4 | $8.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $8.99K | 0.00% | −18−81.8% | Reduced |
| Orion Capital Management LLC | 5 | $10.1K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 5 | $10.1K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $10.1K | 0.01% | +1+25.0% | Added |
| Align Financial, LLC | 10,071 | $10.1K | 0.01% | +10,071 | New |
| Armstrong Advisory Group, Inc | 5 | $10.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5 | $10.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $10.1K | 0.00% | +1+25.0% | Added |
| Legacy Wealth Managment, LLC | 5 | $10.1K | 0.00% | +1+25.0% | Added |
| Acumen Wealth Advisors, LLC | 5 | $10.1K | 0.00% | +5 | New |
| Clal Insurance Enterprises Holdings Ltd | 6 | $12.0K | 0.00% | −2−25.0% | Reduced |
| Navigoe, LLC | 6 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6 | $12.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $12.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $12.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $14.1K | 0.01% | −37−84.1% | Reduced |
| Flagship Wealth Advisors, LLC | 7 | $14.1K | 0.00% | −3−30.0% | Reduced |
| Fortitude Family Office, LLC | 7 | $14.1K | 0.00% | −1−12.5% | Reduced |
| Valued Wealth Advisors LLC | 7 | $14.1K | 0.01% | −1−12.5% | Reduced |
| Truvestments Capital LLC | 7 | $14.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $14.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $14.1K | 0.00% | +4+133.3% | Added |
| Redmont Wealth Advisors LLC | 7 | $14.1K | 0.02% | +7 | New |
| Sound Income Strategies, LLC | 7 | $14.5K | 0.00% | +4+133.3% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $16.1K | 0.00% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 8 | $16.1K | 0.01% | 00.0% | Unchanged |
| Motco | 8 | $16.1K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 8 | $16.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $16.1K | 0.00% | +8 | New |
| EMC Capital Management | 8 | $17.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $18.1K | 0.01% | −41−82.0% | Reduced |
| Essential Partners LLC | 9 | $18.1K | 0.01% | −13−59.1% | Reduced |
| Trust Co of Vermont | 9 | $18.1K | 0.00% | +2+28.6% | Added |
| DV Trading LLC | 9 | $18.1K | 0.00% | +9 | New |
| Navalign, LLC | 9 | $18.1K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $20.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $20.1K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $20.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $20.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $20.1K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 10 | $20.1K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 10 | $20.1K | 0.01% | +10 | New |
| Pin Oak Investment Advisors Inc | 11 | $22.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 11 | $22.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $22.2K | 0.01% | +11 | New |
| Fairscale Capital, LLC | 11 | $22.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 11 | $22.2K | 0.00% | +10+1,000.0% | Added |
| HM Payson & Co | 11 | $22.2K | 0.00% | +11 | New |