| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 124,409 | $1 | 0.02% | +124,409 | New |
| Clear Perspectives Financial Planning, LLC | 1 | $212 | 0.00% | −4−80.0% | Reduced |
| USA Financial Portformulas Corp | 1 | $212 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 5 | $989 | 0.00% | −2−28.6% | Reduced |
| VitalStone Financial, LLC | 4 | $1.00K | 0.00% | −6−60.0% | Reduced |
| Horizons Wealth Management | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,541 | $1.41K | 0.06% | +3,349+281.0% | Added |
| Clear Investment Research, LLC | 7 | $1.48K | 0.00% | +1+16.7% | Added |
| Riggs Asset Managment Co. Inc. | 9 | $1.91K | 0.00% | +9 | New |
| Piscataqua Savings Bank | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 10 | $2.12K | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 11 | $2.33K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $2.54K | 0.00% | +12 | New |
| Tfo-TDC, LLC | 15 | $3.18K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | – | $4.88K | 0.00% | – | – |
| Foster Dykema Cabot & Co Inc | 26 | $6.00K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $6.36K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 212 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 33 | $7.00K | 0.00% | +9+37.5% | Added |
| Piershale Financial Group, Inc. | 38 | $8.05K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 39 | $8.27K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 40 | $8.48K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $8.48K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $9.00K | 0.00% | +41 | New |
| Syverson Strege & Co | 45 | $9.54K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 49 | $10.4K | 0.01% | +22+81.5% | Added |
| Gleason Group, Inc. | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $11.7K | 0.00% | +7+14.6% | Added |
| Cranbrook Wealth Management, LLC | 56 | $11.9K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 56 | $11.9K | 0.01% | +21+60.0% | Added |
| Goodman Advisory Group, LLC | 57 | $12.1K | 0.01% | +57 | New |
| Clean Yield Group | 60 | $12.7K | 0.01% | −41−40.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 60 | $12.7K | 0.01% | +50+500.0% | Added |
| Beaird Harris Wealth Management, LLC | 61 | $12.9K | 0.00% | −233−79.3% | Reduced |
| Macroview Investment Management LLC | 65 | $13.8K | 0.02% | +54+490.9% | Added |
| Transamerica Financial Advisors, Inc. | 66 | $14.0K | 0.00% | +50+312.5% | Added |
| Carolina Wealth Advisors, LLC | 70 | $14.8K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 75 | $15.9K | 1.06% | −19−20.2% | Reduced |
| Gables Capital Management Inc. | 75 | $15.9K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 75 | $15.9K | 0.00% | +75 | New |
| West Oak Capital, LLC | 75 | $15.9K | 0.01% | +75 | New |
| Old Second National Bank of Aurora | 81 | $17.2K | 0.01% | −11,201−99.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 90 | $19.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 93 | $19.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 97 | $20.2K | 0.02% | +97 | New |
| Founders Capital Management | 101 | $21.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $21.2K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $21.2K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $21.2K | 0.01% | +100 | New |
| Buck Wealth Strategies, LLC | 102 | $21.6K | 0.01% | +102 | New |
| Pathway Financial Advisers, LLC | 103 | $21.8K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 103 | $21.8K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 107 | $22.7K | 0.09% | 00.0% | Unchanged |
| HWG Holdings LP | 115 | $24.4K | 0.01% | +115 | New |
| Trifecta Capital Advisors, LLC | 115 | $24.4K | 0.01% | −2,320−95.3% | Reduced |
| Adirondack Retirement Specialists, Inc. | 115 | $24.7K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 118 | $25.0K | 0.01% | −8−6.3% | Reduced |
| Worth Asset Management, LLC | 122 | $25.9K | 0.02% | +87+248.6% | Added |
| Sageworth Trust Co | 125 | $26.5K | 0.00% | +125 | New |
| RE Dickinson Investment Advisors, LLC | 126 | $27.0K | 0.01% | +24+23.5% | Added |
| Savior LLC | 131 | $27.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 131 | $27.8K | 0.02% | +131 | New |
| HBC Financial Services, PLLC | 130 | $28.0K | 0.02% | +125+2,500.0% | Added |
| Bellwether Advisors, LLC | 133 | $28.2K | 0.01% | +22+19.8% | Added |
| Tradewinds Capital Management, LLC | 135 | $28.6K | 0.01% | −23−14.6% | Reduced |
| Cowen Prime Advisors LLC | 121 | $29.0K | 0.01% | +21+21.0% | Added |
| Rise Advisors, LLC | 137 | $29.0K | 0.02% | +51+59.3% | Added |
| Disciplined Investments, LLC | 148 | $31.4K | 0.01% | +22+17.5% | Added |
| PFS Partners, LLC | 153 | $32.4K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 162 | $34.3K | 0.02% | +50+44.6% | Added |
| Horan Securities, Inc. | 165 | $35.0K | 0.02% | −58−26.0% | Reduced |
| Acima Private Wealth, LLC | 170 | $36.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 172 | $36.5K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 175 | $37.1K | 0.01% | −96−35.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 176 | $37.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 179 | $37.9K | 0.01% | −5−2.7% | Reduced |
| Godsey & Gibb Associates | 182 | $38.6K | 0.00% | +182 | New |
| Armstrong Advisory Group, Inc | 183 | $38.8K | 0.00% | −114−38.4% | Reduced |
| Column Capital Advisors, LLC | 187 | $39.6K | 0.01% | −5−2.6% | Reduced |
| Red Tortoise LLC | 189 | $40.1K | 0.03% | +46+32.2% | Added |
| Grayhawk Investment Strategies Inc. | 144 | $41.0K | 0.02% | −856−85.6% | Reduced |
| SJS Investment Consulting Inc. | 197 | $41.7K | 0.01% | +38+23.9% | Added |
| Ashburton (Jersey) Ltd | 200 | $42.0K | 0.02% | +200 | New |
| Accel Wealth Management | 199 | $42.2K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 200 | $42.4K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 200 | $43.0K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 207 | $43.9K | 0.03% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 215 | $45.6K | 0.03% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 215 | $45.6K | 0.03% | +215 | New |
| Arcadia Investment Management Corp | 216 | $45.8K | 0.01% | +3+1.4% | Added |
| Dividend Assets Capital, LLC | 380 | $46.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 224 | $47.5K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $47.7K | 0.01% | −300−57.1% | Reduced |
| GeoWealth Management, LLC | 227 | $48.0K | 0.01% | +227 | New |
| Chelsea Counsel Co | 228 | $48.3K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 233 | $49.4K | 0.04% | −209−47.3% | Reduced |
| Bellevue Asset Management, LLC | 253 | $53.6K | 0.04% | 00.0% | Unchanged |