| Colonial Trust Co | 1 | $259 | 0.00% | −1−50.0% | Reduced |
| Chesapeake Asset Management LLC | 1 | $262 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $262 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $263 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $263 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $263 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $263 | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $263 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 1 | $263 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $263 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $263 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $263 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $263 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $525 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 2 | $526 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $769 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 3 | $788 | 0.00% | −5−62.5% | Reduced |
| Richardson Financial Services Inc. | 3 | $788 | 0.00% | −2−40.0% | Reduced |
| UMA Financial Services, Inc. | 3 | $788 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $788 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $788 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $788 | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 3 | $788 | 0.00% | +2+200.0% | Added |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | +4 | New |
| Valley National Advisers Inc | 4 | $1.00K | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Aventura Private Wealth, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.05K | 0.00% | +3+300.0% | Added |
| Private Wealth Asset Management, LLC | 4 | $1.05K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $1.05K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $1.06K | 0.00% | +2+100.0% | Added |
| Mascoma Wealth Management LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.31K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.31K | 0.00% | +2+66.7% | Added |
| HHM Wealth Advisors, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.84K | 0.00% | +2+40.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $2.10K | 0.00% | +8 | New |
| Montag A & Associates Inc | 8 | $2.18K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $2.36K | 0.00% | −5−35.7% | Reduced |
| Sachetta, LLC | 9 | $2.36K | 0.00% | −1−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.71K | 0.00% | −6−35.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $2.89K | 0.01% | −1−8.3% | Reduced |
| Nova Wealth Management, Inc. | 11 | $2.89K | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 12 | $3.15K | 0.00% | +12 | New |
| Morse Asset Management, Inc | 12 | $3.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $3.15K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $3.41K | 0.00% | +7+116.7% | Added |
| Trust Co of Vermont | 14 | $3.68K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 21 | $3.94K | 0.00% | +6+40.0% | Added |
| Avion Wealth | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 16 | $4.20K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 16 | $4.24K | 0.00% | +1+6.7% | Added |
| Rakuten Securities, Inc. | 19 | $4.28K | 0.00% | −33−63.5% | Reduced |
| Dunhill Financial, LLC | 17 | $4.34K | 0.00% | −1−5.6% | Reduced |
| Meeder Asset Management Inc | 17 | $4.46K | 0.00% | −5−22.7% | Reduced |
| Bangor Savings Bank | 17 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 18 | $4.73K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $5.25K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $5.51K | 0.00% | +7+50.0% | Added |
| Centricity Wealth Management, LLC | 22 | $5.78K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $5.78K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 22 | $5.78K | 0.00% | +22 | New |
| Creekmur Asset Management LLC | 25 | $6.57K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $7.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $7.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $7.35K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 28 | $7.35K | 0.00% | +27+2,700.0% | Added |
| Saudi Central Bank | 28 | $7.35K | 0.04% | +28 | New |
| Clearstead Advisors, LLC | 31 | $8.14K | 0.00% | −27−46.6% | Reduced |
| West Branch Capital LLC | 31 | $8.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $8.93K | 0.00% | +2+6.3% | Added |
| Golden State Wealth Management, LLC | 34 | $8.93K | 0.00% | +2+6.3% | Added |
| Smithfield Trust Co | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 41 | $10.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 42 | $11.0K | 0.01% | +42 | New |
| Ronald Blue Trust, Inc. | 47 | $12.3K | 0.00% | −3−6.0% | Reduced |
| Rise Advisors, LLC | 47 | $12.3K | 0.01% | +47 | New |
| Farmers & Merchants Investments Inc | 48 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 55 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 57 | $15.0K | 0.00% | −3−5.0% | Reduced |
| Spire Wealth Management | 57 | $15.0K | 0.00% | +2+3.6% | Added |
| Manchester Capital Management LLC | 57 | $15.0K | 0.00% | +10+21.3% | Added |
| J.Safra Asset Management Corp | 57 | $15.0K | 0.00% | +48+533.3% | Added |
| Brown Brothers Harriman & Co | 58 | $15.2K | 0.00% | −10−14.7% | Reduced |
| Harbour Investments, Inc. | 58 | $15.2K | 0.00% | +13+28.9% | Added |
| LRI Investments, LLC | 63 | $16.5K | 0.00% | +8+14.5% | Added |