| Quest 10 Wealth Builders, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1 | $291 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $291 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $291 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $291 | 0.00% | +1 | New |
| Investment Counsel Co of Nevada | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $349 | 0.00% | −21−95.5% | Reduced |
| TFC Financial Management | 2 | $583 | 0.00% | −1−33.3% | Reduced |
| Asset Dedication, LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $583 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $583 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $583 | 0.00% | +2 | New |
| NVWM, LLC | 2 | $583 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $583 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $583 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $874 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $874 | 0.00% | +2+200.0% | Added |
| Bogart Wealth, LLC | 3 | $874 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $875 | 0.00% | −4−57.1% | Reduced |
| Cary Street Partners Financial LLC | 4 | $1.17K | 0.00% | −2−33.3% | Reduced |
| Crowley Wealth Management, Inc. | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 4 | $1.17K | 0.00% | −84−95.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.24K | 0.00% | +3+300.0% | Added |
| Caldwell Sutter Capital, Inc. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.46K | 0.00% | +5 | New |
| South State Corp. | 5 | $1.46K | 0.00% | −28−84.8% | Reduced |
| Manchester Capital Management LLC | 5 | $1.46K | 0.00% | −11−68.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 6 | $1.75K | 0.00% | −535−98.9% | Reduced |
| Larson Financial Group LLC | 6 | $1.75K | 0.00% | −10−62.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.75K | 0.00% | −1−14.3% | Reduced |
| Stephens Consulting, LLC | 6 | $1.75K | 0.00% | +6 | New |
| TD Capital Management LLC | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.04K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $2.33K | 0.00% | +6+300.0% | Added |
| Howard Hughes Medical Institute | 8 | $2.33K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $2.50K | 0.00% | +5+166.7% | Added |
| Concord Wealth Partners | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $2.62K | 0.00% | +5+125.0% | Added |
| Piscataqua Savings Bank | 10 | $2.91K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 10 | $2.92K | 0.00% | −8−44.4% | Reduced |
| True Wealth Design, LLC | 10 | $2.92K | 0.00% | +4+66.7% | Added |
| First Pacific Financial | 10 | $2.92K | 0.00% | +10 | New |
| NewSquare Capital LLC | 11 | $3.21K | 0.00% | +9+450.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $3.21K | 0.00% | −171−94.0% | Reduced |
| Ameritas Advisory Services, LLC | 12 | $3.50K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 13 | $3.79K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 13 | $3.79K | 0.00% | +3+30.0% | Added |
| GPS Wealth Strategies Group, LLC | 14 | $4.08K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $4.08K | 0.00% | −66−82.5% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $4.37K | 0.00% | −3−16.7% | Reduced |
| Wolff Wiese Magana LLC | 15 | $4.37K | 0.00% | −1−6.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 14 | $4.38K | 0.00% | +14 | New |
| Edmond de Rothschild Holding S.A. | 16 | $4.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $4.66K | 0.00% | +11+220.0% | Added |
| CoreCap Advisors, LLC | 18 | $5.25K | 0.00% | −7−28.0% | Reduced |
| Rothschild Investment LLC | 18 | $5.25K | 0.00% | −2−10.0% | Reduced |
| Pacific Center for Financial Services | 18 | $5.25K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $5.25K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $5.25K | 0.00% | +18 | New |
| Delta Asset Management LLC | 20 | $5.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 23 | $7.00K | 0.00% | +23 | New |
| Security National Bank | 25 | $7.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $7.29K | 0.00% | +3+13.6% | Added |
| C M Bidwell & Associates Ltd | 26 | $7.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $7.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $7.87K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 28 | $8.06K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 30 | $8.74K | 0.00% | −1,200−97.6% | Reduced |
| Covestor Ltd | 31 | $9.00K | 0.01% | −26−45.6% | Reduced |
| SWAN Capital LLC | 31 | $9.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $9.33K | 0.00% | −4−11.1% | Reduced |
| Citizens National Bank Trust Department | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $10.5K | 0.00% | +36 | New |
| Foster Dykema Cabot & Partners, LLC | 40 | $11.7K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 45 | $13.1K | 0.01% | −632−93.4% | Reduced |
| N.E.W. Advisory Services LLC | 46 | $13.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $14.9K | 0.00% | −23−31.1% | Reduced |
| ORG Partners LLC | 49 | $14.9K | 0.00% | −13−21.0% | Reduced |
| Hemington Wealth Management | 52 | $15.0K | 0.00% | −10−16.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 52 | $15.2K | 0.00% | +11+26.8% | Added |
| Cromwell Holdings LLC | 53 | $15.4K | 0.01% | −68−56.2% | Reduced |
| West Branch Capital LLC | 53 | $15.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $15.7K | 0.00% | −22−28.9% | Reduced |
| Bokf, NA | 54 | $15.7K | 0.00% | +20+58.8% | Added |
| Centerpoint Advisors, LLC | 55 | $16.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $16.9K | 0.01% | −97−62.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $16.9K | 0.01% | +36+163.6% | Added |
| Abound Wealth Management | 61 | $17.8K | 0.01% | +5+8.9% | Added |
