| Squarepoint Ops LLC | 33,566 | $0 | 0.00% | +33,566 | New |
| Darwin Advisors, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $188 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 8 | $378 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $378 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $472 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $803 | 0.00% | +3+21.4% | Added |
| Grey Fox Wealth Advisors, LLC | 18 | $850 | 0.00% | +18 | New |
| Oakworth Capital, Inc. | 20 | $944 | 0.00% | −10−33.3% | Reduced |
| First Pacific Financial | 20 | $944 | 0.00% | +20 | New |
| CX Institutional | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Westfuller Advisors, LLC | 22 | $1.04K | 0.00% | +22 | New |
| Armstrong Advisory Group, Inc | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 22 | $1.09K | 0.00% | +22 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 26 | $1.24K | 0.00% | −319−92.5% | Reduced |
| Gold Investment Management Ltd. | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 33 | $1.56K | 0.00% | +33 | New |
| Crewe Advisors LLC | 34 | $1.60K | 0.00% | −35−50.7% | Reduced |
| Financial Network Wealth Advisors LLC | 43 | $2.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 45 | $2.12K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 46 | $2.17K | 0.00% | +11+31.4% | Added |
| Morton Brown Family Wealth, LLC | 49 | $2.31K | 0.00% | −318−86.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 51 | $2.41K | 0.00% | +23+82.1% | Added |
| Raffa Wealth Management, LLC | 58 | $2.74K | 0.00% | +18+45.0% | Added |
| Quent Capital, LLC | 59 | $2.79K | 0.00% | +59 | New |
| Hanson & Doremus Investment Management | 65 | $3.00K | 0.00% | +65 | New |
| GPS Wealth Strategies Group, LLC | 66 | $3.12K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 68 | $3.21K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 70 | $3.30K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $3.35K | 0.00% | −2−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 72 | $3.40K | 0.00% | +72 | New |
| Hoey Investments, Inc | 72 | $3.40K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $3.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 79 | $3.73K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $3.78K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 81 | $3.82K | 0.00% | +81 | New |
| Millstone Evans Group, LLC | 82 | $3.87K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 83 | $3.92K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 94 | $4.00K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 85 | $4.01K | 0.00% | −8−8.6% | Reduced |
| Harbor Asset Planning, Inc. | 86 | $4.06K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $4.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 89 | $4.20K | 0.00% | −93−51.1% | Reduced |
| Vermillion Wealth Management, Inc. | 96 | $4.53K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 99 | $4.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $4.72K | 0.00% | −200−66.7% | Reduced |
| Financial Perspectives, Inc | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 92 | $4.76K | 0.00% | +92 | New |
| Principia Wealth Advisory, LLC | 103 | $4.86K | 0.00% | +62+151.2% | Added |
| ORG Partners LLC | 104 | $4.91K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 107 | $5.05K | 0.00% | −143−57.2% | Reduced |
| North Capital, Inc. | 107 | $5.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.10K | 0.00% | −904−89.3% | Reduced |
| Evolution Wealth Management Inc. | 110 | $5.19K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 124 | $5.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $6.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 141 | $6.66K | 0.00% | −744−84.1% | Reduced |
| FSA Wealth Management LLC | 142 | $6.70K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 147 | $6.94K | 0.00% | +147 | New |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.03K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 155 | $7.32K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 141 | $7.39K | 0.01% | +141 | New |
| TD Capital Management LLC | 159 | $7.50K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 163 | $7.69K | 0.00% | +163 | New |
| Trust Co of Toledo NA | 175 | $8.26K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 176 | $8.31K | 0.00% | +176 | New |
| UMA Financial Services, Inc. | 182 | $8.59K | 0.00% | −33−15.3% | Reduced |
| Union Bancaire Privee, UBP SA | 190 | $8.65K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 197 | $9.30K | 0.03% | +197 | New |
| Essex Investment Management Co LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $9.58K | 0.00% | +92+82.9% | Added |
| Bear Mountain Capital, Inc. | 222 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 242 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 250 | $11.8K | 0.00% | −328−56.7% | Reduced |
| WPG Advisers, LLC | 256 | $12.1K | 0.01% | +15+6.2% | Added |
| Investors Research Corp | 268 | $12.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 271 | $12.8K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 298 | $14.1K | 0.00% | +101+51.3% | Added |
| Eastern Bank | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 300 | $14.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 303 | $14.3K | 0.00% | +303 | New |
| DiNuzzo Private Wealth, Inc. | 299 | $14.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 319 | $15.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 320 | $15.1K | 0.00% | −67−17.3% | Reduced |
| Manchester Capital Management LLC | 320 | $15.1K | 0.00% | −30−8.6% | Reduced |
| Binnacle Investments Inc | 325 | $15.3K | 0.01% | +113+53.3% | Added |
| Financial Management Professionals, Inc. | 332 | $15.7K | 0.00% | −31−8.5% | Reduced |
| Proffitt & Goodson Inc | 338 | $16.0K | 0.00% | +338 | New |
| Salem Investment Counselors Inc | 362 | $17.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 373 | $17.6K | 0.00% | +125+50.4% | Added |
| Bogart Wealth, LLC | 376 | $17.7K | 0.00% | 00.0% | Unchanged |