| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Leonteq Securities AG | 1 | $137 | 0.00% | −92−98.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $137 | 0.00% | +1 | New |
| Accurate Wealth Management, LLC | 2 | $278 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 3 | $410 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3 | $410 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $546 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $819 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.11K | 0.00% | −46−85.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.23K | 0.00% | +9 | New |
| Assetmark, Inc | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 137 | $1.76K | 0.02% | −643−82.4% | Reduced |
| Piscataqua Savings Bank | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $1.78K | 0.00% | +13 | New |
| Valley National Advisers Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $2.32K | 0.00% | −245−93.5% | Reduced |
| Estabrook Capital Management | 20 | $2.73K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $3.00K | 0.00% | +22 | New |
| Tilia Fiduciary Partners, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 29 | $3.96K | 0.00% | +29 | New |
| Advanced Asset Management Advisors Inc | 32 | $4.37K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 33 | $4.49K | 0.00% | +1+3.1% | Added |
| Retirement Financial Solutions, LLC | 33 | $4.51K | 0.00% | +33 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 40 | $5.00K | 0.00% | +40 | New |
| Your Advocates Ltd., LLP | 375 | $5.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.46K | 0.00% | −52−56.5% | Reduced |
| Westside Investment Management, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $6.83K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $6.83K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51 | $6.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 48 | $7.00K | 0.00% | +48 | New |
| AllSquare Wealth Management LLC | 53 | $7.24K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 55 | $7.51K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 56 | $7.65K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 56 | $7.65K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 57 | $8.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $8.08K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 60 | $8.20K | 0.01% | −25−29.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 72 | $9.83K | 0.00% | +72 | New |
| Retirement Group, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 75 | $10.2K | 0.01% | +25+50.0% | Added |
| Gradient Investments LLC | 79 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $10.9K | 0.00% | −168−67.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 81 | $11.1K | 0.01% | +81 | New |
| Coppell Advisory Solutions LLC | 85 | $11.6K | 0.00% | +85 | New |
| Coppell Advisory Solutions Corp. | 85 | $11.6K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 89 | $12.2K | 0.00% | +35+64.8% | Added |
| Cornerstone Planning Group LLC | 86 | $12.4K | 0.01% | +86 | New |
| Front Row Advisors LLC | 97 | $13.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $13.7K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 101 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 102 | $14.0K | 0.01% | +102 | New |
| Ancora Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 103 | $14.1K | 0.01% | +103 | New |
| Comerica Securities,inc. | 106 | $14.5K | 0.00% | +106 | New |
| Glen Eagle Advisors, LLC | 106 | $14.5K | 0.00% | −33−23.7% | Reduced |
| RFP Financial Group LLC | 108 | $14.8K | 0.01% | +108 | New |
| CVA Family Office, LLC | 116 | $15.8K | 0.00% | +67+136.7% | Added |
| Pathway Financial Advisers, LLC | 119 | $16.3K | 0.01% | +119 | New |
| TSFG, LLC | 123 | $17.0K | 0.01% | +1+0.8% | Added |
| Romano Brothers and Company | 125 | $17.1K | 0.00% | +125 | New |
| Providence Capital Advisors, LLC | 129 | $17.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 130 | $17.7K | 0.01% | +30+30.0% | Added |
| Bank of New Hampshire | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 132 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $18.4K | 0.00% | +135 | New |
| Accel Wealth Management | 143 | $19.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 160 | $21.9K | 0.00% | +8+5.3% | Added |
| Caldwell Trust Co | 162 | $22.1K | 0.00% | +62+62.0% | Added |
| South State Corp. | 165 | $22.5K | 0.00% | −72−30.4% | Reduced |
| Sargent Bickham Lagudis LLC | 165 | $22.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 168 | $22.9K | 0.02% | +2+1.2% | Added |
| Boyd Watterson Asset Management LLC | 174 | $23.8K | 0.01% | +174 | New |
| Baker Avenue Asset Management, LP | 174 | $23.8K | 0.00% | +174 | New |
| TD Waterhouse Canada Inc. | 150 | $25.8K | 0.00% | −50−25.0% | Reduced |
| Webster Bank, N. A. | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $27.3K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 202 | $27.6K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 205 | $28.0K | 0.00% | +31+17.8% | Added |
| Bangor Savings Bank | 209 | $29.0K | 0.00% | 00.0% | Unchanged |