| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 142 | $32 | 0.00% | +5+3.6% | Added |
| Stonebridge Capital Advisors LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1 | $142 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $279 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $279 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 3 | $426 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3 | $426 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $567 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $851 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $992 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $1.00K | 0.00% | −3,142−99.8% | Reduced |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $1.01K | 0.00% | −1−12.5% | Reduced |
| GHP Investment Advisors, Inc. | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 17 | $2.40K | 0.00% | −16−48.5% | Reduced |
| MCF Advisors LLC | 17 | $2.41K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 20 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 22 | $3.12K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $3.26K | 0.00% | +1+4.5% | Added |
| Annapolis Financial Services, LLC | 24 | $3.40K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Ruedi Wealth Management, Inc. | 29 | $4.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $4.25K | 0.00% | +21+233.3% | Added |
| Byrne Asset Management LLC | 35 | $5.00K | 0.00% | −25−41.7% | Reduced |
| Your Advocates Ltd., LLP | 375 | $5.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 70 | $5.42K | 0.00% | −1,436−95.4% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $5.46K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $5.81K | 0.00% | +41 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $6.94K | 0.00% | −67−57.8% | Reduced |
| Cape Investment Advisory, Inc. | 49 | $6.94K | 0.00% | +49 | New |
| Front Row Advisors LLC | 52 | $7.00K | 0.00% | −45−46.4% | Reduced |
| Field & Main Bank | 50 | $7.08K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $7.08K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $7.08K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51 | $7.23K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $7.51K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 53 | $7.52K | 0.00% | +53 | New |
| Federated Hermes, Inc. | 56 | $7.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $7.93K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 78 | $11.1K | 0.01% | +78 | New |
| Gradient Investments LLC | 79 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 81 | $11.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 86 | $12.2K | 0.00% | −20−18.9% | Reduced |
| McIlrath & Eck, LLC | 87 | $12.3K | 0.00% | +87 | New |
| PSI Advisors, LLC | 90 | $12.8K | 0.01% | +15+20.0% | Added |
| Tacita Capital Inc | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $14.2K | 0.00% | −62−38.3% | Reduced |
| Ancora Advisors, LLC | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $14.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $14.2K | 0.01% | +100 | New |
| Central Bank & Trust Co | 101 | $14.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 106 | $15.0K | 0.01% | +36+51.4% | Added |
| RFP Financial Group LLC | 108 | $15.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 108 | $15.3K | 0.00% | +5+4.9% | Added |
| Larson Financial Group LLC | 108 | $15.3K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 111 | $15.7K | 0.00% | +22+24.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 114 | $16.0K | 0.01% | +114 | New |
| AdvisorNet Financial, Inc | 115 | $16.3K | 0.00% | −45−28.1% | Reduced |
| Highline Wealth Partners LLC | 118 | $16.7K | 0.01% | −50−29.8% | Reduced |
| Pathway Financial Advisers, LLC | 119 | $16.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 129 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 132 | $19.0K | 0.00% | +132 | New |
| Bank of New Hampshire | 135 | $19.1K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 143 | $20.3K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 157 | $22.0K | 0.00% | +157 | New |
| Key Financial Inc | 162 | $23.0K | 0.01% | +100+161.3% | Added |
| South State Corp. | 165 | $23.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 174 | $24.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 162 | $28.0K | 0.00% | +12+8.0% | Added |
| Webster Bank, N. A. | 200 | $28.3K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 202 | $28.6K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 205 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 208 | $29.5K | 0.01% | −7−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 208 | $29.5K | 0.00% | +34+19.5% | Added |
| Bangor Savings Bank | 209 | $29.6K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 218 | $30.9K | 0.01% | +218 | New |
| Edmond de Rothschild Holding S.A. | 220 | $31.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 230 | $32.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 230 | $32.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 240 | $34.0K | 0.00% | +160+200.0% | Added |
| SOA Wealth Advisors, LLC. | 245 | $34.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 245 | $35.0K | 0.01% | +4+1.7% | Added |