| Kelly Financial Services LLC | 63,021 | $447 | 0.02% | +62,565+13,720.4% | Added |
| Arcadia Investment Advisors LLC | 4 | $564 | 0.00% | +4 | New |
| Cascade Investment Advisors, Inc. | 7 | $987 | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $2.00K | 0.05% | +1+9.1% | Added |
| Deane Retirement Strategies, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 20 | $3.00K | 0.00% | −5−20.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 20 | $3.00K | 0.00% | +16+400.0% | Added |
| Flagship Private Wealth, LLC | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 32 | $5.00K | 0.00% | +32 | New |
| Investment Research & Advisory Group, Inc. | 38 | $5.00K | 0.00% | +38 | New |
| Bellwether Advisors, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 50 | $7.00K | 0.04% | −61,809−99.9% | Reduced |
| Wolverine Asset Management LLC | 54 | $7.00K | 0.00% | −1,268−95.9% | Reduced |
| Macroview Investment Management LLC | 52 | $7.00K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 52 | $7.00K | 0.01% | +2+4.0% | Added |
| DB Wealth Management Group, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 50 | $7.00K | 0.01% | +50 | New |
| Mizuho Securities Co. Ltd. | 55 | $8.00K | 0.00% | −1,229−95.7% | Reduced |
| Standard Family Office LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 68 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $10.0K | 0.01% | −87−56.1% | Reduced |
| Rockbridge Investment Management, LCC | 73 | $10.0K | 0.00% | −52−41.6% | Reduced |
| GW&K Investment Management, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Financial Enhancement Group LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 100 | $14.0K | 0.00% | −127−55.9% | Reduced |
| Baillie Gifford & Co | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $14.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Princeton Global Asset Management LLC | 100 | $14.0K | 0.00% | +100 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Capital Directions Investment Advisors, LLC | 109 | $15.0K | 0.00% | +109 | New |
| Roble, Belko & Company, Inc | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 113 | $16.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 139 | $19.0K | 0.02% | −208−59.9% | Reduced |
| KB Financial Partners, LLC | 143 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 150 | $21.0K | 0.00% | −958−86.5% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 150 | $21.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 156 | $22.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 154 | $22.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 170 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 169 | $24.0K | 0.01% | +1+0.6% | Added |
| Financial Avengers, Inc. | 185 | $26.0K | 0.02% | +1+0.5% | Added |
| Perennial Advisors, LLC | 190 | $27.0K | 0.01% | −29−13.2% | Reduced |
| Spectrum Management Group, LLC | 190 | $27.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 200 | $28.0K | 0.01% | +100+100.0% | Added |
| Tucker Asset Management LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 218 | $30.0K | 0.01% | +218 | New |
| Lipe & Dalton | 220 | $31.0K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 219 | $31.0K | 0.01% | +219 | New |
| Cedar Wealth Management, LLC | 226 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 228 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 250 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 252 | $36.0K | 0.02% | +1+0.4% | Added |
| Joseph P. Lucia & Associates, LLC | 280 | $39.0K | 0.02% | −108−27.8% | Reduced |
| Atlantic Trust, LLC | 284 | $40.0K | 0.03% | +284 | New |
| Tacita Capital Inc | 300 | $42.0K | 0.03% | −418−58.2% | Reduced |
| HC Financial Advisors Inc | 300 | $42.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 315 | $44.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 318 | $45.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 321 | $46.0K | 0.03% | −2,139−87.0% | Reduced |
| NuWave Investment Management, LLC | 329 | $46.0K | 0.05% | −307−48.3% | Reduced |
| Addison Advisors LLC | 326 | $46.0K | 0.04% | +326 | New |
| Lowe Wealth Advisors, LLC | 333 | $47.0K | 0.02% | +2+0.6% | Added |
| MBM Wealth Consultants, LLC | 332 | $47.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 343 | $48.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 350 | $49.0K | 0.04% | +100+40.0% | Added |
| Halpern Financial, Inc. | 355 | $50.1K | 0.02% | +317+834.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 370 | $52.0K | 0.39% | +370 | New |
| Coastal Capital Group, Inc. | 384 | $54.0K | 0.01% | +3+0.8% | Added |
| Savior LLC | 399 | $56.0K | 0.05% | −69−14.7% | Reduced |
| Financial Insights, Inc. | 400 | $56.4K | 0.05% | +400 | New |
| Costello Asset Management, INC | 415 | $58.0K | 0.04% | 00.0% | Unchanged |
| tru Independence LLC | 425 | $60.0K | 0.02% | +425 | New |
| Laurel Wealth Planning LLC | 430 | $61.0K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 480 | $67.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 497 | $70.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 509 | $72.0K | 0.03% | +4+0.8% | Added |
| Lake Point Wealth Management | 510 | $72.0K | 0.03% | +510 | New |
| Knuff & Co LLC | 515 | $73.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 538 | $76.0K | 0.03% | +538 | New |
| Cedar Mountain Advisors, LLC | 554 | $78.0K | 0.03% | −1−0.2% | Reduced |
| AlphaMark Advisors, LLC | 558 | $79.0K | 0.03% | −50−8.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $79.0K | 0.01% | – | – |
| Bourgeon Capital Management LLC | 584 | $82.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 617 | $87.0K | 0.02% | −36−5.5% | Reduced |
| Perkins Coie Trust Co | 616 | $87.0K | 0.03% | +16+2.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 637 | $89.0K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 640 | $90.0K | 0.02% | −74−10.4% | Reduced |
