| Dogwood Wealth Management LLC | 0 | $34 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4 | $722 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 5 | $902 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.80K | 0.00% | +10 | New |
| Financial Connections Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 379,330 | $2.07K | 0.09% | +379,330 | New |
| Motco | 14 | $2.53K | 0.00% | −1−6.7% | Reduced |
| Mascoma Wealth Management LLC | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 21 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 21 | $3.79K | 0.00% | +3+16.7% | Added |
| Cherry Tree Wealth Management, LLC | 23 | $4.15K | 0.00% | +10+76.9% | Added |
| Mendota Financial Group, LLC | 24 | $4.33K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $4.51K | 0.00% | −31−55.4% | Reduced |
| Avalon Trust Co | 25 | $4.51K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 27 | $4.87K | 0.00% | −26−49.1% | Reduced |
| WFA Asset Management Corp | 30 | $5.42K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 32 | $5.78K | 0.00% | −20−38.5% | Reduced |
| POM Investment Strategies, LLC | 34 | $6.14K | 0.01% | −1,349−97.5% | Reduced |
| FPC Investment Advisory, Inc. | 44 | $6.68K | 0.01% | +44 | New |
| Atlas Capital Advisors LLC | 38 | $6.86K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $7.22K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 42 | $7.58K | 0.00% | +42 | New |
| Bear Mountain Capital, Inc. | 50 | $7.70K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 43 | $7.76K | 0.00% | +43 | New |
| Security National Bank | 45 | $8.12K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 47 | $8.48K | 0.00% | −12−20.3% | Reduced |
| Salomon & Ludwin, LLC | 49 | $8.84K | 0.00% | +28+133.3% | Added |
| Winthrop Capital Management, LLC | 52 | $9.00K | 0.00% | +42+420.0% | Added |
| Redmont Wealth Advisors LLC | 50 | $9.03K | 0.01% | +50 | New |
| Perkins Coie Trust Co | 52 | $9.38K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 56 | $10.1K | 0.00% | −1,157−95.4% | Reduced |
| Signature Resources Capital Management, LLC | 69 | $10.2K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 57 | $10.3K | 0.01% | +20+54.1% | Added |
| Wiser Advisor Group LLC | 58 | $10.5K | 0.02% | +25+75.8% | Added |
| Insight Financial Services | 58 | $10.5K | 0.01% | +58 | New |
| Coston, McIsaac & Partners | 62 | $11.0K | 0.00% | +43+226.3% | Added |
| Bruce G. Allen Investments, LLC | 63 | $11.4K | 0.01% | −28−30.8% | Reduced |
| Delos Wealth Advisors, LLC | 67 | $12.1K | 0.01% | +67 | New |
| PayPay Securities Corp | 69 | $12.5K | 0.62% | −120−63.5% | Reduced |
| Creative Capital Management Investments LLC | 69 | $12.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $12.6K | 0.45% | +70 | New |
| ClariVest Asset Management LLC | 71 | $12.8K | 0.00% | +13+22.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 72 | $13.0K | 0.01% | +22+44.0% | Added |
| Main Street Group, LTD | 72 | $13.1K | 0.01% | +20+38.5% | Added |
| Centennial Bank | 78 | $14.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 80 | $14.4K | 0.01% | −170−68.0% | Reduced |
| Highline Wealth Partners LLC | 82 | $14.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 86 | $15.5K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 87 | $15.7K | 0.01% | +87 | New |
| JDM Financial Group LLC | 89 | $16.1K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 90 | $16.2K | 0.01% | +60+200.0% | Added |
| PFS Partners, LLC | 93 | $16.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 98 | $17.7K | 0.01% | +1+1.0% | Added |
| Gen-Wealth Partners Inc | 98 | $17.7K | 0.01% | +98 | New |
| Investors Research Corp | 100 | $18.0K | 0.00% | −7,727−98.7% | Reduced |
| Gables Capital Management Inc. | 100 | $18.0K | 0.01% | −100−50.0% | Reduced |
| C M Bidwell & Associates Ltd | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $18.0K | 0.00% | +20+25.0% | Added |
| Laffer Tengler Investments | 100 | $18.0K | 0.00% | +68+212.5% | Added |
| Cetera Trust Company, N.A | 104 | $18.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 107 | $19.3K | 0.01% | −12−10.1% | Reduced |
| Macroview Investment Management LLC | 107 | $19.3K | 0.02% | +41+62.1% | Added |
| Abich Financial Wealth Management LLC | 109 | $19.7K | 0.02% | −79−42.0% | Reduced |
| TruNorth Capital Management, LLC | 114 | $20.6K | 0.01% | +114 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $21.7K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 125 | $22.6K | 0.01% | +100+400.0% | Added |
| Semmax Financial Advisors Inc. | 154 | $23.2K | 0.01% | +139+926.7% | Added |
| Avion Wealth | 132 | $24.0K | 0.01% | +15+12.8% | Added |
| Tradewinds Capital Management, LLC | 140 | $25.3K | 0.01% | +71+102.9% | Added |
| Park Place Capital Corp | 143 | $25.8K | 0.01% | −80−35.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 143 | $25.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 141 | $25.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 149 | $26.9K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 149 | $26.9K | 0.01% | +149 | New |
| Pacific Capital Wealth Advisors, Inc | 150 | $27.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 155 | $28.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 156 | $28.0K | 0.00% | +120+333.3% | Added |
| IAG Wealth Partners, LLC | 158 | $28.5K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 163 | $29.0K | 0.01% | −187−53.4% | Reduced |
| Solstein Capital, LLC | 165 | $29.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 185 | $30.1K | 0.01% | +45+32.1% | Added |
| Northwest Bank & Trust Co | 191 | $30.2K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 169 | $30.5K | 0.03% | +40+31.0% | Added |
| Valued Wealth Advisors LLC | 169 | $30.5K | 0.02% | +70+70.7% | Added |
| Princeton Global Asset Management LLC | 175 | $31.6K | 0.01% | +75+75.0% | Added |
| Cornerstone Planning Group LLC | 212 | $31.9K | 0.01% | −86−28.9% | Reduced |
| West Oak Capital, LLC | 180 | $32.0K | 0.01% | +30+20.0% | Added |
| Chelsea Counsel Co | 189 | $34.1K | 0.02% | +189 | New |
| Old Second National Bank of Aurora | 200 | $36.1K | 0.01% | 00.0% | Unchanged |
