| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $0 | 0.00% | +4 | New |
| McClarren Financial Advisors, Inc. | 77 | $25 | 0.02% | −246−76.2% | Reduced |
| California State Teachers Retirement System | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $624 | 0.00% | +8 | New |
| TFC Financial Management | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 12 | $936 | 0.00% | +12 | New |
| WealthCollab, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 14 | $1.09K | 0.00% | +14 | New |
| Colonial Trust Advisors | 18 | $1.40K | 0.00% | −101−84.9% | Reduced |
| Solstein Capital, LLC | 19 | $1.48K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 21 | $1.64K | 0.00% | +21 | New |
| ZynergyRetirementPlanningLLC | 21 | $1.64K | 0.00% | +21 | New |
| Johnson Financial Group, Inc. | 23 | $1.79K | 0.00% | −17−42.5% | Reduced |
| Brown Financial Advisors | 23 | $1.79K | 0.00% | +23 | New |
| First PREMIER Bank | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 27 | $2.11K | 0.00% | +27 | New |
| ZRC Wealth Management, LLC | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $2.34K | 0.00% | −5−14.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $2.73K | 0.00% | −30−46.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 35 | $2.73K | 0.00% | +35 | New |
| BFSG, LLC | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $2.85K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 42 | $3.28K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 43 | $3.34K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $3.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $4.13K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 55 | $4.22K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 55 | $4.29K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $4.52K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 59 | $4.60K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 60 | $4.68K | 0.00% | −13−17.8% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $4.68K | 0.00% | +60 | New |
| McIlrath & Eck, LLC | 61 | $4.76K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 62 | $4.83K | 0.00% | +26+72.2% | Added |
| McMahon Financial Advisors, LLC | 63 | $4.91K | 0.00% | +63 | New |
| Dunhill Financial, LLC | 64 | $4.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 64 | $4.99K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 64 | $4.99K | 0.00% | +64 | New |
| Avion Wealth | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $5.77K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $5.85K | 0.00% | −259−77.5% | Reduced |
| Pin Oak Investment Advisors Inc | 79 | $6.00K | 0.01% | −370−82.4% | Reduced |
| Peoples Financial Services Corp. | 77 | $6.00K | 0.00% | −23−23.0% | Reduced |
| Institutional & Family Asset Management, LLC | 83 | $6.47K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 84 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $7.01K | 0.00% | −205−69.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 92 | $7.18K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 106 | $7.18K | 0.00% | +106 | New |
| HighMark Wealth Management LLC | 93 | $7.22K | 0.00% | +5+5.7% | Added |
| Caldwell Sutter Capital, Inc. | 93 | $7.25K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 109 | $7.38K | 0.00% | −210−65.8% | Reduced |
| Nemes Rush Group LLC | 100 | $7.80K | 0.00% | −459−82.1% | Reduced |
| ADAR1 Capital Management, LLC | 100 | $7.80K | 0.00% | −100−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $7.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $7.80K | 0.00% | +34+51.5% | Added |
| WFA of San Diego, LLC | 100 | $7.80K | 0.01% | +100 | New |
| Friedenthal Financial | 101 | $7.88K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 103 | $8.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $8.31K | 0.00% | +80+296.3% | Added |
| Robinswood Financial LLC | 108 | $8.49K | 0.00% | +108 | New |
| Family Firm, Inc. | 109 | $8.50K | 0.00% | +109 | New |
| ESL Trust Services, LLC | 111 | $8.66K | 0.00% | +111 | New |
| Highline Wealth Partners LLC | 112 | $8.73K | 0.00% | +92+460.0% | Added |
| Great Lakes Retirement, Inc. | 112 | $8.73K | 0.00% | +112 | New |
| Valued Wealth Advisors LLC | 117 | $9.13K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 117 | $9.13K | 0.00% | +90+333.3% | Added |
| CNB Bank | 119 | $9.28K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 123 | $9.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 125 | $9.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 125 | $9.75K | 0.00% | +125 | New |
| Global Wealth Strategies & Associates | 126 | $9.83K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 137 | $10.6K | 0.00% | +35+34.3% | Added |
| St Germain D J Co Inc | 140 | $10.9K | 0.00% | +100+250.0% | Added |
| Birchbrook, Inc. | 147 | $11.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150 | $11.7K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 151 | $11.8K | 0.00% | +8+5.6% | Added |
| POM Investment Strategies, LLC | 151 | $11.8K | 0.01% | +124+459.3% | Added |
| Stuart Chaussee & Associates, Inc. | 165 | $12.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 165 | $12.9K | 0.00% | +4+2.5% | Added |
| Bangor Savings Bank | 170 | $13.3K | 0.00% | +170 | New |
| West Oak Capital, LLC | 175 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $14.5K | 0.00% | +65+53.7% | Added |
| Cornerstone Planning Group LLC | 187 | $14.8K | 0.00% | +88+88.9% | Added |
| Old Second National Bank of Aurora | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 202 | $15.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 209 | $16.3K | 0.00% | −7−3.2% | Reduced |
| Carolinas Wealth Consulting LLC | 210 | $16.4K | 0.00% | +9+4.5% | Added |