| Davis Capital Management | 0 | $77 | 0.00% | 0 | New |
| Virtue Capital Management, LLC | 25,000 | $860 | 0.00% | +24,892+23,048.1% | Added |
| Coston, McIsaac & Partners | 1 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $4.29K | 0.00% | −2−66.7% | Reduced |
| Altshuler Shaham Ltd | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1 | $4.29K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $4.29K | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $4.29K | 0.00% | +1 | New |
| Advanced Portfolio Management, LLC | 1 | $4.29K | 0.01% | +1 | New |
| Westfuller Advisors, LLC | 1 | $4.29K | 0.00% | +1 | New |
| Binnacle Investments Inc | 1 | $4.29K | 0.00% | +1 | New |
| JNBA Financial Advisors | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $4.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $4.29K | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $4.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $8.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $8.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $8.58K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 2 | $8.58K | 0.00% | +1+100.0% | Added |
| Corsicana & Co. | 2 | $8.58K | 0.00% | +2 | New |
| Grey Fox Wealth Advisors, LLC | 2 | $8.58K | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $8.58K | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 2 | $8.58K | 0.01% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $8.58K | 0.00% | +2 | New |
| Atwood & Palmer Inc | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $8.58K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $8.58K | 0.00% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 2 | $8.58K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $8.58K | 0.00% | +1+100.0% | Added |
| Winnow Wealth LLC | 2 | $8.58K | 0.01% | +2 | New |
| Hanson & Doremus Investment Management | 2 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $11.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 3 | $12.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3 | $12.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $12.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $12.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $12.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $12.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $12.9K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3 | $12.9K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $12.9K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $12.9K | 0.01% | +1+50.0% | Added |
| Manning & Napier Advisors LLC | 3 | $12.9K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $12.9K | 0.00% | +3 | New |
| FWL Investment Management, LLC | 3 | $12.9K | 0.00% | +3 | New |
| Chilton Capital Management LLC | 4 | $17.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $17.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $17.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4 | $17.2K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 4 | $17.2K | 0.01% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $17.2K | 0.00% | +4 | New |
| Wall Street Access Asset Management, LLC | 4 | $17.2K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $18.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $21.5K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 5 | $21.5K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $21.5K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $21.5K | 0.04% | +4+400.0% | Added |
| Turning Point Benefit Group, Inc. | 6 | $25.5K | 0.02% | +6 | New |
| First Financial Corp | 6 | $25.7K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $25.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 6 | $25.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $25.7K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 6 | $25.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $25.7K | 0.01% | +6 | New |
| Peck Wealth Management, LLC | 6 | $25.7K | 0.02% | +6 | New |
| GHP Investment Advisors, Inc. | 6 | $25.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $25.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7 | $30.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $30.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $30.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7 | $30.0K | 0.01% | +6+600.0% | Added |
| Salomon & Ludwin, LLC | 8 | $33.7K | 0.00% | +8 | New |
| Adirondack Trust Co | 8 | $34.3K | 0.01% | +8 | New |