| Thompson Investment Management, Inc. | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $7.75K | 0.00% | +79+376.2% | Added |
| Godsey & Gibb Associates | 100 | $7.75K | 0.00% | +100 | New |
| Avalon Trust Co | 100 | $7.75K | 0.00% | +100 | New |
| Able Wealth Management LLC | 100 | $7.75K | 0.01% | +100 | New |
| New Millennium Group LLC | 101 | $7.83K | 0.01% | −203−66.8% | Reduced |
| Hall Laurie J Trustee | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 110 | $8.53K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 110 | $8.53K | 0.00% | +110 | New |
| Lee Financial Co | 109 | $8.56K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $8.91K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 115 | $8.91K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 127 | $9.00K | 0.00% | +6+5.0% | Added |
| Beaird Harris Wealth Management, LLC | 117 | $9.07K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 120 | $9.30K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 129 | $10.0K | 0.01% | −26−16.8% | Reduced |
| RFP Financial Group LLC | 130 | $10.1K | 0.00% | −28−17.7% | Reduced |
| Parkside Financial Bank & Trust | 134 | $10.4K | 0.00% | −103−43.5% | Reduced |
| Washington Trust Co | 135 | $10.5K | 0.00% | −24−15.1% | Reduced |
| CNB Bank | 137 | $10.6K | 0.01% | +137 | New |
| Vima LLC | 138 | $10.7K | 0.02% | +138 | New |
| VitalStone Financial, LLC | 136 | $11.0K | 0.01% | +136 | New |
| Center for Financial Planning, Inc. | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 149 | $11.5K | 0.01% | −30−16.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 150 | $11.6K | 0.00% | −175−53.8% | Reduced |
| Atticus Wealth Management, LLC | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 150 | $11.6K | 0.00% | +150 | New |
| Atlantic Edge Private Wealth Management, LLC | 150 | $11.6K | 0.00% | +150 | New |
| Beacon Capital Management, LLC | 135 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 153 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 160 | $12.5K | 0.00% | +130+433.3% | Added |
| Criterion Capital Advisors, LLC | 163 | $12.6K | 0.01% | +163 | New |
| Stone House Investment Management, LLC | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 160 | $13.0K | 0.00% | +130+433.3% | Added |
| REAP Financial Group, LLC | 171 | $13.3K | 0.00% | +171 | New |
| Johnson Financial Group, Inc. | 178 | $13.8K | 0.00% | +2+1.1% | Added |
| Ulland Investment Advisors, LLC | 185 | $14.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 183 | $14.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 185 | $14.3K | 0.01% | +185 | New |
| Turim 21 Investimentos Ltda. | 190 | $14.7K | 0.00% | −1,829−90.6% | Reduced |
| M&R Capital Management Inc | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 200 | $15.5K | 0.00% | +200 | New |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $15.5K | 0.01% | +200 | New |
| Bruce G. Allen Investments, LLC | 207 | $16.0K | 0.01% | +207 | New |
| Smartleaf Asset Management LLC | 210 | $16.2K | 0.00% | +210 | New |
| Tyler-Stone Wealth Management | 212 | $16.4K | 0.01% | +100+89.3% | Added |
| Richard Bernstein Advisors LLC | 214 | $16.6K | 0.00% | +214 | New |
| TD Private Client Wealth LLC | 217 | $16.8K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 221 | $17.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 219 | $17.2K | 0.00% | −45−17.0% | Reduced |
| Toth Financial Advisory Corp | 225 | $17.4K | 0.00% | −100−30.8% | Reduced |
| Carolinas Wealth Consulting LLC | 225 | $17.7K | 0.00% | −27−10.7% | Reduced |
| GW&K Investment Management, LLC | 238 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 233 | $18.1K | 0.01% | −20−7.9% | Reduced |
| Bangor Savings Bank | 234 | $18.1K | 0.00% | −20−7.9% | Reduced |
| IAG Wealth Partners, LLC | 243 | $18.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 249 | $19.3K | 0.00% | −207−45.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 292 | $21.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 273 | $21.2K | 0.00% | −300−52.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 281 | $21.8K | 0.00% | −250,370−99.9% | Reduced |
| WealthCollab, LLC | 287 | $22.2K | 0.02% | +287 | New |
| Washington Trust Advisors, Inc. | 290 | $22.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 304 | $23.0K | 0.01% | −8−2.6% | Reduced |
| First Community Trust NA | 300 | $23.3K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 300 | $23.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 305 | $23.6K | 0.00% | +105+52.5% | Added |
| Key Financial Inc | 324 | $25.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 326 | $25.6K | 0.00% | +34+11.6% | Added |
| Baystate Wealth Management LLC | 333 | $25.8K | 0.00% | +216+184.6% | Added |
| EdgeRock Capital LLC | 362 | $26.0K | 0.02% | +362 | New |
| First Command Advisory Services, Inc. | 349 | $27.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 354 | $28.0K | 0.00% | −48−11.9% | Reduced |
| EntryPoint Capital, LLC | 369 | $28.6K | 0.03% | +369 | New |
| Trust Co of Vermont | 377 | $29.2K | 0.00% | +40+11.9% | Added |
| Park Place Capital Corp | 382 | $29.6K | 0.01% | −140−26.8% | Reduced |
| Fairfield, Bush & Co. | 390 | $30.2K | 0.02% | +390 | New |
| Osterweis Capital Management Inc | – | $30.6K | 0.00% | – | – |
| Anchor Investment Management, LLC | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 408 | $31.6K | 0.02% | +408 | New |
| Plante Moran Financial Advisors, LLC | 428 | $33.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 443 | $34.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 450 | $34.9K | 0.00% | −56−11.1% | Reduced |
| Strategic Investment Solutions, Inc. | 471 | $36.5K | 0.01% | −18,492−97.5% | Reduced |
| Pinnacle Bancorp, Inc. | 478 | $37.0K | 0.01% | +20+4.4% | Added |
| Bear Mountain Capital, Inc. | 542 | $37.6K | 0.02% | +542 | New |
| Farmers & Merchants Investments Inc | 487 | $37.7K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 500 | $38.8K | 0.01% | −1,400−73.7% | Reduced |
| Laurel Wealth Advisors LLC | 500 | $38.8K | 0.01% | −350−41.2% | Reduced |
| Pacific Center for Financial Services | 500 | $38.8K | 0.01% | −111−18.2% | Reduced |
| Manchester Capital Management LLC | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $38.8K | 0.01% | +500 | New |
| Ogorek Anthony Joseph | 509 | $39.0K | 0.01% | −400−44.0% | Reduced |
| Glassman Wealth Services | 504 | $39.1K | 0.01% | −363−41.9% | Reduced |
