| Clean Yield Group | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1 | $2.00K | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $2.00K | 0.00% | +1 | New |
| Center for Financial Planning, Inc. | 1 | $2.00K | 0.00% | +1 | New |
| KB Financial Partners, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Missouri Trust & Investment Co | 1 | $2.00K | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1 | $2.00K | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Tucker Asset Management LLC | 1 | $2.40K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $2.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 2 | $4.80K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $5.00K | 0.00% | −14−87.5% | Reduced |
| IMA Wealth, Inc. | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $5.00K | 0.00% | +1+100.0% | Added |
| PYA Waltman Capital, LLC | 2 | $5.00K | 0.00% | +2 | New |
| Sugarloaf Wealth Management, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $7.00K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $7.00K | 0.00% | +3 | New |
| John W. Brooker & Co., CPAs | 3 | $7.00K | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $7.00K | 0.01% | +3 | New |
| Confluence Wealth Services, Inc. | 3 | $7.00K | 0.00% | +3 | New |
| City State Bank | 3 | $7.00K | 0.00% | +3 | New |
| Retirement Planning Co of New England, Inc. | 4 | $9.00K | 0.00% | +4 | New |
| Kelly Financial Services LLC | 4 | $9.60K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4 | $10.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4 | $10.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $10.0K | 0.00% | +4 | New |
| RGT Wealth Advisors, LLC | 4 | $10.0K | 0.00% | +4 | New |
| Tyler-Stone Wealth Management | 4 | $10.0K | 0.01% | +4 | New |
| Bellwether Advisors, LLC | 5 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $12.0K | 0.00% | −10−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 5 | $12.0K | 0.01% | +5 | New |
| Sterling Investment Advisors, Ltd. | 6 | $14.0K | 0.00% | −2−25.0% | Reduced |
| Salem Investment Counselors Inc | 6 | $14.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 6 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $14.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $15.0K | 0.01% | −2−25.0% | Reduced |
| Valley National Advisers Inc | 7 | $16.0K | 0.00% | −4−36.4% | Reduced |
| Horan Securities, Inc. | 7 | $17.0K | 0.01% | +7 | New |
| Sandy Cove Advisors, LLC | 7 | $17.0K | 0.01% | +7 | New |
| Syverson Strege & Co | 8 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 8 | $19.0K | 0.01% | +5+166.7% | Added |
| Blue Bell Private Wealth Management, LLC | 8 | $19.0K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 9 | $21.6K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $21.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $22.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $22.0K | 0.02% | 00.0% | Unchanged |
| Harding Loevner LP | 9 | $22.0K | 0.00% | +9 | New |
| Harbour Investments, Inc. | 10 | $24.0K | 0.00% | −38−79.2% | Reduced |
| HC Financial Advisors Inc | 10 | $24.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 10 | $24.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10 | $24.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $26.0K | 0.00% | +1+10.0% | Added |
| Bedel Financial Consulting, Inc. | 11 | $26.0K | 0.01% | +1+10.0% | Added |
| Standard Family Office LLC | 11 | $26.0K | 0.23% | +11 | New |
| Amplius Wealth Advisors, LLC | 11 | $26.0K | 0.00% | +11 | New |
| Caldwell Trust Co | 11 | $26.4K | 0.00% | +1+10.0% | Added |
| BIT Capital GmbH | 12 | $28.8K | 0.00% | +12 | New |
| Kessler Investment Group, LLC | 12 | $29.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 12 | $29.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 13 | $31.0K | 0.00% | −2,982−99.6% | Reduced |
| JNBA Financial Advisors | 13 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $31.0K | 0.00% | +7+116.7% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $31.0K | 0.01% | +9+225.0% | Added |
| Northwest Investment Counselors, LLC | 13 | $31.0K | 0.01% | +13 | New |
| West Paces Advisors Inc. | 13 | $31.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $32.0K | 0.04% | +13 | New |
| Trustcore Financial Services, LLC | 14 | $34.0K | 0.00% | −35−71.4% | Reduced |
| Perkins Coie Trust Co | 14 | $34.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 14 | $34.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $34.0K | 0.00% | +3+27.3% | Added |
| Arlington Partners LLC | 14 | $34.0K | 0.01% | +14 | New |
| Castleview Partners, LLC | 83,973 | $35.0K | 0.00% | +83,973 | New |
| James Reed Financial Services, Inc. | 15 | $35.0K | 0.03% | +15 | New |
| Delta Asset Management LLC | 15 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $36.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $36.0K | 0.00% | 00.0% | Unchanged |