| Dogwood Wealth Management LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 110,635 | $31 | 0.00% | +110,635 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1 | $3.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1 | $3.57K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $3.57K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $3.63K | 0.00% | −4−80.0% | Reduced |
| Abich Financial Wealth Management LLC | 1 | $3.63K | 0.00% | −2−66.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $3.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $3.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $3.63K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $3.63K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $3.63K | 0.00% | +1 | New |
| TruNorth Capital Management, LLC | 1 | $3.63K | 0.00% | +1 | New |
| LifeSteps Financial, Inc. | 1 | $3.63K | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $3.91K | 0.00% | 0 | Unchanged |
| AlphaMark Advisors, LLC | 1 | $4.00K | 0.00% | +1 | New |
| ORG Partners LLC | 2 | $7.14K | 0.01% | −9−81.8% | Reduced |
| Carolina Wealth Advisors, LLC | 2 | $7.25K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $7.26K | 0.00% | −2−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $7.26K | 0.00% | −1−33.3% | Reduced |
| Addison Advisors LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2 | $7.26K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $7.26K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $7.26K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $7.26K | 0.00% | +2 | New |
| Tower View Investment Management & Research LLC | 2 | $7.27K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $8.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $8.00K | 0.00% | −7,155−100.0% | Reduced |
| Anfield Capital Management, LLC | 3 | $10.9K | 0.01% | −454−99.3% | Reduced |
| Naples Money Management LLC | 3 | $10.9K | 0.01% | −4−57.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $10.9K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $10.9K | 0.00% | +1+50.0% | Added |
| Bogart Wealth, LLC | 3 | $10.9K | 0.00% | +1+50.0% | Added |
| AdvisorNet Financial, Inc | 3 | $10.9K | 0.00% | +2+200.0% | Added |
| Front Row Advisors LLC | 3 | $10.9K | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $10.9K | 0.01% | +3 | New |
| Redmont Wealth Advisors LLC | 3 | $10.9K | 0.02% | +3 | New |
| HighMark Wealth Management LLC | 3 | $10.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 3 | $11.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $11.0K | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 4 | $14.5K | 0.00% | −5−55.6% | Reduced |
| Arlington Trust Co LLC | 4 | $14.5K | 0.00% | −5−55.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $14.5K | 0.00% | −2−33.3% | Reduced |
| NewSquare Capital LLC | 4 | $14.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 4 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $14.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 4 | $14.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $14.5K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 4 | $14.5K | 2.44% | +4 | New |
| Silicon Valley Capital Partners | 4 | $14.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5 | $18.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $18.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $18.1K | 0.01% | +1+25.0% | Added |
| Independence Bank of Kentucky | 5 | $18.1K | 0.01% | +5 | New |
| Foster Dykema Cabot & Partners, LLC | 5 | $18.1K | 0.00% | +5 | New |
| MCF Advisors LLC | 5 | $18.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5 | $18.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $21.3K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $21.4K | 0.02% | +6 | New |
| Tucker Asset Management LLC | 6 | $21.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $21.8K | 0.00% | +4+200.0% | Added |
| Quarry LP | 6 | $21.8K | 0.01% | −11−64.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 6 | $21.8K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $21.8K | 0.02% | +3+100.0% | Added |
| Financial Management Professionals, Inc. | 6 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $25.0K | 0.01% | −1−12.5% | Reduced |
| Studio Investment Management LLC | 7 | $25.4K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 7 | $25.4K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $25.4K | 0.02% | +2+40.0% | Added |
| ICA Group Wealth Management, LLC | 7 | $25.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 8 | $28.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $29.0K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 9 | $32.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $32.6K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 9 | $32.7K | 0.00% | −30−76.9% | Reduced |
| Albion Financial Group | 9 | $32.7K | 0.00% | −1−10.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $32.7K | 0.01% | −1−10.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 9 | $32.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $32.7K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $32.7K | 0.02% | +1+12.5% | Added |
| Raleigh Capital Management Inc. | 9 | $32.7K | 0.01% | +6+200.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $32.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $36.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10 | $36.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 10 | $36.3K | 0.02% | 00.0% | Unchanged |