| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 0 | $422 | 0.00% | 0 | New |
| 1620 Investment Advisors, Inc. | 0 | $2.04K | 0.00% | 0 | New |
| Westside Investment Management, Inc. | 1 | $3.66K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1 | $4.21K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $4.21K | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 1 | $4.21K | 0.00% | +1 | New |
| Reston Wealth Management LLC | 1 | $4.21K | 0.00% | +1 | New |
| Union Savings Bank | 1 | $4.21K | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $4.21K | 0.00% | +1 | New |
| Spectrum Wealth Counsel, LLC | 1 | $4.21K | 0.00% | −14−93.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1 | $4.23K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 1 | $4.24K | 0.02% | +1 | New |
| Valley National Advisers Inc | 1 | $5.00K | 0.00% | −29−96.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1 | $5.01K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $8.42K | 0.01% | −5−71.4% | Reduced |
| Redmont Wealth Advisors LLC | 2 | $8.42K | 0.01% | −1−33.3% | Reduced |
| Tortoise Investment Management, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $8.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $8.42K | 0.00% | +1+100.0% | Added |
| Financial Avengers, Inc. | 2 | $8.42K | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $8.42K | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $8.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $8.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $8.43K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2 | $8.43K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $8.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2 | $8.43K | 0.01% | +1+100.0% | Added |
| Tower View Investment Management & Research LLC | 2 | $8.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $9.67K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 3 | $12.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 3 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $12.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 3 | $12.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $12.6K | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $12.6K | 0.00% | +3 | New |
| REAP Financial Group, LLC | 3 | $12.6K | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 3 | $12.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $12.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 3 | $12.6K | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $12.7K | 0.01% | −3−50.0% | Reduced |
| HighMark Wealth Management LLC | 3 | $12.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 4 | $16.8K | 0.01% | −2−33.3% | Reduced |
| Old Second National Bank of Aurora | 4 | $16.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 4 | $16.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $16.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $16.8K | 0.01% | +3+300.0% | Added |
| Reuter James Wealth Management, LLC | 4 | $16.8K | 0.00% | +4 | New |
| Talon Private Wealth, LLC | 4 | $16.8K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $16.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5 | $21.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $21.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $21.1K | 0.00% | −2−28.6% | Reduced |
| Independence Bank of Kentucky | 5 | $21.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $21.1K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $21.1K | 0.03% | +5 | New |
| West Oak Capital, LLC | 5 | $21.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $22.1K | 0.01% | −2−28.6% | Reduced |
| Atlas Capital Advisors LLC | 6 | $25.3K | 0.00% | +4+200.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $25.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 6 | $25.3K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $25.3K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 6 | $25.3K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $25.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $29.0K | 0.00% | +1+16.7% | Added |
| Bangor Savings Bank | 7 | $29.5K | 0.00% | −2−22.2% | Reduced |
| Studio Investment Management LLC | 7 | $29.5K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 7 | $29.5K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $29.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $29.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $29.5K | 0.01% | +1+16.7% | Added |
| West Financial Advisors, LLC | 7 | $29.5K | 0.01% | +7 | New |
| International Assets Investment Management, LLC | 126,364 | $30.0K | 0.00% | +126,364 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $33.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $33.7K | 0.01% | −1−11.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 8 | $33.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 8 | $33.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $37.9K | 0.01% | −1−10.0% | Reduced |
| Archer Investment Corp | 9 | $37.9K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 9 | $37.9K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $37.9K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $37.9K | 0.01% | −9−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $37.9K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $37.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $37.9K | 0.01% | +4+80.0% | Added |