| West Financial Advisors, LLC | 7 | $40.5K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $40.5K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 7 | $40.5K | 0.02% | +7 | New |
| Kiker Wealth Management, LLC | 8 | $46.3K | 0.03% | −4−33.3% | Reduced |
| Truvestments Capital LLC | 8 | $46.3K | 0.01% | −1−11.1% | Reduced |
| Main Street Group, LTD | 8 | $46.3K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $46.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $46.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 8 | $46.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $46.3K | 0.03% | +4+100.0% | Added |
| Kilter Group LLC | 8 | $46.3K | 0.02% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $46.4K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 8 | $46.9K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $48.6K | 0.01% | −1−11.1% | Reduced |
| Briaud Financial Planning, Inc | 9 | $52.0K | 0.02% | +9 | New |
| Brown Shipley& Co Ltd | 9 | $52.1K | 0.03% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 9 | $52.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $52.1K | 0.03% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $52.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $52.1K | 0.02% | +2+28.6% | Added |
| Fairscale Capital, LLC | 10 | $55.0K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $57.9K | 0.01% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $57.9K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $57.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $57.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 10 | $57.9K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 10 | $57.9K | 0.05% | 00.0% | Unchanged |
| North Capital, Inc. | 10 | $57.9K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 10 | $57.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $57.9K | 0.00% | +8+400.0% | Added |
| Alerus Financial NA | 10 | $57.9K | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 10 | $57.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $57.9K | 0.01% | −1−9.1% | Reduced |
| Centerpoint Advisors, LLC | 10 | $58.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $60.2K | 0.01% | −1−8.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $62.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $63.7K | 0.10% | −1−8.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 11 | $63.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $63.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 11 | $63.7K | 0.05% | +2+22.2% | Added |
| Piscataqua Savings Bank | 12 | $69.5K | 0.06% | +6+100.0% | Added |
| Bank & Trust Co | 12 | $69.5K | 0.05% | −1−7.7% | Reduced |
| Whipplewood Advisors, LLC | 12 | $69.5K | 0.04% | −299−96.1% | Reduced |
| Anfield Capital Management, LLC | 13 | $75.3K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 13 | $75.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13 | $75.3K | 0.03% | +13 | New |
| Creative Financial Designs Inc | 13 | $75.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 13 | $75.5K | 0.00% | −4−23.5% | Reduced |
| Bear Mountain Capital, Inc. | 14 | $79.8K | 0.03% | +14 | New |
| Delta Asset Management LLC | 14 | $81.0K | 0.01% | −1−6.7% | Reduced |
| Thompson Investment Management, Inc. | 14 | $81.0K | 0.01% | −1−6.7% | Reduced |
| FSA Wealth Management LLC | 14 | $81.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 14 | $81.0K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $81.0K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $81.0K | 0.10% | +1+7.7% | Added |
| Meeder Asset Management Inc | 14 | $81.0K | 0.00% | +2+16.7% | Added |
| JNBA Financial Advisors | 14 | $81.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $81.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 15 | $86.8K | 0.02% | −665−97.8% | Reduced |
| Private Wealth Management Group, LLC | 15 | $86.8K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $86.8K | 0.02% | +1+7.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 16 | $92.6K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 16 | $92.6K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 16 | $92.6K | 0.07% | 00.0% | Unchanged |
| BankPlus Trust Department | 16 | $92.6K | 0.03% | +3+23.1% | Added |
| Banque Transatlantique SA | 16 | $93.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $98.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $98.4K | 0.03% | −155−90.1% | Reduced |
| Pinnacle Bancorp, Inc. | 17 | $98.4K | 0.03% | −7−29.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 16 | $100.2K | 0.03% | +3+23.1% | Added |
| Hara Capital LLC | 18 | $104.2K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $104.2K | 0.02% | +1+5.9% | Added |
| Sierra Ocean, LLC | 18 | $104.3K | 0.08% | +1+5.9% | Added |
| JFS Wealth Advisors, LLC | 18 | $104.3K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 19 | $105.8K | 0.03% | +19 | New |
| First United Bank Trust | 19 | $110.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $110.0K | 0.01% | +6+46.2% | Added |
| Ulland Investment Advisors, LLC | 19 | $110.0K | 0.08% | −2−9.5% | Reduced |
| Keener Financial Planning LLC | 20 | $115.0K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $115.0K | 0.01% | +2+11.1% | Added |
| Catalyst Capital Advisors LLC | 20 | $115.8K | 0.00% | −6−23.1% | Reduced |
| ORG Partners LLC | 21 | $120.3K | 0.03% | +16+320.0% | Added |
| Byrne Asset Management LLC | 21 | $121.6K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $121.6K | 0.05% | +1+5.0% | Added |
| Rossby Financial, LCC | 21 | $121.6K | 0.05% | +4+23.5% | Added |
| DT Investment Partners, LLC | 21 | $121.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $122.0K | 0.00% | +4+23.5% | Added |
| True Wealth Design, LLC | 21 | $123.7K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 22 | $128.1K | 0.04% | +22 | New |
| Newbridge Financial Services Group, Inc. | 23 | $132.6K | 0.02% | +7+43.8% | Added |
| Rosenberg Matthew Hamilton | 23 | $133.2K | 0.03% | +1+4.5% | Added |
| AdvisorNet Financial, Inc | 24 | $138.9K | 0.01% | +1+4.3% | Added |
| Capital Advisors, Ltd. LLC | 24 | $139.0K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 25 | $144.2K | 0.13% | +25 | New |
| Ameliora Wealth Management Ltd. | 25 | $144.7K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 25 | $145.0K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 33 | $152.0K | 0.09% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 27 | $156.3K | 0.01% | −1−3.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 27 | $156.3K | 0.01% | +27 | New |