| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 189,512 | $0 | 0.00% | +189,512 | New |
| Activest Wealth Management | 1 | $408 | 0.00% | +1 | New |
| Archer Investment Corp | 2 | $826 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $826 | 0.00% | +1+100.0% | Added |
| USA Financial Portformulas Corp | 2 | $826 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $826 | 0.00% | +2 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $826 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 6 | $2.48K | 0.00% | +6 | New |
| Mach-1 Financial Group, Inc. | 6 | $2.48K | 0.02% | +6 | New |
| Caldwell Sutter Capital, Inc. | 7 | $2.89K | 0.00% | +4+133.3% | Added |
| Wolff Wiese Magana LLC | 7 | $2.89K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $3.30K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 8 | $3.30K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $3.30K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 10 | $4.13K | 0.00% | +10 | New |
| Atlantic Trust, LLC | 10 | $4.13K | 0.00% | +10 | New |
| RFP Financial Group LLC | 11 | $4.54K | 0.01% | −801−98.6% | Reduced |
| Y.D. More Investments Ltd | 12 | $4.91K | 0.00% | +12 | New |
| Cedar Wealth Management, LLC | 12 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $4.99K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $5.80K | 0.00% | +4+40.0% | Added |
| Horan Securities, Inc. | 15 | $6.19K | 0.00% | −12−44.4% | Reduced |
| TD Capital Management LLC | 15 | $6.19K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 15 | $6.19K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $6.19K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $6.21K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $7.00K | 0.00% | +17 | New |
| Bourgeon Capital Management LLC | 19 | $7.88K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 20 | $8.00K | 0.01% | −85−81.0% | Reduced |
| West Financial Advisors, LLC | 20 | $8.25K | 0.00% | +1+5.3% | Added |
| Cranbrook Wealth Management, LLC | 20 | $8.26K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.26K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $8.28K | 0.00% | +5+33.3% | Added |
| Disciplined Investments, LLC | 21 | $8.67K | 0.00% | −4−16.0% | Reduced |
| Worth Asset Management, LLC | 23 | $9.50K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 23 | $9.50K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 24 | $10.1K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $10.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $12.0K | 0.00% | −10−25.6% | Reduced |
| Boyd Watterson Asset Management LLC | 30 | $12.4K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $13.6K | 0.00% | +33 | New |
| True Wealth Design, LLC | 36 | $14.7K | 0.01% | +1+2.9% | Added |
| Optiver Holding B.V. | 39 | $16.1K | 0.00% | +39 | New |
| Robbins Farley LLC | 40 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 41 | $16.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 45 | $18.6K | 0.01% | +45 | New |
| Buck Wealth Strategies, LLC | 46 | $19.1K | 0.01% | +46 | New |
| Clean Yield Group | 47 | $19.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $19.8K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 60 | $20.0K | 0.00% | +60 | New |
| Highline Wealth Partners LLC | 49 | $20.2K | 0.01% | +1+2.1% | Added |
| Trifecta Capital Advisors, LLC | 50 | $20.6K | 0.01% | +40+400.0% | Added |
| Pacific Center for Financial Services | 50 | $20.6K | 0.01% | +50 | New |
| Perkins Coie Trust Co | 54 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 9,392,194 | $22.7K | 0.12% | +9,392,194 | New |
| Piershale Financial Group, Inc. | 57 | $23.5K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $23.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 58 | $23.9K | 0.01% | +13+28.9% | Added |
| Schubert & Co | 60 | $24.8K | 0.02% | −6−9.1% | Reduced |
| Vigilant Capital Management, LLC | 61 | $25.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $25.2K | 0.01% | +23+60.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 63 | $26.0K | 0.01% | +59+1,475.0% | Added |
| Twin Lakes Capital Management, LLC | 68 | $28.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $28.5K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $29.0K | 0.42% | −80−16.8% | Reduced |
| Sit Investment Associates Inc | 71 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 73 | $30.1K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 73 | $30.1K | 0.02% | +69+1,725.0% | Added |
| Private Ocean, LLC | 75 | $31.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $31.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $31.1K | 0.01% | −24−24.2% | Reduced |
| 25 LLC | 90 | $34.2K | 0.02% | +90 | New |
| McIlrath & Eck, LLC | 85 | $35.1K | 0.01% | +12+16.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $35.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $38.6K | 0.01% | +1+1.1% | Added |
| Disciplina Capital Management LLC | 94 | $38.8K | 0.01% | −10−9.6% | Reduced |
| Piscataqua Savings Bank | 98 | $40.5K | 0.03% | −30−23.4% | Reduced |
| Milestone Investment Advisors LLC | 98 | $40.5K | 0.01% | +98 | New |
| Global Financial Private Client, LLC | 98 | $40.7K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $41.0K | 0.01% | −125−55.6% | Reduced |
| Hall Laurie J Trustee | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $41.3K | 0.02% | −300−75.0% | Reduced |
| Thompson Investment Management, Inc. | 100 | $41.3K | 0.01% | +100 | New |
| AlphaMark Advisors, LLC | 103 | $43.0K | 0.02% | −35−25.4% | Reduced |
| Insight Financial Services | 106 | $43.8K | 0.18% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 109 | $45.0K | 0.01% | −7−6.0% | Reduced |
| HighMark Wealth Management LLC | 111 | $45.9K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 113 | $46.7K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 118 | $48.7K | 0.06% | −73−38.2% | Reduced |
| West Paces Advisors Inc. | 118 | $48.7K | 0.02% | +5+4.4% | Added |
| Avion Wealth | 115 | $49.0K | 0.01% | 00.0% | Unchanged |
