| Ofi Invest Asset Management | 212,631 | $438 | 0.00% | +212,631 | New |
| Sofos Investments, Inc. | 485 | $449 | 0.02% | −27−5.3% | Reduced |
| Antonetti Capital Management LLC | 1 | $485 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $485 | 0.00% | −1−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $486 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $971 | 0.00% | – | – |
| True Wealth Design, LLC | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $972 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2 | $973 | 0.00% | +2 | New |
| TD Ameritrade Investment Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Piscataqua Savings Bank | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4 | $1.94K | 0.00% | −137−97.2% | Reduced |
| Wolff Wiese Magana LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $1.94K | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $1.94K | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $2.43K | 0.00% | −1,345−99.6% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $2.91K | 0.00% | −150−96.2% | Reduced |
| Strategic Investment Solutions, Inc. | 6 | $3.05K | 0.00% | +6 | New |
| Stonebridge Capital Advisors LLC | 7 | $3.40K | 0.00% | +7 | New |
| Coastal Capital Group, Inc. | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $4.37K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $4.37K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $4.37K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $4.37K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $5.00K | 0.00% | −1−10.0% | Reduced |
| Concord Wealth Partners | 11 | $5.34K | 0.00% | −12−52.2% | Reduced |
| Raffa Wealth Management, LLC | 11 | $5.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $5.83K | 0.01% | −2−14.3% | Reduced |
| Aspire Private Capital, LLC | 12 | $5.83K | 0.00% | −1−7.7% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $6.00K | 0.00% | −165−93.2% | Reduced |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $6.31K | 0.00% | +3+30.0% | Added |
| Morton Brown Family Wealth, LLC | 14 | $6.80K | 0.00% | +4+40.0% | Added |
| ClariVest Asset Management LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $7.28K | 0.00% | +1+7.1% | Added |
| Pointe Capital Management LLC | 15 | $7.28K | 0.01% | +15 | New |
| Mach-1 Financial Group, Inc. | 15 | $7.28K | 0.05% | +15 | New |
| RFP Financial Group LLC | 16 | $7.77K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $8.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $8.74K | 0.00% | +1+5.9% | Added |
| Lee Financial Co | 18 | $8.76K | 0.00% | −17−48.6% | Reduced |
| Salem Investment Counselors Inc | 19 | $9.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $9.71K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $9.71K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $10.2K | 0.00% | −17−44.7% | Reduced |
| Eagle Bay Advisors LLC | 21 | $10.2K | 0.01% | −7−25.0% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $10.2K | 0.00% | +2+10.5% | Added |
| Creative Capital Management Investments LLC | 21 | $10.2K | 0.01% | +21 | New |
| Raleigh Capital Management Inc. | 22 | $10.7K | 0.01% | +16+266.7% | Added |
| TFC Financial Management | 23 | $11.2K | 0.00% | +19+475.0% | Added |
| Ameritas Advisory Services, LLC | 22 | $11.2K | 0.00% | +22 | New |
| Investors Research Corp | 24 | $11.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $12.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $12.1K | 0.00% | +25 | New |
| Tilia Fiduciary Partners, Inc. | 26 | $12.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 29 | $14.1K | 0.01% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $14.6K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $14.6K | 0.00% | +30 | New |
| Hantz Financial Services, Inc. | 33 | $16.0K | 0.00% | −1,636−98.0% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $16.5K | 0.00% | −7−17.1% | Reduced |
| Tradition Wealth Management, LLC | 36 | $17.0K | 0.00% | +27+300.0% | Added |
| Hazlett, Burt & Watson, Inc. | 34 | $17.0K | 0.01% | +34 | New |
| CarsonAllaria Wealth Management, Ltd. | 35 | $17.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 36 | $17.5K | 0.00% | −21−36.8% | Reduced |
| Itau Unibanco Holding S.A. | 36 | $17.5K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 37 | $18.0K | 0.00% | −5,922−99.4% | Reduced |
| Dark Forest Capital Management LP | 42 | $20.4K | 0.00% | +7+20.0% | Added |
| Grove Bank & Trust | 42 | $20.4K | 0.00% | +28+200.0% | Added |
| Larson Financial Group LLC | 42 | $20.4K | 0.00% | +42 | New |
| Baystate Wealth Management LLC | 44 | $21.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $22.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $22.0K | 0.02% | −1−2.1% | Reduced |
| Gradient Investments LLC | 46 | $22.3K | 0.00% | −16−25.8% | Reduced |
| Beacon Capital Management, LLC | 46 | $22.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 49 | $23.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 49 | $23.8K | 0.01% | +2+4.3% | Added |
| Abound Wealth Management | 49 | $23.8K | 0.01% | +11+28.9% | Added |
| Pflug Koory, LLC | 50 | $24.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $24.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $24.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 52 | $25.2K | 0.04% | +52 | New |
| Edge Capital Group, LLC | 53 | $25.7K | 0.00% | −49−48.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 55 | $26.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 56 | $27.2K | 0.02% | −165−74.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 57 | $27.7K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 58 | $28.2K | 0.00% | −31−34.8% | Reduced |
| Sunbelt Securities, Inc. | 58 | $28.3K | 0.00% | +58 | New |
| Baillie Gifford & Co | 64 | $31.1K | 0.00% | +9+16.4% | Added |
| Annapolis Financial Services, LLC | 64 | $31.1K | 0.01% | 00.0% | Unchanged |