| Pineridge Advisors LLC | 1 | $607 | 0.00% | −153−99.4% | Reduced |
| Kessler Investment Group, LLC | 1 | $607 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $607 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1 | $607 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $608 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $608 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1 | $815 | 0.00% | −1−50.0% | Reduced |
| Atwood & Palmer Inc | 2 | $922 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 718,743 | $1.17K | 0.05% | +718,743 | New |
| Hoertkorn Richard Charles | 2 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 3 | $1.82K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3 | $1.82K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $2.25K | 0.00% | −5−55.6% | Reduced |
| Fortis Group Advisors, LLC | 4 | $2.43K | 0.00% | −4−50.0% | Reduced |
| Cedar Wealth Management, LLC | 4 | $2.43K | 0.00% | +4 | New |
| GoalVest Advisory LLC | 4 | $2.43K | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 5 | $3.00K | 0.00% | −57,995−100.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $3.00K | 0.03% | −3,500−99.9% | Reduced |
| WestEnd Advisors, LLC | 5 | $3.04K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $3.64K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6 | $3.64K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 7 | $3.89K | 0.00% | +7 | New |
| AlphaMark Advisors, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $4.00K | 0.00% | +3+100.0% | Added |
| Clean Yield Group | 7 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $4.25K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 7 | $4.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $4.86K | 0.00% | +3+60.0% | Added |
| Abich Financial Wealth Management LLC | 8 | $4.86K | 0.00% | +8 | New |
| Criterion Capital Advisors, LLC | 9 | $5.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $5.47K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 9 | $5.47K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 9 | $5.47K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.07K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $6.07K | 0.22% | +10 | New |
| Proffitt & Goodson Inc | 10 | $6.07K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $6.07K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $6.07K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $6.07K | 0.00% | −2−16.7% | Reduced |
| ZRC Wealth Management, LLC | 10 | $6.14K | 0.00% | +5+100.0% | Added |
| Perkins Coie Trust Co | 11 | $6.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $6.72K | 0.00% | −9−45.0% | Reduced |
| Granite FO LLC | 10 | $6.84K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 12 | $7.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $7.29K | 0.00% | −1−7.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 12 | $7.29K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 12 | $7.29K | 0.00% | +12 | New |
| Anfield Capital Management, LLC | 13 | $7.89K | 0.00% | +13 | New |
| Davidson Capital Management Inc. | 13 | $7.90K | 0.00% | +13 | New |
| Cetera Trust Company, N.A | 14 | $8.50K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 14 | $8.50K | 0.01% | +14 | New |
| Morton Brown Family Wealth, LLC | 15 | $9.11K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $9.11K | 0.00% | +15 | New |
| Wetzel Investment Advisors, Inc. | 15 | $9.16K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $9.72K | 0.49% | −6−27.3% | Reduced |
| Compass Wealth Management LLC | 16 | $9.72K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 17 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 17 | $10.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 17 | $10.5K | 0.00% | −17−50.0% | Reduced |
| Kelly Financial Services LLC | 18 | $10.9K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 32 | $11.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 20 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $12.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $12.1K | 0.01% | +18+900.0% | Added |
| First PREMIER Bank | 21 | $13.0K | 0.00% | +21 | New |
| Cedar Mountain Advisors, LLC | 22 | $13.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 22 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 22 | $13.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $14.6K | 0.00% | +1+4.3% | Added |
| Future Financial Wealth Managment LLC | 25 | $15.2K | 0.01% | +25 | New |
| Voisard Asset Management Group, Inc. | 26 | $15.8K | 0.01% | −4−13.3% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $16.4K | 0.01% | −9−25.0% | Reduced |
| Red Tortoise LLC | 28 | $17.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 28 | $17.0K | 0.01% | +28 | New |
| Frazier Financial Advisors, LLC | 28 | $17.0K | 0.01% | +20+250.0% | Added |
| MidAtlantic Capital Management, Inc. | 29 | $17.6K | 0.02% | +29 | New |
| Global Financial Private Client, LLC | 29 | $17.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 30 | $18.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $18.2K | 0.01% | −16−34.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 30 | $18.2K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $18.2K | 0.01% | +18+150.0% | Added |
| Redmont Wealth Advisors LLC | 30 | $18.2K | 0.03% | +30 | New |
| Kiely Wealth Advisory Group, Inc. | 34 | $18.9K | 0.01% | +30+750.0% | Added |
| Pinnacle Bancorp, Inc. | 32 | $19.4K | 0.01% | −29−47.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 33 | $20.0K | 0.02% | −8−19.5% | Reduced |
| Tacita Capital Inc | 33 | $20.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 33 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 35 | $21.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 35 | $21.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 26 | $21.9K | 0.01% | +2+8.3% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $22.5K | 0.00% | −15−28.8% | Reduced |
| Pflug Koory, LLC | 37 | $22.5K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 38 | $23.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 38 | $23.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 38 | $23.1K | 0.01% | +11+40.7% | Added |
| Scarborough Advisors, LLC | 40 | $24.3K | 0.01% | −25−38.5% | Reduced |
| First Financial Corp | 41 | $24.9K | 0.01% | −94−69.6% | Reduced |