| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 528,639 | $688 | 0.03% | +528,639 | New |
| WestEnd Advisors, LLC | 1 | $762 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1 | $762 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $763 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2 | $1.33K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.52K | 0.00% | −21−91.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $1.52K | 0.00% | +1+100.0% | Added |
| Horizon Financial Services, LLC | 2 | $1.52K | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 2 | $1.52K | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $1.52K | 0.00% | +2 | New |
| Pineridge Advisors LLC | 3 | $2.29K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $2.29K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $2.29K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $2.29K | 0.00% | +3 | New |
| FPC Investment Advisory, Inc. | 4 | $2.99K | 0.00% | +4 | New |
| First PREMIER Bank | 4 | $3.00K | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $3.05K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $3.07K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $3.66K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 5 | $3.81K | 0.00% | −101−95.3% | Reduced |
| Bogart Wealth, LLC | 5 | $3.81K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $3.81K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $3.81K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $4.57K | 0.00% | −2−25.0% | Reduced |
| Motco | 6 | $4.57K | 0.00% | −2−25.0% | Reduced |
| Globeflex Capital L P | 6 | $4.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $4.57K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6 | $4.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $4.58K | 0.00% | +1+20.0% | Added |
| Capital Analysts, LLC | 6 | $5.00K | 0.00% | +4+200.0% | Added |
| City Holding Co | 7 | $5.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7 | $5.34K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $5.34K | 0.00% | +2+40.0% | Added |
| Sofos Investments, Inc. | 8 | $5.66K | 0.00% | +6+300.0% | Added |
| PayPay Securities Corp | 8 | $6.10K | 0.30% | −1−11.1% | Reduced |
| Retirement Group, LLC | 8 | $6.10K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 8 | $6.10K | 0.00% | +6+300.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 8 | $6.10K | 0.00% | +8 | New |
| Tower View Investment Management & Research LLC | 8 | $6.10K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $6.10K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $6.10K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 9 | $6.86K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $7.62K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $7.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $7.62K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 10 | $7.62K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $7.62K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 10 | $7.62K | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 10 | $7.62K | 0.00% | +10 | New |
| Redmont Wealth Advisors LLC | 10 | $7.62K | 0.01% | +10 | New |
| Pacifica Partners Inc. | 10 | $7.74K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $8.39K | 0.00% | −11−50.0% | Reduced |
| Geneos Wealth Management Inc. | 11 | $8.39K | 0.00% | +2+22.2% | Added |
| Northwest Investment Counselors, LLC | 11 | $8.39K | 0.00% | +11 | New |
| Pacific Capital Wealth Advisors, Inc | 11 | $8.39K | 0.00% | +11 | New |
| Voisard Asset Management Group, Inc. | 11 | $8.39K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 11 | $8.39K | 0.01% | +4+57.1% | Added |
| Frazier Financial Advisors, LLC | 11 | $8.39K | 0.01% | +5+83.3% | Added |
| Sittner & Nelson, LLC | 12 | $9.15K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $9.15K | 0.01% | +8+200.0% | Added |
| Missouri Trust & Investment Co | 13 | $9.91K | 0.00% | −25−65.8% | Reduced |
| North Star Investment Management Corp. | 13 | $9.91K | 0.00% | +6+85.7% | Added |
| JCIC Asset Management Inc. | 14 | $10.7K | 0.00% | −15−51.7% | Reduced |
| HighMark Wealth Management LLC | 14 | $10.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $11.4K | 0.00% | +15 | New |
| Coston, McIsaac & Partners | 17 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $12.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $12.4K | 0.01% | +2+14.3% | Added |
| Colonial Trust Advisors | 17 | $13.0K | 0.00% | −6−26.1% | Reduced |
| Moser Wealth Advisors, LLC | 18 | $13.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $14.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $14.5K | 0.00% | +19 | New |
| Avion Wealth | 19 | $15.0K | 0.00% | +1+5.6% | Added |
| Kathleen S. Wright Associates Inc. | 20 | $15.2K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $15.2K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $15.2K | 0.01% | +20 | New |
| Centennial Bank | 20 | $15.2K | 0.01% | −2−9.1% | Reduced |
| Stone House Investment Management, LLC | 21 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $16.0K | 0.00% | +14+200.0% | Added |
| Indiana Trust & Investment Management CO | 21 | $16.0K | 0.01% | +21 | New |
| Atticus Wealth Management, LLC | 23 | $17.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $17.5K | 0.01% | +4+21.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 24 | $18.0K | 0.02% | +3+14.3% | Added |
| NFJ Investment Group, LLC | 24 | $18.3K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 25 | $19.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 25 | $19.1K | 0.01% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $19.8K | 0.01% | −1−3.7% | Reduced |
| Future Financial Wealth Managment LLC | 28 | $21.3K | 0.02% | +28 | New |
| St Germain D J Co Inc | 30 | $22.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $22.9K | 0.00% | 00.0% | Unchanged |