| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| PEAK6 Investments LLC | 1 | $515 | 0.00% | −5,649−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $894 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1 | $894 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $894 | 0.00% | +1 | New |
| Kimelman & Baird, LLC | 1 | $895 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $895 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $1.55K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 2 | $1.76K | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 2 | $1.79K | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $1.79K | 0.00% | +2 | New |
| SYSTM Wealth Solutions LLC | 2 | $1.79K | 0.05% | −4,339−100.0% | Reduced |
| Ruedi Wealth Management, Inc. | 2 | $1.79K | 0.00% | −2−50.0% | Reduced |
| Breakwater Investment Management | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2 | $1.79K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $2.15K | 0.00% | +2 | New |
| Pineridge Advisors LLC | 3 | $2.68K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3 | $2.68K | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $2.68K | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $2.68K | 0.00% | +3 | New |
| Chilton Capital Management LLC | 4 | $3.58K | 0.00% | −53−93.0% | Reduced |
| Frazier Financial Advisors, LLC | 4 | $3.58K | 0.00% | −2−33.3% | Reduced |
| Anfield Capital Management, LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $3.58K | 0.00% | +4 | New |
| FPC Investment Advisory, Inc. | 4 | $3.62K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $4.47K | 0.40% | −3−37.5% | Reduced |
| Washington Trust Co | 5 | $4.47K | 0.00% | −1−16.7% | Reduced |
| First Financial Corp | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $4.47K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $4.47K | 0.00% | +5 | New |
| Globeflex Capital L P | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6 | $5.37K | 0.00% | +6 | New |
| Naples Money Management LLC | 6 | $5.37K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $5.37K | 0.00% | −5−45.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $6.26K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 8 | $6.40K | 0.00% | +1+14.3% | Added |
| Tower View Investment Management & Research LLC | 8 | $7.16K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $7.33K | 0.00% | +8 | New |
| POM Investment Strategies, LLC | 9 | $8.05K | 0.01% | −8−47.1% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $8.05K | 0.00% | +2+28.6% | Added |
| Macroview Investment Management LLC | 9 | $8.05K | 0.01% | +5+125.0% | Added |
| Abich Financial Wealth Management LLC | 9 | $8.05K | 0.02% | +5+125.0% | Added |
| Blume Capital Management, Inc. | 9 | $8.05K | 0.00% | +6+200.0% | Added |
| Criterion Capital Advisors, LLC | 11 | $8.65K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $8.94K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $8.94K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $8.94K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 10 | $8.94K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 10 | $8.94K | 0.00% | +4+66.7% | Added |
| TSFG, LLC | 10 | $9.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 11 | $9.84K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 11 | $9.84K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 12 | $10.5K | 0.00% | +10+500.0% | Added |
| Carmichael Hill & Associates, Inc. | 12 | $10.7K | 0.00% | +2+20.0% | Added |
| REAP Financial Group, LLC | 12 | $10.7K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 13 | $11.6K | 0.01% | −1−7.1% | Reduced |
| New Age Alpha Advisors, LLC | 13 | $11.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $11.6K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 13 | $12.0K | 0.00% | +13 | New |
| JCIC Asset Management Inc. | 14 | $12.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $12.5K | 0.00% | +5+55.6% | Added |
| Bogart Wealth, LLC | 15 | $13.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $13.4K | 0.00% | +12+400.0% | Added |
| Coastline Trust Co | 15 | $13.4K | 0.00% | +15 | New |
| Stuart Chaussee & Associates, Inc. | 16 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $14.3K | 0.00% | +1+6.7% | Added |
| Coston, McIsaac & Partners | 17 | $15.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $15.2K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 17 | $15.2K | 0.01% | +17 | New |
| Moser Wealth Advisors, LLC | 18 | $16.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $16.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $17.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $17.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $17.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 20 | $17.9K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 21 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 22 | $19.7K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 22 | $19.7K | 0.00% | +22 | New |
| Geo Capital Gestora de Recursos Ltd | 22 | $20.0K | 0.02% | −2−8.3% | Reduced |
| Atticus Wealth Management, LLC | 23 | $20.6K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 24 | $21.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 25 | $22.4K | 0.01% | 00.0% | Unchanged |