| Bruce G. Allen Investments, LLC | 2 | $1.81K | 0.00% | −1−33.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 2 | $1.81K | 0.00% | +2 | New |
| Clarity Asset Management, Inc. | 2 | $1.96K | 0.00% | −1−33.3% | Reduced |
| Roble, Belko & Company, Inc | 2 | $2.00K | 0.00% | +2 | New |
| Altshuler Shaham Ltd | 4 | $3.61K | 0.00% | −36−90.0% | Reduced |
| Global Assets Advisory, LLC | 5,341,405 | $5.91K | 0.27% | +5,341,405 | New |
| Mendota Financial Group, LLC | 8 | $7.26K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $9.04K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 12 | $10.8K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $13.6K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 15 | $13.6K | 0.01% | +15 | New |
| Perritt Capital Management Inc | 15 | $13.6K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 16 | $14.0K | 0.00% | +10+166.7% | Added |
| Stuart Chaussee & Associates, Inc. | 19 | $17.2K | 0.00% | +19 | New |
| Ravenstone Capital Management Inc. | 20 | $18.1K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 20 | $18.1K | 0.00% | +20 | New |
| Psagot Value Holdings Ltd. / (Israel) | 22 | $20.0K | 0.18% | −9,580−99.8% | Reduced |
| FPC Investment Advisory, Inc. | 29 | $23.1K | 0.02% | +29 | New |
| Gleason Group, Inc. | 28 | $25.3K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 33 | $27.0K | 0.02% | +33 | New |
| Partnership Wealth Management, LLC | 30 | $27.1K | 0.02% | +10+50.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $27.1K | 0.02% | +30 | New |
| Lam Group, Inc. | 32 | $28.9K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 33 | $30.2K | 0.02% | −23−41.1% | Reduced |
| American Capital Advisory, LLC | 118 | $32.8K | 0.03% | −1,306−91.7% | Reduced |
| O'Brien Wealth Partners LLC | 38 | $34.3K | 0.01% | −53−58.2% | Reduced |
| TruNorth Capital Management, LLC | 38 | $34.3K | 0.01% | +38 | New |
| Lummis Asset Management, LP | 40 | $36.1K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 41 | $37.0K | 0.01% | −1,000−96.1% | Reduced |
| Red Tortoise LLC | 47 | $42.5K | 0.02% | −1−2.1% | Reduced |
| Ruedi Wealth Management, Inc. | 48 | $43.4K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 350 | $44.0K | 0.03% | +325+1,300.0% | Added |
| Norwood Financial Corp | 50 | $45.2K | 0.07% | +50 | New |
| Peoples Bank | 50 | $45.2K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $45.2K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 52 | $47.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $47.0K | 0.02% | +37+231.3% | Added |
| VELA Investment Management, LLC | 55 | $49.7K | 0.02% | +35+175.0% | Added |
| LFA - Lugano Financial Advisors SA | 56 | $50.6K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $50.6K | 0.10% | 00.0% | Unchanged |
| Studio Investment Management LLC | 57 | $51.5K | 0.01% | +3+5.6% | Added |
| Financial Connections Group, Inc. | 59 | $54.0K | 0.06% | −761−92.8% | Reduced |
| Signature Resources Capital Management, LLC | 112 | $55.5K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 72 | $57.0K | 0.05% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 64 | $57.8K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 64 | $57.8K | 0.01% | +10+18.5% | Added |
| Quarry LP | 67 | $60.5K | 0.02% | +67 | New |
| NewSquare Capital LLC | 68 | $61.4K | 0.01% | −290−81.0% | Reduced |
| AlphaCentric Advisors LLC | 68 | $61.4K | 0.04% | −9−11.7% | Reduced |
| Peoples Financial Services Corp. | 70 | $63.2K | 0.03% | −10−12.5% | Reduced |
| Your Advocates Ltd., LLP | 70 | $63.2K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 71 | $64.2K | 0.01% | −265−78.9% | Reduced |
| Centennial Bank | 75 | $67.8K | 0.03% | +42+127.3% | Added |
| Accordant Advisory Group Inc | 75 | $67.8K | 0.05% | +75 | New |
| Horizons Wealth Management | 140 | $69.3K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 77 | $69.6K | 0.06% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 84 | $75.9K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 85 | $76.8K | 0.05% | −95−52.8% | Reduced |
| Palouse Capital Management, Inc. | 85 | $76.8K | 0.05% | +85 | New |
| Robinswood Financial LLC | 87 | $78.7K | 0.03% | +3+3.6% | Added |
| TCTC Holdings, LLC | 91 | $82.2K | 0.00% | +91 | New |
| Semmax Financial Advisors Inc. | 93 | $84.0K | 0.03% | +10+12.0% | Added |
| Perkins Coie Trust Co | 93 | $84.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Group AG | 97 | $87.6K | 0.00% | −2−2.0% | Reduced |
| Carolina Wealth Advisors, LLC | 99 | $89.5K | 0.05% | +50+102.0% | Added |
| Strid Group, LLC | 100 | $90.4K | 0.02% | +100 | New |
| Annapolis Financial Services, LLC | 105 | $94.9K | 0.03% | −50−32.3% | Reduced |
| Cetera Trust Company, N.A | 108 | $97.6K | 0.06% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 109 | $98.5K | 0.07% | +109 | New |
| Pineridge Advisors LLC | 112 | $101.2K | 0.04% | −789−87.6% | Reduced |
| Delos Wealth Advisors, LLC | 112 | $101.2K | 0.11% | +96+600.0% | Added |
| Costello Asset Management, INC | 115 | $103.9K | 0.07% | −15−11.5% | Reduced |
| Compass Wealth Management LLC | 121 | $109.6K | 0.03% | −26−17.7% | Reduced |
| Investors Research Corp | 122 | $110.2K | 0.03% | −339−73.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 122 | $110.2K | 0.01% | +122 | New |
| Knott David M Jr | 128 | $116.0K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 130 | $117.5K | 0.10% | −3−2.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 131 | $118.4K | 0.06% | +15+12.9% | Added |
| Nordwand Advisors, LLC | 140 | $126.5K | 0.05% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 142 | $128.3K | 0.08% | +142 | New |
| Thompson Investment Management, Inc. | 152 | $137.3K | 0.02% | +152 | New |
| WFA Asset Management Corp | 153 | $138.1K | 0.07% | +14+10.1% | Added |
| True Wealth Design, LLC | 155 | $140.1K | 0.03% | −7−4.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 160 | $144.6K | 0.01% | +51+46.8% | Added |
| DiNuzzo Private Wealth, Inc. | 165 | $149.1K | 0.02% | +43+35.2% | Added |
| POM Investment Strategies, LLC | 174 | $157.2K | 0.13% | +25+16.8% | Added |
| Macroview Investment Management LLC | 181 | $163.6K | 0.18% | −1−0.5% | Reduced |
| DecisionPoint Financial, LLC | 187 | $164.1K | 0.07% | +3+1.6% | Added |
| PayPay Securities Corp | 184 | $166.3K | 8.30% | +57+44.9% | Added |
| Salomon & Ludwin, LLC | 188 | $169.9K | 0.01% | +114+154.1% | Added |
| Valued Wealth Advisors LLC | 191 | $172.6K | 0.12% | +87+83.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 191 | $173.0K | 0.11% | +7+3.8% | Added |
| Stephenson National Bank & Trust | 198 | $178.9K | 0.06% | +198 | New |
| Abich Financial Wealth Management LLC | 199 | $179.8K | 0.14% | −145−42.2% | Reduced |
| Pinnacle Bancorp, Inc. | 199 | $179.8K | 0.05% | −32−13.9% | Reduced |
| nVerses Capital, LLC | 200 | $180.7K | 0.43% | – | – |
| CoreFirst Bank & Trust | 203 | $183.4K | 0.11% | −203−50.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 203 | $183.4K | 0.04% | +18+9.7% | Added |
| EntryPoint Capital, LLC | 204 | $184.3K | 0.17% | −125−38.0% | Reduced |
| DAGCO, Inc. | 205 | $185.5K | 0.08% | −17−7.7% | Reduced |
