| Breakwater Investment Management | 3 | $528 | 0.00% | +3 | New |
| McCarthy Grittinger Financial Group, LLC | 4 | $704 | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 5 | $879 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.05K | 0.00% | −69−92.0% | Reduced |
| Christopher J. Hasenberg, Inc | 6 | $1.05K | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $1.06K | 0.00% | +6 | New |
| Cranbrook Wealth Management, LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.76K | 0.00% | −70,920−100.0% | Reduced |
| C M Bidwell & Associates Ltd | 13 | $2.29K | 0.00% | −75−85.2% | Reduced |
| Cedar Wealth Management, LLC | 14 | $2.46K | 0.00% | +14 | New |
| BBJS Financial Advisors, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $3.00K | 0.00% | −1,622−99.1% | Reduced |
| WestEnd Advisors, LLC | 18 | $3.16K | 0.00% | +1+5.9% | Added |
| Eukles Asset Management | 19 | $3.34K | 0.00% | +2+11.8% | Added |
| Delos Wealth Advisors, LLC | 22 | $3.87K | 0.00% | +16+266.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 21 | $4.00K | 0.04% | −342−94.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $4.00K | 0.00% | −5−16.7% | Reduced |
| Horizon Financial Services, LLC | 23 | $4.04K | 0.00% | +23 | New |
| Morton Brown Family Wealth, LLC | 23 | $4.04K | 0.00% | +23 | New |
| Citizens National Bank Trust Department | 24 | $4.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 28 | $4.92K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 30 | $5.00K | 0.00% | +18+150.0% | Added |
| Norwood Financial Corp | 30 | $5.27K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 31 | $5.45K | 0.00% | +10+47.6% | Added |
| Bare Financial Services, Inc | 30 | $5.50K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 973,698 | $5.56K | 0.25% | +973,698 | New |
| Voisard Asset Management Group, Inc. | 33 | $5.87K | 0.00% | −25−43.1% | Reduced |
| RMR Capital Management, LLC | 34 | $5.98K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $6.68K | 0.00% | −1,829−98.0% | Reduced |
| Cetera Trust Company, N.A | 38 | $6.68K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 39 | $6.86K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 36 | $7.00K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 40 | $7.03K | 0.01% | +40 | New |
| Red Tortoise LLC | 42 | $7.38K | 0.00% | −28−40.0% | Reduced |
| Ruedi Wealth Management, Inc. | 42 | $7.38K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 37 | $7.61K | 0.00% | +37 | New |
| True Wealth Design, LLC | 44 | $7.74K | 0.00% | +13+41.9% | Added |
| Peoples Financial Services Corp. | 45 | $7.91K | 0.00% | −445−90.8% | Reduced |
| Pin Oak Investment Advisors Inc | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 48 | $8.44K | 0.01% | −110−69.6% | Reduced |
| Boyd Watterson Asset Management LLC | 48 | $8.44K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 48 | $8.44K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 50 | $8.79K | 0.01% | −30−37.5% | Reduced |
| Old Second National Bank of Aurora | 50 | $8.79K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 50 | $8.79K | 0.01% | +50 | New |
| Missouri Trust & Investment Co | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 58 | $10.2K | 0.01% | −42−42.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 60 | $10.5K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 65 | $11.4K | 0.01% | −271−80.7% | Reduced |
| West Oak Capital, LLC | 70 | $12.0K | 0.01% | −50−41.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 69 | $12.1K | 0.00% | −2−2.8% | Reduced |
| Fairway Wealth LLC | 70 | $12.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 70 | $12.3K | 0.01% | +70 | New |
| Perkins Coie Trust Co | 75 | $13.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 75 | $13.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 77 | $13.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 79 | $13.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 80 | $14.1K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 81 | $14.2K | 0.01% | +81 | New |
| Arcadia Investment Management Corp | 90 | $15.8K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 93 | $16.3K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 94 | $16.5K | 0.01% | −95−50.3% | Reduced |
| Davis Capital Management | 96 | $16.8K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $17.6K | 0.01% | −392−79.7% | Reduced |
| Contravisory Investment Management, Inc. | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 106 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 109 | $18.4K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 111 | $19.5K | 0.02% | +111 | New |
| Louisbourg Investments Inc. | 118 | $20.7K | 0.01% | +75+174.4% | Added |
| Core Alternative Capital | 119 | $20.9K | 0.00% | −329−73.4% | Reduced |
| Winthrop Capital Management, LLC | 122 | $21.0K | 0.01% | −6−4.7% | Reduced |
| TruNorth Capital Management, LLC | 120 | $21.1K | 0.01% | +120 | New |
| Proffitt & Goodson Inc | 121 | $21.3K | 0.00% | −9−6.9% | Reduced |
| Birchbrook, Inc. | 123 | $21.6K | 0.01% | −60−32.8% | Reduced |
| First Financial Corp | 124 | $21.8K | 0.01% | −5−3.9% | Reduced |
| Motco | 126 | $22.1K | 0.00% | −6−4.5% | Reduced |
| Highlander Capital Management, LLC | 129 | $22.7K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 136 | $23.9K | 0.02% | +67+97.1% | Added |
| Mendota Financial Group, LLC | 136 | $23.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 142 | $24.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 137 | $24.1K | 0.00% | +137 | New |
| DecisionPoint Financial, LLC | 147 | $24.7K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 142 | $25.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 147 | $25.8K | 0.02% | −18−10.9% | Reduced |
| PayPay Securities Corp | 147 | $25.8K | 1.29% | +9+6.5% | Added |
| Piscataqua Savings Bank | 150 | $26.4K | 0.02% | +150 | New |
| CoreFirst Bank & Trust | 155 | $27.2K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 165 | $29.0K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 170 | $29.9K | 0.01% | +170 | New |
