| Westend Capital Management, LLC | 1 | $259 | 0.00% | −31,903−100.0% | Reduced |
| Midwest Capital Advisors, LLC | 3 | $777 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $777 | 0.01% | +3 | New |
| Breakwater Investment Management | 3 | $778 | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 239,187 | $923 | 0.03% | +239,187 | New |
| McCarthy Grittinger Financial Group, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $1.81K | 0.00% | −3,422−99.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 7 | $1.81K | 0.00% | +6+600.0% | Added |
| Ball & Co Wealth Management Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Mountain Hill Investment Partners Corp. | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 9 | $2.37K | 0.00% | −1,795−99.5% | Reduced |
| Piscataqua Savings Bank | 10 | $2.59K | 0.00% | +10 | New |
| HWG Holdings LP | 10 | $2.59K | 0.00% | +10 | New |
| Luminist Capital LLC | 10 | $2.69K | 0.00% | +10 | New |
| Hanson & Doremus Investment Management | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $3.11K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 12 | $3.11K | 0.00% | +12 | New |
| C M Bidwell & Associates Ltd | 13 | $3.37K | 0.00% | −1,238−99.0% | Reduced |
| Horizon Financial Services, LLC | 13 | $3.37K | 0.00% | −10−43.5% | Reduced |
| Friedenthal Financial | 13 | $3.37K | 0.00% | −1,957−99.3% | Reduced |
| Prudent Man Investment Management, Inc. | 9 | $3.63K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 14 | $3.76K | 0.00% | +8+133.3% | Added |
| Byrne Asset Management LLC | 15 | $3.89K | 0.00% | −501−97.1% | Reduced |
| Atlas Capital Advisors LLC | 16 | $4.14K | 0.00% | −2,655−99.4% | Reduced |
| Redwood Park Advisors LLC | 17 | $4.41K | 0.00% | −7−29.2% | Reduced |
| Peoples Bank | 19 | $4.92K | 0.00% | +9+90.0% | Added |
| Eukles Asset Management | 19 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 20 | $5.18K | 0.00% | +20 | New |
| Cetera Trust Company, N.A | 20 | $5.18K | 0.00% | +20 | New |
| Accent Capital Management, LLC | 22 | $5.70K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 23 | $5.96K | 0.00% | +1+4.5% | Added |
| LSV Asset Management | 24 | $6.00K | 0.00% | +12+100.0% | Added |
| Citizens National Bank Trust Department | 24 | $6.22K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 25 | $6.48K | 0.00% | −7−21.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 25 | $6.48K | 0.00% | +25 | New |
| Red Tortoise LLC | 27 | $7.00K | 0.00% | −135−83.3% | Reduced |
| Groupe la Francaise | 30 | $7.02K | 0.00% | −19−38.8% | Reduced |
| Cooksen Wealth, LLC | 44 | $7.74K | 0.01% | +44 | New |
| Evergreen Private Wealth LLC | 30 | $7.78K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 30 | $7.78K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 32 | $8.29K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 33 | $8.55K | 0.01% | +33 | New |
| Cordant, Inc. | 33 | $8.55K | 0.00% | +33 | New |
| RMR Capital Management, LLC | 34 | $8.81K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 36 | $9.00K | 0.00% | +6+20.0% | Added |
| Granite FO LLC | 37 | $9.59K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 39 | $10.1K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 42 | $10.9K | 0.01% | −94−69.1% | Reduced |
| Ruedi Wealth Management, Inc. | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 43 | $11.0K | 0.00% | −10−18.9% | Reduced |
| Peoples Financial Services Corp. | 45 | $11.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 55 | $14.3K | 0.01% | −1−1.8% | Reduced |
| WestEnd Advisors, LLC | 57 | $14.8K | 0.00% | +40+235.3% | Added |
| West Oak Capital, LLC | 57 | $14.8K | 0.01% | +6+11.8% | Added |
| Financial Freedom, LLC | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $15.0K | 0.01% | +28+93.3% | Added |
| O'Brien Wealth Partners LLC | 61 | $15.8K | 0.00% | +41+205.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 63 | $16.3K | 0.02% | +63 | New |
| WFA Asset Management Corp | 93 | $16.3K | 0.01% | +27+40.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 67 | $17.0K | 0.00% | −159,945−100.0% | Reduced |
| Coston, McIsaac & Partners | 69 | $17.0K | 0.00% | −37−34.9% | Reduced |
| Chesapeake Asset Management LLC | 68 | $17.6K | 0.02% | +39+134.5% | Added |
| Marshall Investment Management, LLC | 68 | $17.6K | 0.01% | +68 | New |
| Nalls Sherbakoff Group, LLC | 69 | $17.9K | 0.01% | +69 | New |
| Fairway Wealth LLC | 70 | $18.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 73 | $19.0K | 0.01% | −150−67.3% | Reduced |
| Studio Investment Management LLC | 75 | $19.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 77 | $20.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 79 | $20.4K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 79 | $20.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 79 | $20.5K | 0.01% | +49+163.3% | Added |
| Keystone Financial Group, Inc. | 75 | $20.7K | 0.01% | +18+31.6% | Added |
| Aviso Financial Inc. | 83 | $21.5K | 0.00% | −80−49.1% | Reduced |
| First Pacific Financial | 85 | $22.0K | 0.00% | −582−87.3% | Reduced |
| DecisionPoint Financial, LLC | 87 | $22.5K | 0.01% | −38−30.4% | Reduced |
| Summer Road LLC | 93 | $22.7K | 0.02% | +93 | New |
| Gs Investments, Inc. | 88 | $22.8K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 90 | $23.3K | 0.01% | +90 | New |
| Spurstone Advisory Services, LLC | 90 | $23.3K | 0.45% | +90 | New |
| Navigoe, LLC | 93 | $24.0K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 95 | $24.5K | 0.01% | +44+86.3% | Added |
| First PREMIER Bank | 95 | $25.0K | 0.01% | +42+79.2% | Added |
| PayPay Securities Corp | 99 | $25.8K | 1.47% | −23−18.9% | Reduced |
| Gladstone Capital Management LLP | 100 | $25.9K | 0.00% | −714−87.7% | Reduced |
| Morton Brown Family Wealth, LLC | 100 | $25.9K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $25.9K | 0.01% | −40−28.6% | Reduced |
| Clean Yield Group | 102 | $26.4K | 0.01% | −16−13.6% | Reduced |
| Arcadia Investment Management Corp | 103 | $26.7K | 0.00% | +103 | New |
| Davis Capital Management | 105 | $27.2K | 0.02% | +30+40.0% | Added |
| Newton One Investments LLC | 105 | $27.2K | 0.01% | +75+250.0% | Added |
| Chelsea Counsel Co | 107 | $27.7K | 0.02% | +40+59.7% | Added |
| American National Bank | 108 | $28.0K | 0.00% | −5,962−98.2% | Reduced |
| First Financial Corp | 111 | $28.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 111 | $28.8K | 0.01% | 00.0% | Unchanged |
