| LGT Group Foundation | 171,260 | $0 | 0.00% | +113,817+198.1% | Added |
| LGT Fund Management Co Ltd. | 34,250 | $0 | 0.00% | +4,150+13.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 0 | $40 | 0.00% | 0 | New |
| Global Assets Advisory, LLC | 22,780 | $161 | 0.01% | +22,780 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $408 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 5 | $681 | 0.00% | +5 | New |
| Investment Research & Advisory Group, Inc. | 6 | $816 | 0.00% | +4+200.0% | Added |
| Red Tortoise LLC | 7 | $952 | 0.00% | +7 | New |
| TD Capital Management LLC | 8 | $1.09K | 0.00% | +8 | New |
| Piscataqua Savings Bank | 10 | $1.36K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 11 | $1.49K | 0.00% | +11 | New |
| Vima LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 11 | $1.50K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Bank of New Hampshire | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 15 | $2.04K | 0.00% | +15 | New |
| MCF Advisors LLC | 15 | $2.05K | 0.00% | +15 | New |
| First Pacific Financial | 14 | $2.07K | 0.00% | −452−97.0% | Reduced |
| Zions Bancorporation, N.A. | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $2.58K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $3.13K | 0.00% | +23 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.13K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $3.27K | 0.00% | −342−93.4% | Reduced |
| POM Investment Strategies, LLC | 26 | $3.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 32 | $4.35K | 0.00% | +27+540.0% | Added |
| DecisionPoint Financial, LLC | 32 | $4.43K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 35 | $4.76K | 0.00% | +35 | New |
| Webster Bank, N. A. | 36 | $4.90K | 0.00% | +36 | New |
| Estabrook Capital Management | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $5.99K | 0.00% | −402−90.1% | Reduced |
| Rogco, LP | 45 | $6.12K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $6.80K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $6.80K | 0.00% | −89−64.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $6.80K | 0.00% | +50 | New |
| Bellevue Asset Management, LLC | 50 | $6.80K | 0.00% | +50 | New |
| Stephens Consulting, LLC | 50 | $6.80K | 0.00% | +50 | New |
| Fairman Group, LLC | 52 | $7.10K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $7.75K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 58 | $7.89K | 0.01% | +58 | New |
| Skandinaviska Enskilda Banken AB (publ) | 58 | $7.90K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 60 | $8.16K | 0.00% | +60 | New |
| Chesapeake Asset Management LLC | 62 | $8.44K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 63 | $8.57K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 65 | $8.84K | 0.00% | +15+30.0% | Added |
| Westside Investment Management, Inc. | 68 | $9.25K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 72 | $9.80K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 73 | $9.93K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 68 | $10.0K | 0.00% | +67+6,700.0% | Added |
| Glass Jacobson Investment Advisors llc | 77 | $10.5K | 0.00% | +30+63.8% | Added |
| Tucker Asset Management LLC | 80 | $10.9K | 0.00% | −2,540−96.9% | Reduced |
| Highline Wealth Partners LLC | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 107 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 82 | $11.2K | 0.00% | +82 | New |
| Iron Horse Wealth Management, LLC | 83 | $11.3K | 0.00% | +35+72.9% | Added |
| Old Second National Bank of Aurora | 86 | $11.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $11.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 98 | $13.3K | 0.00% | +98 | New |
| Main Street Group, LTD | 95 | $13.4K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 100 | $13.6K | 0.01% | +32+47.1% | Added |
| Chelsea Counsel Co | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 102 | $13.9K | 0.00% | +102 | New |
| MB, Levis & Associates, LLC | 104 | $14.1K | 0.01% | +1+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 104 | $14.1K | 0.01% | +6+6.1% | Added |
| Sugarloaf Wealth Management, LLC | 104 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 108 | $14.7K | 0.00% | +42+63.6% | Added |
| Raffa Wealth Management, LLC | 109 | $14.8K | 0.00% | −7−6.0% | Reduced |
| Keener Financial Planning LLC | 109 | $15.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $15.4K | 0.00% | +113 | New |
| Kozak & Associates, Inc. | 101 | $15.4K | 0.00% | +53+110.4% | Added |
| Washington Trust Advisors, Inc. | 115 | $15.6K | 0.00% | −52−31.1% | Reduced |
| Northwest Capital Management Inc | 115 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 119 | $16.2K | 0.01% | +49+70.0% | Added |
| TruNorth Capital Management, LLC | 120 | $16.3K | 0.01% | +120 | New |
| Bull Oak Capital, LLC | 123 | $16.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 123 | $16.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 124 | $16.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 124 | $16.9K | 0.00% | −6−4.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 129 | $17.6K | 0.01% | −50−27.9% | Reduced |
| HBC Financial Services, PLLC | 140 | $18.0K | 0.01% | +40+40.0% | Added |
| Wetzel Investment Advisors, Inc. | 143 | $18.9K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 134 | $19.0K | 0.02% | +51+61.4% | Added |
| Institutional & Family Asset Management, LLC | 142 | $19.3K | 0.00% | −30−17.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 142 | $19.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 146 | $19.9K | 0.00% | +146 | New |
| Aspect Partners, LLC | 147 | $20.0K | 0.02% | +52+54.7% | Added |
| Beacon Capital Management, LLC | 147 | $20.0K | 0.00% | +117+390.0% | Added |
| Gilliland Jeter Wealth Management LLC | 147 | $20.0K | 0.01% | +147 | New |
| Baldwin Brothers Inc | 150 | $20.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 150 | $20.4K | 0.02% | +150 | New |