| Comerica Bank | 1,066,636 | $2 | 0.00% | +1,066,636 | New |
| 25 LLC | 4 | $571 | 0.00% | +4 | New |
| Private Ocean, LLC | 4 | $578 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $579 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $723 | 0.00% | −5−50.0% | Reduced |
| USA Financial Portformulas Corp | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.45K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.73K | 0.00% | −2−14.3% | Reduced |
| True Wealth Design, LLC | 13 | $1.88K | 0.00% | −96−88.1% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.89K | 0.00% | −14−51.9% | Reduced |
| Tucker Asset Management LLC | 17 | $2.46K | 0.00% | +16+1,600.0% | Added |
| Annapolis Financial Services, LLC | 17 | $2.46K | 0.00% | +17 | New |
| Global Financial Private Client, LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $3.04K | 0.19% | −11−34.4% | Reduced |
| Pinnacle Financial Partners Inc | 22 | $3.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $3.18K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 145 | $3.61K | 0.02% | +22+17.9% | Added |
| Richard W. Paul & Associates, LLC | 26 | $3.76K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $4.27K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $4.34K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 31 | $4.48K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 35 | $5.06K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $5.20K | 0.00% | +36 | New |
| Fiduciary Alliance LLC | 36 | $5.20K | 0.00% | +36 | New |
| Robinswood Financial LLC | 40 | $5.90K | 0.00% | +40 | New |
| Winch Advisory Services, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 45 | $6.50K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 48 | $6.97K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 50 | $7.18K | 0.01% | +50 | New |
| Piscataqua Savings Bank | 53 | $7.66K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 57 | $8.26K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 58 | $8.38K | 0.00% | −31−34.8% | Reduced |
| SOA Wealth Advisors, LLC. | 58 | $8.38K | 0.00% | 00.0% | Unchanged |
| Motco | 58 | $8.38K | 0.00% | +58 | New |
| Y.D. More Investments Ltd | 60 | $8.67K | 0.00% | −40−40.0% | Reduced |
| City Holding Co | 60 | $8.67K | 0.00% | +60 | New |
| Disciplined Investments, LLC | 63 | $9.11K | 0.00% | −7−10.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 63 | $9.12K | 0.00% | −1−1.6% | Reduced |
| Stone House Investment Management, LLC | 65 | $9.39K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 68 | $9.83K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 66 | $10.0K | 0.00% | −26−28.3% | Reduced |
| Cornerstone Planning Group LLC | 72 | $10.4K | 0.00% | +72 | New |
| West Branch Capital LLC | 75 | $10.8K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 91 | $11.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 77 | $11.1K | 0.02% | +77 | New |
| Investors Research Corp | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $11.7K | 0.00% | −8−9.0% | Reduced |
| ClariVest Asset Management LLC | 80 | $12.0K | 0.00% | −11−12.1% | Reduced |
| WR Wealth Planners, LLC | 90 | $13.0K | 0.01% | −888−90.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 91 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $13.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 95 | $14.0K | 0.00% | +95 | New |
| Old Second National Bank of Aurora | 98 | $14.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $14.2K | 0.00% | +36+58.1% | Added |
| PSI Advisors, LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 105 | $15.2K | 0.01% | +105 | New |
| Fairfield Financial Advisors, LTD | 117 | $16.9K | 0.01% | +1+0.9% | Added |
| Safeguard Financial, LLC | 121 | $17.0K | 0.01% | +121 | New |
| First Personal Financial Services | 126 | $18.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 127 | $18.4K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 130 | $18.8K | 0.00% | +130 | New |
| Global Wealth Management Investment Advisory, Inc. | 130 | $18.8K | 0.01% | +130 | New |
| Cohen & Steers, Inc. | 138 | $20.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 146 | $21.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $21.7K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 150 | $21.7K | 0.02% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 150 | $21.7K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 158 | $22.9K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 167 | $24.1K | 0.00% | −109,761−99.8% | Reduced |
| Chesapeake Asset Management LLC | 167 | $24.2K | 0.02% | +1+0.6% | Added |
| Gilder Gagnon Howe & Co LLC | 168 | $24.3K | 0.00% | −4,897−96.7% | Reduced |
| RFP Financial Group LLC | 170 | $24.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 174 | $25.1K | 0.01% | −3−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 178 | $25.7K | 0.00% | +26+17.1% | Added |
| Gleason Group, Inc. | 179 | $25.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 182 | $26.0K | 0.01% | +38+26.4% | Added |
| Raffa Wealth Management, LLC | 181 | $26.2K | 0.01% | −3,139−94.5% | Reduced |
| Abound Wealth Management | 185 | $26.8K | 0.01% | +66+55.5% | Added |
| Center for Financial Planning, Inc. | 189 | $27.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 204 | $27.9K | 0.02% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 198 | $28.6K | 0.03% | +198 | New |
| Shay Capital LLC | 200 | $28.9K | 0.01% | +200 | New |
| CGC Financial Services, LLC | 200 | $28.9K | 0.02% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 203 | $29.0K | 0.01% | +25+14.0% | Added |
| M&R Capital Management Inc | 210 | $30.4K | 0.01% | +110+110.0% | Added |
| Cherry Tree Wealth Management, LLC | 213 | $30.8K | 0.01% | +213 | New |
| Steward Financial Group LLC | 216 | $31.0K | 0.01% | −36−14.3% | Reduced |
| Belmont Capital, LLC | 218 | $31.5K | 0.02% | +146+202.8% | Added |
| Vigilant Capital Management, LLC | 225 | $33.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 230 | $33.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 233 | $33.7K | 0.02% | −86−27.0% | Reduced |
| JFS Wealth Advisors, LLC | 239 | $34.5K | 0.00% | −31−11.5% | Reduced |