| Comerica Bank | 313,715 | $26 | 0.00% | +313,715 | New |
| PSI Advisors, LLC | 1 | $867 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $867 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 2 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 3 | $2.60K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $2.67K | 0.00% | +1+50.0% | Added |
| Cherry Tree Wealth Management, LLC | 5 | $3.90K | 0.00% | +5 | New |
| Roble, Belko & Company, Inc | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5 | $4.34K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $4.34K | 0.00% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 5 | $4.34K | 0.00% | +5 | New |
| Horizons Wealth Management | 5 | $4.34K | 0.00% | +5 | New |
| Cubist Systematic Strategies, LLC | 6 | $5.21K | 0.00% | −5,646−99.9% | Reduced |
| True Wealth Design, LLC | 6 | $5.21K | 0.00% | −1,351−99.6% | Reduced |
| PayPay Securities Corp | 6 | $5.21K | 0.32% | −3−33.3% | Reduced |
| Clear Investment Research, LLC | 6 | $5.21K | 0.01% | +6 | New |
| Laurel Wealth Advisors LLC | 7 | $6.07K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8 | $6.64K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 8 | $6.94K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $6.94K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 868 | $6.97K | 0.03% | +226+35.2% | Added |
| Tower View Investment Management & Research LLC | 8 | $7.00K | 0.00% | +8 | New |
| Cowen Prime Advisors LLC | 9 | $7.81K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $8.67K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $8.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $8.68K | 0.00% | −9−47.4% | Reduced |
| DecisionPoint Financial, LLC | 10 | $8.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 11 | $9.15K | 0.00% | +11 | New |
| Barrett & Company, Inc. | 11 | $9.54K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $9.54K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12 | $10.4K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $11.3K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $11.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 14 | $12.0K | 0.00% | −2−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $12.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 17 | $14.0K | 0.01% | +17 | New |
| Rise Advisors, LLC | 17 | $14.3K | 0.01% | −14−45.2% | Reduced |
| Old Point Trust & Financial Services N A | 17 | $14.7K | 0.01% | +17 | New |
| Distillate Capital Partners LLC | 18 | $15.6K | 5.05% | −3−14.3% | Reduced |
| Financial Avengers, Inc. | 20 | $17.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $17.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $17.3K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 22 | $18.0K | 0.00% | +16+266.7% | Added |
| Strategic Investment Solutions, Inc. | 23 | $18.2K | 0.00% | +23 | New |
| Kenfarb & Co. | 21 | $18.2K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 21 | $18.2K | 0.02% | −35−62.5% | Reduced |
| Tortoise Investment Management, LLC | 22 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $20.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $21.4K | 0.02% | +1+4.2% | Added |
| Focused Wealth Management, Inc | 25 | $21.5K | 0.00% | −17−40.5% | Reduced |
| McIlrath & Eck, LLC | 25 | $21.7K | 0.00% | −77−75.5% | Reduced |
| Legend Financial Advisors, Inc. | 25 | $21.7K | 0.02% | +6+31.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 25 | $21.7K | 0.01% | +25 | New |
| Ruedi Wealth Management, Inc. | 25 | $21.8K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 35 | $22.0K | 0.01% | −25−41.7% | Reduced |
| Slocum, Gordon & Co LLP | 26 | $22.6K | 0.02% | +26 | New |
| HWG Holdings LP | 27 | $23.4K | 0.01% | +27 | New |
| Grayhawk Investment Strategies Inc. | 28 | $24.3K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 28 | $24.5K | 0.01% | −100−78.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 29 | $25.2K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 30 | $26.0K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 31 | $26.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 31 | $27.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 32 | $27.8K | 0.01% | −9−22.0% | Reduced |
| SJS Investment Consulting Inc. | 32 | $27.8K | 0.01% | −1−3.0% | Reduced |
| Lumature Wealth Partners, LLC | 32 | $27.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $28.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $30.0K | 0.01% | −44−55.7% | Reduced |
| Pflug Koory, LLC | 35 | $30.4K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 35 | $30.4K | 0.00% | +35 | New |
| Estabrook Capital Management | 36 | $31.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $31.2K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 36 | $31.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 37 | $32.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 37 | $32.1K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 38 | $33.0K | 0.01% | +4+11.8% | Added |
| Cassady Schiller Wealth Management, LLC | 40 | $34.7K | 0.02% | +22+122.2% | Added |
| Belmont Capital, LLC | 40 | $34.7K | 0.02% | +40 | New |
| City State Bank | 40 | $35.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 43 | $37.3K | 0.02% | +43 | New |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $38.9K | 0.02% | −1−2.2% | Reduced |
| TSFG, LLC | 48 | $42.0K | 0.02% | +2+4.3% | Added |
| McClarren Financial Advisors, Inc. | 49 | $42.0K | 0.03% | +49 | New |
| Core Wealth Advisors, Inc. | 49 | $42.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $43.5K | 0.03% | +49+2,450.0% | Added |
| TD Capital Management LLC | 50 | $43.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $44.2K | 0.00% | −7−12.1% | Reduced |
| Winch Advisory Services, LLC | 53 | $46.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 54 | $46.8K | 0.03% | +40+285.7% | Added |
| Delos Wealth Advisors, LLC | 55 | $47.7K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $47.7K | 0.01% | +12+27.9% | Added |
| Creative Capital Management Investments LLC | 56 | $48.6K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 56 | $48.6K | 0.02% | +56 | New |
| HBC Financial Services, PLLC | 55 | $49.0K | 0.04% | −35−38.9% | Reduced |
| Coston, McIsaac & Partners | 57 | $50.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 58 | $50.3K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 59 | $51.2K | 0.01% | 00.0% | Unchanged |