| Comerica Bank | 358,595 | $27 | 0.00% | +358,595 | New |
| Intact Investment Management Inc. | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3 | $275 | 0.00% | −262−98.9% | Reduced |
| Tfo-TDC, LLC | 4 | $366 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 92 | $382 | 0.00% | +92 | New |
| West Oak Capital, LLC | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $458 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 6 | $549 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $550 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $554 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 8 | $732 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 9 | $824 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9 | $824 | 0.00% | +9 | New |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Private Ocean, LLC | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.38K | 0.00% | −768−98.1% | Reduced |
| Lee Financial Co | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.74K | 0.00% | +2+11.8% | Added |
| Addison Advisors LLC | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $2.29K | 0.00% | −1−3.8% | Reduced |
| Highline Wealth Partners LLC | 26 | $2.38K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.56K | 0.00% | +8+40.0% | Added |
| Paladin Advisory Group, LLC | 29 | $2.65K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.93K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $3.11K | 0.00% | +27+385.7% | Added |
| GPS Wealth Strategies Group, LLC | 36 | $3.30K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 36 | $3.30K | 0.00% | +36 | New |
| Impact Partnership Wealth, LLC | 38 | $3.48K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 41 | $3.75K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 42 | $3.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $3.85K | 0.00% | +6+16.7% | Added |
| Loomis Sayles & Co L P | 41 | $4.00K | 0.00% | −85−67.5% | Reduced |
| Tradition Wealth Management, LLC | 44 | $4.00K | 0.00% | −25−36.2% | Reduced |
| Tower View Investment Management & Research LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $4.03K | 0.00% | +31+238.5% | Added |
| Allianz Asset Management GmbH | 44,562 | $4.08K | 0.00% | −4,303−8.8% | Reduced |
| Stone House Investment Management, LLC | 45 | $4.12K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 50 | $4.58K | 0.00% | +50 | New |
| Quarry LP | 52 | $4.76K | 0.00% | +52 | New |
| KB Financial Partners, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $5.31K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $5.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $6.00K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $6.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $6.04K | 0.00% | +66 | New |
| Atwood & Palmer Inc | 66 | $6.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 68 | $6.04K | 0.00% | −813−92.3% | Reduced |
| Mascoma Wealth Management LLC | 62 | $6.50K | 0.00% | −116−65.2% | Reduced |
| Cedar Mountain Advisors, LLC | 75 | $6.87K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 75 | $6.87K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $6.87K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 76 | $6.96K | 0.01% | +76 | New |
| ICA Group Wealth Management, LLC | 81 | $7.38K | 0.00% | −106−56.7% | Reduced |
| DB Wealth Management Group, LLC | 82 | $7.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 82 | $7.51K | 0.00% | −322−79.7% | Reduced |
| Laurel Wealth Advisors LLC | 83 | $7.60K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 83 | $7.60K | 0.01% | +83 | New |
| Operose Advisors LLC | 84 | $7.69K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 86 | $7.87K | 0.00% | +14+19.4% | Added |
| Sittner & Nelson, LLC | 87 | $7.98K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $8.52K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 94 | $8.61K | 0.00% | +36+62.1% | Added |
| Rocky Mountain Advisers, LLC | 113 | $8.87K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 93 | $9.00K | 0.00% | +21+29.2% | Added |
| GW&K Investment Management, LLC | 99 | $9.00K | 0.00% | +96+3,200.0% | Added |
| Oakworth Capital, Inc. | 100 | $9.15K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 108 | $9.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 107 | $9.80K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 109 | $10.0K | 0.00% | +1+0.9% | Added |
| Smithfield Trust Co | 106 | $10.0K | 0.00% | +93+715.4% | Added |
| Clear Street Markets LLC | 110 | $10.0K | 0.00% | +110 | New |
| Coastal Capital Group, Inc. | 114 | $10.4K | 0.00% | +1+0.9% | Added |
| TD Ameritrade Investment Management, LLC | 123 | $11.0K | 0.00% | −68−35.6% | Reduced |
| HM Payson & Co | 127 | $11.6K | 0.00% | +103+429.2% | Added |
| Intrepid Capital Management Inc | 128 | $11.7K | 0.01% | +128 | New |
| TCTC Holdings, LLC | 130 | $11.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 133 | $12.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $12.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 139 | $12.7K | 0.00% | +1+0.7% | Added |
| Raffa Wealth Management, LLC | 141 | $12.9K | 0.00% | −1−0.7% | Reduced |
| Stephens Consulting, LLC | 146 | $13.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 148 | $13.5K | 0.00% | −322−68.5% | Reduced |
| Institutional & Family Asset Management, LLC | 148 | $13.5K | 0.00% | −11−6.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $13.7K | 0.00% | 00.0% | Unchanged |