| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 141,808 | $0 | 0.00% | +141,808 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Optiver Holding B.V. | 1 | $100 | 0.00% | −2−66.7% | Reduced |
| Impact Partnership Wealth, LLC | 1 | $100 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 2 | $201 | 0.00% | +2 | New |
| American National Bank | 4 | $401 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $501 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $502 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $502 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $601 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 8 | $802 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $981 | 0.00% | +4+66.7% | Added |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Hazlett, Burt & Watson, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | +12 | New |
| Grove Bank & Trust | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10 | $1.00K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $1.50K | 0.00% | −180−92.3% | Reduced |
| Annapolis Financial Services, LLC | 16 | $1.60K | 0.00% | +16 | New |
| JJJ Advisors Inc. | 17 | $1.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $1.75K | 0.00% | −77−68.8% | Reduced |
| Gradient Investments LLC | 18 | $1.80K | 0.00% | +18 | New |
| Gould Capital, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $2.10K | 0.00% | +21 | New |
| Disciplined Investments, LLC | 23 | $2.31K | 0.00% | +3+15.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 24 | $2.41K | 0.00% | −14−36.8% | Reduced |
| TFC Financial Management | 24 | $2.41K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.50K | 0.00% | – | New |
| SJS Investment Consulting Inc. | 25 | $2.51K | 0.00% | −2−7.4% | Reduced |
| Archer Investment Corp | 25 | $2.51K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $2.61K | 0.00% | −5−16.1% | Reduced |
| Allianz Asset Management GmbH | 26,960 | $2.70K | 0.00% | −23,890−47.0% | Reduced |
| Ranger Investment Management, L.P. | 30 | $3.01K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $3.21K | 0.00% | +32 | New |
| Crewe Advisors LLC | 35 | $3.51K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 38 | $3.81K | 0.00% | −33−46.5% | Reduced |
| Beacon Capital Management, LLC | 39 | $3.91K | 0.00% | +39 | New |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 35 | $4.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 41 | $4.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $4.81K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $5.01K | 0.01% | −50−50.0% | Reduced |
| Webster Bank, N. A. | 60 | $6.01K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $6.11K | 0.00% | +61 | New |
| Loomis Sayles & Co L P | 68 | $7.00K | 0.00% | +44+183.3% | Added |
| SOA Wealth Advisors, LLC. | 70 | $7.02K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $7.02K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 77 | $7.70K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 76 | $8.00K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $8.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $8.73K | 0.00% | +30+52.6% | Added |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | +93 | New |
| AllSquare Wealth Management LLC | 100 | $9.17K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 94 | $9.42K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 95 | $9.52K | 0.00% | +95 | New |
| Carolinas Wealth Consulting LLC | 99 | $9.89K | 0.00% | +1+1.0% | Added |
| Atticus Wealth Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $10.3K | 0.00% | −1−1.0% | Reduced |
| Earnest Partners LLC | 103 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 106 | $10.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 118 | $11.8K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 125 | $12.5K | 0.00% | +125 | New |
| Cape Investment Advisory, Inc. | 132 | $13.2K | 0.01% | −25−15.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 151 | $15.1K | 0.00% | +40+36.0% | Added |
| Plante Moran Financial Advisors, LLC | 151 | $15.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 155 | $15.5K | 0.00% | +3+2.0% | Added |
| Financial Management Professionals, Inc. | 157 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 160 | $16.0K | 0.01% | +160 | New |
| Evermay Wealth Management LLC | 165 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 170 | $17.0K | 0.00% | +1+0.6% | Added |
| Ancora Advisors, LLC | 172 | $17.2K | 0.00% | +14+8.9% | Added |
| CVA Family Office, LLC | 175 | $17.5K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 187 | $18.7K | 0.01% | +187 | New |
| AdvisorNet Financial, Inc | 192 | $19.2K | 0.00% | −40−17.2% | Reduced |
| Tower View Investment Management & Research LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $20.0K | 0.01% | +200 | New |
| Zions Bancorporation, N.A. | 200 | $20.0K | 0.00% | −1−0.5% | Reduced |
| WR Wealth Planners, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $20.0K | 0.01% | +200 | New |
| Your Advocates Ltd., LLP | 200 | $20.0K | 0.01% | +200 | New |
| Clearview Wealth Advisors LLC | 213 | $21.3K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 220 | $22.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 236 | $23.7K | 0.00% | +230+3,833.3% | Added |
| Brown, Lisle/Cummings, Inc. | 250 | $25.1K | 0.01% | −175−41.2% | Reduced |
| Mechanics Financial Corp | 250 | $25.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 262 | $26.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 268 | $26.9K | 0.01% | −302−53.0% | Reduced |
| Nemes Rush Group LLC | 269 | $27.0K | 0.00% | +269 | New |
| Prestige Wealth Management Group LLC | 277 | $27.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 290 | $29.1K | 0.00% | 00.0% | Unchanged |