| Comerica Bank | 333,029 | $11 | 0.00% | +333,029 | New |
| Albion Financial Group | 1 | $281 | 0.00% | +1 | New |
| Lansing Street Advisors | 2 | $571 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $842 | 0.00% | −4−57.1% | Reduced |
| Tfo-TDC, LLC | 3 | $842 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $878 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 281 | $898 | 0.00% | +25+9.8% | Added |
| Ulland Investment Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Safeguard Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| True Wealth Design, LLC | 5 | $1.40K | 0.00% | −20−80.0% | Reduced |
| Ruedi Wealth Management, Inc. | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $1.62K | 0.00% | +4+200.0% | Added |
| GoalVest Advisory LLC | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 8 | $2.25K | 0.00% | −4−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $2.50K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 9 | $2.52K | 0.00% | +9 | New |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.53K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 11 | $3.09K | 0.00% | −41−78.8% | Reduced |
| Creative Capital Management Investments LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $3.09K | 0.00% | +11 | New |
| New Millennium Group LLC | 13 | $3.65K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $4.00K | 0.00% | +11+137.5% | Added |
| Wolff Wiese Magana LLC | 15 | $4.21K | 0.00% | −2−11.8% | Reduced |
| Pflug Koory, LLC | 15 | $4.21K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 15 | $4.21K | 0.00% | +15 | New |
| CGC Financial Services, LLC | 15 | $4.21K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 16 | $4.49K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $4.77K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $4.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $5.00K | 0.00% | −8−34.8% | Reduced |
| First National Bank of South Miami | 18 | $5.05K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $5.33K | 0.00% | +13+216.7% | Added |
| Horan Securities, Inc. | 19 | $5.40K | 0.00% | −18−48.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $6.17K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 22 | $6.17K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $6.45K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 24 | $6.73K | 0.00% | −75−75.8% | Reduced |
| Legend Financial Advisors, Inc. | 24 | $6.73K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $6.73K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $7.00K | 0.00% | −632−96.3% | Reduced |
| Bangor Savings Bank | 25 | $7.01K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 26 | $7.16K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $7.58K | 0.00% | −11−28.9% | Reduced |
| Pinnacle Financial Partners Inc | 27 | $7.58K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 27 | $7.58K | 0.00% | +5+22.7% | Added |
| Northwest Capital Management Inc | 28 | $7.86K | 0.00% | +28 | New |
| Roffman Miller Associates Inc | 29 | $8.17K | 0.00% | +29 | New |
| Nalls Sherbakoff Group, LLC | 35 | $8.66K | 0.01% | −4−10.3% | Reduced |
| USA Financial Portformulas Corp | 31 | $8.70K | 0.01% | −81−72.3% | Reduced |
| Creative Financial Designs Inc | 31 | $8.70K | 0.00% | +5+19.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 31 | $8.70K | 0.00% | +18+138.5% | Added |
| Richard W. Paul & Associates, LLC | 34 | $9.54K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 35 | $9.87K | 0.00% | +35 | New |
| Bollard Group LLC | 35 | $10.0K | 0.00% | +35 | New |
| Toth Financial Advisory Corp | 36 | $10.1K | 0.00% | −344−90.5% | Reduced |
| NVWM, LLC | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $10.1K | 0.00% | +4+12.5% | Added |
| Sound Income Strategies, LLC | 38 | $10.7K | 0.00% | −22−36.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 38 | $10.7K | 0.00% | +13+52.0% | Added |
| Rise Advisors, LLC | 39 | $10.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $10.9K | 0.00% | −11−22.0% | Reduced |
| Investors Research Corp | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 40 | $11.2K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 42 | $11.8K | 0.00% | +7+20.0% | Added |
| Tompkins Financial Corp | 43 | $12.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 44 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $12.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 44 | $12.3K | 0.00% | −3−6.4% | Reduced |
| SRS Capital Advisors, Inc. | 44 | $12.4K | 0.00% | −4−8.3% | Reduced |
| RFP Financial Group LLC | 46 | $12.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $13.0K | 0.00% | −65−58.0% | Reduced |
| Cedar Mountain Advisors, LLC | 47 | $13.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 47 | $13.3K | 0.01% | −9−16.1% | Reduced |
| WealthPlan Investment Management, LLC | 48 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 49 | $13.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 49 | $13.7K | 0.01% | +49 | New |
| Optimum Investment Advisors | 50 | $14.0K | 0.01% | −6−10.7% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 51 | $14.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 577 | $14.3K | 0.01% | +526+1,031.4% | Added |
| Norwood Financial Corp | 55 | $15.4K | 0.02% | +45+450.0% | Added |
| Hexagon Capital Partners LLC | 56 | $15.7K | 0.00% | −12−17.6% | Reduced |
| Coastal Capital Group, Inc. | 60 | $16.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 62 | $17.0K | 0.00% | 00.0% | Unchanged |