| Comerica Bank | 23,577 | $24 | 0.00% | +23,577 | New |
| Retirement Group, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $211 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 210 | $405 | 0.00% | +8+4.0% | Added |
| Trifecta Capital Advisors, LLC | 3 | $631 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $631 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $631 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $631 | 0.00% | +3 | New |
| Leonteq Securities AG | 4 | $841 | 0.00% | −126−96.9% | Reduced |
| Avion Wealth | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| VitalStone Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $1.05K | 0.00% | −1−16.7% | Reduced |
| Sutton Wealth Advisors Inc. | 6 | $1.26K | 0.00% | −4−40.0% | Reduced |
| Disciplined Investments, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $1.41K | 0.00% | +7+116.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.68K | 0.00% | −4−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $2.00K | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 10 | $2.10K | 0.00% | −95−90.5% | Reduced |
| Fiduciary Alliance LLC | 10 | $2.10K | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $2.31K | 0.00% | +1+10.0% | Added |
| Hexagon Capital Partners LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12 | $2.52K | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $2.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $3.00K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $3.15K | 0.00% | +7+87.5% | Added |
| Cherry Tree Wealth Management, LLC | 16 | $3.36K | 0.00% | +16 | New |
| Northwest Investment Counselors, LLC | 17 | $3.57K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 17 | $3.58K | 0.00% | +1+6.3% | Added |
| Johnson Midwest Financial, LLC | 18 | $3.79K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 20 | $4.21K | 0.00% | +20 | New |
| West Tower Group, LLC | 20 | $4.21K | 0.00% | +20 | New |
| Glassman Wealth Services | 21 | $4.42K | 0.00% | −3−12.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $5.26K | 0.00% | −1−3.8% | Reduced |
| Ranger Investment Management, L.P. | 26 | $5.47K | 0.00% | +9+52.9% | Added |
| Stonebridge Capital Advisors LLC | 26 | $5.47K | 0.00% | +23+766.7% | Added |
| McIlrath & Eck, LLC | 28 | $5.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $6.31K | 0.00% | +14+87.5% | Added |
| Farmers & Merchants Investments Inc | 31 | $6.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $6.73K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $7.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $8.62K | 0.00% | −15−26.8% | Reduced |
| Bell Investment Advisors, Inc | 50 | $10.5K | 0.00% | +1+2.0% | Added |
| Colonial Trust Co | 51 | $10.7K | 0.00% | +26+104.0% | Added |
| Johnson Financial Group, Inc. | 52 | $10.9K | 0.00% | +24+85.7% | Added |
| Ruedi Wealth Management, Inc. | 53 | $11.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $11.1K | 0.00% | +5+10.4% | Added |
| GoalVest Advisory LLC | 54 | $11.4K | 0.01% | +54 | New |
| Piscataqua Savings Bank | 55 | $11.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 56 | $11.8K | 0.00% | +3+5.7% | Added |
| Cornerstone Planning Group LLC | 65 | $13.7K | 0.01% | +65 | New |
| Clear Street Markets LLC | 68 | $14.0K | 0.01% | −31−31.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 68 | $14.3K | 0.00% | −25−26.9% | Reduced |
| Private Trust Co NA | 70 | $14.7K | 0.00% | +25+55.6% | Added |
| VisionPoint Advisory Group, LLC | 70 | $14.7K | 0.01% | +70 | New |
| CarsonAllaria Wealth Management, Ltd. | 71 | $14.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 73 | $15.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 89 | $18.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 88 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $19.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 91 | $19.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $20.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 114 | $24.0K | 0.00% | +78+216.7% | Added |
| Mirova | 115 | $24.2K | 0.00% | −198−63.3% | Reduced |
| Ronald Blue Trust, Inc. | 126 | $26.0K | 0.00% | −1,140−90.0% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $27.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 132 | $27.8K | 0.00% | +65+97.0% | Added |
| Baldwin Brothers Inc | 133 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $28.4K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140 | $29.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 145 | $30.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 150 | $31.5K | 0.00% | +28+23.0% | Added |
| TSFG, LLC | 158 | $33.0K | 0.01% | +52+49.1% | Added |
| Cape Investment Advisory, Inc. | 173 | $36.4K | 0.02% | +136+367.6% | Added |
| Compass Wealth Management LLC | 174 | $36.6K | 0.01% | −190−52.2% | Reduced |
| Front Row Advisors LLC | 177 | $37.0K | 0.02% | −5−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 176 | $37.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 181 | $38.1K | 0.01% | +22+13.8% | Added |
| Parallel Advisors, LLC | 195 | $41.0K | 0.00% | +28+16.8% | Added |
| Capstone Investment Advisors, LLC | 198 | $41.6K | 0.00% | +20+11.2% | Added |
| Quent Capital, LLC | 204 | $42.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 206 | $43.3K | 0.00% | +4+2.0% | Added |
| Massmutual Trust Co FSB | 218 | $45.8K | 0.00% | +71+48.3% | Added |
| Covestor Ltd | 219 | $46.0K | 0.04% | +158+259.0% | Added |
| Smithfield Trust Co | 235 | $48.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 242 | $50.9K | 0.01% | +144+146.9% | Added |
| Concord Wealth Partners | 251 | $52.8K | 0.01% | +102+68.5% | Added |
| Whittier Trust Co of Nevada Inc | 252 | $53.0K | 0.00% | +5+2.0% | Added |
| Desjardins Global Asset Management Inc. | 260 | $54.7K | 0.01% | +109+72.2% | Added |
