| Comerica Bank | 713,309 | $247 | 0.03% | +713,309 | New |
| Fiduciary Alliance LLC | 1 | $323 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2 | $646 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $968 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| VitalStone Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 323 | $1.29K | 0.01% | −4−1.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.94K | 0.00% | −35−85.4% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.26K | 0.00% | +7 | New |
| Copeland Capital Management, LLC | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8 | $3.00K | 0.00% | −49−86.0% | Reduced |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 10 | $3.23K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 12 | $3.73K | 0.00% | −2−14.3% | Reduced |
| PayPay Securities Corp | 13 | $4.19K | 0.26% | −5−27.8% | Reduced |
| Red Tortoise LLC | 13 | $4.19K | 0.00% | −5−27.8% | Reduced |
| Richard W. Paul & Associates, LLC | 13 | $4.19K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 14 | $4.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $4.84K | 0.00% | +4+36.4% | Added |
| Macroview Investment Management LLC | 15 | $4.84K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 17 | $5.48K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $5.81K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 20 | $6.45K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $6.45K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $6.45K | 0.00% | +20 | New |
| Disciplined Investments, LLC | 22 | $7.10K | 0.00% | −3−12.0% | Reduced |
| Adirondack Trust Co | 20 | $7.12K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $7.42K | 0.00% | +19+475.0% | Added |
| Center for Financial Planning, Inc. | 23 | $7.42K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $8.00K | 0.00% | +3+12.5% | Added |
| Bangor Savings Bank | 25 | $8.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $8.06K | 0.00% | +25 | New |
| Fairfield Financial Advisors, LTD | 26 | $8.54K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $8.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $8.88K | 0.00% | +1+3.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $9.35K | 0.00% | +10+52.6% | Added |
| Mizuho Securities Co. Ltd. | 30 | $9.68K | 0.02% | −180−85.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 32 | $10.0K | 0.00% | +32 | New |
| Activest Wealth Management | 27 | $10.3K | 0.01% | −32−54.2% | Reduced |
| Sturgeon Ventures LLP | 33 | $10.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $11.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 35 | $11.0K | 0.01% | +35 | New |
| Safeguard Financial, LLC | 35 | $11.0K | 0.01% | +35 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $11.3K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 36 | $11.6K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 36 | $11.6K | 0.01% | +12+50.0% | Added |
| Wolverine Asset Management LLC | 36 | $11.6K | 0.00% | +36 | New |
| Winch Advisory Services, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 39 | $12.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $12.9K | 0.00% | −425−91.4% | Reduced |
| Bourgeon Capital Management LLC | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $12.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 39 | $13.0K | 0.00% | −40−50.6% | Reduced |
| Elkhorn Partners Limited Partnership | 40 | $13.0K | 0.01% | +40 | New |
| Spotlight Asset Group, Inc. | 42 | $13.5K | 0.01% | +42 | New |
| Albion Financial Group | 45 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $16.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 52 | $16.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 54 | $17.0K | 0.01% | −31−36.5% | Reduced |
| Cornerstone Planning Group LLC | 56 | $18.0K | 0.01% | +56 | New |
| McIlrath & Eck, LLC | 58 | $18.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 60 | $19.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $19.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $19.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 63 | $20.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $20.6K | 0.01% | +15+30.6% | Added |
| Worth Asset Management, LLC | 70 | $22.6K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 72 | $23.2K | 0.00% | −353−83.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $23.4K | 0.00% | −154−65.8% | Reduced |
| Chesapeake Asset Management LLC | 76 | $24.5K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 77 | $24.8K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 77 | $24.8K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 78 | $25.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $25.8K | 0.00% | +34+73.9% | Added |
| Raffa Wealth Management, LLC | 84 | $27.1K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 85 | $27.4K | 0.01% | −45−34.6% | Reduced |
| Centerpoint Advisors, LLC | 90 | $29.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 94 | $30.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 97 | $31.2K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $32.2K | 0.02% | −4−3.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 101 | $32.6K | 0.01% | +101 | New |
| Pacific Center for Financial Services | 101 | $32.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 104 | $33.4K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 104 | $33.5K | 0.01% | +104 | New |
| First Capital Advisors Group, LLC. | 105 | $33.9K | 0.02% | +105 | New |
| GW&K Investment Management, LLC | 105 | $34.0K | 0.00% | +105 | New |
