| Comerica Bank | 933,906 | $74 | 0.01% | +933,906 | New |
| First Command Advisory Services, Inc. | 2 | $134 | 0.00% | −278−99.3% | Reduced |
| Bourgeon Capital Management LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $401 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 134 | $559 | 0.00% | +3+2.3% | Added |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $1.34K | 0.00% | +10 | New |
| Soundwatch Capital LLC | 705,000 | $2.41K | 0.00% | +705,000 | New |
| Pacifica Partners Inc. | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $2.84K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 22 | $2.94K | 0.00% | −25,048−99.9% | Reduced |
| Cordant, Inc. | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 36 | $4.82K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 36 | $4.83K | 0.00% | −630−94.6% | Reduced |
| Robinswood Financial LLC | 41 | $5.49K | 0.00% | +41 | New |
| PayPay Securities Corp | 43 | $5.75K | 0.35% | −18−29.5% | Reduced |
| Buck Wealth Strategies, LLC | 44 | $5.89K | 0.00% | +44 | New |
| Quarry LP | 47 | $6.29K | 0.00% | −5,637−99.2% | Reduced |
| Bray Capital Advisors | 50 | $6.69K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $7.89K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 59 | $7.92K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 70 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 72 | $9.63K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 78 | $10.0K | 0.00% | +1+1.3% | Added |
| Family CFO Inc | 79 | $10.5K | 0.01% | +1+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 98 | $13.1K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $13.4K | 0.01% | −130−56.5% | Reduced |
| New Millennium Group LLC | 100 | $13.4K | 0.01% | −5−4.8% | Reduced |
| Avondale Wealth Management | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $13.4K | 0.00% | +5+5.3% | Added |
| Arcadia Investment Management Corp | 103 | $13.7K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $14.1K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 109 | $14.6K | 0.00% | +1+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 110 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 119 | $16.0K | 0.01% | +1+0.8% | Added |
| SJS Investment Consulting Inc. | 125 | $16.7K | 0.00% | +16+14.7% | Added |
| Delos Wealth Advisors, LLC | 128 | $17.1K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 130 | $17.4K | 0.01% | +130 | New |
| Horrell Capital Management, Inc. | 139 | $19.0K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 150 | $20.1K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $20.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 157 | $21.0K | 0.02% | +45+40.2% | Added |
| Financial Perspectives, Inc | 160 | $21.4K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 162 | $21.7K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 163 | $21.9K | 0.01% | +5+3.2% | Added |
| Arlington Partners LLC | 173 | $23.1K | 0.00% | +157+981.3% | Added |
| Raffa Wealth Management, LLC | 180 | $24.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 183 | $24.5K | 0.01% | +183 | New |
| Financial Synergies Wealth Advisors, Inc. | 194 | $26.0K | 0.00% | −23−10.6% | Reduced |
| Red Tortoise LLC | 196 | $26.2K | 0.02% | +2+1.0% | Added |
| Lam Group, Inc. | 202 | $27.0K | 0.03% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 203 | $27.2K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 206 | $27.5K | 0.01% | +3+1.5% | Added |
| Cornerstone Planning Group LLC | 213 | $28.5K | 0.01% | +213 | New |
| Clearview Wealth Advisors LLC | 213 | $28.5K | 0.03% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $29.4K | 0.02% | – | – |
| Canton Hathaway, LLC | 221 | $30.0K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 231 | $30.9K | 0.02% | +231 | New |
| O'Dell Group, LLC | 232 | $31.0K | 0.01% | +232 | New |
| West Paces Advisors Inc. | 242 | $32.4K | 0.01% | −58−19.3% | Reduced |
| PFG Private Wealth Management, LLC | 243 | $32.5K | 0.02% | +73+42.9% | Added |
| Insight Financial Services | 245 | $32.8K | 0.08% | +48+24.4% | Added |
| Roble, Belko & Company, Inc | 254 | $34.0K | 0.01% | −348−57.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 250 | $34.0K | 0.00% | +250 | New |
| Morton Brown Family Wealth, LLC | 256 | $34.3K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 266 | $36.0K | 0.01% | +7+2.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 300 | $40.1K | 0.01% | +300 | New |
| Bradley & Co. Private Wealth Management, LLC | 305 | $40.8K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 310 | $41.5K | 0.01% | +27+9.5% | Added |
| Pacific Center for Financial Services | 312 | $41.7K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 308 | $41.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 330 | $44.0K | 0.04% | −3−0.9% | Reduced |
| Versant Capital Management, Inc | 329 | $44.0K | 0.01% | −8−2.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 330 | $44.2K | 0.02% | −300−47.6% | Reduced |
| ZRC Wealth Management, LLC | 332 | $44.5K | 0.04% | +1+0.3% | Added |
| Horizon Bancorp Inc | 340 | $45.0K | 0.03% | +168+97.7% | Added |
| Kelly Financial Services LLC | 338 | $45.2K | 0.02% | +3+0.9% | Added |
| Kepos Capital LP | 343 | $46.0K | 0.01% | +343 | New |
| Paladin Advisory Group, LLC | 348 | $46.6K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 350 | $46.8K | 0.01% | +140+66.7% | Added |
| Bell Investment Advisors, Inc | 364 | $48.7K | 0.01% | +156+75.0% | Added |
| Robbins Farley LLC | 366 | $49.0K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 374 | $50.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 393 | $52.5K | 0.03% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 394 | $52.7K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $53.5K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 414 | $55.4K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 442 | $59.1K | 0.04% | +73+19.8% | Added |
| Centennial Bank | 447 | $59.8K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 452 | $60.0K | 0.03% | +452 | New |
| Financial Avengers, Inc. | 449 | $60.0K | 0.04% | +30+7.2% | Added |
| Maryland Capital Advisors Inc. | 450 | $60.2K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 476 | $63.7K | 0.04% | +476 | New |