| Evolution Advisers, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Comerica Bank | 494,605 | $25 | 0.00% | +494,605 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $142 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 7 | $249 | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 9 | $315 | 0.00% | +9 | New |
| Cypress Capital Management LLC (WY) | 9 | $322 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $355 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $355 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 15 | $533 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $604 | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 17 | $604 | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 18 | $639 | 0.00% | −8−30.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 19 | $675 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $710 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $722 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $781 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 23 | $832 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 24 | $856 | 0.00% | +14+140.0% | Added |
| Sofos Investments, Inc. | 43 | $985 | 0.00% | +36+514.3% | Added |
| Horizon Bancorp Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $1.00K | 0.00% | +1+2.0% | Added |
| Impact Partnership Wealth, LLC | 32 | $1.14K | 0.00% | +32 | New |
| M&R Capital Management Inc | 33 | $1.17K | 0.00% | 00.0% | Unchanged |
| Motco | 34 | $1.21K | 0.00% | +34 | New |
| Baker Avenue Asset Management, LP | 36 | $1.27K | 0.00% | +10+38.5% | Added |
| GHP Investment Advisors, Inc. | 41 | $1.42K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 43 | $1.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $1.56K | 0.00% | +1+2.3% | Added |
| Estabrook Capital Management | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 46 | $1.63K | 0.00% | +46 | New |
| Atwood & Palmer Inc | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 49 | $1.76K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $1.81K | 0.00% | +2+4.1% | Added |
| SOA Wealth Advisors, LLC. | 56 | $1.98K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $2.00K | 0.00% | +26+55.3% | Added |
| SkyView Investment Advisors, LLC | 55 | $2.00K | 0.00% | +48+685.7% | Added |
| VitalStone Financial, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Bay Harbor Wealth Management, LLC | 62 | $2.20K | 0.00% | +1+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $2.45K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 69 | $2.45K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 70 | $2.49K | 0.00% | +70 | New |
| PayPay Securities Corp | 71 | $2.52K | 0.15% | −31−30.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 73 | $2.59K | 0.00% | +73 | New |
| Newton One Investments LLC | 77 | $2.73K | 0.00% | +1+1.3% | Added |
| Raffa Wealth Management, LLC | 77 | $2.73K | 0.00% | −34−30.6% | Reduced |
| Providence Capital Advisors, LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 80 | $2.84K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $2.85K | 0.00% | +1+1.3% | Added |
| Pacific Center for Financial Services | 81 | $2.88K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 86 | $3.05K | 0.00% | +46+115.0% | Added |
| Antonetti Capital Management LLC | 99 | $3.52K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $3.55K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 102 | $3.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 104 | $3.69K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 104 | $3.69K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 107 | $3.80K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 111 | $3.94K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 111 | $3.94K | 0.00% | +1+0.9% | Added |
| Carolinas Wealth Consulting LLC | 117 | $4.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 128 | $4.54K | 0.00% | −1,101−89.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 138 | $4.90K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 139 | $4.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 152 | $5.00K | 0.00% | +103+210.2% | Added |
| Wolff Wiese Magana LLC | 147 | $5.22K | 0.00% | +68+86.1% | Added |
| New England Capital Financial Advisors LLC | 149 | $5.27K | 0.00% | +2+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 150 | $5.33K | 0.00% | −12,705−98.8% | Reduced |
| Bank of New Hampshire | 150 | $5.33K | 0.00% | −115−43.4% | Reduced |
| Arrow Financial Corp | 158 | $5.61K | 0.00% | −157−49.8% | Reduced |
| Ruedi Wealth Management, Inc. | 158 | $5.61K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 161 | $5.72K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 166 | $5.89K | 0.00% | −190−53.4% | Reduced |
| MB, Levis & Associates, LLC | 169 | $5.99K | 0.00% | +1+0.6% | Added |
| Asset Dedication, LLC | 167 | $6.00K | 0.00% | −18−9.7% | Reduced |
| McIlrath & Eck, LLC | 169 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 192 | $6.82K | 0.00% | −352−64.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 196 | $6.96K | 0.00% | +196 | New |
| KB Financial Partners, LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 192 | $7.00K | 0.00% | +2+1.1% | Added |
| PSI Advisors, LLC | 200 | $7.10K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 203 | $7.20K | 0.00% | +2+1.0% | Added |
| Washington Trust Advisors, Inc. | 212 | $7.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 218 | $7.74K | 0.00% | −50−18.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 208 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 221 | $8.00K | 0.00% | +35+18.8% | Added |
| Cranbrook Wealth Management, LLC | 226 | $8.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 233 | $8.26K | 0.00% | +153+191.3% | Added |
| Glass Jacobson Investment Advisors llc | 239 | $8.47K | 0.00% | +239 | New |
| JJJ Advisors Inc. | 243 | $8.63K | 0.00% | +88+56.8% | Added |
| Chesapeake Asset Management LLC | 244 | $8.66K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 247 | $8.77K | 0.01% | −328−57.0% | Reduced |