| Motco | 1 | $115 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 227,579 | $212 | 0.02% | +227,579 | New |
| True Wealth Design, LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $460 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 5 | $575 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 115 | $618 | 0.00% | +115 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 16 | $1.84K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $2.00K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 18 | $2.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $2.07K | 0.00% | +2+12.5% | Added |
| Impact Partnership Wealth, LLC | 18 | $2.07K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 26 | $2.99K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 29 | $3.00K | 0.00% | +24+480.0% | Added |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | +28 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $3.10K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 32 | $3.71K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $3.79K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 33 | $3.79K | 0.00% | +33 | New |
| Johnson Financial Group, Inc. | 33 | $3.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.91K | 0.00% | −1−2.9% | Reduced |
| Hantz Financial Services, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 35 | $4.02K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 38 | $4.37K | 0.00% | +38 | New |
| Abound Wealth Management | 38 | $4.37K | 0.00% | +38 | New |
| American State Bank (Iowa) | 39 | $4.48K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 41 | $4.71K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 42 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 43 | $4.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 44 | $5.06K | 0.00% | +44 | New |
| Grove Bank & Trust | 45 | $5.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 46 | $5.30K | 0.01% | +46 | New |
| PFS Partners, LLC | 48 | $5.52K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 49 | $5.63K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 54 | $5.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $5.75K | 0.00% | +2+4.2% | Added |
| Loomis Sayles & Co L P | 51 | $6.00K | 0.00% | −11−17.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 53 | $6.09K | 0.00% | −5−8.6% | Reduced |
| Anchor Investment Management, LLC | 53 | $6.09K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 57 | $6.55K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 58 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61 | $7.01K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 61 | $7.01K | 0.00% | +60+6,000.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 66 | $7.59K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 67 | $7.70K | 0.00% | +1+1.5% | Added |
| Avion Wealth | 77 | $8.00K | 0.00% | +5+6.9% | Added |
| WFA Asset Management Corp | 70 | $8.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $8.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $8.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $8.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $8.51K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 99 | $11.3K | 0.00% | +99 | New |
| Hallmark Capital Management Inc | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $11.5K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 4,429 | $11.9K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 113 | $12.0K | 0.00% | +113 | New |
| Armstrong Advisory Group, Inc | 111 | $12.8K | 0.00% | +82+282.8% | Added |
| Farther Finance Advisors, LLC | 115 | $13.2K | 0.00% | +26+29.2% | Added |
| Twin Lakes Capital Management, LLC | 116 | $13.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $14.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 134 | $15.4K | 0.01% | +125+1,388.9% | Added |
| Plante Moran Financial Advisors, LLC | 136 | $15.6K | 0.00% | +115+547.6% | Added |
| Clearview Wealth Advisors LLC | 137 | $15.8K | 0.02% | +88+179.6% | Added |
| VisionPoint Advisory Group, LLC | 142 | $16.3K | 0.01% | +142 | New |
| Boyd Watterson Asset Management LLC | 143 | $16.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 144 | $17.0K | 0.00% | +103+251.2% | Added |
| Quent Capital, LLC | 154 | $17.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 159 | $18.3K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 166 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 166 | $19.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 166 | $19.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 166 | $19.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 168 | $19.3K | 0.00% | −22−11.6% | Reduced |
| Whittier Trust Co | 173 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 176 | $20.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 175 | $20.1K | 0.00% | +11+6.7% | Added |
| West Oak Capital, LLC | 176 | $20.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 179 | $20.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 181 | $20.8K | 0.00% | +181 | New |
| First Command Financial Services, Inc. | 181 | $20.8K | 0.00% | +181 | New |
| Delta Asset Management LLC | 183 | $21.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 184 | $21.2K | 0.00% | +84+84.0% | Added |
| Clear Street Markets LLC | 192 | $22.0K | 0.01% | −91−32.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $23.0K | 0.00% | 00.0% | Unchanged |