| Comerica Bank | 582,999 | $12 | 0.00% | +582,999 | New |
| Investment Research & Advisory Group, Inc. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 4 | $252 | 0.00% | +4 | New |
| CGC Financial Services, LLC | 5 | $316 | 0.00% | +5 | New |
| Global Trust Asset Management, LLC | 10 | $631 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $632 | 0.00% | +10 | New |
| Motco | 12 | $757 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 64 | $906 | 0.00% | +3+4.9% | Added |
| Glass Jacobson Investment Advisors llc | 15 | $947 | 0.00% | +15 | New |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | −11,683−99.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 15,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $1.01K | 0.00% | +1+6.7% | Added |
| Arlington Partners LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $1.51K | 0.00% | +9+60.0% | Added |
| Trifecta Capital Advisors, LLC | 26 | $1.64K | 0.00% | +26 | New |
| USA Financial Portformulas Corp | 27 | $1.70K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $2.33K | 0.14% | −4−9.8% | Reduced |
| Carolina Wealth Advisors, LLC | 39 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 41 | $2.59K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 42 | $2.65K | 0.00% | −61−59.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 42 | $2.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 44 | $2.78K | 0.00% | +44 | New |
| Independence Bank of Kentucky | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $2.84K | 0.00% | +45 | New |
| Highlander Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $3.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 49 | $3.07K | 0.00% | +1+2.1% | Added |
| City Holding Co | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 60 | $3.79K | 0.00% | −545−90.1% | Reduced |
| Core Wealth Advisors, Inc. | 60 | $3.79K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $3.79K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 69 | $4.36K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 69 | $4.36K | 0.00% | +10+16.9% | Added |
| Bellevue Asset Management, LLC | 70 | $4.45K | 0.00% | −50−41.7% | Reduced |
| Lee Financial Co | 71 | $4.48K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 71 | $4.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $4.54K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 74 | $4.67K | 0.00% | −52−41.3% | Reduced |
| SJS Investment Consulting Inc. | 75 | $4.73K | 0.00% | +6+8.7% | Added |
| Disciplined Investments, LLC | 77 | $4.86K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 78 | $4.92K | 0.00% | −54−40.9% | Reduced |
| MCF Advisors LLC | 78 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 74 | $5.00K | 0.00% | +9+13.8% | Added |
| Loomis Sayles & Co L P | 80 | $5.00K | 0.00% | +80 | New |
| Key Financial Inc | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 97 | $6.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 97 | $6.12K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 97 | $6.17K | 0.00% | +1+1.0% | Added |
| Optimum Investment Advisors | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $6.37K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $6.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 101 | $6.95K | 0.00% | −524−83.8% | Reduced |
| Bollard Group LLC | 105 | $7.00K | 0.00% | +105 | New |
| Richard W. Paul & Associates, LLC | 112 | $7.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 118 | $7.45K | 0.00% | −35−22.9% | Reduced |
| Country Trust Bank | 118 | $7.45K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $7.89K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 127 | $8.02K | 0.00% | +54+74.0% | Added |
| Harbor Investment Advisory, LLC | 128 | $8.08K | 0.00% | +8+6.7% | Added |
| Highline Wealth Partners LLC | 130 | $8.20K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 136 | $8.58K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 140 | $8.84K | 0.00% | +140 | New |
| Pin Oak Investment Advisors Inc | 142 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 146 | $9.22K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $9.47K | 0.00% | +150 | New |
| Tucker Asset Management LLC | 152 | $9.59K | 0.00% | −80−34.5% | Reduced |
| Archer Investment Corp | 158 | $9.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 160 | $10.1K | 0.00% | −908−85.0% | Reduced |
| Rocky Mountain Advisers, LLC | 170 | $10.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 163 | $10.3K | 0.00% | −37−18.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 164 | $10.4K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 171 | $10.8K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 176 | $11.0K | 0.00% | −76−30.2% | Reduced |
| Raleigh Capital Management Inc. | 177 | $11.2K | 0.01% | +1+0.6% | Added |
| St Germain D J Co Inc | 178 | $11.2K | 0.00% | +178 | New |
| Raffa Wealth Management, LLC | 182 | $11.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 185 | $11.7K | 0.00% | −100−35.1% | Reduced |
| Abound Wealth Management | 192 | $12.1K | 0.01% | +59+44.4% | Added |
| Aspire Private Capital, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 204 | $12.8K | 0.01% | +204 | New |
| Chelsea Counsel Co | 220 | $13.9K | 0.01% | +220 | New |
| TSFG, LLC | 215 | $14.0K | 0.01% | +18+9.1% | Added |
| Bell Investment Advisors, Inc | 229 | $14.5K | 0.00% | +71+44.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 236 | $14.9K | 0.02% | +236 | New |