| Comerica Bank | 130,326 | $32 | 0.00% | +130,326 | New |
| TFC Financial Management | 1 | $456 | 0.00% | −51−98.1% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $456 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 1 | $467 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $912 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | −75−96.2% | Reduced |
| Avion Wealth | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.37K | 0.00% | +2+200.0% | Added |
| First National Bank of South Miami | 4 | $1.82K | 0.00% | −26−86.7% | Reduced |
| Creative Capital Management Investments LLC | 4 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 671 | $2.08K | 0.01% | +456+212.1% | Added |
| WealthPLAN Partners, LLC | 6 | $2.73K | 0.00% | +6 | New |
| Independence Bank of Kentucky | 7 | $3.19K | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 8 | $3.61K | 0.00% | +8 | New |
| PayPay Securities Corp | 8 | $3.65K | 0.22% | −3−27.3% | Reduced |
| Perkins Coie Trust Co | 8 | $3.65K | 0.00% | 00.0% | Unchanged |
| Motco | 8 | $3.65K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $3.65K | 0.00% | −27−77.1% | Reduced |
| BerganKDV Wealth Management, LLC | 8 | $3.65K | 0.00% | −11−57.9% | Reduced |
| IAG Wealth Partners, LLC | 9 | $4.10K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9 | $4.10K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $4.56K | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $4.59K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $5.00K | 0.00% | −573−98.1% | Reduced |
| Column Capital Advisors, LLC | 11 | $5.01K | 0.00% | −4−26.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $6.84K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $6.84K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $6.84K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 15 | $6.87K | 0.00% | +15 | New |
| Ogorek Anthony Joseph | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $7.75K | 0.00% | −5−22.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 18 | $8.00K | 0.00% | −2,124−99.2% | Reduced |
| Arlington Partners LLC | 18 | $8.20K | 0.00% | −31−63.3% | Reduced |
| Headlands Technologies LLC | 18 | $8.20K | 0.00% | +18 | New |
| JDM Financial Group LLC | 18 | $8.33K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $8.68K | 0.00% | +2+11.8% | Added |
| DT Investment Partners, LLC | 20 | $8.96K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 20 | $9.12K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $9.12K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 20 | $9.15K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $9.44K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 21 | $9.48K | 0.01% | −20−48.8% | Reduced |
| HHM Wealth Advisors, LLC | 22 | $10.0K | 0.00% | −29−56.9% | Reduced |
| Focused Wealth Management, Inc | 22 | $10.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 24 | $11.0K | 0.01% | +4+20.0% | Added |
| Thompson Investment Management, Inc. | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 25 | $11.4K | 0.01% | +25 | New |
| Disciplined Investments, LLC | 26 | $11.9K | 0.01% | −3−10.3% | Reduced |
| Horrell Capital Management, Inc. | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $12.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 28 | $12.6K | 0.00% | +1+3.7% | Added |
| WFA of San Diego, LLC | 28 | $12.8K | 0.01% | +28 | New |
| Delos Wealth Advisors, LLC | 29 | $13.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $13.7K | 0.00% | −28−48.3% | Reduced |
| Optimum Investment Advisors | 30 | $13.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $13.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 30 | $13.7K | 0.00% | +20+200.0% | Added |
| Coston, McIsaac & Partners | 32 | $14.0K | 0.00% | +20+166.7% | Added |
| Silicon Valley Capital Partners | 31 | $14.1K | 0.00% | +30+3,000.0% | Added |
| C M Bidwell & Associates Ltd | 32 | $14.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 34 | $15.0K | 0.00% | −185−84.5% | Reduced |
| Duncker Streett & Co Inc | 34 | $15.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $15.5K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 34 | $15.5K | 0.00% | +14+70.0% | Added |
| Cutler Group LP | 36 | $16.0K | 0.00% | −40−52.6% | Reduced |
| Gables Capital Management Inc. | 38 | $17.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 39 | $17.6K | 0.00% | −2−4.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 39 | $17.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $18.0K | 0.00% | −2−4.8% | Reduced |
| Annapolis Financial Services, LLC | 40 | $18.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $18.2K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 41 | $18.6K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 41 | $18.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $18.7K | 0.00% | +5+13.9% | Added |
| GW&K Investment Management, LLC | 42 | $19.0K | 0.00% | +42 | New |
| Private Ocean, LLC | 42 | $19.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 45 | $20.0K | 0.01% | +45 | New |
| Financial Connections Group, Inc. | 48 | $21.0K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $22.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 52 | $23.7K | 0.01% | +10+23.8% | Added |
| Raffa Wealth Management, LLC | 53 | $24.2K | 0.01% | −125−70.2% | Reduced |
| Roble, Belko & Company, Inc | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 56 | $25.5K | 0.00% | −8−12.5% | Reduced |
| Core Alternative Capital | 60 | $27.3K | 0.00% | −6−9.1% | Reduced |
| JNBA Financial Advisors | 64 | $29.2K | 0.00% | −7−9.9% | Reduced |
| Investors Research Corp | 67 | $30.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $31.0K | 0.01% | +52+325.0% | Added |
| AXS Investments LLC | 69 | $31.4K | 0.01% | −28−28.9% | Reduced |
| Baldwin Brothers Inc | 70 | $31.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 71 | $32.4K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $34.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 76 | $34.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 76 | $34.6K | 0.02% | 00.0% | Unchanged |