| Comerica Bank | 14,415 | $0 | 0.00% | +14,415 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 1 | $288 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1 | $288 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $576 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $577 | 0.00% | −1−33.3% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $865 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $865 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Atticus Wealth Management, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Albion Financial Group | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $1.44K | 0.00% | +2+66.7% | Added |
| Gradient Investments LLC | 5 | $1.44K | 0.00% | +5 | New |
| Horizons Wealth Management | 5 | $1.44K | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 6 | $1.73K | 0.00% | −3−33.3% | Reduced |
| Raffa Wealth Management, LLC | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 6 | $1.73K | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 6 | $1.73K | 0.00% | −3−33.3% | Reduced |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $2.00K | 0.00% | +6 | New |
| Lee Financial Co | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $2.32K | 0.00% | +2+33.3% | Added |
| Baystate Wealth Management LLC | 8 | $2.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.88K | 0.00% | −2−16.7% | Reduced |
| CVA Family Office, LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 12 | $3.46K | 0.00% | +12 | New |
| First Command Financial Services, Inc. | 12 | $3.46K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $3.46K | 0.00% | −2−14.3% | Reduced |
| WR Wealth Planners, LLC | 13 | $3.75K | 0.00% | −19−59.4% | Reduced |
| Smithfield Trust Co | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $4.04K | 0.00% | −3−17.6% | Reduced |
| Anchor Investment Management, LLC | 15 | $4.32K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $4.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $4.61K | 0.00% | +16 | New |
| Solstein Capital, LLC | 17 | $4.90K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 17 | $4.90K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 18 | $5.26K | 0.00% | +1+5.9% | Added |
| Western Pacific Wealth Management, LP | 19 | $5.48K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $6.63K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $7.21K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 28 | $8.00K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 31 | $8.93K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $9.22K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 32 | $9.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $9.51K | 0.00% | +13+65.0% | Added |
| Brown, Lisle/Cummings, Inc. | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $11.5K | 0.00% | +13+48.1% | Added |
| Beacon Capital Management, LLC | 40 | $11.5K | 0.00% | +15+60.0% | Added |
| Sound Income Strategies, LLC | 42 | $12.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 49 | $14.1K | 4.57% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 50 | $14.4K | 0.00% | −10,152−99.5% | Reduced |
| Colonial Trust Co | 51 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $15.0K | 0.01% | +52 | New |
| Glass Jacobson Investment Advisors llc | 52 | $15.0K | 0.01% | +52 | New |
| Founders Capital Management | 53 | $15.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $16.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 57 | $16.4K | 0.00% | +1+1.8% | Added |
| Northwest Investment Counselors, LLC | 60 | $17.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $18.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 70 | $20.0K | 0.01% | −36−34.0% | Reduced |
| Sofos Investments, Inc. | 288 | $20.2K | 0.09% | +41+16.6% | Added |
| Copeland Capital Management, LLC | 71 | $20.5K | 0.00% | −24−25.3% | Reduced |
| DecisionPoint Financial, LLC | 74 | $21.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $21.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 78 | $22.5K | 0.00% | +78 | New |
| Pacific Center for Financial Services | 80 | $23.1K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 85 | $24.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 90 | $25.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 97 | $26.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 94 | $27.1K | 0.00% | −50−34.7% | Reduced |
| Massmutual Trust Co FSB | 99 | $28.5K | 0.00% | +11+12.5% | Added |
| Hallmark Capital Management Inc | 100 | $28.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $29.0K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $30.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 105 | $30.2K | 0.02% | +17+19.3% | Added |
| Lindbrook Capital, LLC | 114 | $32.9K | 0.00% | +2+1.8% | Added |
| CoreFirst Bank & Trust | 119 | $34.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 119 | $34.3K | 0.00% | +16+15.5% | Added |
| Front Row Advisors LLC | 121 | $35.0K | 0.02% | −1−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 123 | $35.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 140 | $40.3K | 0.00% | +70+100.0% | Added |
| Kapitalo Investimentos Ltda | 140 | $40.3K | 0.01% | +140 | New |
| Adirondack Trust Co | 149 | $40.6K | 0.02% | −40−21.2% | Reduced |
| EverSource Wealth Advisors, LLC | 143 | $41.2K | 0.00% | +51+55.4% | Added |
| Quarry LP | 155 | $44.7K | 0.03% | +123+384.4% | Added |