| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 174,789 | $3 | 0.00% | +174,789 | New |
| Delos Wealth Advisors, LLC | 1 | $401 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $401 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $1.65K | 0.00% | +2+100.0% | Added |
| Safeguard Financial, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $2.00K | 0.00% | −1−16.7% | Reduced |
| Iron Horse Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $2.41K | 0.00% | +6 | New |
| Providence Capital Advisors, LLC | 7 | $2.81K | 0.00% | −4−36.4% | Reduced |
| Atwood & Palmer Inc | 7 | $2.81K | 0.00% | +7 | New |
| Buck Wealth Strategies, LLC | 7 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $3.29K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 9 | $3.61K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 401 | $3.63K | 0.02% | +56+16.2% | Added |
| Beacon Capital Management, LLC | 9 | $3.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $3.81K | 0.00% | +10 | New |
| Magnolia Capital Management Ltd | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $4.00K | 0.00% | +3+60.0% | Added |
| Avion Wealth | 12 | $4.00K | 0.00% | +4+50.0% | Added |
| North Star Investment Management Corp. | 10 | $4.01K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $4.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $4.81K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $4.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.81K | 0.00% | +1+9.1% | Added |
| Creative Financial Designs Inc | 12 | $4.81K | 0.00% | +6+100.0% | Added |
| First Pacific Financial | 12 | $4.81K | 0.00% | +12 | New |
| Front Row Advisors LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $5.21K | 0.00% | −2−13.3% | Reduced |
| Aspire Private Capital, LLC | 13 | $5.21K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13 | $5.21K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 14 | $5.61K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 14 | $5.61K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $6.00K | 0.00% | +16 | New |
| Jackson, Grant Investment Advisers, Inc. | 15 | $6.01K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $6.01K | 0.00% | +3+25.0% | Added |
| Fairfield, Bush & Co. | 15 | $6.01K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 18 | $7.22K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 18 | $7.22K | 0.00% | +18 | New |
| RFP Financial Group LLC | 19 | $7.62K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $8.02K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 20 | $8.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $8.42K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 22 | $8.84K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 23 | $9.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $9.22K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 23 | $9.22K | 0.00% | +23 | New |
| Global Financial Private Client, LLC | 23 | $9.23K | 0.00% | −69−75.0% | Reduced |
| Northwest Investment Counselors, LLC | 24 | $9.62K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 26 | $10.4K | 0.00% | +26 | New |
| IMA Wealth, Inc. | 26 | $10.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 30 | $12.0K | 0.00% | +30 | New |
| Tyler-Stone Wealth Management | 30 | $12.0K | 0.01% | +30 | New |
| Stonebridge Capital Advisors LLC | 31 | $12.4K | 0.00% | −16−34.0% | Reduced |
| Gradient Investments LLC | 32 | $12.8K | 0.00% | +28+700.0% | Added |
| Coastal Capital Group, Inc. | 34 | $13.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 35 | $14.0K | 0.00% | −6−14.6% | Reduced |
| Annapolis Financial Services, LLC | 35 | $14.0K | 0.00% | +4+12.9% | Added |
| DT Investment Partners, LLC | 36 | $14.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 36 | $14.4K | 0.01% | +10+38.5% | Added |
| Rise Advisors, LLC | 38 | $15.2K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 41 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $16.0K | 0.00% | +40 | New |
| TCTC Holdings, LLC | 41 | $16.4K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 43 | $17.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 46 | $18.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 48 | $19.3K | 0.01% | −1−2.0% | Reduced |
| Oakworth Capital, Inc. | 49 | $19.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 51 | $20.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $21.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 59 | $23.7K | 0.00% | −94−61.4% | Reduced |
| Raffa Wealth Management, LLC | 59 | $23.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $24.0K | 0.00% | +6+10.9% | Added |
| Abound Wealth Management | 60 | $24.1K | 0.01% | +14+30.4% | Added |
| Tacita Capital Inc | 63 | $25.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 64 | $25.7K | 0.00% | −93−59.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 64 | $26.0K | 0.00% | −12−15.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 66 | $26.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $26.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $26.6K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 68 | $27.3K | 0.01% | +68 | New |
| Fiduciary Alliance LLC | 68 | $27.3K | 0.01% | +68 | New |
| Vigilant Capital Management, LLC | 71 | $28.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 72 | $29.0K | 0.00% | −7,027−99.0% | Reduced |
| Carolinas Wealth Consulting LLC | 72 | $29.0K | 0.01% | −1−1.4% | Reduced |
| Column Capital Advisors, LLC | 78 | $31.3K | 0.00% | 00.0% | Unchanged |