| GW&K Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 37,663 | $8 | 0.00% | +37,663 | New |
| SOA Wealth Advisors, LLC. | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $222 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 2 | $423 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $663 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $664 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $666 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8 | $1.77K | 0.00% | +8 | New |
| HighMark Wealth Management LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | −441−98.0% | Reduced |
| Strengthening Families & Communities, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $2.00K | 0.00% | +7+350.0% | Added |
| Hallmark Capital Management Inc | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $3.32K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $3.32K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $3.54K | 0.00% | +16 | New |
| JNBA Financial Advisors | 16 | $3.54K | 0.00% | +16 | New |
| Key Financial Inc | 16 | $3.54K | 0.00% | +16 | New |
| Horan Securities, Inc. | 17 | $3.76K | 0.00% | −14−45.2% | Reduced |
| New Millennium Group LLC | 17 | $3.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.77K | 0.00% | +5+41.7% | Added |
| St. Johns Investment Management Company, LLC | 18 | $3.98K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 17 | $4.00K | 0.00% | +8+88.9% | Added |
| Raffa Wealth Management, LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 221 | $4.34K | 0.02% | −14−6.0% | Reduced |
| Coppell Advisory Solutions LLC | 20 | $4.35K | 0.00% | +20 | New |
| Adirondack Retirement Specialists, Inc. | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $4.42K | 0.00% | +20 | New |
| State of Wyoming | 22 | $4.86K | 0.00% | −602−96.5% | Reduced |
| Fiduciary Alliance LLC | 23 | $5.08K | 0.00% | +23 | New |
| Marquette Asset Management, LLC | 27 | $5.97K | 0.00% | +27 | New |
| Grove Bank & Trust | 27 | $5.97K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 27 | $5.97K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $5.97K | 0.00% | +27 | New |
| Avion Wealth | 30 | $6.00K | 0.00% | +2+7.1% | Added |
| SJS Investment Consulting Inc. | 27 | $6.02K | 0.00% | −4−12.9% | Reduced |
| Strategic Investment Solutions, Inc. | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 28 | $6.19K | 0.00% | +28 | New |
| Whittier Trust Co | 31 | $6.85K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 31 | $6.89K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 33 | $7.00K | 0.00% | −457−93.3% | Reduced |
| Endurance Wealth Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $7.52K | 0.00% | +5+17.2% | Added |
| RFP Financial Group LLC | 36 | $7.96K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 37 | $8.18K | 0.01% | −25−40.3% | Reduced |
| Kelly Financial Services LLC | 37 | $8.18K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 38 | $8.40K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $8.62K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 39 | $8.67K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $9.18K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 45 | $9.95K | 0.00% | +45 | New |
| Financial Management Professionals, Inc. | 45 | $10.0K | 0.00% | −27−37.5% | Reduced |
| Steward Financial Group LLC | 52 | $11.0K | 0.00% | +52 | New |
| Godsey & Gibb Associates | 50 | $11.1K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 53 | $11.7K | 0.00% | +53 | New |
| MV Capital Management, Inc. | 53 | $11.7K | 0.00% | +6+12.8% | Added |
| First Capital Advisors Group, LLC. | 59 | $13.0K | 0.01% | +59 | New |
| Global Financial Private Client, LLC | 60 | $13.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $13.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $13.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 61 | $13.5K | 0.00% | −42−40.8% | Reduced |
| Riverview Trust Co | 63 | $13.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 64 | $14.0K | 0.01% | +14+28.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 65 | $14.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 66 | $14.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $14.6K | 0.00% | +38+135.7% | Added |
| 25 LLC | 70 | $15.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $15.3K | 0.00% | −12−14.8% | Reduced |
| VisionPoint Advisory Group, LLC | 72 | $15.9K | 0.01% | +72 | New |
| Carmichael Hill & Associates, Inc. | 77 | $17.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 78 | $17.2K | 0.00% | −15−16.1% | Reduced |
| Manchester Capital Management LLC | 79 | $17.5K | 0.00% | +2+2.6% | Added |
| DT Investment Partners, LLC | 90 | $20.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 92 | $20.3K | 0.00% | +22+31.4% | Added |
| CVA Family Office, LLC | 95 | $21.0K | 0.00% | −5−5.0% | Reduced |
| Bank of New Hampshire | 97 | $21.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 98 | $21.7K | 0.00% | +6+6.5% | Added |
| PrairieView Partners, LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 102 | $22.6K | 0.00% | +100+5,000.0% | Added |
| Creative Financial Designs Inc | 104 | $23.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 109 | $24.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 109 | $24.3K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $24.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 111 | $24.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 113 | $25.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 119 | $26.3K | 0.01% | −2−1.7% | Reduced |
| Y.D. More Investments Ltd | 120 | $26.5K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $27.0K | 0.02% | – | – |