| Comerica Bank | 172,217 | $4 | 0.00% | +172,217 | New |
| Truvestments Capital LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 195 | $232 | 0.00% | +195 | New |
| Buck Wealth Strategies, LLC | 2 | $390 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $585 | 0.00% | −524−99.4% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $974 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $975 | 0.00% | −17−77.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6 | $1.17K | 0.00% | +6 | New |
| Coastal Capital Group, Inc. | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.56K | 0.00% | −5−38.5% | Reduced |
| USA Financial Portformulas Corp | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $2.73K | 0.00% | −458−97.0% | Reduced |
| Country Trust Bank | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 16 | $3.12K | 0.00% | −2,138−99.3% | Reduced |
| Tompkins Financial Corp | 18 | $3.51K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $3.90K | 0.00% | −2−9.1% | Reduced |
| Magnolia Capital Management Ltd | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $4.48K | 0.00% | +23 | New |
| Hoey Investments, Inc | 24 | $4.68K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 25 | $4.87K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $4.89K | 0.00% | +25 | New |
| Sawyer & Company, Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $5.00K | 0.00% | +25 | New |
| Northwest Capital Management Inc | 26 | $5.07K | 0.00% | +26 | New |
| Rocky Mountain Advisers, LLC | 27 | $5.33K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 29 | $5.41K | 0.00% | −369−92.7% | Reduced |
| Trifecta Capital Advisors, LLC | 29 | $5.65K | 0.00% | −4,852−99.4% | Reduced |
| Chesapeake Asset Management LLC | 35 | $6.82K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 35 | $6.82K | 0.00% | +35 | New |
| Bollard Group LLC | 35 | $7.00K | 0.00% | +35 | New |
| RFP Financial Group LLC | 37 | $7.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 41 | $8.01K | 0.00% | −1,536−97.4% | Reduced |
| Providence Capital Advisors, LLC | 42 | $8.18K | 0.00% | −35−45.5% | Reduced |
| Beacon Capital Management, LLC | 43 | $8.38K | 0.00% | +43 | New |
| Centennial Bank | 44 | $8.57K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 48 | $9.35K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $9.74K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 51 | $9.94K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 50 | $10.0K | 0.00% | −18−26.5% | Reduced |
| WR Wealth Planners, LLC | 54 | $10.5K | 0.00% | −4−6.9% | Reduced |
| Global Financial Private Client, LLC | 55 | $10.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $11.3K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $11.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 60 | $11.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 63 | $12.3K | 0.00% | −4−6.0% | Reduced |
| Core Wealth Advisors, Inc. | 64 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 64 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $13.1K | 0.00% | −17−20.2% | Reduced |
| Evermay Wealth Management LLC | 69 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 70 | $13.6K | 0.00% | −48−40.7% | Reduced |
| Annapolis Financial Services, LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 72 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $14.4K | 0.00% | +74 | New |
| Atlantic Trust, LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 75 | $14.6K | 0.01% | +75 | New |
| Larson Financial Group LLC | 76 | $14.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 77 | $15.0K | 0.00% | −85−52.5% | Reduced |
| Red Tortoise LLC | 79 | $15.4K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 80 | $15.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 85 | $16.6K | 0.00% | +13+18.1% | Added |
| Slocum, Gordon & Co LLP | 87 | $16.9K | 0.01% | +87 | New |
| Investors Research Corp | 91 | $17.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $17.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 94 | $18.0K | 0.00% | +17+22.1% | Added |
| Close Asset Management Ltd | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $19.0K | 0.00% | +100 | New |
| Clean Yield Group | 105 | $20.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 107 | $20.9K | 0.01% | +28+35.4% | Added |
| Creative Financial Designs Inc | 109 | $21.2K | 0.00% | +20+22.5% | Added |
| Legend Financial Advisors, Inc. | 110 | $21.4K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 110 | $21.4K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 114 | $22.2K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 120 | $23.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 121 | $23.6K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 123 | $24.0K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 124 | $24.2K | 0.01% | +124 | New |
| ORG Partners LLC | 130 | $25.5K | 0.00% | +130 | New |
| Concord Wealth Partners | 131 | $25.5K | 0.01% | +68+107.9% | Added |
| Canton Hathaway, LLC | 137 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 139 | $27.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 139 | $27.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 141 | $27.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $27.8K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 150 | $29.2K | 0.00% | 00.0% | Unchanged |