| Comerica Bank | 120,835 | $0 | 0.00% | +120,835 | New |
| Glass Jacobson Investment Advisors llc | 1 | $82 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 82 | $220 | 0.00% | +82 | New |
| True Wealth Design, LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 6 | $451 | 0.00% | +1+20.0% | Added |
| USA Financial Portformulas Corp | 6 | $490 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $490 | 0.00% | +6 | New |
| First Capital Advisors Group, LLC. | 6 | $490 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 10 | $817 | 0.00% | −4−28.6% | Reduced |
| TFC Financial Management | 11 | $899 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| 25 LLC | 12 | $1.02K | 0.00% | +6+100.0% | Added |
| Sunbelt Securities, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.31K | 0.00% | −1−5.9% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 22 | $2.00K | 0.00% | +15+214.3% | Added |
| Bellevue Asset Management, LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $2.19K | 0.00% | +2+8.0% | Added |
| Stonebridge Capital Advisors LLC | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $2.78K | 0.00% | +34 | New |
| Baker Avenue Asset Management, LP | 36 | $2.94K | 0.00% | +8+28.6% | Added |
| Beacon Capital Management, LLC | 38 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $3.27K | 0.00% | +40 | New |
| Grove Bank & Trust | 42 | $3.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 51 | $4.15K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 65 | $5.00K | 0.00% | −19,735−99.7% | Reduced |
| Bell Investment Advisors, Inc | 67 | $5.47K | 0.00% | −18−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $5.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 68 | $5.55K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 69 | $5.68K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 69 | $6.00K | 0.00% | −509−88.1% | Reduced |
| Delos Wealth Advisors, LLC | 89 | $7.27K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 91 | $7.43K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $8.11K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $8.17K | 0.00% | +100 | New |
| WFA Asset Management Corp | 102 | $8.34K | 0.00% | +1+1.0% | Added |
| Gs Investments, Inc. | 103 | $8.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $8.53K | 0.00% | +16+18.2% | Added |
| Okabena Investment Services Inc | 106 | $8.66K | 0.01% | +106 | New |
| West Tower Group, LLC | 107 | $8.74K | 0.01% | +107 | New |
| JJJ Advisors Inc. | 110 | $8.98K | 0.00% | −28−20.3% | Reduced |
| West Paces Advisors Inc. | 110 | $8.98K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 119 | $9.69K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 128 | $10.0K | 0.00% | +128 | New |
| Investors Research Corp | 136 | $11.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 137 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 139 | $11.4K | 0.00% | −6−4.1% | Reduced |
| Sutton Wealth Advisors Inc. | 139 | $11.4K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 142 | $11.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 150 | $12.3K | 0.00% | +50+50.0% | Added |
| Intelligent Financial Strategies | 155 | $12.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 167 | $13.6K | 0.01% | +138+475.9% | Added |
| Farmers & Merchants Investments Inc | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 193 | $15.8K | 0.01% | +24+14.2% | Added |
| Cassady Schiller Wealth Management, LLC | 194 | $15.8K | 0.01% | +194 | New |
| Marquette Asset Management, LLC | 196 | $16.0K | 0.00% | +196 | New |
| GPS Wealth Strategies Group, LLC | 201 | $16.4K | 0.00% | +2+1.0% | Added |
| ORG Partners LLC | 200 | $16.6K | 0.00% | +200 | New |
| Pittenger & Anderson Inc | 206 | $16.8K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $17.1K | 0.01% | +200 | New |
| Gradient Investments LLC | 211 | $17.2K | 0.00% | +27+14.7% | Added |
| Silvant Capital Management LLC | 214 | $17.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 214 | $17.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 218 | $17.8K | 0.00% | +35+19.1% | Added |
| Versant Capital Management, Inc | 219 | $17.9K | 0.01% | +88+67.2% | Added |
| Highline Wealth Partners LLC | 225 | $18.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 227 | $18.5K | 0.00% | +136+149.5% | Added |
| TSFG, LLC | 230 | $19.0K | 0.01% | +4+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 237 | $19.4K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $20.0K | 0.00% | +7+2.9% | Added |
| Cherry Tree Wealth Management, LLC | 246 | $20.1K | 0.01% | +246 | New |
| Newbridge Financial Services Group, Inc. | 248 | $20.2K | 0.01% | +1+0.4% | Added |
| Cape Investment Advisory, Inc. | 273 | $22.3K | 0.01% | −245−47.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 275 | $22.5K | 0.02% | 00.0% | Unchanged |
| Natixis | 277 | $22.6K | 0.00% | −8,136−96.7% | Reduced |
| Lindbrook Capital, LLC | 278 | $22.7K | 0.00% | −14−4.8% | Reduced |
| Covestor Ltd | 290 | $24.0K | 0.02% | +20+7.4% | Added |
| Centennial Bank | 300 | $24.5K | 0.02% | 00.0% | Unchanged |