| Comerica Bank | 183,640 | $2 | 0.00% | +183,640 | New |
| Parallax Volatility Advisers, L.P. | 2 | $170 | 0.00% | −3,458−99.9% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $595 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $850 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $850 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11 | $934 | 0.00% | +11 | New |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +21 | New |
| Coppell Advisory Solutions LLC | 14 | $1.17K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $1.19K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 18 | $1.53K | 0.00% | +18 | New |
| Financial Synergies Wealth Advisors, Inc. | 19 | $1.61K | 0.00% | −3−13.6% | Reduced |
| TSFG, LLC | 23 | $2.00K | 0.00% | +23 | New |
| North Star Investment Management Corp. | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $2.72K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $2.89K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 35 | $2.97K | 0.00% | +35 | New |
| ORG Partners LLC | 40 | $3.00K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 38 | $3.23K | 0.00% | +1+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $3.40K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $3.48K | 0.00% | +3+7.9% | Added |
| Baystate Wealth Management LLC | 42 | $3.58K | 0.00% | +1+2.4% | Added |
| Strategic Investment Solutions, Inc. | 51 | $3.86K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 46 | $3.91K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 47 | $3.99K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $4.00K | 0.00% | −25−36.2% | Reduced |
| Tower View Investment Management & Research LLC | 46 | $4.00K | 0.00% | +46 | New |
| Trifecta Capital Advisors, LLC | 48 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $4.26K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 51 | $4.30K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 56 | $4.76K | 0.00% | +56 | New |
| First Command Financial Services, Inc. | 56 | $4.76K | 0.00% | +56 | New |
| SRS Capital Advisors, Inc. | 58 | $4.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 59 | $5.01K | 0.00% | +59 | New |
| WealthPLAN Partners, LLC | 61 | $5.18K | 0.00% | −15−19.7% | Reduced |
| Rocky Mountain Advisers, LLC | 64 | $5.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 66 | $5.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $5.61K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 69 | $5.86K | 0.00% | +69 | New |
| Bollard Group LLC | 80 | $7.00K | 0.00% | +80 | New |
| VitalStone Financial, LLC | 80 | $7.00K | 0.00% | +80 | New |
| Cherry Tree Wealth Management, LLC | 92 | $7.82K | 0.00% | +92 | New |
| Rosenberg Matthew Hamilton | 95 | $8.07K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 97 | $8.26K | 0.00% | −46−32.2% | Reduced |
| Atticus Wealth Management, LLC | 100 | $8.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $8.49K | 0.00% | +24+31.6% | Added |
| BerganKDV Wealth Management, LLC | 102 | $8.66K | 0.00% | −34−25.0% | Reduced |
| Oakworth Capital, Inc. | 102 | $8.66K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 104 | $8.84K | 0.00% | +42+67.7% | Added |
| Atlantic Trust, LLC | 106 | $8.84K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $9.02K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 114 | $9.69K | 0.00% | +48+72.7% | Added |
| Laurel Wealth Advisors LLC | 116 | $9.86K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 118 | $10.0K | 0.01% | +118 | New |
| Venturi Wealth Management, LLC | 121 | $10.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 123 | $10.4K | 0.01% | +123 | New |
| WR Wealth Planners, LLC | 125 | $10.6K | 0.00% | +1+0.8% | Added |
| Essex Investment Management Co LLC | 146 | $12.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 152 | $13.0K | 0.00% | +149+4,966.7% | Added |
| Hollencrest Capital Management | 155 | $13.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 157 | $13.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 158 | $13.4K | 0.00% | +158 | New |
| Column Capital Advisors, LLC | 160 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 160 | $13.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $13.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $14.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 170 | $14.4K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 175 | $14.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 186 | $15.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 191 | $16.2K | 0.00% | +191 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 | $16.8K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 201 | $17.0K | 0.00% | +201 | New |
| Stonebridge Capital Advisors LLC | 202 | $17.2K | 0.00% | +112+124.4% | Added |
| Core Alternative Capital | 210 | $17.9K | 0.00% | +2+1.0% | Added |
| Capital Advisors, Ltd. LLC | 215 | $18.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 228 | $19.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 231 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $20.6K | 0.00% | −19−7.3% | Reduced |
| Ancora Advisors, LLC | 258 | $21.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 286 | $24.0K | 0.02% | −1−0.3% | Reduced |
| Dividend Assets Capital, LLC | 280 | $24.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 284 | $24.1K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 294 | $25.0K | 0.00% | +4+1.4% | Added |
| MCF Advisors LLC | 300 | $25.5K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 305 | $26.0K | 0.00% | −34−10.0% | Reduced |
| Farther Finance Advisors, LLC | 308 | $26.2K | 0.01% | −642−67.6% | Reduced |
| Manitou Investment Management Ltd. | 308 | $26.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 309 | $26.3K | 0.00% | −255−45.2% | Reduced |
| West Paces Advisors Inc. | 338 | $28.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 357 | $30.4K | 0.01% | +4+1.1% | Added |
| FinTrust Capital Advisors, LLC | 408 | $31.1K | 0.01% | 00.0% | Unchanged |