| Comerica Bank | 6,504 | $0 | 0.00% | +6,504 | New |
| Venturi Wealth Management, LLC | 1 | $196 | 0.00% | −42−97.7% | Reduced |
| True Wealth Design, LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $390 | 0.00% | −1−33.3% | Reduced |
| AdvisorNet Financial, Inc | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $390 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $391 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 195 | $676 | 0.00% | +195 | New |
| Quent Capital, LLC | 4 | $780 | 0.00% | +4 | New |
| FinTrust Capital Advisors, LLC | 5 | $830 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $976 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Safeguard Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Horan Securities, Inc. | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.17K | 0.00% | +5+500.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $1.56K | 0.00% | −5−38.5% | Reduced |
| Bellevue Asset Management, LLC | 9 | $1.76K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $1.95K | 0.00% | −15−60.0% | Reduced |
| M&R Capital Management Inc | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.95K | 0.00% | +10 | New |
| RE Dickinson Investment Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 10 | $2.00K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $2.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 18 | $4.00K | 0.00% | +18 | New |
| RFP Financial Group LLC | 21 | $4.10K | 0.00% | +21 | New |
| McIlrath & Eck, LLC | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $4.49K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $4.88K | 0.00% | +25 | New |
| Ogorek Anthony Joseph | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 30 | $5.85K | 0.00% | +30 | New |
| 25 LLC | 31 | $6.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $6.05K | 0.00% | −109−77.9% | Reduced |
| VisionPoint Advisory Group, LLC | 32 | $6.24K | 0.00% | +32 | New |
| Key Financial Inc | 34 | $6.63K | 0.00% | +34 | New |
| Gradient Investments LLC | 35 | $6.83K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 37 | $7.00K | 0.00% | +12+48.0% | Added |
| Cape Investment Advisory, Inc. | 39 | $7.61K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $7.80K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $8.00K | 0.01% | +20+100.0% | Added |
| Glassman Wealth Services | 46 | $8.98K | 0.00% | −14−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $9.37K | 0.00% | +18+60.0% | Added |
| Elequin Capital LP | 48 | $9.37K | 0.00% | +48 | New |
| Carmichael Hill & Associates, Inc. | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $9.76K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 51 | $9.95K | 0.00% | +51 | New |
| Armstrong Advisory Group, Inc | 57 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 63 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $13.7K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 74 | $14.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 74 | $14.4K | 0.01% | +74 | New |
| Kelly Financial Services LLC | 80 | $15.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $15.8K | 0.00% | +1+1.3% | Added |
| IFP Advisors, Inc | 247 | $16.1K | 0.00% | +109+79.0% | Added |
| BDO Wealth Advisors, LLC | 85 | $16.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 92 | $18.0K | 0.01% | +92 | New |
| Lindbrook Capital, LLC | 97 | $18.9K | 0.00% | −2−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 108 | $21.1K | 0.00% | +108 | New |
| Rise Advisors, LLC | 111 | $21.7K | 0.02% | −30−21.3% | Reduced |
| Private Trust Co NA | 114 | $22.2K | 0.00% | +13+12.9% | Added |
| Coastal Capital Group, Inc. | 115 | $22.4K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 119 | $23.2K | 0.00% | +119 | New |
| Hollencrest Capital Management | 130 | $25.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 153 | $29.9K | 0.00% | +153 | New |
| WealthPLAN Partners, LLC | 157 | $30.6K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 167 | $32.6K | 0.02% | +167 | New |
| Financial Perspectives, Inc | 168 | $32.8K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 180 | $35.0K | 0.02% | +180 | New |
| Ci Investments Inc. | 190 | $37.0K | 0.00% | +186+4,650.0% | Added |
| Massmutual Trust Co FSB | 193 | $37.7K | 0.00% | −416−68.3% | Reduced |
| Geneos Wealth Management Inc. | 197 | $38.4K | 0.00% | −130−39.8% | Reduced |
| Raleigh Capital Management Inc. | 199 | $38.8K | 0.02% | +199 | New |
| Roble, Belko & Company, Inc | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 228 | $44.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 230 | $44.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 235 | $45.8K | 0.00% | +109+86.5% | Added |
| Adirondack Trust Co | 250 | $46.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $48.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $50.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 259 | $50.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 280 | $55.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 285 | $55.0K | 0.00% | +285 | New |
| Harbour Investments, Inc. | 286 | $55.8K | 0.00% | −167−36.9% | Reduced |
| Fairfield Financial Advisors, LTD | 300 | $58.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 326 | $63.6K | 0.00% | +306+1,530.0% | Added |
| EverSource Wealth Advisors, LLC | 332 | $64.8K | 0.01% | +73+28.2% | Added |
| Harvest Fund Management Co., Ltd | 342 | $67.0K | 0.01% | −537−61.1% | Reduced |
| Toth Financial Advisory Corp | 350 | $68.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 384 | $74.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 400 | $78.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 400 | $78.0K | 0.01% | 00.0% | Unchanged |