| TD Ameritrade Investment Management, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Comerica Bank | 248,819 | $0 | 0.00% | +248,819 | New |
| Venturi Wealth Management, LLC | 3 | $252 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $335 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $419 | 0.00% | +5 | New |
| Glass Jacobson Investment Advisors llc | 7 | $587 | 0.00% | +7 | New |
| Grove Bank & Trust | 10 | $837 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $858 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 19 | $1.00K | 0.00% | −12,157−99.8% | Reduced |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Safeguard Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 13 | $1.09K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $1.51K | 0.00% | +18 | New |
| BerganKDV Wealth Management, LLC | 20 | $1.68K | 0.00% | −47−70.1% | Reduced |
| Abound Wealth Management | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.84K | 0.00% | +1+4.8% | Added |
| Motco | 22 | $1.84K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $2.00K | 0.00% | +9+60.0% | Added |
| Key Financial Inc | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $2.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.60K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 32 | $2.68K | 0.00% | +32 | New |
| Transamerica Financial Advisors, Inc. | 35 | $3.00K | 0.00% | −906−96.3% | Reduced |
| Washington Trust Advisors, Inc. | 36 | $3.01K | 0.00% | +36 | New |
| NewSquare Capital LLC | 36 | $3.01K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $3.18K | 0.00% | −3−7.3% | Reduced |
| JNBA Financial Advisors | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $3.68K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $3.94K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $4.00K | 0.00% | −158−76.0% | Reduced |
| City State Bank | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 50 | $4.17K | 0.00% | −100−66.7% | Reduced |
| Westside Investment Management, Inc. | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 50 | $4.19K | 0.00% | +50 | New |
| Focused Wealth Management, Inc | 51 | $4.27K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 52 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $4.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $4.61K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $5.02K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 60 | $5.02K | 0.00% | +1+1.7% | Added |
| JFS Wealth Advisors, LLC | 60 | $5.02K | 0.00% | +13+27.7% | Added |
| Carmel Capital Partners, LLC | 66 | $5.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 66 | $5.53K | 0.00% | +6+10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $6.16K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 88 | $6.78K | 0.01% | −6−6.4% | Reduced |
| Gables Capital Management Inc. | 89 | $7.45K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 92 | $7.70K | 0.01% | −1−1.1% | Reduced |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 98 | $8.21K | 0.00% | −23−19.0% | Reduced |
| North Star Investment Management Corp. | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 106 | $8.79K | 0.00% | −12,715−99.2% | Reduced |
| Washington Trust Co | 108 | $9.04K | 0.00% | −75−41.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 110 | $9.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 113 | $9.46K | 0.00% | +15+15.3% | Added |
| Manchester Capital Management LLC | 121 | $10.1K | 0.00% | −4−3.2% | Reduced |
| Wolff Wiese Magana LLC | 124 | $10.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 129 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 132 | $11.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 135 | $11.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 136 | $11.4K | 0.01% | +136 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 148 | $12.4K | 0.00% | +1+0.7% | Added |
| Bellevue Asset Management, LLC | 150 | $12.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 156 | $13.0K | 0.01% | −78−33.3% | Reduced |
| Covestor Ltd | 150 | $13.0K | 0.01% | −1−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 156 | $13.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 168 | $14.2K | 0.00% | +59+54.1% | Added |
| CVA Family Office, LLC | 175 | $14.7K | 0.00% | +165+1,650.0% | Added |
| Legend Financial Advisors, Inc. | 180 | $15.1K | 0.01% | +60+50.0% | Added |
| Desjardins Global Asset Management Inc. | 182 | $15.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 184 | $15.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 184 | $15.4K | 0.00% | +1+0.5% | Added |
| EverSource Wealth Advisors, LLC | 187 | $15.7K | 0.00% | −12−6.0% | Reduced |
| Quent Capital, LLC | 194 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $16.7K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $16.7K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $16.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $16.7K | 0.01% | +200 | New |
| Hanson & Doremus Investment Management | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 198 | $17.0K | 0.01% | −4−2.0% | Reduced |
| V-Square Quantitative Management LLC | 208 | $17.4K | 0.01% | +208 | New |
| TD Waterhouse Canada Inc. | 217 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 234 | $19.6K | 0.01% | −14−5.6% | Reduced |
| Glassman Wealth Services | 247 | $20.7K | 0.00% | +3+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 250 | $20.9K | 0.00% | +100+66.7% | Added |