| Comerica Bank | 22,246 | $61 | 0.01% | +22,246 | New |
| Antonetti Capital Management LLC | 1 | $447 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $447 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $448 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $448 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 447 | $849 | 0.00% | −38−7.8% | Reduced |
| Wolff Wiese Magana LLC | 2 | $895 | 0.00% | −2−50.0% | Reduced |
| True Wealth Design, LLC | 2 | $895 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $897 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $1.00K | 0.00% | +2 | New |
| 25 LLC | 3 | $1.27K | 0.00% | +3 | New |
| Piscataqua Savings Bank | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $1.34K | 0.00% | +3 | New |
| Arlington Partners LLC | 4 | $1.79K | 0.00% | −32−88.9% | Reduced |
| TFC Financial Management | 4 | $1.79K | 0.00% | −19−82.6% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Ogorek Anthony Joseph | 5 | $2.00K | 0.00% | +5 | New |
| Motco | 5 | $2.24K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 5 | $2.24K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 6 | $2.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.68K | 0.00% | −88−93.6% | Reduced |
| Strategic Investment Solutions, Inc. | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $3.58K | 0.01% | −44−84.6% | Reduced |
| Coastal Capital Group, Inc. | 8 | $3.58K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $4.00K | 0.00% | −1−11.1% | Reduced |
| Coston, McIsaac & Partners | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| Logan Capital Management Inc | 9 | $4.02K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $4.02K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $4.02K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9 | $4.02K | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 10 | $4.47K | 0.00% | −4−28.6% | Reduced |
| Bogart Wealth, LLC | 10 | $4.47K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $4.92K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $4.92K | 0.00% | +2+22.2% | Added |
| Aspire Private Capital, LLC | 12 | $5.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $5.81K | 0.00% | −78−85.7% | Reduced |
| ClariVest Asset Management LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 14 | $6.26K | 0.00% | −7−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 13 | $6.42K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $6.72K | 0.00% | −7−31.8% | Reduced |
| RFP Financial Group LLC | 16 | $7.15K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $7.60K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $7.60K | 0.00% | −4−19.0% | Reduced |
| Halpern Financial, Inc. | 18 | $7.83K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 19 | $8.00K | 0.00% | −2−9.5% | Reduced |
| Harbor Investment Advisory, LLC | 18 | $8.05K | 0.00% | −256−93.4% | Reduced |
| Colonial Trust Advisors | 18 | $8.05K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $8.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $8.50K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 19 | $8.51K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $8.94K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $9.39K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $9.39K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 22 | $9.84K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 23 | $10.1K | 0.00% | −22−48.9% | Reduced |
| Investors Research Corp | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $11.0K | 0.00% | −8−24.2% | Reduced |
| Castleview Partners, LLC | 25 | $11.2K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 25 | $11.2K | 0.00% | +25 | New |
| Tilia Fiduciary Partners, Inc. | 26 | $11.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $13.0K | 0.00% | −13−31.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29 | $13.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $13.0K | 0.00% | +18+163.6% | Added |
| Parallax Volatility Advisers, L.P. | 30 | $13.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $13.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $14.3K | 0.00% | −2−5.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 34 | $15.0K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 34 | $15.2K | 0.01% | +34 | New |
| CarsonAllaria Wealth Management, Ltd. | 35 | $15.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $16.0K | 0.00% | +36 | New |
| First Capital Advisors Group, LLC. | 37 | $16.5K | 0.01% | +37 | New |
| Tradition Wealth Management, LLC | 37 | $17.0K | 0.00% | +1+2.8% | Added |
| McIlrath & Eck, LLC | 39 | $17.4K | 0.00% | −10−20.4% | Reduced |
| First Manhattan Co | 46 | $20.6K | 0.00% | −243−84.1% | Reduced |
| Creative Financial Designs Inc | 49 | $21.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $22.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $22.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $23.0K | 0.01% | – | – |
| Harvest Fund Management Co., Ltd | 57 | $25.0K | 0.01% | −584−91.1% | Reduced |
| Mather Group, LLC. | 57 | $25.5K | 0.00% | +57 | New |
| Sunbelt Securities, Inc. | 58 | $25.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 58 | $25.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $25.9K | 0.01% | +9+18.4% | Added |
| NVWM, LLC | 61 | $27.3K | 0.01% | −1,413−95.9% | Reduced |
| Bell Investment Advisors, Inc | 61 | $27.3K | 0.01% | −12−16.4% | Reduced |
| Annapolis Financial Services, LLC | 64 | $28.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 64 | $28.6K | 0.02% | +8+14.3% | Added |
| WFA of San Diego, LLC | 65 | $29.1K | 0.03% | +65 | New |
| MV Capital Management, Inc. | 68 | $30.4K | 0.00% | −1−1.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 68 | $30.5K | 0.01% | −57−45.6% | Reduced |
| Gradient Investments LLC | 69 | $30.9K | 0.00% | +23+50.0% | Added |
| Front Row Advisors LLC | 73 | $33.0K | 0.01% | −3−3.9% | Reduced |