| Your Advocates Ltd., LLP | 0 | $1 | 0.00% | 0 | Unchanged |
| Comerica Bank | 195,024 | $37 | 0.00% | +195,024 | New |
| Sofos Investments, Inc. | 1,038 | $234 | 0.00% | +38+3.8% | Added |
| Tfo-TDC, LLC | 2 | $451 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $678 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $2.00K | 0.00% | −51−83.6% | Reduced |
| First National Bank of South Miami | 10 | $2.26K | 0.00% | −576−98.3% | Reduced |
| Castleview Partners, LLC | 10 | $2.26K | 0.00% | +10 | New |
| Robbins Farley LLC | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 13 | $2.93K | 0.00% | −200−93.9% | Reduced |
| Dakota Community Bank & Trust NA | 13 | $2.93K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $3.61K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $4.06K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $5.20K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $5.67K | 0.00% | −13−34.2% | Reduced |
| Guardian Wealth Management, Inc. | 29 | $6.57K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 35 | $7.00K | 0.00% | +35 | New |
| Register Financial Advisors LLC | 32 | $7.15K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $7.90K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 35 | $7.94K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 38 | $8.58K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $8.84K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 39 | $8.85K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $9.03K | 0.00% | +40 | New |
| Delos Wealth Advisors, LLC | 42 | $9.48K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 46 | $10.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $11.3K | 0.01% | −21−29.6% | Reduced |
| Piershale Financial Group, Inc. | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 52 | $11.7K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 54 | $12.2K | 0.01% | +54 | New |
| Logan Capital Management Inc | 55 | $12.4K | 0.00% | +55 | New |
| Center for Financial Planning, Inc. | 63 | $14.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 70 | $15.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $15.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 73 | $16.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $16.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $17.0K | 0.01% | +1+1.3% | Added |
| TSFG, LLC | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 76 | $17.2K | 0.01% | +76 | New |
| Macroview Investment Management LLC | 78 | $17.6K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 82 | $18.5K | 0.01% | +82 | New |
| Northwest Capital Management Inc | 84 | $19.0K | 0.01% | +84 | New |
| AllSquare Wealth Management LLC | 94 | $19.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 88 | $19.9K | 0.00% | +18+25.7% | Added |
| Hallmark Capital Management Inc | 94 | $21.2K | 0.00% | −38−28.8% | Reduced |
| Timber Creek Capital Management LLC | 100 | $22.6K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 101 | $22.7K | 0.01% | +52+106.1% | Added |
| Silicon Valley Capital Partners | 105 | $23.7K | 0.00% | +105 | New |
| First Pacific Financial | 105 | $23.7K | 0.01% | +105 | New |
| Horizons Wealth Management | 106 | $23.8K | 0.02% | +106 | New |
| Kelly Financial Services LLC | 109 | $24.6K | 0.01% | −68−38.4% | Reduced |
| Global Wealth Strategies & Associates | 113 | $25.5K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 114 | $25.7K | 0.00% | −6,886−98.4% | Reduced |
| Field & Main Bank | 114 | $25.7K | 0.01% | +59+107.3% | Added |
| Raleigh Capital Management Inc. | 114 | $25.8K | 0.01% | +32+39.0% | Added |
| Northwest Investment Counselors, LLC | 117 | $26.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $27.1K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 125 | $28.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 128 | $28.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 128 | $28.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 128 | $28.9K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 128 | $28.9K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 139 | $31.4K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 142 | $32.0K | 0.03% | −17−10.7% | Reduced |
| Blume Capital Management, Inc. | 145 | $32.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 150 | $33.9K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 154 | $34.8K | 0.01% | +21+15.8% | Added |
| Abound Wealth Management | 159 | $35.9K | 0.02% | +37+30.3% | Added |
| Ruedi Wealth Management, Inc. | 161 | $36.3K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 167 | $37.7K | 0.01% | +167 | New |
| Wolff Wiese Magana LLC | 175 | $39.5K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 177 | $39.9K | 0.02% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 178 | $40.2K | 0.04% | +178 | New |
| Compagnie Lombard Odier SCmA | 180 | $40.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 207 | $41.4K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 185 | $41.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 185 | $41.8K | 0.01% | +10+5.7% | Added |
| GW&K Investment Management, LLC | 192 | $43.0K | 0.00% | +191+19,100.0% | Added |
| DB Wealth Management Group, LLC | 193 | $43.6K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 203 | $45.8K | 0.01% | −82−28.8% | Reduced |
| Robinswood Financial LLC | 203 | $45.8K | 0.02% | +203 | New |
| NVWM, LLC | 206 | $46.5K | 0.02% | −34−14.2% | Reduced |
| Roble, Belko & Company, Inc | 206 | $47.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 209 | $47.2K | 0.02% | −19−8.3% | Reduced |
| Covestor Ltd | 211 | $48.0K | 0.04% | +16+8.2% | Added |
| SJS Investment Consulting Inc. | 228 | $51.5K | 0.01% | +2+0.9% | Added |
| Sittner & Nelson, LLC | 253 | $57.1K | 0.03% | −49−16.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 253 | $57.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 256 | $57.8K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 258 | $58.2K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 263 | $59.5K | 0.05% | +1+0.4% | Added |