| Comerica Bank | 10,069 | $359 | 0.04% | +10,069 | New |
| AllSquare Wealth Management LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1 | $639 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $643 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $643 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $643 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $643 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 643 | $663 | 0.00% | +113+21.3% | Added |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.29K | 0.00% | −1−33.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $1.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.57K | 0.00% | −32−88.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $2.57K | 0.00% | −26−86.7% | Reduced |
| Country Trust Bank | 4 | $2.57K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $2.57K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.57K | 0.00% | +1+33.3% | Added |
| BerganKDV Wealth Management, LLC | 4 | $2.57K | 0.00% | −10−71.4% | Reduced |
| Trifecta Capital Advisors, LLC | 4 | $2.57K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $3.00K | 0.00% | +2+50.0% | Added |
| TSFG, LLC | 4 | $3.00K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $3.21K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $3.21K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $3.21K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $3.86K | 0.00% | +3+100.0% | Added |
| One River Asset Management, LLC | 6 | $3.88K | 0.00% | +6 | New |
| Solstein Capital, LLC | 7 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $4.50K | 0.00% | +7 | New |
| Cowen Prime Advisors LLC | 8 | $5.14K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 8 | $5.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $5.93K | 0.00% | −3−25.0% | Reduced |
| Loomis Sayles & Co L P | 9 | $6.00K | 0.00% | −19−67.9% | Reduced |
| Washington Trust Co | 10 | $6.43K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.43K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $6.43K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $6.53K | 0.00% | +10 | New |
| Pinnacle Bancorp, Inc. | 11 | $7.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $7.07K | 0.00% | +1+10.0% | Added |
| Disciplined Investments, LLC | 12 | $7.71K | 0.00% | +1+9.1% | Added |
| Fiduciary Alliance LLC | 12 | $7.71K | 0.00% | +12 | New |
| Carmel Capital Partners, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $9.64K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $9.64K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $9.64K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 15 | $9.64K | 0.01% | +5+50.0% | Added |
| Eagle Bay Advisors LLC | 16 | $10.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $10.3K | 0.00% | +2+14.3% | Added |
| Heritage Wealth Advisors | 16 | $10.3K | 0.00% | +16 | New |
| ICA Group Wealth Management, LLC | 16 | $10.4K | 0.00% | −3−15.8% | Reduced |
| Global Wealth Strategies & Associates | 17 | $10.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $10.9K | 0.00% | −2−10.5% | Reduced |
| Baystate Wealth Management LLC | 17 | $11.4K | 0.00% | −25−59.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 18 | $11.6K | 0.00% | −13−41.9% | Reduced |
| Hantz Financial Services, Inc. | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $12.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $12.9K | 0.01% | +20 | New |
| Psagot Value Holdings Ltd. / (Israel) | 21 | $13.0K | 0.01% | −2−8.7% | Reduced |
| Front Row Advisors LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 25 | $16.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $16.1K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $16.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 25 | $16.1K | 0.01% | +9+56.3% | Added |
| Raleigh Capital Management Inc. | 25 | $16.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 25 | $16.2K | 0.01% | −2−7.4% | Reduced |
| McIlrath & Eck, LLC | 27 | $17.4K | 0.00% | −2−6.9% | Reduced |
| Motco | 27 | $17.4K | 0.00% | +11+68.8% | Added |
| Riverview Trust Co | 29 | $18.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $19.0K | 0.00% | −13−30.2% | Reduced |
| First Community Trust NA | 30 | $19.3K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $19.3K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $19.9K | 0.00% | +31 | New |
| South State Corp. | 33 | $21.2K | 0.00% | +14+73.7% | Added |
| Atlantic Trust, LLC | 33 | $21.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 34 | $21.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $21.9K | 0.00% | −1−2.9% | Reduced |
| Northwest Capital Management Inc | 35 | $22.2K | 0.01% | +35 | New |
| Coppell Advisory Solutions LLC | 35 | $22.4K | 0.01% | +35 | New |
| JNBA Financial Advisors | 36 | $23.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 37 | $23.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 37 | $23.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 38 | $24.4K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $24.4K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 40 | $26.0K | 0.00% | +15+60.0% | Added |
| Chesapeake Asset Management LLC | 41 | $26.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 42 | $27.0K | 0.01% | +9+27.3% | Added |
| Stephens Consulting, LLC | 43 | $27.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $27.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 45 | $28.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 45 | $28.9K | 0.02% | +45 | New |
| Clear Street Markets LLC | 45 | $29.0K | 0.01% | +45 | New |
| GHP Investment Advisors, Inc. | 45 | $29.3K | 0.00% | 00.0% | Unchanged |