| Comerica Bank | 570,044 | $11 | 0.00% | +570,044 | New |
| Gradient Investments LLC | 5 | $287 | 0.00% | +5 | New |
| Venturi Wealth Management, LLC | 6 | $345 | 0.00% | −80−93.0% | Reduced |
| Marquette Asset Management, LLC | 8 | $460 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $517 | 0.00% | +9 | New |
| Baker Avenue Asset Management, LP | 10 | $574 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $640 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $739 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $861 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $975 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $975 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17 | $975 | 0.00% | +17 | New |
| Avion Wealth | 30 | $1.00K | 0.00% | +10+50.0% | Added |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | +7+116.7% | Added |
| TSFG, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Safeguard Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| VitalStone Financial, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Stonebridge Capital Advisors LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.32K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $1.78K | 0.00% | +4+14.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 34 | $2.00K | 0.00% | −83−70.9% | Reduced |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $2.47K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 44 | $2.53K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 46 | $2.64K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 54 | $3.12K | 0.00% | +54 | New |
| Institutional & Family Asset Management, LLC | 60 | $3.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $3.44K | 0.00% | +16+36.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $3.84K | 0.00% | +18+36.7% | Added |
| McIlrath & Eck, LLC | 68 | $3.90K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 64 | $4.00K | 0.00% | −6−8.6% | Reduced |
| Coston, McIsaac & Partners | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 73 | $4.19K | 0.00% | +58+386.7% | Added |
| Hexagon Capital Partners LLC | 79 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 80 | $4.59K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 80 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 82 | $4.71K | 0.00% | +82 | New |
| Red Tortoise LLC | 83 | $4.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 95 | $5.00K | 0.00% | +5+5.6% | Added |
| Financial Connections Group, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| NewSquare Capital LLC | 94 | $5.39K | 0.00% | −16−14.5% | Reduced |
| Glassman Wealth Services | 98 | $5.62K | 0.00% | −422−81.2% | Reduced |
| Halpern Financial, Inc. | 98 | $5.62K | 0.00% | +98 | New |
| ICA Group Wealth Management, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 104 | $5.97K | 0.00% | +95+1,055.6% | Added |
| GW&K Investment Management, LLC | 105 | $6.00K | 0.00% | +105 | New |
| Abound Wealth Management | 107 | $6.15K | 0.00% | +12+12.6% | Added |
| Ronald Blue Trust, Inc. | 140 | $7.00K | 0.00% | −105−42.9% | Reduced |
| Wolff Wiese Magana LLC | 125 | $7.17K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $7.63K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 146 | $8.38K | 0.00% | +146 | New |
| Northwest Capital Management Inc | 162 | $9.31K | 0.00% | +162 | New |
| Brown, Lisle/Cummings, Inc. | 165 | $9.47K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 166 | $9.53K | 0.00% | +166 | New |
| Farmers & Merchants Investments Inc | 167 | $9.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $9.87K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 166 | $9.90K | 0.00% | +1+0.6% | Added |
| Center for Financial Planning, Inc. | 180 | $10.3K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 205 | $11.8K | 0.01% | +5+2.5% | Added |
| Itau Unibanco Holding S.A. | 209 | $12.0K | 0.00% | −1,995−90.5% | Reduced |
| Harbour Investments, Inc. | 215 | $12.3K | 0.00% | +79+58.1% | Added |
| Versant Capital Management, Inc | 218 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 237 | $13.6K | 0.01% | +237 | New |
| Resources Management Corp | 250 | $14.0K | 0.00% | −50−16.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $14.3K | 0.00% | +250 | New |
| Independence Bank of Kentucky | 252 | $14.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 253 | $14.5K | 0.00% | −62,320−99.6% | Reduced |
| Cape Investment Advisory, Inc. | 259 | $14.9K | 0.01% | +79+43.9% | Added |
| Sutton Wealth Advisors Inc. | 260 | $14.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 286 | $16.0K | 0.01% | +286 | New |
| CVA Family Office, LLC | 285 | $16.4K | 0.00% | +110+62.9% | Added |
| St Germain D J Co Inc | 290 | $16.6K | 0.00% | +290 | New |
| Clear Street Markets LLC | 294 | $17.0K | 0.01% | −147−33.3% | Reduced |
| Parkside Financial Bank & Trust | 325 | $18.6K | 0.00% | −11−3.3% | Reduced |
| Clearstead Advisors, LLC | 330 | $18.9K | 0.00% | −162−32.9% | Reduced |
| MCF Advisors LLC | 337 | $19.3K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 340 | $19.5K | 0.01% | −782−69.7% | Reduced |
| Global Retirement Partners, LLC | 359 | $20.6K | 0.00% | +1+0.3% | Added |
| Resurgent Financial Advisors LLC | 360 | $20.7K | 0.01% | +360 | New |
| Bell Investment Advisors, Inc | 392 | $22.5K | 0.00% | −26−6.2% | Reduced |
| Loomis Sayles & Co L P | 407 | $23.0K | 0.00% | +407 | New |
| KB Financial Partners, LLC | 420 | $24.0K | 0.01% | −2−0.5% | Reduced |
| Northwest Bank & Trust Co | 421 | $24.2K | 0.02% | +421 | New |
| Thompson Siegel & Walmsley LLC | 441 | $25.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 443 | $25.4K | 0.00% | −3,377−88.4% | Reduced |
| Goodman Advisory Group, LLC | 451 | $25.9K | 0.01% | −14,636−97.0% | Reduced |
| Ruedi Wealth Management, Inc. | 456 | $26.2K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 504 | $28.9K | 0.02% | +504 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 512 | $29.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 539 | $30.9K | 0.00% | −11,267−95.4% | Reduced |
| Hallmark Capital Management Inc | 550 | $31.6K | 0.00% | −755−57.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 550 | $31.6K | 0.00% | 00.0% | Unchanged |
