| Comerica Bank | 18,566 | $45 | 0.00% | +18,566 | New |
| Wolff Wiese Magana LLC | 1 | $428 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $855 | 0.00% | −1−33.3% | Reduced |
| Tfo-TDC, LLC | 2 | $855 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $855 | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.71K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.71K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $1.71K | 0.00% | +4 | New |
| TD Ameritrade Investment Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Capital Analysts, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Colonial Trust Advisors | 6 | $2.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $2.99K | 0.00% | −2,050−99.7% | Reduced |
| Disciplined Investments, LLC | 7 | $2.99K | 0.00% | −7−50.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $2.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $2.99K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Independence Bank of Kentucky | 8 | $3.42K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $3.42K | 0.00% | +8 | New |
| Copeland Capital Management, LLC | 9 | $3.85K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $4.27K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $4.27K | 0.00% | +10 | New |
| American National Bank | 11 | $4.70K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $4.70K | 0.00% | +11 | New |
| Ridgewood Investments LLC | 12 | $4.91K | 0.00% | −45−78.9% | Reduced |
| Coston, McIsaac & Partners | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 12 | $5.00K | 0.00% | +12 | New |
| Adirondack Retirement Specialists, Inc. | 13 | $5.55K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $5.55K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $5.55K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $5.98K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 15 | $6.41K | 0.00% | +15 | New |
| Mascoma Wealth Management LLC | 16 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 18 | $7.69K | 0.00% | −1,222−98.5% | Reduced |
| Raffa Wealth Management, LLC | 19 | $8.12K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $8.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $8.55K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 22 | $9.40K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 23 | $9.73K | 0.00% | +23 | New |
| Antonetti Capital Management LLC | 25 | $10.7K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $11.0K | 0.00% | +5+25.0% | Added |
| Beacon Capital Management, LLC | 26 | $11.1K | 0.00% | +26 | New |
| Sofos Investments, Inc. | 427 | $11.5K | 0.05% | +71+19.9% | Added |
| Pacifica Partners Inc. | 28 | $11.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 30 | $12.8K | 4.15% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 30 | $12.8K | 0.01% | +30 | New |
| Hoey Investments, Inc | 30 | $12.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $12.8K | 0.00% | +4+15.4% | Added |
| Abound Wealth Management | 30 | $12.8K | 0.01% | +9+42.9% | Added |
| Rock Creek Group, LP | 32 | $13.7K | 0.00% | −7−17.9% | Reduced |
| Steward Financial Group LLC | 35 | $14.0K | 0.00% | −13−27.1% | Reduced |
| Spotlight Asset Group, Inc. | 33 | $14.1K | 0.01% | +33 | New |
| Wellington Shields & Co., LLC | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $15.0K | 0.00% | +12+52.2% | Added |
| Tanglewood Legacy Advisors, LLC | 40 | $17.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $17.1K | 0.00% | +40 | New |
| VitalStone Financial, LLC | 51 | $18.0K | 0.01% | +51 | New |
| Bogart Wealth, LLC | 44 | $18.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 45 | $19.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 47 | $20.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 49 | $20.9K | 0.01% | +4+8.9% | Added |
| Oakworth Capital, Inc. | 49 | $20.9K | 0.00% | +49 | New |
| Baystate Wealth Management LLC | 49 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $21.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 51 | $21.8K | 0.02% | −5−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $22.2K | 0.00% | −1−1.9% | Reduced |
| West Tower Group, LLC | 52 | $22.2K | 0.02% | +52 | New |
| Marquette Asset Management, LLC | 52 | $22.2K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 53 | $22.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 53 | $22.6K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 53 | $22.6K | 0.01% | +2+3.9% | Added |
| JNBA Financial Advisors | 54 | $23.1K | 0.00% | −10−15.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $23.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 59 | $25.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $26.1K | 0.01% | −4−6.2% | Reduced |
| Coastal Capital Group, Inc. | 62 | $26.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 62 | $26.5K | 0.02% | +47+313.3% | Added |
| Washington Trust Advisors, Inc. | 67 | $28.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $29.1K | 0.00% | −14−17.1% | Reduced |
| Column Capital Advisors, LLC | 72 | $30.8K | 0.00% | −9−11.1% | Reduced |
| Motco | 74 | $31.6K | 0.00% | −95−56.2% | Reduced |
| Earnest Partners LLC | 74 | $31.6K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 77 | $32.9K | 0.01% | +6+8.5% | Added |
| KB Financial Partners, LLC | 78 | $33.0K | 0.01% | +16+25.8% | Added |
| AlphaMark Advisors, LLC | 80 | $34.0K | 0.02% | −70−46.7% | Reduced |
| Live Oak Investment Partners | – | $34.2K | 0.03% | – | – |
| Sutton Wealth Advisors Inc. | 80 | $34.2K | 0.02% | −8−9.1% | Reduced |
| Washington Trust Co | 80 | $34.2K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 83 | $35.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 82 | $35.0K | 0.02% | +10+13.9% | Added |
| TFC Financial Management | 83 | $35.5K | 0.01% | −45−35.2% | Reduced |
| Carmel Capital Partners, LLC | 85 | $36.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 85 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 86 | $37.0K | 0.00% | 00.0% | Unchanged |