| Comerica Bank | 1,079,399 | $52 | 0.01% | +1,079,399 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $283 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $396 | 0.00% | −129−94.9% | Reduced |
| PFG Private Wealth Management, LLC | 11 | $622 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $848 | 0.00% | +15 | New |
| Tyler-Stone Wealth Management | 23 | $1.00K | 0.00% | +23 | New |
| Miller Wealth Advisors, LLC | 20 | $1.13K | 0.00% | −3,155−99.4% | Reduced |
| Iron Horse Wealth Management, LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $1.22K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 22 | $1.24K | 0.00% | −65−74.7% | Reduced |
| Retirement Group, LLC | 24 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 26 | $1.47K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 28 | $1.58K | 0.00% | −545−95.1% | Reduced |
| NewSquare Capital LLC | 33 | $1.86K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 38 | $2.15K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $2.26K | 0.00% | −31−43.7% | Reduced |
| USA Financial Portformulas Corp | 40 | $2.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $2.26K | 0.00% | +40 | New |
| Private Ocean, LLC | 42 | $2.37K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 43 | $2.43K | 0.00% | −164−79.2% | Reduced |
| SRS Capital Advisors, Inc. | 46 | $2.60K | 0.00% | −126−73.3% | Reduced |
| DB Wealth Management Group, LLC | 57 | $3.22K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 57 | $3.22K | 0.00% | +57 | New |
| Princeton Global Asset Management LLC | 58 | $3.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $3.33K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 60 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 57 | $3.56K | 0.02% | −1−1.7% | Reduced |
| Impact Partnership Wealth, LLC | 64 | $3.62K | 0.00% | +64 | New |
| Clearview Wealth Advisors LLC | 67 | $3.79K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $3.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $4.19K | 0.00% | +74 | New |
| Bourgeon Capital Management LLC | 75 | $4.24K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $4.52K | 0.00% | −366−82.1% | Reduced |
| Pacific Center for Financial Services | 80 | $4.52K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 84 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 85 | $4.80K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 87 | $4.92K | 0.00% | −90−50.8% | Reduced |
| ClariVest Asset Management LLC | 83 | $5.00K | 0.00% | −128,501−99.9% | Reduced |
| Providence Capital Advisors, LLC | 96 | $5.43K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 105 | $5.94K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 105 | $5.94K | 0.00% | +105 | New |
| Byrne Asset Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 110 | $6.22K | 0.00% | +110 | New |
| Atticus Wealth Management, LLC | 113 | $6.39K | 0.00% | −7−5.8% | Reduced |
| CGC Financial Services, LLC | 114 | $6.44K | 0.00% | +114 | New |
| Baker Avenue Asset Management, LP | 117 | $6.61K | 0.00% | −142−54.8% | Reduced |
| Prestige Wealth Management Group LLC | 117 | $6.62K | 0.00% | +101+631.3% | Added |
| Versant Capital Management, Inc | 118 | $6.67K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 119 | $6.73K | 0.00% | +6+5.3% | Added |
| Cherry Tree Wealth Management, LLC | 119 | $6.73K | 0.00% | +119 | New |
| Sound Income Strategies, LLC | 120 | $6.79K | 0.00% | −59−33.0% | Reduced |
| Tower View Investment Management & Research LLC | 120 | $7.00K | 0.00% | +120 | New |
| Park Place Capital Corp | 126 | $7.31K | 0.00% | −21−14.3% | Reduced |
| Stone House Investment Management, LLC | 134 | $7.58K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 135 | $7.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 135 | $7.65K | 0.00% | +51+60.7% | Added |
| General Partner, Inc. | 136 | $7.69K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 147 | $8.31K | 0.00% | −169−53.5% | Reduced |
| Financial Perspectives, Inc | 148 | $8.37K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 150 | $8.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 153 | $8.65K | 0.00% | −74−32.6% | Reduced |
| Country Trust Bank | 153 | $8.65K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 154 | $8.71K | 0.00% | +154 | New |
| GHP Investment Advisors, Inc. | 138 | $8.78K | 0.00% | −50−26.6% | Reduced |
| Tradition Wealth Management, LLC | 163 | $9.00K | 0.00% | −28−14.7% | Reduced |
| Bollard Group LLC | 155 | $9.00K | 0.00% | +155 | New |
| Atwood & Palmer Inc | 160 | $9.04K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 160 | $9.04K | 0.00% | +160 | New |
| Strategic Investment Solutions, Inc. | 187 | $9.73K | 0.00% | −91−32.7% | Reduced |
| Cranbrook Wealth Management, LLC | 175 | $9.89K | 0.00% | +175 | New |
| Capital Advisors, Ltd. LLC | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 178 | $10.0K | 0.00% | +178 | New |
| Insight Financial Services | 177 | $10.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 179 | $10.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 180 | $10.2K | 0.00% | +39+27.7% | Added |
| Level Financial Advisors, Inc. | 189 | $10.7K | 0.01% | +157+490.6% | Added |
| Horizons Wealth Management | 194 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 198 | $11.2K | 0.01% | +198 | New |
| Intelligent Financial Strategies | 200 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 200 | $11.3K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 208 | $11.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 208 | $11.8K | 0.01% | +2+1.0% | Added |
| Nordwand Advisors, LLC | 215 | $12.2K | 0.00% | −50,669−99.6% | Reduced |
| Northwest Investment Counselors, LLC | 229 | $12.9K | 0.00% | 00.0% | Unchanged |
| Motco | 231 | $13.1K | 0.00% | +202+696.6% | Added |
| V-Square Quantitative Management LLC | 231 | $13.1K | 0.01% | +231 | New |
| Cape Investment Advisory, Inc. | 235 | $13.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 243 | $13.7K | 0.01% | −14−5.4% | Reduced |
| Focused Wealth Management, Inc | 247 | $13.9K | 0.00% | +2+0.8% | Added |
| Rocky Mountain Advisers, LLC | 241 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 249 | $14.0K | 0.01% | −665−72.8% | Reduced |
| Hanson & Doremus Investment Management | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 257 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 248 | $14.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 250 | $14.1K | 0.00% | −962−79.4% | Reduced |