| Comerica Bank | 73,720 | $7 | 0.00% | +73,720 | New |
| Hallmark Capital Management Inc | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $284 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $284 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $473 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $567 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $662 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7 | $663 | 0.00% | +7 | New |
| TFC Financial Management | 8 | $757 | 0.00% | +2+33.3% | Added |
| Creative Financial Designs Inc | 8 | $757 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $851 | 0.00% | −15−62.5% | Reduced |
| True Wealth Design, LLC | 10 | $946 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $946 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $946 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $1.42K | 0.00% | +14+1,400.0% | Added |
| BDO Wealth Advisors, LLC | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 18 | $1.70K | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 19 | $1.80K | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $1.89K | 0.00% | +20 | New |
| Independence Bank of Kentucky | 21 | $1.99K | 0.00% | +21 | New |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23 | $2.18K | 0.00% | −9−28.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29 | $2.83K | 0.00% | −1−3.3% | Reduced |
| Avion Wealth | 38 | $3.00K | 0.00% | +38 | New |
| Beacon Capital Management, LLC | 32 | $3.03K | 0.00% | +32 | New |
| Rosenberg Matthew Hamilton | 33 | $3.12K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 36 | $3.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 41 | $3.88K | 0.00% | −75−64.7% | Reduced |
| Northwest Investment Counselors, LLC | 46 | $4.35K | 0.00% | +46 | New |
| Grove Bank & Trust | 47 | $4.45K | 0.00% | +30+176.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $4.54K | 0.00% | +27+128.6% | Added |
| Heritage Wealth Advisors | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $4.82K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 53 | $5.01K | 0.00% | +12+29.3% | Added |
| Disciplined Investments, LLC | 55 | $5.20K | 0.00% | +2+3.8% | Added |
| Gradient Investments LLC | 58 | $5.49K | 0.00% | +58 | New |
| Key Financial Inc | 59 | $5.58K | 0.00% | +59 | New |
| Carolinas Wealth Consulting LLC | 59 | $5.58K | 0.00% | +59 | New |
| Capital Advisors, Ltd. LLC | 59 | $6.00K | 0.00% | +9+18.0% | Added |
| Horan Securities, Inc. | 64 | $6.05K | 0.00% | +64 | New |
| Kelly Financial Services LLC | 65 | $6.15K | 0.00% | +65 | New |
| Thomas J. Herzfeld Advisors, Inc. | 66 | $6.24K | 0.00% | −16−19.5% | Reduced |
| Raffa Wealth Management, LLC | 66 | $6.24K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 95 | $6.27K | 0.03% | +13+15.9% | Added |
| SJS Investment Consulting Inc. | 70 | $6.62K | 0.00% | +1+1.4% | Added |
| Sutton Wealth Advisors Inc. | 77 | $7.28K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 79 | $7.47K | 0.00% | +79 | New |
| Lee Financial Co | 80 | $7.57K | 0.00% | −6−7.0% | Reduced |
| Abound Wealth Management | 82 | $7.76K | 0.00% | +46+127.8% | Added |
| Pflug Koory, LLC | 85 | $8.04K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 90 | $8.51K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $8.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $8.70K | 0.00% | +2+2.2% | Added |
| Concord Wealth Partners | 93 | $8.80K | 0.00% | +4+4.5% | Added |
| Armstrong Advisory Group, Inc | 93 | $8.80K | 0.00% | +93 | New |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | +70+304.3% | Added |
| Tradition Wealth Management, LLC | 94 | $9.00K | 0.00% | +94 | New |
| Chesapeake Asset Management LLC | 100 | $9.46K | 0.01% | −10−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 101 | $9.55K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 115 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $11.3K | 0.00% | −30−20.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 121 | $11.4K | 0.01% | +121 | New |
| Macroview Investment Management LLC | 121 | $11.4K | 0.02% | +121 | New |
| JJJ Advisors Inc. | 122 | $11.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 125 | $11.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $12.0K | 0.00% | +62+100.0% | Added |
| Magellan Asset Management Ltd | 127 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 131 | $12.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 147 | $14.0K | 0.01% | −699−82.6% | Reduced |
| Johnson Financial Group, Inc. | 150 | $14.2K | 0.00% | +150 | New |
| ZRC Wealth Management, LLC | 150 | $14.2K | 0.01% | +150 | New |
| Chilton Capital Management LLC | 153 | $14.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 155 | $14.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $14.7K | 0.00% | +155 | New |
| Plante Moran Financial Advisors, LLC | 156 | $14.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 162 | $15.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 164 | $15.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 167 | $15.8K | 0.00% | +79+89.8% | Added |
| Financial Management Professionals, Inc. | 180 | $17.0K | 0.00% | −26−12.6% | Reduced |
| Whittier Trust Co | 189 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $18.9K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $18.9K | 0.01% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 215 | $20.0K | 0.01% | +215 | New |
| MV Capital Management, Inc. | 219 | $20.7K | 0.00% | −3−1.4% | Reduced |
| KB Financial Partners, LLC | 226 | $21.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 223 | $21.1K | 0.00% | +50+28.9% | Added |