| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2 | $0 | 0.00% | +2 | New |
| Comerica Bank | 72,613 | $28 | 0.00% | +72,613 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $336 | 0.00% | +3 | New |
| VisionPoint Advisory Group, LLC | 4 | $447 | 0.00% | +4 | New |
| Coastal Capital Group, Inc. | 5 | $513 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $784 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 8 | $895 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.12K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 158 | $1.21K | 0.01% | +43+37.4% | Added |
| Highline Wealth Partners LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12 | $1.34K | 0.00% | +12 | New |
| Country Trust Bank | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | −2,157−99.1% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $2.69K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 26 | $2.91K | 0.00% | −18−40.9% | Reduced |
| Magnolia Capital Management Ltd | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $3.02K | 0.00% | +27 | New |
| Truvestments Capital LLC | 29 | $3.24K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $3.24K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 31 | $3.47K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 34 | $3.80K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 35 | $3.92K | 0.00% | +35 | New |
| Nemes Rush Group LLC | 35 | $3.92K | 0.00% | +35 | New |
| Tower View Investment Management & Research LLC | 32 | $4.00K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 40 | $4.47K | 0.00% | −700−94.6% | Reduced |
| Baker Avenue Asset Management, LP | 42 | $4.70K | 0.00% | −78−65.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 48 | $5.00K | 0.00% | −27−36.0% | Reduced |
| PrairieView Partners, LLC | 48 | $5.00K | 0.00% | +8+20.0% | Added |
| Zions Bancorporation, N.A. | 45 | $5.03K | 0.00% | −4−8.2% | Reduced |
| Abound Wealth Management | 47 | $5.27K | 0.00% | +7+17.5% | Added |
| Raleigh Capital Management Inc. | 49 | $5.44K | 0.00% | −217−81.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 56 | $6.26K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,000 | $6.60K | 0.00% | +2,000 | New |
| Coppell Advisory Solutions LLC | 61 | $6.67K | 0.00% | +61 | New |
| JCIC Asset Management Inc. | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 60 | $6.71K | 0.00% | +60 | New |
| Level Financial Advisors, Inc. | 62 | $6.94K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 65 | $7.00K | 0.00% | +65 | New |
| Fuller & Thaler Asset Management, Inc. | 64 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 67 | $7.44K | 0.00% | +1+1.5% | Added |
| Creative Capital Management Investments LLC | 70 | $7.83K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 70 | $7.83K | 0.01% | +70 | New |
| Winch Advisory Services, LLC | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 69 | $8.00K | 0.00% | +61+762.5% | Added |
| Sound Income Strategies, LLC | 73 | $8.17K | 0.00% | −55−43.0% | Reduced |
| Ancora Advisors, LLC | 74 | $8.28K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 74 | $8.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $8.84K | 0.00% | +3+3.9% | Added |
| Evermay Wealth Management LLC | 80 | $8.95K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 80 | $8.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 85 | $9.51K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $10.2K | 0.00% | −50−35.5% | Reduced |
| Solstein Capital, LLC | 91 | $10.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $10.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 99 | $11.0K | 0.01% | +1+1.0% | Added |
| Norwood Financial Corp | 100 | $11.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 92 | $11.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 113 | $12.6K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 125 | $13.0K | 0.01% | +125 | New |
| Northwest Bank & Trust Co | 126 | $14.1K | 0.01% | +126 | New |
| 25 LLC | 118 | $14.2K | 0.01% | +6+5.4% | Added |
| Tortoise Investment Management, LLC | 131 | $14.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 134 | $15.0K | 0.01% | +134 | New |
| MV Capital Management, Inc. | 135 | $15.1K | 0.00% | −19−12.3% | Reduced |
| Larson Financial Group LLC | 142 | $15.8K | 0.00% | +1+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $16.0K | 0.00% | −1,000−87.0% | Reduced |
| Carolinas Wealth Consulting LLC | 146 | $16.4K | 0.00% | +1+0.7% | Added |
| Thompson Investment Management, Inc. | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 157 | $17.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 160 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $18.3K | 0.00% | +32+24.2% | Added |
| Horan Securities, Inc. | 165 | $18.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $18.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 168 | $18.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 168 | $18.8K | 0.00% | +71+73.2% | Added |
| First Personal Financial Services | 185 | $20.7K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 185 | $20.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 188 | $21.0K | 0.00% | −153−44.9% | Reduced |
| Tfo-TDC, LLC | 191 | $21.4K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $22.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 199 | $22.3K | 0.00% | −14−6.6% | Reduced |
| Princeton Global Asset Management LLC | 199 | $22.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 217 | $24.3K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 220 | $24.6K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 220 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 226 | $25.3K | 0.00% | +26+13.0% | Added |
| First Command Financial Services, Inc. | 226 | $25.3K | 0.00% | +26+13.0% | Added |