| Comerica Bank | 22,223 | $38 | 0.00% | +22,223 | New |
| Activest Wealth Management | 4 | $203 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $447 | 0.00% | +7 | New |
| Carmel Capital Partners, LLC | 10 | $664 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15 | $958 | 0.00% | −15−50.0% | Reduced |
| Harvest Fund Management Co., Ltd | 22 | $1.00K | 0.00% | −183−89.3% | Reduced |
| Motco | 16 | $1.02K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 16 | $1.02K | 0.00% | +16 | New |
| Crewe Advisors LLC | 16 | $1.02K | 0.00% | −222−93.3% | Reduced |
| Raffa Wealth Management, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.53K | 0.00% | +24 | New |
| Institutional & Family Asset Management, LLC | 26 | $1.63K | 0.00% | +11+73.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 31 | $1.98K | 0.00% | +12+63.2% | Added |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $2.17K | 0.00% | −533−94.0% | Reduced |
| True Wealth Design, LLC | 34 | $2.17K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 36 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $2.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.45K | 0.00% | +1+2.7% | Added |
| Caldwell Sutter Capital, Inc. | 40 | $2.55K | 0.00% | +40 | New |
| CGC Financial Services, LLC | 40 | $2.55K | 0.00% | +40 | New |
| WR Wealth Planners, LLC | 40 | $2.55K | 0.00% | +40 | New |
| Aspire Private Capital, LLC | 41 | $2.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $2.68K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 44 | $2.81K | 0.00% | +17+63.0% | Added |
| St Germain D J Co Inc | 49 | $3.13K | 0.00% | +49 | New |
| Annapolis Financial Services, LLC | 49 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 53 | $3.38K | 0.00% | +25+89.3% | Added |
| Gradient Investments LLC | 56 | $3.58K | 0.00% | +12+27.3% | Added |
| Valley National Advisers Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $4.34K | 0.00% | +68 | New |
| Retirement Group, LLC | 72 | $4.60K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 75 | $4.79K | 0.00% | +75 | New |
| Clearstead Advisors, LLC | 77 | $4.93K | 0.00% | +27+54.0% | Added |
| Asset Dedication, LLC | 66 | $5.00K | 0.00% | +66 | New |
| Dividend Assets Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 97 | $6.19K | 0.00% | +97 | New |
| Baldwin Brothers Inc | 100 | $6.38K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $6.38K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $6.38K | 0.00% | +100 | New |
| Kelly Lawrence W & Associates Inc | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $6.96K | 0.00% | −324−74.8% | Reduced |
| Beacon Capital Management, LLC | 109 | $6.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $7.00K | 0.00% | +107 | New |
| BerganKDV Wealth Management, LLC | 114 | $7.28K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $7.34K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 116 | $7.39K | 0.01% | +4+3.6% | Added |
| Disciplined Investments, LLC | 118 | $7.53K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $7.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $7.85K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 136 | $8.68K | 0.00% | +8+6.3% | Added |
| Byrne Asset Management LLC | 140 | $9.00K | 0.01% | +100+250.0% | Added |
| JNBA Financial Advisors | 144 | $9.19K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $9.89K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 171 | $10.9K | 0.00% | −78−31.3% | Reduced |
| Financial Management Professionals, Inc. | 176 | $11.0K | 0.00% | −402−69.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 177 | $11.0K | 0.00% | −34−16.1% | Reduced |
| Bollard Group LLC | 173 | $11.0K | 0.00% | +173 | New |
| Princeton Global Asset Management LLC | 172 | $11.0K | 0.00% | +5+3.0% | Added |
| HHM Wealth Advisors, LLC | 178 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 181 | $11.5K | 0.01% | +61+50.8% | Added |
| Halpern Financial, Inc. | 186 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 199 | $12.7K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $12.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 238 | $15.2K | 0.00% | −15−5.9% | Reduced |
| Headlands Technologies LLC | 239 | $15.3K | 0.00% | +239 | New |
| Centerpoint Advisors, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 252 | $16.0K | 0.01% | +100+65.8% | Added |
| Coston, McIsaac & Partners | 276 | $17.0K | 0.01% | +9+3.4% | Added |
| Pin Oak Investment Advisors Inc | 282 | $18.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 295 | $19.1K | 0.00% | +3+1.0% | Added |
| North Star Investment Management Corp. | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 309 | $19.7K | 0.00% | +249+415.0% | Added |
| Coppell Advisory Solutions LLC | 314 | $19.9K | 0.01% | +314 | New |
| Clearview Wealth Advisors LLC | 321 | $20.5K | 0.02% | +11+3.5% | Added |
| Stonebridge Capital Advisors LLC | 331 | $21.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 332 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 338 | $21.6K | 0.02% | +338 | New |
| Key Financial Inc | 350 | $22.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 353 | $22.5K | 0.00% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 388 | $25.0K | 0.00% | +46+13.5% | Added |
| Safeguard Financial, LLC | 402 | $25.0K | 0.01% | +402 | New |
| Allworth Financial LP | 397 | $25.4K | 0.00% | +159+66.8% | Added |
| Bourgeon Capital Management LLC | 400 | $25.5K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 400 | $26.0K | 0.00% | −382−48.8% | Reduced |
| McClarren Financial Advisors, Inc. | 414 | $26.0K | 0.02% | +14+3.5% | Added |
| FinTrust Capital Advisors, LLC | 368 | $26.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 412 | $26.3K | 0.00% | −5,086−92.5% | Reduced |
| Financial Perspectives, Inc | 415 | $26.5K | 0.01% | +7+1.7% | Added |
| Pacifica Partners Inc. | 419 | $26.8K | 0.02% | −6−1.4% | Reduced |
| Central Bank & Trust Co | 429 | $27.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 434 | $27.7K | 0.01% | −179−29.2% | Reduced |
| Baystate Wealth Management LLC | 437 | $27.9K | 0.00% | +15+3.6% | Added |
| Tortoise Investment Management, LLC | 440 | $28.1K | 0.00% | 00.0% | Unchanged |