| Comerica Bank | 38,392 | $40 | 0.00% | +38,392 | New |
| Cherry Tree Wealth Management, LLC | 1 | $154 | 0.00% | +1 | New |
| AllSquare Wealth Management LLC | 3 | $426 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $613 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $613 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $909 | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 6 | $920 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $1.53K | 0.00% | −215−95.6% | Reduced |
| TCTC Holdings, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.84K | 0.00% | – | – |
| Nalls Sherbakoff Group, LLC | 14 | $1.98K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $2.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $2.64K | 0.00% | −8−32.0% | Reduced |
| USA Financial Portformulas Corp | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19 | $2.91K | 0.00% | +19 | New |
| Lee Financial Co | 19 | $2.92K | 0.00% | −115−85.8% | Reduced |
| First Capital Advisors Group, LLC. | 20 | $3.06K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 20 | $3.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $3.68K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $3.68K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 25 | $3.83K | 0.00% | −1−3.8% | Reduced |
| Horan Securities, Inc. | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $3.98K | 0.00% | −137−84.0% | Reduced |
| Key Financial Inc | 26 | $3.98K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 26 | $3.98K | 0.00% | +1+4.0% | Added |
| Financial Management Professionals, Inc. | 23 | $4.00K | 0.00% | +14+155.6% | Added |
| GHP Investment Advisors, Inc. | 30 | $4.43K | 0.00% | −15−33.3% | Reduced |
| TFC Financial Management | 30 | $4.60K | 0.00% | +4+15.4% | Added |
| Wolff Wiese Magana LLC | 31 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 30 | $5.00K | 0.00% | +25+500.0% | Added |
| Tortoise Investment Management, LLC | 36 | $5.51K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $5.57K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 153 | $5.63K | 0.02% | +18+13.3% | Added |
| Western Pacific Wealth Management, LP | 39 | $5.97K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 44 | $6.74K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $6.77K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.89K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 44 | $7.00K | 0.00% | +29+193.3% | Added |
| Eagle Bay Advisors LLC | 47 | $7.20K | 0.00% | −8−14.5% | Reduced |
| Sound Income Strategies, LLC | 54 | $8.27K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $8.42K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 56 | $8.58K | 0.00% | +56 | New |
| Sutton Wealth Advisors Inc. | 59 | $9.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 59 | $9.04K | 0.00% | +28+90.3% | Added |
| JJJ Advisors Inc. | 60 | $9.19K | 0.00% | +45+300.0% | Added |
| Magellan Asset Management Ltd | 61 | $9.34K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 67 | $10.0K | 0.00% | +67 | New |
| Grove Bank & Trust | 68 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 68 | $10.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 70 | $10.7K | 0.01% | +70 | New |
| GW&K Investment Management, LLC | 74 | $11.0K | 0.00% | +74 | New |
| Level Financial Advisors, Inc. | 72 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 78 | $12.0K | 0.00% | −70−47.3% | Reduced |
| Creative Financial Designs Inc | 83 | $12.7K | 0.00% | +10+13.7% | Added |
| Steward Financial Group LLC | 89 | $13.0K | 0.00% | +89 | New |
| Tradewinds Capital Management, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $13.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 91 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $14.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 96 | $14.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 97 | $14.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $15.0K | 0.00% | +8+8.9% | Added |
| Venturi Wealth Management, LLC | 99 | $15.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 103 | $15.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 103 | $15.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 126 | $16.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $16.8K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 109 | $17.0K | 0.01% | +109 | New |
| Laurel Wealth Advisors LLC | 118 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $18.4K | 0.01% | +120 | New |
| Bell Investment Advisors, Inc | 121 | $18.5K | 0.00% | +4+3.4% | Added |
| Barrett & Company, Inc. | 125 | $19.1K | 0.01% | +125 | New |
| Fred Alger Management, LLC | 143 | $21.9K | 0.00% | −20−12.3% | Reduced |
| Solstein Capital, LLC | 144 | $22.1K | 0.02% | +92+176.9% | Added |
| First PREMIER Bank | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 161 | $24.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 164 | $25.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $25.4K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 166 | $25.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 174 | $27.0K | 0.02% | −4−2.2% | Reduced |
| Bangor Savings Bank | 177 | $27.1K | 0.00% | +120+210.5% | Added |
| Asset Dedication, LLC | 187 | $29.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 194 | $29.7K | 0.01% | +18+10.2% | Added |
| Godsey & Gibb Associates | 200 | $30.6K | 0.00% | 00.0% | Unchanged |