| Comerica Bank | 102,412 | $105 | 0.01% | +102,412 | New |
| Delos Wealth Advisors, LLC | 1 | $266 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $270 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $797 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $797 | 0.00% | +3 | New |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $1.06K | 0.00% | +4 | New |
| New Millennium Group LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.59K | 0.00% | −11−64.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 6 | $1.59K | 0.00% | +6 | New |
| Fiduciary Alliance LLC | 6 | $1.61K | 0.00% | +6 | New |
| Register Financial Advisors LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.86K | 0.00% | +7 | New |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10 | $2.65K | 0.00% | −76−88.4% | Reduced |
| Clearview Wealth Advisors LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10 | $2.66K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $2.66K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 11 | $2.92K | 0.00% | −16−59.3% | Reduced |
| Rise Advisors, LLC | 11 | $2.97K | 0.00% | −8−42.1% | Reduced |
| Winch Advisory Services, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.72K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15 | $3.98K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 14 | $4.00K | 0.00% | +14 | New |
| Strategic Investment Solutions, Inc. | 18 | $4.23K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $4.75K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $4.78K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 18 | $4.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $4.81K | 0.00% | −5−21.7% | Reduced |
| Bollard Group LLC | 18 | $5.00K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 19 | $5.04K | 0.00% | +2+11.8% | Added |
| Brown, Lisle/Cummings, Inc. | 21 | $5.58K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $5.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $5.59K | 0.00% | +2+10.5% | Added |
| Sofos Investments, Inc. | 13,028 | $5.63K | 0.02% | +41+0.3% | Added |
| JJJ Advisors Inc. | 22 | $5.84K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 23 | $6.00K | 0.00% | +3+15.0% | Added |
| Avion Wealth | 25 | $6.00K | 0.00% | +16+177.8% | Added |
| Johnson Midwest Financial, LLC | 24 | $6.37K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 25 | $6.66K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $6.90K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 27 | $7.17K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 27 | $7.17K | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 29 | $7.70K | 0.00% | +29 | New |
| Providence Capital Advisors, LLC | 30 | $7.97K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $7.97K | 0.00% | +30 | New |
| Carolina Wealth Advisors, LLC | 33 | $8.76K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $9.03K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $9.32K | 0.00% | −15−30.0% | Reduced |
| Essex Investment Management Co LLC | 36 | $9.56K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $10.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 42 | $11.0K | 0.01% | +12+40.0% | Added |
| Tortoise Investment Management, LLC | 42 | $11.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $11.8K | 0.00% | −65−59.6% | Reduced |
| Westchester Capital Management, Inc. | 45 | $11.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $11.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 46 | $12.9K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 49 | $13.0K | 0.01% | +49 | New |
| Cambridge Trust Co | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 51 | $13.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $13.9K | 0.00% | −34−39.1% | Reduced |
| Center for Financial Planning, Inc. | 54 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 55 | $14.6K | 0.01% | −8−12.7% | Reduced |
| HWG Holdings LP | 57 | $15.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $15.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 58 | $15.4K | 0.01% | +58 | New |
| Abound Wealth Management | 58 | $15.4K | 0.01% | +16+38.1% | Added |
| IAG Wealth Partners, LLC | 60 | $15.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 63 | $16.7K | 0.01% | −19−23.2% | Reduced |
| Coppell Advisory Solutions LLC | 65 | $17.0K | 0.01% | +65 | New |
| Steward Financial Group LLC | 67 | $17.0K | 0.01% | +67 | New |
| Concord Wealth Partners | 67 | $17.8K | 0.00% | +10+17.5% | Added |
| Grayhawk Investment Strategies Inc. | 69 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $19.4K | 0.00% | +4+5.8% | Added |
| Baker Avenue Asset Management, LP | 74 | $19.6K | 0.00% | −3−3.9% | Reduced |
| Motco | 74 | $19.6K | 0.00% | +2+2.8% | Added |
| Sound Income Strategies, LLC | 75 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 78 | $20.7K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 79 | $21.0K | 0.00% | +6+8.2% | Added |
| Halpern Financial, Inc. | 81 | $21.5K | 0.01% | 00.0% | Unchanged |
| Natixis | 81 | $21.5K | 0.00% | +81 | New |
| PSI Advisors, LLC | 81 | $21.5K | 0.01% | +81 | New |
| Valley National Advisers Inc | 82 | $22.0K | 0.00% | −25−23.4% | Reduced |
| GW&K Investment Management, LLC | 82 | $22.0K | 0.00% | +81+8,100.0% | Added |
| Heritage Wealth Advisors | 84 | $22.3K | 0.00% | 00.0% | Unchanged |