| Comerica Bank | 2,775 | $9 | 0.00% | +2,775 | New |
| Sofos Investments, Inc. | 111 | $45 | 0.00% | +111 | New |
| Colonial Trust Advisors | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $221 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 3 | $332 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $443 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $492 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $553 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $572 | 0.00% | +5 | New |
| West Branch Capital LLC | 5 | $584 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $664 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $665 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $886 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | −381−97.4% | Reduced |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Gradient Investments LLC | 10 | $1.11K | 0.00% | −3−23.1% | Reduced |
| Pittenger & Anderson Inc | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 12 | $1.24K | 0.00% | −7−36.8% | Reduced |
| Kelly Financial Services LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $1.62K | 0.00% | −22−59.5% | Reduced |
| Ridgewood Investments LLC | 16 | $1.75K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.77K | 0.00% | −3−15.8% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.99K | 0.00% | −2−10.0% | Reduced |
| Front Row Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $2.00K | 0.00% | +15 | New |
| First Financial Corp | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $2.21K | 0.00% | −90−81.8% | Reduced |
| CVA Family Office, LLC | 20 | $2.21K | 0.00% | −5−20.0% | Reduced |
| Copeland Capital Management, LLC | 21 | $2.32K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 21 | $2.32K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $2.36K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 22 | $2.44K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 22 | $2.44K | 0.00% | +6+37.5% | Added |
| Whittier Trust Co | 24 | $2.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 24 | $2.66K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $3.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $3.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $3.76K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 35 | $3.88K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 41 | $4.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 45 | $4.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47 | $5.20K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $5.31K | 0.00% | −5−9.4% | Reduced |
| Sound Income Strategies, LLC | 50 | $5.54K | 0.00% | −175−77.8% | Reduced |
| Level Financial Advisors, Inc. | 50 | $5.54K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 50 | $5.54K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $5.54K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 51 | $5.64K | 0.00% | −3−5.6% | Reduced |
| Mendota Financial Group, LLC | 51 | $5.65K | 0.01% | +51 | New |
| ORG Partners LLC | 51 | $5.75K | 0.00% | +51 | New |
| Cherry Tree Wealth Management, LLC | 53 | $5.81K | 0.00% | +53 | New |
| Wolff Wiese Magana LLC | 54 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 63 | $6.97K | 0.00% | −2−3.1% | Reduced |
| JJJ Advisors Inc. | 64 | $7.08K | 0.00% | −1−1.5% | Reduced |
| Motco | 69 | $7.64K | 0.00% | +30+76.9% | Added |
| Northwest Investment Counselors, LLC | 72 | $7.95K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $8.63K | 0.00% | +51+188.9% | Added |
| Fairfield Financial Advisors, LTD | 78 | $8.66K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $9.00K | 0.00% | −22−21.2% | Reduced |
| GW&K Investment Management, LLC | 83 | $9.00K | 0.00% | +81+4,050.0% | Added |
| Bell Investment Advisors, Inc | 82 | $9.08K | 0.00% | −3−3.5% | Reduced |
| Baystate Wealth Management LLC | 82 | $9.18K | 0.00% | +62+310.0% | Added |
| DT Investment Partners, LLC | 86 | $9.80K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $9.89K | 0.00% | +90 | New |
| Larson Financial Group LLC | 90 | $10.0K | 0.00% | +14+18.4% | Added |
| MV Capital Management, Inc. | 92 | $10.2K | 0.00% | +27+41.5% | Added |
| Cornerstone Planning Group LLC | 93 | $10.3K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 99 | $11.0K | 0.00% | −9−8.3% | Reduced |
| Avion Wealth | 105 | $11.0K | 0.00% | +5+5.0% | Added |
| Capital Advisors, Ltd. LLC | 98 | $11.0K | 0.00% | +98 | New |
| Tompkins Financial Corp | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 101 | $11.2K | 3.62% | −22−17.9% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $11.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $12.2K | 0.00% | +110 | New |
| Aspire Private Capital, LLC | 111 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $13.0K | 0.00% | −176−62.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 122 | $13.0K | 0.01% | +22+22.0% | Added |
| Armstrong Advisory Group, Inc | 123 | $13.6K | 0.00% | +123 | New |
| Investors Research Corp | 127 | $14.1K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 128 | $14.2K | 0.01% | +128 | New |
| Endurance Wealth Management, Inc. | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 156 | $17.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 158 | $17.5K | 0.00% | +158 | New |
| IMA Wealth, Inc. | 165 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 166 | $18.4K | 0.00% | +166 | New |
| First Command Financial Services, Inc. | 166 | $18.4K | 0.00% | +166 | New |
| McIlrath & Eck, LLC | 170 | $18.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $19.1K | 0.00% | +1+0.6% | Added |
| Prestige Wealth Management Group LLC | 173 | $19.2K | 0.00% | +9+5.5% | Added |