| Comerica Bank | 1,444,452 | $40 | 0.00% | +1,444,452 | New |
| PSI Advisors, LLC | 2 | $170 | 0.00% | −13−86.7% | Reduced |
| Carolina Wealth Advisors, LLC | 2 | $170 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $170 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $170 | 0.00% | +2 | New |
| Rise Advisors, LLC | 11 | $925 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $933 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Sofos Investments, Inc. | 85 | $1.42K | 0.01% | +85 | New |
| True Wealth Design, LLC | 18 | $1.53K | 0.00% | −33−64.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 24 | $2.07K | 0.00% | −48−66.7% | Reduced |
| RFP Financial Group LLC | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 29 | $2.46K | 0.00% | +29 | New |
| Sanctuary Wealth Management, L.L.C. | 34 | $2.88K | 0.00% | +34 | New |
| JJJ Advisors Inc. | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 37 | $3.10K | 0.00% | +1+2.8% | Added |
| Tortoise Investment Management, LLC | 41 | $3.48K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 46 | $3.60K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 43 | $3.65K | 0.00% | +43 | New |
| Buck Wealth Strategies, LLC | 44 | $3.71K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 51 | $4.32K | 0.00% | +51 | New |
| First Command Financial Services, Inc. | 51 | $4.32K | 0.00% | +51 | New |
| CarsonAllaria Wealth Management, Ltd. | 53 | $4.52K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 56 | $4.75K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 58 | $4.92K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 58 | $4.92K | 0.00% | +58 | New |
| Transamerica Financial Advisors, Inc. | 69 | $6.00K | 0.00% | −3,325−98.0% | Reduced |
| Halpern Financial, Inc. | 73 | $6.15K | 0.00% | +73 | New |
| Barrett & Company, Inc. | 74 | $6.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 75 | $6.36K | 0.00% | +75 | New |
| SRS Capital Advisors, Inc. | 75 | $6.38K | 0.00% | +70+1,400.0% | Added |
| Raleigh Capital Management Inc. | 80 | $6.81K | 0.00% | −76−48.7% | Reduced |
| Disciplined Investments, LLC | 85 | $7.21K | 0.00% | −3−3.4% | Reduced |
| SJS Investment Consulting Inc. | 94 | $7.97K | 0.00% | +8+9.3% | Added |
| ClariVest Asset Management LLC | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 104 | $8.00K | 0.00% | +100+2,500.0% | Added |
| Okabena Investment Services Inc | 95 | $8.05K | 0.01% | +95 | New |
| Old Point Trust & Financial Services N A | 100 | $8.48K | 0.00% | +100 | New |
| Granite FO LLC | 102 | $8.65K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 105 | $8.90K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 114 | $9.66K | 0.00% | +1+0.9% | Added |
| Pacific Center for Financial Services | 116 | $9.84K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 116 | $9.84K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 117 | $9.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 118 | $10.0K | 0.01% | +118 | New |
| Morgan Dempsey Capital Management LLC | 122 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $10.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 129 | $11.0K | 0.00% | +8+6.6% | Added |
| Worth Asset Management, LLC | 141 | $12.0K | 0.01% | +141 | New |
| Bollard Group LLC | 140 | $12.0K | 0.00% | +140 | New |
| Cedar Mountain Advisors, LLC | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 144 | $12.2K | 0.01% | +144 | New |
| Atticus Wealth Management, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 148 | $12.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 151 | $12.8K | 0.01% | +151 | New |
| Foster Dykema Cabot & Co Inc | 158 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 160 | $13.6K | 0.01% | +20+14.3% | Added |
| Hanson & Doremus Investment Management | 170 | $14.0K | 0.00% | −441−72.2% | Reduced |
| Northwest Investment Counselors, LLC | 166 | $14.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 207 | $15.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 190 | $16.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 194 | $16.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 210 | $17.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 211 | $17.9K | 0.00% | +111+111.0% | Added |
| GeoWealth Management, LLC | 210 | $18.0K | 0.00% | +194+1,212.5% | Added |
| Larson Financial Group LLC | 221 | $18.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $19.2K | 0.01% | +65+40.4% | Added |
| Winch Advisory Services, LLC | 238 | $20.0K | 0.01% | −50−17.4% | Reduced |
| Gradient Investments LLC | 239 | $20.3K | 0.00% | −192−44.5% | Reduced |
| Clean Yield Group | 242 | $20.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 245 | $20.8K | 0.01% | +245 | New |
| Pin Oak Investment Advisors Inc | 248 | $21.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 254 | $21.5K | 0.01% | −86−25.3% | Reduced |
| Copeland Capital Management, LLC | 258 | $21.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 263 | $22.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 267 | $22.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 270 | $22.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 266 | $23.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 278 | $23.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 284 | $24.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 300 | $25.4K | 0.01% | +300 | New |
| ZRC Wealth Management, LLC | 300 | $25.4K | 0.02% | +300 | New |
| New Millennium Group LLC | 306 | $25.9K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 306 | $25.9K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 315 | $26.0K | 0.01% | +315 | New |
| Stephenson National Bank & Trust | 307 | $26.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 308 | $26.1K | 0.01% | +16+5.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 327 | $27.7K | 0.01% | −55−14.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 330 | $28.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 351 | $30.0K | 0.00% | +2+0.6% | Added |
| Boyd Watterson Asset Management LLC | 361 | $30.6K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 362 | $30.7K | 0.02% | 00.0% | Unchanged |