| Comerica Bank | 32,168 | $8 | 0.00% | +32,168 | New |
| Sofos Investments, Inc. | 77 | $140 | 0.00% | +77 | New |
| Crewe Advisors LLC | 2 | $155 | 0.00% | −168−98.8% | Reduced |
| True Wealth Design, LLC | 4 | $309 | 0.00% | +2+100.0% | Added |
| Barrett & Company, Inc. | 7 | $540 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 11 | $849 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $927 | 0.00% | −5,511−99.8% | Reduced |
| Disciplined Investments, LLC | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $927 | 0.00% | +12 | New |
| Live Oak Investment Partners | – | $1.16K | 0.00% | – | New |
| Sittner & Nelson, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Cedar Wealth Management, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 19 | $1.47K | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.54K | 0.00% | +20 | New |
| Motco | 23 | $1.78K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $1.78K | 0.00% | +1+4.5% | Added |
| Sutton Wealth Advisors Inc. | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $1.93K | 0.00% | +25 | New |
| Horrell Capital Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $2.00K | 0.00% | +31 | New |
| Blue Bell Private Wealth Management, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Macroview Investment Management LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $3.09K | 0.00% | +40 | New |
| Concord Wealth Partners | 41 | $3.17K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 48 | $3.71K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 50 | $3.86K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 50 | $3.86K | 0.00% | +50 | New |
| Dakota Community Bank & Trust NA | 55 | $4.25K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 57 | $4.40K | 0.00% | −4−6.6% | Reduced |
| Whittier Trust Co | 60 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 64 | $4.94K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 83 | $5.00K | 0.00% | +4+5.1% | Added |
| NewSquare Capital LLC | 65 | $5.02K | 0.00% | −153−70.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 65 | $5.02K | 0.00% | +65 | New |
| Northwest Capital Management Inc | 70 | $5.41K | 0.00% | +70 | New |
| HighMark Wealth Management LLC | 74 | $5.71K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 75 | $5.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $6.00K | 0.00% | +20+33.9% | Added |
| Avion Wealth | 80 | $6.00K | 0.00% | +80 | New |
| Davidson Capital Management Inc. | 83 | $6.41K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 78 | $6.79K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 90 | $6.95K | 0.00% | +90 | New |
| Migdal Insurance & Financial Holdings Ltd. | 95 | $7.00K | 0.00% | −107−53.0% | Reduced |
| Fiduciary Alliance LLC | 98 | $7.57K | 0.00% | +98 | New |
| ORG Partners LLC | 94 | $7.62K | 0.00% | +94 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 100 | $7.72K | 0.01% | +100 | New |
| Asset Dedication, LLC | 100 | $8.00K | 0.00% | +40+66.7% | Added |
| Halpern Financial, Inc. | 104 | $8.03K | 0.00% | +104 | New |
| Oliver Lagore Vanvalin Investment Group | 106 | $8.19K | 0.00% | −21−16.5% | Reduced |
| CGC Financial Services, LLC | 110 | $8.49K | 0.01% | +110 | New |
| Gradient Investments LLC | 113 | $8.73K | 0.00% | +13+13.0% | Added |
| TSFG, LLC | 112 | $9.00K | 0.00% | +12+12.0% | Added |
| Liberty One Investment Management, LLC | 117 | $9.04K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $9.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 124 | $9.58K | 0.00% | +1+0.8% | Added |
| Richard W. Paul & Associates, LLC | 130 | $10.0K | 0.00% | −6−4.4% | Reduced |
| CVA Family Office, LLC | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 150 | $11.0K | 0.01% | +150 | New |
| Webster Bank, N. A. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $11.6K | 0.00% | +25+20.0% | Added |
| Blume Capital Management, Inc. | 150 | $11.6K | 0.00% | +150 | New |
| Beacon Capital Management, LLC | 154 | $11.9K | 0.00% | +154 | New |
| Carmel Capital Partners, LLC | 160 | $12.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 180 | $13.9K | 0.00% | +180 | New |
| Zions Bancorporation, N.A. | 192 | $14.8K | 0.00% | +9+4.9% | Added |
| Ronald Blue Trust, Inc. | 246 | $15.0K | 0.00% | −77−23.8% | Reduced |
| Ameritas Investment Partners, Inc. | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 211 | $16.3K | 0.00% | +63+42.6% | Added |
| Rocky Mountain Advisers, LLC | 280 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 221 | $17.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 227 | $17.5K | 0.00% | +43+23.4% | Added |
| Farther Finance Advisors, LLC | 229 | $17.7K | 0.00% | +12+5.5% | Added |
| Bell Investment Advisors, Inc | 230 | $17.8K | 0.00% | +34+17.3% | Added |
| Glen Eagle Advisors, LLC | 240 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $19.0K | 0.01% | −1−0.4% | Reduced |
| Core Alternative Capital | 259 | $20.0K | 0.00% | +1+0.4% | Added |
| West Oak Capital, LLC | 275 | $21.2K | 0.01% | +75+37.5% | Added |
| Plante Moran Financial Advisors, LLC | 278 | $21.5K | 0.00% | +28+11.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $23.2K | 0.00% | +300 | New |
| Bokf, NA | 303 | $23.4K | 0.00% | −119−28.2% | Reduced |
| Quent Capital, LLC | 303 | $23.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 307 | $23.7K | 0.00% | −594−65.9% | Reduced |
| Riverview Trust Co | 307 | $23.7K | 0.02% | 00.0% | Unchanged |