| Comerica Bank | 308,588 | $0 | 0.00% | +308,588 | New |
| Riggs Asset Managment Co. Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $146 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $437 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 3 | $437 | 0.00% | +3 | New |
| Nalls Sherbakoff Group, LLC | 4 | $510 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $582 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $728 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $728 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $728 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11 | $1.60K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 12 | $1.75K | 0.00% | +12 | New |
| Sofos Investments, Inc. | 146 | $1.86K | 0.01% | +17+13.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $2.18K | 0.00% | +3+25.0% | Added |
| Raffa Wealth Management, LLC | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $2.62K | 0.00% | +18 | New |
| Coppell Advisory Solutions LLC | 20 | $2.90K | 0.00% | +20 | New |
| Barrett & Company, Inc. | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $2.92K | 0.00% | −24−54.5% | Reduced |
| PFS Partners, LLC | 21 | $3.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $3.06K | 0.00% | +1+5.0% | Added |
| Horan Securities, Inc. | 21 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $3.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 25 | $3.64K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 26 | $3.79K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 27 | $3.93K | 0.00% | +27 | New |
| TD Ameritrade Investment Management, LLC | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| Chilton Capital Management LLC | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 35 | $5.10K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $5.10K | 0.00% | +35 | New |
| First Financial Corp | 37 | $5.39K | 0.00% | −11−22.9% | Reduced |
| Versant Capital Management, Inc | 38 | $5.53K | 0.00% | +14+58.3% | Added |
| Grove Bank & Trust | 39 | $5.68K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 40 | $5.70K | 0.00% | +40 | New |
| Tilia Fiduciary Partners, Inc. | 40 | $5.82K | 0.01% | −45−52.9% | Reduced |
| Heritage Wealth Advisors | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 40 | $5.82K | 0.00% | +40 | New |
| Maryland Capital Advisors Inc. | 40 | $5.82K | 0.00% | +40 | New |
| Global Financial Private Client, LLC | 42 | $5.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 38 | $6.00K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 46 | $6.70K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 47 | $6.84K | 0.00% | −23−32.9% | Reduced |
| Hollencrest Capital Management | 50 | $7.28K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $7.28K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 67 | $8.21K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 65 | $9.46K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 65 | $9.46K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $9.61K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $10.0K | 0.00% | +10+17.9% | Added |
| GW&K Investment Management, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Newbridge Financial Services Group, Inc. | 70 | $10.2K | 0.00% | +50+250.0% | Added |
| Nemes Rush Group LLC | 70 | $10.2K | 0.00% | +70 | New |
| Wolff Wiese Magana LLC | 72 | $10.5K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 75 | $11.0K | 0.00% | −21−21.9% | Reduced |
| NewSquare Capital LLC | 79 | $11.5K | 0.00% | −12−13.2% | Reduced |
| McIlrath & Eck, LLC | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 90 | $13.0K | 0.00% | +90 | New |
| Earnest Partners LLC | 90 | $13.1K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 92 | $13.4K | 0.00% | +92 | New |
| Hexagon Capital Partners LLC | 94 | $13.7K | 0.00% | +85+944.4% | Added |
| CVA Family Office, LLC | 95 | $13.8K | 0.00% | +5+5.6% | Added |
| Kessler Investment Group, LLC | 96 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $14.0K | 0.00% | +1+1.1% | Added |
| NVWM, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $14.6K | 0.01% | +100 | New |
| WR Wealth Planners, LLC | 100 | $14.6K | 0.01% | +100 | New |
| Tradewinds Capital Management, LLC | 101 | $14.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 103 | $15.0K | 0.01% | +103 | New |
| PFG Private Wealth Management, LLC | 104 | $15.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $15.4K | 0.00% | −8−7.0% | Reduced |
| Baystate Wealth Management LLC | 107 | $15.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 109 | $15.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 113 | $16.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 115 | $16.7K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 120 | $17.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 120 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $17.9K | 0.02% | 00.0% | Unchanged |