| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2 | $35 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $35 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $70 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $85 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $87 | 0.00% | +4+400.0% | Added |
| Medallion Wealth Advisors, LLC | 5 | $87 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $104 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $104 | 0.00% | +6 | New |
| Davis Capital Management | 10 | $173 | 0.00% | +10 | New |
| Huntington National Bank | 12 | $208 | 0.00% | +12 | New |
| LRI Investments, LLC | 13 | $225 | 0.00% | +13 | New |
| Atlantic Private Wealth, LLC | 20 | $346 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $381 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $416 | 0.00% | +15+166.7% | Added |
| Rossby Financial, LCC | 25 | $433 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $451 | 0.00% | +1+4.0% | Added |
| Silicon Valley Capital Partners | 30 | $519 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $537 | 0.00% | +12+63.2% | Added |
| Farmers & Merchants Investments Inc | 40 | $692 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $710 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $710 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 45 | $779 | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 48 | $831 | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 77 | $1.33K | 0.00% | −1−1.3% | Reduced |
| Action Point Financial Planning, LLC | 90 | $1.52K | 0.00% | +90 | New |
| JPL Wealth Management, LLC | 88 | $1.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 115 | $1.99K | 0.00% | +10+9.5% | Added |
| Godfrey Financial Associates, Inc. | 131 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 133 | $2.30K | 0.00% | +118+786.7% | Added |
| Institute for Wealth Management, LLC. | 141 | $2.44K | 0.00% | +141 | New |
| Kilter Group LLC | 144 | $2.49K | 0.00% | −22−13.3% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 151 | $2.61K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 163 | $2.82K | 0.00% | +125+328.9% | Added |
| JFS Wealth Advisors, LLC | 189 | $3.27K | 0.00% | +84+80.0% | Added |
| Strive Financial Group ,LLC | 250 | $4.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 260 | $4.50K | 0.00% | +227+687.9% | Added |
| Zions Bancorporation, National Association | 263 | $4.55K | 0.00% | +58+28.3% | Added |
| Keating Financial Advisory Services, Inc. | 265 | $4.59K | 0.00% | +25+10.4% | Added |
| US Bancorp | 288 | $4.99K | 0.00% | −104−26.5% | Reduced |
| Umb Bank N A | 300 | $5.19K | 0.00% | +217+261.4% | Added |
| Colonial Trust Co | 301 | $5.20K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 325 | $5.63K | 0.00% | +325 | New |
| Picton Mahoney Asset Management | 402 | $6.96K | 0.00% | +269+202.3% | Added |
| Northwestern Mutual Wealth Management Co | 470 | $8.14K | 0.00% | +470 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $8.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 541 | $9.37K | 0.00% | +508+1,539.4% | Added |
| Bessemer Group Inc | 659 | $11.0K | 0.00% | +410+164.7% | Added |
| Massmutual Trust Co FSB | 652 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 689 | $11.9K | 0.00% | −148−17.7% | Reduced |
| Salomon & Ludwin, LLC | 711 | $12.1K | 0.00% | +515+262.8% | Added |
| Bank of New Hampshire | 711 | $12.3K | 0.00% | −847−54.4% | Reduced |
| Parallel Advisors, LLC | 714 | $12.4K | 0.00% | −7−1.0% | Reduced |
| Fortitude Family Office, LLC | 800 | $13.8K | 0.00% | +34+4.4% | Added |
| National Bank of Canada | 824 | $14.2K | 0.00% | +170+26.0% | Added |
| Toth Financial Advisory Corp | 1,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,032 | $17.9K | 0.00% | +1,032 | New |
| GAMMA Investing LLC | 1,036 | $17.9K | 0.00% | +319+44.5% | Added |
| Essential Partners LLC | 1,091 | $18.9K | 0.01% | −2,136−66.2% | Reduced |
| Allworth Financial LP | 1,206 | $20.9K | 0.00% | −64−5.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,242 | $21.0K | 0.00% | −71−5.4% | Reduced |
| Optiver Holding B.V. | 1,277 | $22.1K | 0.00% | +1,277 | New |
| Owl Creek Wealth Partners LLC | 1,287 | $22.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,475 | $25.5K | 0.00% | +474+47.4% | Added |
| Farther Finance Advisors, LLC | 1,518 | $26.3K | 0.00% | +382+33.6% | Added |
| Kemnay Advisory Services Inc. | 1,620 | $28.0K | 0.00% | +232+16.7% | Added |
| Public Employees Retirement System of Ohio | 1,703 | $29.5K | 0.00% | −146−7.9% | Reduced |
| Financial Management Professionals, Inc. | 1,957 | $33.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,957 | $33.9K | 0.00% | +274+16.3% | Added |
| Accent Capital Management, LLC | 1,965 | $34.0K | 0.01% | +1,965 | New |
| The PNC Financial Services Group, Inc. | 2,017 | $34.9K | 0.00% | +285+16.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,224 | $38.5K | 0.00% | +634+39.9% | Added |
| Versant Capital Management, Inc | 2,558 | $44.3K | 0.00% | +125+5.1% | Added |
| Sterling Capital Management LLC | 2,724 | $47.2K | 0.00% | −19,901−88.0% | Reduced |
| Federated Hermes, Inc. | 3,092 | $53.5K | 0.00% | +387+14.3% | Added |
| Nikko Asset Management Americas, Inc. | 3,339 | $57.7K | 0.00% | +3,339 | New |
| Covestor Ltd | 3,991 | $69.0K | 0.04% | +793+24.8% | Added |
| Signature Equity Partners, LLC | 4,068 | $70.4K | 0.03% | −150−3.6% | Reduced |
| Signaturefd, LLC | 4,269 | $73.9K | 0.00% | +1,759+70.1% | Added |
| Essex Investment Management Co LLC | 4,295 | $74.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,301 | $74.5K | 0.00% | +35+0.8% | Added |
| McGuire Capital Advisors Inc | 4,422 | $76.5K | 0.04% | −2,198−33.2% | Reduced |
| C M Bidwell & Associates Ltd | 5,415 | $93.7K | 0.04% | +5,415 | New |
| KBC Group NV | 6,417 | $111.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 6,656 | $115.2K | 0.00% | −404−5.7% | Reduced |
| Aquatic Capital Management LLC | 6,805 | $117.8K | 0.00% | +6,805 | New |
| Horizon Investments, LLC | 7,086 | $122.7K | 0.00% | −75,160−91.4% | Reduced |
| Hantz Financial Services, Inc. | 8,453 | $146.0K | 0.00% | +5,188+158.9% | Added |
| Nisa Investment Advisors, LLC | 8,620 | $149.2K | 0.00% | +1,817+26.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 10,000 | $173.1K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10,019 | $173.4K | 0.01% | +1,469+17.2% | Added |
| Quantum Financial Partners LLC | 10,300 | $178.3K | 0.09% | +10,300 | New |
| Virginia Retirement Systems Et Al | 10,400 | $180.0K | 0.00% | +10,400 | New |
| Abel Hall, LLC | 11,358 | $196.6K | 0.03% | +828+7.9% | Added |
| Captrust Financial Advisors | 11,845 | $205.0K | 0.00% | +1,089+10.1% | Added |
