| Boston Private Wealth LLC | 1,500,000 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $0 | 0.00% | +21 | New |
| Glassman Wealth Services | 3 | $133 | 0.00% | −23−88.5% | Reduced |
| TD Waterhouse Canada Inc. | 4 | $176 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $178 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $222 | 0.00% | −163−97.0% | Reduced |
| Institutional & Family Asset Management, LLC | 5 | $222 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $222 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $399 | 0.00% | +4+80.0% | Added |
| Carolina Wealth Advisors, LLC | 9 | $399 | 0.00% | +9 | New |
| Quadrant Capital Group LLC | 9 | $400 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $444 | 0.00% | −11−52.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 10 | $444 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $459 | 0.00% | −301−95.6% | Reduced |
| Truvestments Capital LLC | 12 | $533 | 0.00% | −114−90.5% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $533 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $755 | 0.00% | −90−84.1% | Reduced |
| Global Wealth Strategies & Associates | 19 | $843 | 0.00% | −31−62.0% | Reduced |
| Salem Investment Counselors Inc | 20 | $888 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $931 | 0.00% | +22 | New |
| Duncker Streett & Co Inc | 21 | $932 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $932 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $1.20K | 0.00% | −78−74.3% | Reduced |
| Massmutual Trust Co FSB | 34 | $1.51K | 0.00% | +34 | New |
| ICA Group Wealth Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $2.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $2.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 67 | $2.97K | 0.00% | −4−5.6% | Reduced |
| VitalStone Financial, LLC | 49 | $3.00K | 0.00% | +31+172.2% | Added |
| JFS Wealth Advisors, LLC | 69 | $3.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $3.51K | 0.00% | −62−44.0% | Reduced |
| National Bank of Canada | 82 | $3.64K | 0.00% | +15+22.4% | Added |
| Tradewinds Capital Management, LLC | 90 | $4.00K | 0.00% | +5+5.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 115 | $4.04K | 0.00% | +108+1,542.9% | Added |
| Farther Finance Advisors, LLC | 100 | $4.44K | 0.00% | −11−9.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $4.44K | 0.00% | +100 | New |
| Missouri Trust & Investment Co | 105 | $4.66K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $5.55K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 128 | $5.68K | 0.00% | +3+2.4% | Added |
| BerganKDV Wealth Management, LLC | 130 | $5.77K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $5.86K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $6.66K | 0.00% | −228−60.3% | Reduced |
| Anchor Investment Management, LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $7.77K | 0.00% | −53−23.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 177 | $8.00K | 0.00% | −56−24.0% | Reduced |
| Column Capital Advisors, LLC | 189 | $8.39K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $8.40K | 0.01% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 197 | $8.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $8.88K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 231 | $8.88K | 0.00% | +231 | New |
| Aquatic Capital Management LLC | 200 | $9.00K | 0.00% | −1,600−88.9% | Reduced |
| Huntington National Bank | 210 | $9.32K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 214 | $9.50K | 0.00% | −59−21.6% | Reduced |
| Manchester Capital Management LLC | 223 | $9.90K | 0.00% | +1+0.5% | Added |
| Spire Wealth Management | 250 | $11.1K | 0.00% | +114+83.8% | Added |
| Creative Financial Designs Inc | 260 | $11.5K | 0.00% | −15−5.5% | Reduced |
| Adirondack Trust Co | 280 | $12.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 300 | $13.0K | 0.00% | −1,000−76.9% | Reduced |
| Parkside Financial Bank & Trust | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 304 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 400 | $17.8K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $20.1K | 0.00% | +453 | New |
| Northwestern Mutual Wealth Management Co | 498 | $22.1K | 0.00% | −224−31.0% | Reduced |
| Toth Financial Advisory Corp | 500 | $22.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 507 | $22.5K | 0.02% | +3+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 572 | $25.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 587 | $26.1K | 0.00% | −216−26.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 596 | $26.5K | 0.01% | −10−1.7% | Reduced |
| Lumature Wealth Partners, LLC | 600 | $26.6K | 0.01% | +600 | New |
| Quarry LP | 607 | $26.9K | 0.01% | +607 | New |
| Hantz Financial Services, Inc. | 677 | $30.0K | 0.00% | +277+69.3% | Added |
| Simplex Trading, LLC | 700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 738 | $33.0K | 0.00% | −757−50.6% | Reduced |
| Bartlett & Co. LLC | 750 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $33.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 760 | $34.0K | 0.00% | +680+850.0% | Added |
| Signaturefd, LLC | 814 | $36.1K | 0.00% | +221+37.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,025 | $45.5K | 0.02% | −1,000−49.4% | Reduced |
| CWM, LLC | 1,407 | $62.0K | 0.00% | −93−6.2% | Reduced |
| Point72 Asset Management, L.P. | 1,415 | $62.8K | 0.00% | +1,415 | New |
| Advisory Services Network, LLC | 1,584 | $70.3K | 0.00% | −117−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,730 | $76.8K | 0.00% | −76−4.2% | Reduced |
| FMR LLC | 1,902 | $84.4K | 0.00% | +491+34.8% | Added |
| Fifth Third Bancorp | 2,000 | $88.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,000 | $88.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,134 | $94.7K | 0.00% | −348−14.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,536 | $112.5K | 0.00% | −189−6.9% | Reduced |
| Venturi Wealth Management, LLC | 2,621 | $116.3K | 0.01% | +2,621 | New |
| Ameritas Investment Partners, Inc. | 3,174 | $140.9K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,205 | $142.0K | 0.00% | −3,605−52.9% | Reduced |
