| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $39 | 0.00% | −181−99.5% | Reduced |
| Principal Securities, Inc. | 1 | $39 | 0.00% | −7−87.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $39 | 0.00% | +1 | New |
| HM Payson & Co | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $117 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4 | $156 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $156 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $157 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $157 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $195 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5 | $198 | 0.00% | +5 | New |
| Custom Portfolio Group LLC | 6 | $234 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6 | $234 | 0.00% | +6 | New |
| Rosenberg Matthew Hamilton | 9 | $349 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $391 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 11 | $430 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $430 | 0.00% | +3+37.5% | Added |
| Colonial Trust Co | 14 | $547 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 20 | $781 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $781 | 0.00% | +20 | New |
| Fortis Group Advisors, LLC | 21 | $820 | 0.00% | −21−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $820 | 0.00% | −1−4.5% | Reduced |
| Optimum Investment Advisors | 21 | $820 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $977 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | +3+18.8% | Added |
| SRS Capital Advisors, Inc. | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27 | $1.05K | 0.00% | −120−81.6% | Reduced |
| Global Retirement Partners, LLC | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.13K | 0.00% | +29 | New |
| Quest Partners LLC | 30 | $1.17K | 0.00% | +30 | New |
| Dougherty Wealth Advisers LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $1.25K | 0.00% | −2−5.9% | Reduced |
| St. Johns Investment Management Company, LLC | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $1.95K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 51 | $1.99K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $2.15K | 0.00% | −6−9.8% | Reduced |
| Mendota Financial Group, LLC | 66 | $2.58K | 0.00% | −1−1.5% | Reduced |
| Bell Investment Advisors, Inc | 73 | $2.85K | 0.00% | −12−14.1% | Reduced |
| Lindbrook Capital, LLC | 77 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 78 | $3.05K | 0.00% | −9,547−99.2% | Reduced |
| Farther Finance Advisors, LLC | 81 | $3.14K | 0.00% | +5+6.6% | Added |
| Wetzel Investment Advisors, Inc. | 88 | $3.27K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 91 | $3.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.59K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $3.91K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 114 | $4.45K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 138 | $5.39K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 169 | $6.60K | 0.00% | +169 | New |
| Fifth Third Bancorp | 203 | $7.93K | 0.00% | +190+1,461.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 205 | $8.01K | 0.00% | +53+34.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 210 | $8.20K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 248 | $9.69K | 0.00% | +86+53.1% | Added |
| Bessemer Group Inc | 268 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 336 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 401 | $15.7K | 0.00% | +1+0.3% | Added |
| EntryPoint Capital, LLC | 488 | $19.1K | 0.02% | +485+16,166.7% | Added |
| Western Pacific Wealth Management, LP | 506 | $19.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 506 | $19.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 508 | $19.8K | 0.00% | +24+5.0% | Added |
| KBC Group NV | 503 | $20.0K | 0.00% | −6−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 607 | $23.7K | 0.00% | +578+1,993.1% | Added |
| Nisa Investment Advisors, LLC | 612 | $23.9K | 0.00% | +26+4.4% | Added |
| CWM, LLC | 775 | $30.0K | 0.00% | +47+6.5% | Added |
| Comerica Bank | 787 | $30.7K | 0.00% | +168+27.1% | Added |
| CIBC Private Wealth Group, LLC | 820 | $31.8K | 0.00% | +820 | New |
| M&R Capital Management Inc | 838 | $32.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 981 | $38.3K | 0.00% | −10−1.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,000 | $39.1K | 0.01% | +1,000 | New |
| State of Wyoming | 1,057 | $41.3K | 0.01% | +1,057 | New |
| South State Corp. | 1,250 | $48.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,280 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,285 | $50.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,444 | $56.4K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,474 | $57.0K | 0.00% | +144+10.8% | Added |
| Hahn Capital Management LLC | 1,467 | $57.3K | 0.03% | −846−36.6% | Reduced |
| Delta Asset Management LLC | 1,512 | $59.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,534 | $60.0K | 0.00% | −5,078−76.8% | Reduced |
| Investors Research Corp | 1,570 | $61.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,651 | $64.5K | 0.01% | +1,404+568.4% | Added |
| Storebrand Asset Management AS | 2,277 | $88.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,375 | $92.8K | 0.00% | −77−3.1% | Reduced |
| Metropolitan Life Insurance Co | 2,405 | $93.9K | 0.00% | −240−9.1% | Reduced |