| Comerica Bank | 57 | $0 | 0.00% | +57 | New |
| USA Financial Portformulas Corp | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $548 | 0.00% | +4 | New |
| Key Financial Inc | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $821 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $822 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $958 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $958 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.09K | 0.00% | +2+33.3% | Added |
| Tower Research Capital LLC (TRC) | 9 | $1.23K | 0.00% | −26−74.3% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $2.05K | 0.00% | +15 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 25 | $3.42K | 0.00% | +25 | New |
| Nalls Sherbakoff Group, LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 25 | $3.81K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $3.97K | 0.00% | +10+52.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 35 | $4.79K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $5.48K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 41 | $5.61K | 0.00% | +41 | New |
| Mizuho Securities Co. Ltd. | 47 | $6.43K | 0.01% | −2,800−98.3% | Reduced |
| Private Trust Co NA | 47 | $6.43K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 47 | $6.43K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 47 | $6.44K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $6.85K | 0.00% | −55−52.4% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $6.85K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $6.85K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $6.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $7.26K | 0.00% | +8+17.8% | Added |
| ClariVest Asset Management LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 60 | $8.13K | 0.00% | +60 | New |
| First Personal Financial Services | 65 | $8.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $10.0K | 0.00% | +1+1.4% | Added |
| CVA Family Office, LLC | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 137 | $11.3K | 0.05% | −14−9.3% | Reduced |
| Financial Management Professionals, Inc. | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 91 | $12.5K | 0.00% | −1−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $12.5K | 0.00% | +15+19.7% | Added |
| Winch Advisory Services, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $13.3K | 0.00% | +40+70.2% | Added |
| First Manhattan Co | 100 | $13.7K | 0.00% | −80−44.4% | Reduced |
| Nordwand Advisors, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $14.0K | 0.00% | +100 | New |
| IFP Advisors, Inc | 90 | $14.3K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 115 | $15.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $15.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 131 | $17.9K | 0.00% | +6+4.8% | Added |
| Spotlight Asset Group, Inc. | 150 | $20.5K | 0.02% | +150 | New |
| Close Asset Management Ltd | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 152 | $21.0K | 0.00% | +10+7.0% | Added |
| GWM Advisors LLC | 167 | $22.9K | 0.00% | +15+9.9% | Added |
| Prestige Wealth Management Group LLC | 172 | $23.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $24.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 185 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 185 | $25.3K | 0.00% | −35−15.9% | Reduced |
| First Horizon Advisors, Inc. | 190 | $26.0K | 0.00% | −225−54.2% | Reduced |
| Bartlett & Co. LLC | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $27.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 218 | $29.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 236 | $32.3K | 0.00% | +45+23.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 240 | $32.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 260 | $35.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 266 | $36.4K | 0.00% | −202−43.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 37,135 | $39.8K | 1.19% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 316 | $43.0K | 0.02% | −149−32.0% | Reduced |
| Optimum Investment Advisors | 320 | $43.8K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 325 | $44.5K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 325 | $44.5K | 0.01% | +325 | New |
| BDO Wealth Advisors, LLC | 350 | $47.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $49.6K | 0.00% | +15+4.3% | Added |
| Hall Laurie J Trustee | 370 | $51.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 381 | $52.2K | 0.00% | −223−36.9% | Reduced |