| Archer Investment Corp | 2 | $1.51K | 0.00% | +2 | New |
| KB Financial Partners, LLC | 2 | $2.00K | 0.00% | −272−99.3% | Reduced |
| Geneos Wealth Management Inc. | 3 | $2.00K | 0.00% | −34−91.9% | Reduced |
| Hantz Financial Services, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $2.00K | 0.00% | +2 | New |
| Arlington Partners LLC | 3 | $2.00K | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| HWG Holdings LP | 3 | $2.00K | 0.00% | +3 | New |
| Tarbox Family Office, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Schubert & Co | 3 | $2.00K | 0.00% | +3 | New |
| Covington Capital Management | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $3.00K | 0.00% | +4 | New |
| SkyView Investment Advisors, LLC | 2,267 | $3.00K | 0.00% | +2,267 | New |
| Raffa Wealth Management, LLC | 5 | $3.78K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5 | $3.78K | 0.00% | +5 | New |
| BDO Wealth Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $4.00K | 0.00% | +1+25.0% | Added |
| CVA Family Office, LLC | 5 | $4.00K | 0.00% | +5 | New |
| Carroll Financial Associates, Inc. | 7 | $5.00K | 0.00% | −3−30.0% | Reduced |
| Financial Management Professionals, Inc. | 6 | $5.00K | 0.00% | +1+20.0% | Added |
| Crescent Capital Consulting, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 6 | $5.00K | 0.00% | +6 | New |
| Fortitude Advisory Group L.L.C. | 6 | $5.00K | 0.00% | +6 | New |
| McDonald Partners LLC | 7 | $5.29K | 0.00% | +7 | New |
| Absolute Capital Management, LLC | 7 | $5.29K | 0.00% | +7 | New |
| Trustcore Financial Services, LLC | 8 | $6.00K | 0.00% | −65−89.0% | Reduced |
| Koshinski Asset Management, Inc. | 8 | $6.04K | 0.00% | −1−11.1% | Reduced |
| Aspire Private Capital, LLC | 9 | $7.00K | 0.00% | −1−10.0% | Reduced |
| MV Capital Management, Inc. | 9 | $7.00K | 0.00% | +6+200.0% | Added |
| Farmers & Merchants Investments Inc | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $8.00K | 0.00% | +9+450.0% | Added |
| Front Row Advisors LLC | 12 | $9.00K | 0.00% | −2−14.3% | Reduced |
| Vigilant Capital Management, LLC | 12 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $9.00K | 0.00% | +6+100.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 12 | $9.00K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 13 | $10.0K | 0.00% | −73−84.9% | Reduced |
| Cypress Capital Management LLC (WY) | 13 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $10.0K | 0.00% | +1+8.3% | Added |
| Dark Forest Capital Management LP | 13 | $10.0K | 0.00% | +9+225.0% | Added |
| Global Financial Private Client, LLC | 14 | $10.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $11.0K | 0.00% | +14 | New |
| Solstein Capital, LLC | 16 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $13.0K | 0.00% | −2−10.5% | Reduced |
| Surevest, LLC | 17 | $13.0K | 0.00% | +17 | New |
| Schroder Investment Management Group | 193 | $14.0K | 0.00% | +13+7.2% | Added |
| Sageworth Trust Co | 18 | $14.0K | 0.00% | −62−77.5% | Reduced |
| TCI Wealth Advisors, Inc. | 18 | $14.0K | 0.00% | +3+20.0% | Added |
| Benjamin Edwards Inc | 18 | $14.0K | 0.00% | +14+350.0% | Added |
| Chilton Capital Management LLC | 19 | $14.0K | 0.00% | +19 | New |
| Logan Capital Management Inc | 19 | $14.0K | 0.00% | +19 | New |
| Cambridge Trust Co | 20 | $15.0K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 21 | $16.0K | 0.00% | +1+5.0% | Added |
| West Branch Capital LLC | 23 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 24 | $18.0K | 0.00% | +3+14.3% | Added |
| Allworth Financial LP | 24 | $18.0K | 0.00% | +24 | New |
| GPS Wealth Strategies Group, LLC | 26 | $20.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 29 | $22.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $22.0K | 0.00% | +6+26.1% | Added |
| Eagle Bay Advisors LLC | 30 | $23.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $23.0K | 0.00% | +31 | New |
| Spire Wealth Management | 33 | $25.0K | 0.00% | +25+312.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 42 | $32.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $34.0K | 0.01% | +7+18.4% | Added |
| Parkside Financial Bank & Trust | 49 | $37.0K | 0.01% | +8+19.5% | Added |
| Gemmer Asset Management LLC | 50 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 53 | $40.0K | 0.00% | −61−53.5% | Reduced |
| Sageworth Trust Co of South Dakota | 57 | $43.0K | 0.07% | +57 | New |
| Rosenberg Matthew Hamilton | 60 | $45.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 64 | $48.4K | 0.05% | +64 | New |
| Ossiam | 69 | $52.0K | 0.00% | +48+228.6% | Added |
| Smithfield Trust Co | 70 | $53.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $53.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 72 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $54.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 92 | $55.0K | 0.00% | +92 | New |
| Harvest Fund Management Co., Ltd | 75 | $56.0K | 0.01% | −85−53.1% | Reduced |
| Vestor Capital, LLC | 75 | $57.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $57.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $59.0K | 0.08% | +77 | New |
| AIA Group Ltd | 89 | $67.0K | 0.00% | +89 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 90 | $68.0K | 0.00% | −1,294−93.5% | Reduced |
| Washington Trust Co | 110 | $83.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 113 | $85.0K | 0.04% | −66−36.9% | Reduced |
| Ci Investments Inc. | 116 | $88.0K | 0.00% | +22+23.4% | Added |
| JJJ Advisors Inc. | 116 | $88.0K | 0.03% | +33+39.8% | Added |
| Brown Brothers Harriman & Co | 118 | $89.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 117 | $89.0K | 0.01% | +57+95.0% | Added |
| Atticus Wealth Management, LLC | 122 | $92.0K | 0.04% | −112−47.9% | Reduced |
| PFG Private Wealth Management, LLC | 127 | $96.0K | 0.05% | −2−1.6% | Reduced |
| American Portfolios Advisors | 128 | $96.7K | 0.00% | +104+433.3% | Added |
| Steward Partners Investment Advisory, LLC | 133 | $100.0K | 0.00% | −3−2.2% | Reduced |
| IFP Advisors, Inc | 129 | $100.0K | 0.00% | +1+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $102.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $113.0K | 0.01% | 00.0% | Unchanged |