| VitalStone Financial, LLC | 2 | $0 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $70 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 4 | $280 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $280 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 4 | $281 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $701 | 0.00% | −50−83.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 10 | $701 | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 11 | $771 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $841 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 12 | $841 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $1.75K | 0.00% | +25 | New |
| Rothschild Investment LLC | 35 | $2.45K | 0.00% | −30−46.2% | Reduced |
| Bellevue Asset Management, LLC | 36 | $2.52K | 0.00% | +36 | New |
| Heritage Wealth Advisors | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $2.87K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 43 | $3.01K | 0.00% | −10−18.9% | Reduced |
| JJJ Advisors Inc. | 48 | $3.36K | 0.00% | +48 | New |
| Caldwell Sutter Capital, Inc. | 50 | $3.50K | 0.00% | +25+100.0% | Added |
| Naples Money Management LLC | 50 | $3.50K | 0.00% | +50 | New |
| WR Wealth Planners, LLC | 58 | $4.06K | 0.00% | +58 | New |
| MV Capital Management, Inc. | 60 | $4.20K | 0.00% | +60 | New |
| Laurel Wealth Advisors LLC | 63 | $4.41K | 0.00% | +63 | New |
| Baldwin Brothers Inc | 65 | $4.55K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 86 | $6.02K | 0.00% | −23−21.1% | Reduced |
| Washington Trust Advisors, Inc. | 93 | $6.51K | 0.00% | +22+31.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $7.00K | 0.02% | – | – |
| Harbor Investment Advisory, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $7.00K | 0.00% | +100 | New |
| South State Corp. | 110 | $7.71K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $8.48K | 0.00% | +19+18.6% | Added |
| Leonteq Securities AG | 129 | $9.04K | 0.00% | +129 | New |
| Tower Research Capital LLC (TRC) | 145 | $10.2K | 0.00% | −3,240−95.7% | Reduced |
| MCF Advisors LLC | 165 | $11.6K | 0.00% | +80+94.1% | Added |
| Global Retirement Partners, LLC | 183 | $12.8K | 0.00% | +183 | New |
| CarsonAllaria Wealth Management, Ltd. | 188 | $13.2K | 0.01% | +188 | New |
| Covestor Ltd | 215 | $15.0K | 0.01% | +215 | New |
| Sandy Spring Bank | 245 | $17.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 250 | $17.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 261 | $18.3K | 0.00% | +160+158.4% | Added |
| Quarry LP | 307 | $21.5K | 0.01% | +307 | New |
| Arcadia Investment Management Corp | 309 | $21.6K | 0.00% | +309 | New |
| Steward Partners Investment Advisory, LLC | 385 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 442 | $31.0K | 0.00% | +60+15.7% | Added |
| Bogart Wealth, LLC | 492 | $34.5K | 0.00% | +148+43.0% | Added |
| CWM, LLC | 505 | $35.0K | 0.00% | +254+101.2% | Added |
| Hoey Investments, Inc | 525 | $36.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 600 | $42.0K | 0.00% | +600 | New |
| American International Group, Inc. | 709 | $49.7K | 0.00% | +468+194.2% | Added |
| CoreCap Advisors, LLC | 715 | $50.1K | 0.00% | +715 | New |
| IFP Advisors, Inc | 915 | $64.1K | 0.00% | +885+2,950.0% | Added |
| PSI Advisors, LLC | 925 | $64.8K | 0.02% | +850+1,133.3% | Added |
| Daiwa Securities Group Inc. | 1,005 | $70.0K | 0.00% | −3,545−77.9% | Reduced |
| Montag A & Associates Inc | 1,000 | $70.0K | 0.00% | +400+66.7% | Added |
| National Bank of Canada | 960 | $75.9K | 0.00% | +925+2,642.9% | Added |
| Clearstead Advisors, LLC | 1,008 | $77.0K | 0.00% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 1,100 | $77.1K | 0.46% | +1,100 | New |
| Gen-Wealth Partners Inc | 1,250 | $87.6K | 0.04% | +1,250 | New |
| The PNC Financial Services Group, Inc. | 1,429 | $100.1K | 0.00% | +575+67.3% | Added |
| C M Bidwell & Associates Ltd | 1,430 | $100.2K | 0.07% | +1,430 | New |
| Ritter Daniher Financial Advisory LLC | 1,500 | $105.1K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,506 | $105.5K | 0.01% | +1,000+197.6% | Added |
| Deutsche Bank AG | 1,518 | $106.3K | 0.00% | +1,518 | New |
| RiverPark Advisors, LLC | 1,695 | $118.7K | 0.10% | +1,695 | New |
| GWM Advisors LLC | 1,825 | $127.8K | 0.00% | +1,759+2,665.2% | Added |
| CIBC Private Wealth Group, LLC | 1,885 | $128.9K | 0.00% | +1,885 | New |
| Farther Finance Advisors, LLC | 2,006 | $137.2K | 0.01% | +480+31.5% | Added |
| AdvisorShares Investments LLC | 2,350 | $164.6K | 0.03% | +2,350 | New |
| Principal Securities, Inc. | 2,450 | $171.6K | 0.01% | +2,450 | New |
| MetLife Investment Management | 2,471 | $173.1K | 0.00% | +1,643+198.4% | Added |
| Amalgamated Bank | 2,888 | $202.0K | 0.00% | −248−7.9% | Reduced |
| Johnson Investment Counsel Inc | 2,940 | $205.9K | 0.00% | +2,940 | New |
| Gotham Asset Management, LLC | 2,980 | $208.7K | 0.00% | +2,980 | New |
| Wetherby Asset Management Inc | 3,030 | $212.3K | 0.01% | −2,370−43.9% | Reduced |
| Hollencrest Capital Management | 3,048 | $213.5K | 0.01% | +600+24.5% | Added |
| Jackson Square Capital, LLC | 3,111 | $217.9K | 0.06% | +3,111 | New |
| Kovitz Investment Group Partners, LLC | 3,207 | $224.7K | 0.00% | +3,207 | New |
| Moors & Cabot, Inc. | 3,250 | $227.7K | 0.01% | +3,250 | New |
| Maryland State Retirement & Pension System | 3,767 | $229.7K | 0.00% | +3,767 | New |
| Ridgewood Investments LLC | 3,320 | $232.6K | 0.12% | +3,320 | New |
| Sentry Investment Management LLC | 3,322 | $233.0K | 0.09% | 00.0% | Unchanged |
| DMG Group, LLC | 3,471 | $243.1K | 0.21% | +3,471 | New |
| Keybank National Association | 3,523 | $246.8K | 0.00% | −3,615−50.6% | Reduced |
| Boothbay Fund Management, LLC | 3,550 | $248.7K | 0.01% | +3,550 | New |
| Newbridge Financial Services Group, Inc. | 3,575 | $250.4K | 0.11% | +3,275+1,091.7% | Added |
| M&T Bank Corp | 3,668 | $256.9K | 0.00% | −3,312−47.4% | Reduced |
| Gladstone Institutional Advisory LLC | 3,675 | $257.4K | 0.01% | +3,675 | New |
| National Wealth Management Group, LLC | 3,689 | $258.4K | 0.20% | +3,689 | New |
| Advisory Services Network, LLC | 3,747 | $262.5K | 0.01% | +630+20.2% | Added |
| Cipher Capital LP | 3,750 | $262.7K | 0.12% | +3,750 | New |
| Creative Planning | 4,046 | $283.4K | 0.00% | +4,046 | New |
| Rockline Wealth Management, LLC | 4,048 | $283.6K | 0.10% | +4,048 | New |
| Cookson Peirce & Co Inc | 4,052 | $284.0K | 0.02% | +4,052 | New |
| Traynor Capital Management, Inc. | 4,095 | $286.9K | 0.03% | +4,095 | New |
| Kingsview Wealth Management, LLC | 4,195 | $293.9K | 0.01% | +4,195 | New |
| Stratos Wealth Partners, LTD. | 4,242 | $297.2K | 0.00% | +4,242 | New |
| Legato Capital Management LLC | 4,395 | $307.9K | 0.04% | −3,235−42.4% | Reduced |
| Winton Group Ltd | 4,401 | $308.3K | 0.02% | +4,401 | New |
| Pictet Asset Management Holding SA | 4,427 | $310.1K | 0.00% | +4,427 | New |
| Acadian Asset Management LLC | 4,623 | $323.0K | 0.00% | +4,623 | New |