| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Evoke Wealth, LLC | 3 | $0 | 0.00% | +3 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $130 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Lloyd Advisory Services, LLC. | 9 | $1.00K | 0.00% | +9 | New |
| Confluence Wealth Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,517 | $2.00K | 0.00% | +2,497+12,485.0% | Added |
| Massmutual Trust Co FSB | 16 | $2.00K | 0.00% | +7+77.8% | Added |
| MV Capital Management, Inc. | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Signet Financial Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Schubert & Co | 16 | $2.00K | 0.00% | +16 | New |
| CoreCap Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $2.00K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 28 | $3.00K | 0.00% | +21+300.0% | Added |
| Sageworth Trust Co | 34 | $4.00K | 0.00% | −116−77.3% | Reduced |
| Bell Investment Advisors, Inc | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $4.00K | 0.00% | +34 | New |
| Amplius Wealth Advisors, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 39 | $5.00K | 0.00% | −3−7.1% | Reduced |
| Earnest Partners LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $5.00K | 0.00% | +9+32.1% | Added |
| Plante Moran Financial Advisors, LLC | 36 | $5.00K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 35 | $5.00K | 0.00% | +35 | New |
| Concorde Financial Corp | 39 | $5.00K | 0.00% | +39 | New |
| Parkside Financial Bank & Trust | 47 | $6.00K | 0.00% | +3+6.8% | Added |
| Zions Bancorporation, N.A. | 45 | $6.00K | 0.00% | +4+9.8% | Added |
| Farmers & Merchants Investments Inc | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $7.00K | 0.00% | +23+74.2% | Added |
| Motley Fool Asset Management LLC | 50 | $7.00K | 0.00% | +50 | New |
| Rise Advisors, LLC | 56 | $7.34K | 0.01% | +56 | New |
| Tucker Asset Management LLC | 60 | $7.76K | 0.00% | +60 | New |
| Jones Financial Companies LLLP | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $9.00K | 0.00% | +70 | New |
| American Portfolios Advisors | 72 | $9.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 85 | $11.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $13.0K | 0.00% | +100 | New |
| Sageworth Trust Co of South Dakota | 111 | $14.0K | 0.02% | +111 | New |
| Bessemer Group Inc | 122 | $16.0K | 0.00% | +42+52.5% | Added |
| First Horizon Advisors, Inc. | 150 | $19.0K | 0.00% | −2−1.3% | Reduced |
| Close Asset Management Ltd | 145 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 157 | $20.0K | 0.00% | +157 | New |
| Gemmer Asset Management LLC | 162 | $21.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 176 | $22.0K | 0.00% | +176 | New |
| GPS Wealth Strategies Group, LLC | 175 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $26.0K | 0.00% | −138−40.8% | Reduced |
| Paragon Capital Management Ltd | 200 | $26.0K | 0.00% | +200 | New |
| Smith Group Asset Management, LLC | 224 | $29.0K | 0.00% | +20+9.8% | Added |
| Canada Pension Plan Investment Board | 224 | $29.0K | 0.00% | +224 | New |
| JJJ Advisors Inc. | 246 | $32.0K | 0.01% | +48+24.2% | Added |
| Islay Capital Management, LLC | 250 | $33.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 265 | $35.0K | 0.00% | +2+0.8% | Added |
| Harvest Fund Management Co., Ltd | 272 | $35.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 268 | $35.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 326 | $41.0K | 0.00% | +326 | New |
| Quadrant Capital Group LLC | 319 | $42.0K | 0.01% | +32+11.1% | Added |
| Brewin Dolphin Ltd | 340 | $44.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 350 | $46.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 420 | $55.0K | 0.00% | −4,200−90.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 449 | $58.0K | 0.03% | +449 | New |
| Penserra Capital Management LLC | 474 | $61.0K | 0.00% | +88+22.8% | Added |
| Covestor Ltd | 466 | $61.0K | 0.09% | +466 | New |
| Arcadia Investment Management Corp | 500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 511 | $66.0K | 0.06% | +511 | New |
| Trustcore Financial Services, LLC | 555 | $72.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 553 | $72.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 582 | $76.0K | 0.01% | +108+22.8% | Added |
| U S Global Investors Inc | 600 | $78.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 602 | $79.0K | 0.00% | +44+7.9% | Added |
| Brown Brothers Harriman & Co | 716 | $93.0K | 0.00% | −302−29.7% | Reduced |
| Signaturefd, LLC | 719 | $94.0K | 0.00% | +213+42.1% | Added |
| Steward Partners Investment Advisory, LLC | 778 | $101.0K | 0.00% | −2−0.3% | Reduced |
| IFP Advisors, Inc | 659 | $107.0K | 0.00% | +53+8.7% | Added |
| Fifth Third Bancorp | 819 | $107.0K | 0.00% | +195+31.3% | Added |
| Exane Derivatives | 916 | $119.4K | 0.03% | +916 | New |
| Cutler Group LP | 942 | $122.0K | 0.01% | −550−36.9% | Reduced |
| Sentry Investment Management LLC | 938 | $122.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,025 | $134.0K | 0.08% | +1,025 | New |
| Kings Point Capital Management | 1,064 | $139.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,070 | $139.5K | 0.00% | −1,022−48.9% | Reduced |
| Federated Hermes, Inc. | 1,090 | $142.0K | 0.00% | −33−2.9% | Reduced |