| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Kozak & Associates, Inc. | 0 | $17 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $231 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $231 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $232 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $462 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $462 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $463 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $484 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 3 | $689 | 0.00% | −3,504−99.9% | Reduced |
| WealthTrak Capital Management LLC | 3 | $694 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $694 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $694 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $694 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $694 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $694 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $925 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $925 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.16K | 0.00% | −2−28.6% | Reduced |
| Activest Wealth Management | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $1.16K | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $1.39K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $1.62K | 0.00% | −5−41.7% | Reduced |
| Montag A & Associates Inc | 7 | $1.63K | 0.00% | −1−12.5% | Reduced |
| Larson Financial Group LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $2.54K | 0.00% | +11 | New |
| Oakworth Capital, Inc. | 12 | $2.77K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $2.77K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 13 | $3.00K | 0.00% | −24−64.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $3.24K | 0.00% | +1+7.7% | Added |
| SBI Securities Co., Ltd. | 14 | $3.24K | 0.00% | −1−6.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $3.24K | 0.00% | +1+7.7% | Added |
| Fortitude Family Office, LLC | 15 | $3.47K | 0.00% | +15 | New |
| Accent Capital Management, LLC | 16 | $3.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $4.16K | 0.00% | −8−30.8% | Reduced |
| Bogart Wealth, LLC | 19 | $4.39K | 0.00% | −2−9.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $5.09K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $5.32K | 0.00% | +23 | New |
| High Note Wealth, LLC | 24 | $5.55K | 0.00% | −1−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $5.55K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $6.01K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 28 | $6.47K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $6.62K | 0.00% | +27 | New |
| Medallion Wealth Advisors, LLC | 30 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $8.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $8.79K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38 | $8.79K | 0.00% | +3+8.6% | Added |
| Parkside Financial Bank & Trust | 40 | $9.25K | 0.00% | −1−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $9.71K | 0.00% | +5+13.5% | Added |
| Itau Unibanco Holding S.A. | 45 | $10.4K | 0.00% | −7−13.5% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $10.9K | 0.00% | −1−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 51 | $11.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 54 | $12.5K | 0.00% | +12+28.6% | Added |
| IFP Advisors, Inc | 0 | $12.5K | 0.00% | −74−100.0% | Reduced |
| Creative Financial Designs Inc | 58 | $13.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $15.0K | 0.01% | −100−61.0% | Reduced |
| Principal Securities, Inc. | 69 | $16.0K | 0.00% | +2+3.0% | Added |
| SRS Capital Advisors, Inc. | 69 | $16.0K | 0.00% | +67+3,350.0% | Added |
| TD Capital Management LLC | 86 | $19.9K | 0.00% | +86 | New |
| Harbour Investments, Inc. | 91 | $21.0K | 0.00% | +8+9.6% | Added |
| Hager Investment Management Services, LLC | 92 | $21.3K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 96 | $22.2K | 0.00% | −612−86.4% | Reduced |
| Aventura Private Wealth, LLC | 100 | $23.1K | 0.01% | −3−2.9% | Reduced |
| Garde Capital, Inc. | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 102 | $23.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 105 | $24.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 116 | $26.8K | 0.00% | +4+3.6% | Added |
| Clearstead Advisors, LLC | 118 | $27.3K | 0.00% | +85+257.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119 | $27.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $28.0K | 0.00% | +4+3.4% | Added |
| Hopwood Financial Services, Inc. | 125 | $28.9K | 0.02% | −25−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 142 | $32.8K | 0.00% | −4−2.7% | Reduced |
| V-Square Quantitative Management LLC | 143 | $33.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 156 | $36.0K | 0.00% | −88−36.1% | Reduced |
| Versant Capital Management, Inc | 158 | $36.5K | 0.01% | +158 | New |
| Golden State Wealth Management, LLC | 184 | $42.5K | 0.01% | +109+145.3% | Added |
| Essex Investment Management Co LLC | 193 | $44.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 194 | $44.8K | 0.00% | +87+81.3% | Added |
| Canada Pension Plan Investment Board | 200 | $46.2K | 0.00% | −245−55.1% | Reduced |
| First Horizon Advisors, Inc. | 209 | $48.3K | 0.00% | −65−23.7% | Reduced |
| Ameritas Advisory Services, LLC | 209 | $48.3K | 0.00% | +209 | New |
| University of Texas/Texas Am Investment Managment Co | 223 | $51.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 232 | $53.6K | 0.00% | +43+22.8% | Added |
| UMA Financial Services, Inc. | 239 | $55.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 241 | $55.7K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 244 | $56.4K | 0.00% | −15−5.8% | Reduced |