| Baker Avenue Asset Management, LP | 1,581 | $216.4K | 0.01% | +1,581 | New |
| Empowered Funds, LLC | 1,577 | $215.8K | 0.00% | +64+4.2% | Added |
| Founders Financial Securities LLC | 1,570 | $214.9K | 0.01% | +1,570 | New |
| Ancora Advisors, LLC | 1,550 | $212.1K | 0.00% | +1,550 | New |
| Financial Engines Advisors L.L.C. | 1,542 | $211.0K | 0.00% | +1,542 | New |
| Beacon Pointe Advisors, LLC | 1,542 | $211.0K | 0.00% | +1,542 | New |
| Avalon Trust Co | 1,534 | $209.9K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,517 | $207.6K | 0.06% | −677−30.9% | Reduced |
| Wetherby Asset Management Inc | 1,500 | $205.3K | 0.01% | −300−16.7% | Reduced |
| Credit Capital Investments LLC | 1,500 | $205.3K | 0.23% | +1,500 | New |
| Alpha Wealth Funds, LLC | 1,500 | $205.3K | 0.17% | +1,500 | New |
| Change Path, LLC | 1,488 | $203.6K | 0.00% | −862−36.7% | Reduced |
| Valmark Advisers, Inc. | 1,488 | $203.6K | 0.00% | +1,488 | New |
| NorthRock Partners, LLC | 1,472 | $201.4K | 0.00% | +1,472 | New |
| MPWM Advisory Solutions, LLC | 1,457 | $199.4K | 0.12% | +1,457 | New |
| Valley National Advisers Inc | 1,395 | $190.0K | 0.03% | +1,345+2,690.0% | Added |
| BankPlus Trust Department | 1,370 | $187.5K | 0.05% | +1,370 | New |
| Penserra Capital Management LLC | 1,357 | $185.0K | 0.00% | −16,999−92.6% | Reduced |
| Bokf, NA | 1,305 | $178.6K | 0.00% | +300+29.9% | Added |
| Creative Financial Designs Inc | 1,245 | $170.4K | 0.01% | +1,120+896.0% | Added |
| Archer Investment Corp | 1,206 | $165.0K | 0.04% | +1,000+485.4% | Added |
| Fourth Dimension Wealth, LLC | 1,025 | $140.3K | 0.05% | −1,190−53.7% | Reduced |
| Albion Financial Group | 1,000 | $136.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $136.8K | 0.01% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 956 | $130.8K | 0.01% | +927+3,196.6% | Added |
| Groupe la Francaise | 1,230 | $128.3K | 0.00% | +1,230 | New |
| Edmond de Rothschild Holding S.A. | 885 | $121.1K | 0.00% | +885 | New |
| Armstrong Advisory Group, Inc | 871 | $119.2K | 0.01% | −1,047−54.6% | Reduced |
| Atlantic Union Bankshares Corp | 800 | $109.5K | 0.00% | +425+113.3% | Added |
| Sittner & Nelson, LLC | 800 | $109.5K | 0.04% | +800 | New |
| Murphy & Mullick Capital Management Corp | 795 | $108.1K | 0.08% | +250+45.9% | Added |
| Western Pacific Wealth Management, LP | 700 | $95.8K | 0.09% | +200+40.0% | Added |
| Fifth Third Bancorp | 700 | $95.8K | 0.00% | +700 | New |
| Pittenger & Anderson Inc | 680 | $93.1K | 0.00% | +180+36.0% | Added |
| CoreCap Advisors, LLC | 644 | $88.1K | 0.00% | +147+29.6% | Added |
| Signaturefd, LLC | 604 | $82.7K | 0.00% | −494−45.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 541 | $72.9K | 0.00% | +541 | New |
| Centiva Capital, LP | 529 | $72.4K | 0.01% | +338+177.0% | Added |
| Sound Income Strategies, LLC | 486 | $69.5K | 0.00% | +486 | New |
| Pacer Advisors, Inc. | 508 | $69.5K | 0.00% | +508 | New |
| Webster Bank, N. A. | 500 | $68.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 490 | $67.1K | 0.03% | +490 | New |
| Walleye Capital LLC | 482 | $66.0K | 0.00% | +482 | New |
| SRS Capital Advisors, Inc. | 475 | $65.1K | 0.00% | +455+2,275.0% | Added |
| Parkside Financial Bank & Trust | 475 | $65.0K | 0.01% | +475 | New |
| MTM Investment Management, LLC | 413 | $56.5K | 0.02% | +413 | New |
| Montag A & Associates Inc | 404 | $55.3K | 0.00% | +101+33.3% | Added |
| Quadrant Capital Group LLC | 400 | $54.7K | 0.00% | +400 | New |
| ORG Partners LLC | 364 | $49.8K | 0.01% | +261+253.4% | Added |
| Chilton Capital Management LLC | 362 | $49.5K | 0.00% | +121+50.2% | Added |
| Ritter Daniher Financial Advisory LLC | 357 | $48.9K | 0.01% | +320+864.9% | Added |
| Hazlett, Burt & Watson, Inc. | 343 | $46.0K | 0.02% | +318+1,272.0% | Added |
| North Star Investment Management Corp. | 333 | $45.6K | 0.00% | +250+301.2% | Added |
| Avion Wealth | 322 | $44.0K | 0.01% | +300+1,363.6% | Added |
| Cedar Mountain Advisors, LLC | 320 | $43.8K | 0.01% | +320 | New |
| Holos Integrated Wealth LLC | 310 | $42.9K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $41.1K | 0.01% | −100−25.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 283 | $38.7K | 0.02% | −154−35.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 264 | $36.1K | 0.00% | +264 | New |
| Pin Oak Investment Advisors Inc | 250 | $34.2K | 0.02% | +250 | New |
| Umb Bank N A | 250 | $34.2K | 0.00% | +250 | New |
| Wealthspire Advisors, LLC | 242 | $33.1K | 0.00% | +242 | New |
| Manchester Capital Management LLC | 230 | $31.5K | 0.00% | +230 | New |
| Crewe Advisors LLC | 225 | $30.8K | 0.00% | +225 | New |
| Marshall & Sterling Wealth Advisors Inc. | 220 | $30.1K | 0.02% | +220 | New |
| Rothschild Investment LLC | 216 | $29.6K | 0.00% | +214+10,700.0% | Added |
| Bogart Wealth, LLC | 205 | $28.1K | 0.00% | −645−75.9% | Reduced |
| Princeton Global Asset Management LLC | 205 | $28.1K | 0.00% | +205 | New |
| Aspect Partners, LLC | 201 | $27.5K | 0.01% | +201 | New |
| Family Legacy Financial Solutions, LLC | 200 | $27.4K | 0.02% | +125+166.7% | Added |
| Old Second National Bank of Aurora | 200 | $27.4K | 0.01% | +200 | New |
| Strategic Wealth Partners, Ltd. | 200 | $27.4K | 0.00% | +200 | New |
| HighMark Wealth Management LLC | 200 | $27.4K | 0.01% | +200 | New |
| FIL Ltd | 198 | $27.1K | 0.00% | +198 | New |
| Bank of New Hampshire | 160 | $21.9K | 0.01% | +160 | New |
| Peterson Wealth Services | 13,653 | $21.9K | 0.01% | +13,653 | New |
| Westfuller Advisors, LLC | 157 | $21.5K | 0.01% | +157 | New |
| Pension & Wealth Management Advisors, Inc. | 155 | $21.2K | 0.01% | +155 | New |
| Nisa Investment Advisors, LLC | 152 | $20.8K | 0.00% | +152 | New |
| SJS Investment Consulting Inc. | 150 | $20.5K | 0.00% | −2,204−93.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 150 | $20.5K | 0.01% | −100−40.0% | Reduced |
| Financial Consulate, Inc | 150 | $20.5K | 0.00% | +150 | New |
| Golden State Wealth Management, LLC | 140 | $19.2K | 0.00% | +50+55.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 125 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $17.1K | 0.00% | +92+278.8% | Added |
| Kerr Financial Planning Corp | 200 | $15.2K | 0.02% | +200 | New |
| CSS LLC | 103 | $14.1K | 0.00% | +103 | New |
| DiNuzzo Private Wealth, Inc. | 135 | $13.9K | 0.00% | +65+92.9% | Added |
| Clear Investment Research, LLC | 100 | $13.7K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $13.7K | 0.01% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $13.7K | 0.01% | +100 | New |
| Pathway Financial Advisers, LLC | 98 | $13.3K | 0.00% | +98 | New |
| Cornerstone Planning Group LLC | 92 | $12.1K | 0.00% | +47+104.4% | Added |
| South State Corp. | 84 | $11.5K | 0.00% | +84 | New |
| Exchange Traded Concepts, LLC | 83 | $11.4K | 0.00% | +83 | New |
| Larson Financial Group LLC | 80 | $10.9K | 0.00% | −70−46.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 80 | $10.9K | 0.00% | −25−23.8% | Reduced |
| NBC Securities, Inc. | 77 | $10.5K | 0.00% | +60+352.9% | Added |
| Novem Group | 75 | $10.3K | 0.00% | +75 | New |
