| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | −13−48.1% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3 | $101 | 0.00% | +3 | New |
| NewSquare Capital LLC | 6 | $201 | 0.00% | +6 | New |
| Berkshire Capital Holdings Inc | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 12 | $403 | 0.00% | +12 | New |
| Northwestern Mutual Wealth Management Co | 14 | $470 | 0.00% | −96−87.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 16 | $537 | 0.00% | +16 | New |
| Private Advisor Group, LLC | 18,159 | $609 | 0.00% | +37+0.2% | Added |
| Cornerstone Planning Group LLC | 21 | $665 | 0.00% | +21 | New |
| Corrado Advisors, LLC | 20 | $671 | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 24 | $805 | 0.00% | +24 | New |
| Gordian Capital Singapore Pte Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 57 | $1.00K | 0.00% | +57 | New |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | −34−68.0% | Reduced |
| Global Retirement Partners, LLC | 31 | $1.04K | 0.00% | +2+6.9% | Added |
| Ellevest, Inc. | 42 | $1.41K | 0.00% | +16+61.5% | Added |
| Allworth Financial LP | 46 | $1.54K | 0.00% | −24−34.3% | Reduced |
| TD Private Client Wealth LLC | 54 | $1.81K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 49 | $2.00K | 0.01% | +49 | New |
| Comerica Securities,inc. | 69 | $2.32K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 71 | $2.38K | 0.00% | +56+373.3% | Added |
| GHP Investment Advisors, Inc. | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 80 | $2.69K | 0.00% | +80 | New |
| TCI Wealth Advisors, Inc. | 81 | $2.72K | 0.00% | +41+102.5% | Added |
| Central Trust Co | 85 | $2.85K | 0.00% | +85 | New |
| Colonial Trust Co | 86 | $2.91K | 0.00% | +86 | New |
| Spire Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $3.02K | 0.00% | +83+1,185.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $3.36K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 103 | $3.46K | 0.00% | +103 | New |
| Arcadia Investment Management Corp | 125 | $4.20K | 0.00% | −50−28.6% | Reduced |
| PayPay Securities Corp | 133 | $4.46K | 0.30% | +133 | New |
| Bartlett & Co. Wealth Management LLC | 138 | $4.63K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 141 | $4.73K | 0.00% | +141 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 150 | $5.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 180 | $6.04K | 0.00% | +180 | New |
| Cary Street Partner Investment Advisory LLC | 200 | $6.71K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 223 | $7.00K | 0.00% | +14+6.7% | Added |
| Pacer Advisors, Inc. | 226 | $7.58K | 0.00% | +226 | New |
| Tyler-Stone Wealth Management | 250 | $8.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 251 | $8.00K | 0.00% | +251 | New |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $8.39K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 250 | $8.39K | 0.00% | +250 | New |
| Live Oak Investment Partners | – | $8.39K | 0.01% | – | New |
| Whittier Trust Co of Nevada Inc | 252 | $8.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 253 | $8.49K | 0.00% | +116+84.7% | Added |
| Glassman Wealth Services | 260 | $8.73K | 0.00% | +6+2.4% | Added |
| Parkside Financial Bank & Trust | 270 | $9.06K | 0.00% | −562−67.5% | Reduced |
| Glen Eagle Advisors, LLC | 270 | $9.06K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 316 | $11.0K | 0.01% | +149+89.2% | Added |
| Westside Investment Management, Inc. | 350 | $11.0K | 0.00% | +200+133.3% | Added |
| Sandy Spring Bank | 350 | $11.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 350 | $11.7K | 0.00% | +70+25.0% | Added |
| Rockefeller Capital Management L.P. | 405 | $12.0K | 0.00% | −747−64.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 400 | $13.4K | 0.00% | +400 | New |
| Institutional & Family Asset Management, LLC | 453 | $15.2K | 0.00% | +54+13.5% | Added |
| HealthInvest Partners AB | 462 | $15.5K | 0.03% | +462 | New |
| Truvestments Capital LLC | 484 | $16.2K | 0.01% | −438−47.5% | Reduced |
| Harbour Investments, Inc. | 500 | $16.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 500 | $16.8K | 0.00% | +250+100.0% | Added |
| Operose Advisors LLC | 500 | $16.8K | 0.01% | +500 | New |
| Larson Financial Group LLC | 502 | $16.8K | 0.00% | +2+0.4% | Added |
| Washington Trust Advisors, Inc. | 504 | $16.9K | 0.00% | −630−55.6% | Reduced |
| Harvest Fund Management Co., Ltd | 544 | $18.0K | 0.00% | +544 | New |
| Your Advocates Ltd., LLP | 609 | $20.4K | 0.01% | −394−39.3% | Reduced |
| Walleye Capital LLC | 646 | $21.7K | 0.00% | −1,852−74.1% | Reduced |
| Assetmark, Inc | 788 | $26.4K | 0.00% | +137+21.0% | Added |
| James Investment Research Inc | 783 | $27.0K | 0.00% | +783 | New |
| Steward Partners Investment Advisory, LLC | 825 | $27.7K | 0.00% | −510−38.2% | Reduced |
| Geneos Wealth Management Inc. | 900 | $30.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 730 | $32.8K | 0.00% | −127,401−99.4% | Reduced |
| Signaturefd, LLC | 1,079 | $36.2K | 0.00% | +29+2.8% | Added |
| Advisory Services Network, LLC | 1,201 | $40.3K | 0.00% | +1,201 | New |
| Cutler Group LP | 1,268 | $42.0K | 0.01% | −951−42.9% | Reduced |
| HBK Sorce Advisory LLC | 40,000 | $46.0K | 0.00% | +20,000+100.0% | Added |
| American International Group, Inc. | 1,412 | $47.4K | 0.00% | +9+0.6% | Added |
| Huntington National Bank | 1,432 | $48.1K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,542 | $52.0K | 0.04% | +1,530+12,750.0% | Added |
| Umb Bank N A | 1,800 | $60.0K | 0.00% | −12,201−87.1% | Reduced |
| Accurate Wealth Management, LLC | 2,000 | $63.2K | 0.02% | +2,000 | New |
| Shell Asset Management Co | 1,937 | $65.0K | 0.00% | +1,937 | New |
| CWM, LLC | 1,958 | $66.0K | 0.00% | +498+34.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,356 | $79.0K | 0.00% | −621−20.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,755 | $92.5K | 0.00% | −5,763−67.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,758 | $93.0K | 0.00% | +86+3.2% | Added |
| Creative Financial Designs Inc | 3,010 | $101.0K | 0.01% | +10+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,271 | $109.8K | 0.00% | −1,158−26.1% | Reduced |
| Stephenson National Bank & Trust | 3,666 | $123.0K | 0.08% | +3,666 | New |
| MetLife Investment Management | 4,381 | $147.0K | 0.00% | −23,034−84.0% | Reduced |
| Hantz Financial Services, Inc. | 4,485 | $151.0K | 0.00% | +2,364+111.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,580 | $153.7K | 0.09% | +200+4.6% | Added |
| Deutsche Bank AG | 4,583 | $153.8K | 0.00% | +3,361+275.0% | Added |
| Great West Life Assurance Co | 4,959 | $167.0K | 0.00% | +4,959 | New |