| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $32 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $32 | 0.00% | +1 | New |
| Ridgewood Investments LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $63 | 0.00% | +1+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $64 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $64 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 3 | $97 | 0.00% | −142−97.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $99 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $128 | 0.00% | +3+300.0% | Added |
| Webster Bank, N. A. | 4 | $128 | 0.00% | +4 | New |
| Signaturefd, LLC | 5 | $160 | 0.00% | −593−99.2% | Reduced |
| Cornerstone Planning Group LLC | 5 | $163 | 0.00% | −3−37.5% | Reduced |
| St. Johns Investment Management Company, LLC | 6 | $192 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6 | $192 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $192 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $224 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $256 | 0.00% | −2−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $256 | 0.00% | +2+33.3% | Added |
| Whittier Trust Co of Nevada Inc | 11 | $350 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $384 | 0.00% | −38−76.0% | Reduced |
| Truvestments Capital LLC | 13 | $405 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $416 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 13 | $417 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $512 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $514 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 18 | $575 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 19 | $608 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 19 | $608 | 0.00% | +4+26.7% | Added |
| MCF Advisors LLC | 21 | $672 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $704 | 0.00% | +22 | New |
| Montag A & Associates Inc | 24 | $768 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 29 | $928 | 0.00% | +19+190.0% | Added |
| UMA Financial Services, Inc. | 31 | $992 | 0.00% | +31 | New |
| Capital Analysts, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 53 | $1.00K | 0.00% | +2+3.9% | Added |
| SBI Securities Co., Ltd. | 32 | $1.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $1.05K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 34 | $1.09K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 34 | $1.09K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 37 | $1.18K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $1.25K | 0.00% | +39 | New |
| GeoWealth Management, LLC | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $1.28K | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 51 | $1.63K | 0.00% | −6−10.5% | Reduced |
| Stone House Investment Management, LLC | 52 | $1.66K | 0.00% | +52 | New |
| Ronald Blue Trust, Inc. | 56 | $1.79K | 0.00% | +34+154.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 58 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $1.98K | 0.00% | +15+31.9% | Added |
| Harbor Investment Advisory, LLC | 66 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 70 | $2.24K | 0.00% | +40+133.3% | Added |
| SRS Capital Advisors, Inc. | 72 | $2.30K | 0.00% | −35−32.7% | Reduced |
| GHP Investment Advisors, Inc. | 72 | $2.31K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $2.82K | 0.00% | −13−12.9% | Reduced |
| GWM Advisors LLC | 116 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $3.80K | 0.00% | +2+1.7% | Added |
| Fifth Third Bancorp | 153 | $4.89K | 0.00% | +4+2.7% | Added |
| Harbor Capital Advisors, Inc. | 157 | $5.00K | 0.00% | +2+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 153 | $5.00K | 0.00% | +153 | New |
| GAMMA Investing LLC | 162 | $5.18K | 0.00% | −176−52.1% | Reduced |
| Essential Partners LLC | 162 | $5.18K | 0.00% | +162 | New |
| Simplex Trading, LLC | 204 | $6.00K | 0.00% | +204 | New |
| IFP Advisors, Inc | 196 | $6.27K | 0.00% | +196 | Added |
| Federated Hermes, Inc. | 265 | $8.47K | 0.00% | −109−29.1% | Reduced |
| Larson Financial Group LLC | 266 | $8.51K | 0.00% | +266 | New |
| Ameritas Advisory Services, LLC | 273 | $8.73K | 0.00% | +273 | New |
| Allworth Financial LP | 289 | $9.24K | 0.00% | +253+702.8% | Added |
| Versant Capital Management, Inc | 294 | $9.40K | 0.00% | +67+29.5% | Added |
| Skopos Labs, Inc. | 299 | $9.56K | 0.00% | +155+107.6% | Added |
| JFS Wealth Advisors, LLC | 336 | $10.7K | 0.00% | −8−2.3% | Reduced |
| Horrell Capital Management, Inc. | 429 | $13.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 468 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 519 | $16.0K | 0.00% | +6+1.2% | Added |
| US Bancorp | 528 | $16.9K | 0.00% | −4,188−88.8% | Reduced |
| Sterling Capital Management LLC | 541 | $17.3K | 0.00% | +235+76.8% | Added |
| Bellevue Asset Management, LLC | 604 | $19.3K | 0.01% | +4+0.7% | Added |
| Advisor Group Holdings, Inc. | 607 | $19.5K | 0.00% | +60+11.0% | Added |
| Amalgamated Bank | 642 | $21.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 659 | $21.1K | 0.00% | +176+36.4% | Added |
| Godsey & Gibb Associates | 870 | $27.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,016 | $32.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,111 | $35.0K | 0.00% | +779+234.6% | Added |
| Comerica Bank | 1,120 | $35.8K | 0.00% | +595+113.3% | Added |
| Ci Investments Inc. | 1,291 | $41.0K | 0.00% | −47−3.5% | Reduced |
| State of Wyoming | 1,577 | $50.4K | 0.01% | −1,078−40.6% | Reduced |
| Hollencrest Capital Management | 2,005 | $64.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,081 | $66.5K | 0.00% | −15,243−88.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,174 | $69.5K | 0.00% | +337+18.3% | Added |
| Public Employees Retirement Association of Colorado | 2,388 | $76.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,440 | $78.0K | 0.00% | −476−16.3% | Reduced |
| Bryn Mawr Trust Co | 2,562 | $81.9K | 0.00% | 00.0% | Unchanged |