| Scarborough Advisors, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $155 | 0.00% | +1 | New |
| Key Financial Inc | 1 | $155 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $155 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $157 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $309 | 0.00% | −1−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $309 | 0.00% | +2 | New |
| Accredited Wealth Management, LLC | 327 | $310 | 0.00% | +325+16,250.0% | Added |
| Turning Point Benefit Group, Inc. | 2 | $310 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $465 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $465 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $619 | 0.00% | +1+33.3% | Added |
| TD Private Client Wealth LLC | 4 | $619 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $773 | 0.00% | +2+66.7% | Added |
| South State Corp. | 5 | $774 | 0.00% | −43−89.6% | Reduced |
| Tortoise Investment Management, LLC | 5 | $774 | 0.00% | +2+66.7% | Added |
| Financial Consulate, Inc | 5 | $774 | 0.00% | +5 | New |
| Binnacle Investments Inc | 5 | $774 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| NBC Securities, Inc. | 8 | $1.24K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.24K | 0.00% | +4+100.0% | Added |
| FSA Wealth Management LLC | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.74K | 0.00% | +10+500.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 23 | $3.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.56K | 0.00% | +18+360.0% | Added |
| Harbour Investments, Inc. | 25 | $3.87K | 0.00% | +6+31.6% | Added |
| ZRC Wealth Management, LLC | 25 | $3.87K | 0.00% | +25 | New |
| WPG Advisers, LLC | 29 | $4.49K | 0.00% | +29 | New |
| GPS Wealth Strategies Group, LLC | 31 | $4.80K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 33 | $5.11K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $5.57K | 0.00% | +36 | Added |
| Massmutual Trust Co FSB | 41 | $6.34K | 0.00% | −20−32.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 41 | $6.34K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $6.34K | 0.00% | +1+2.5% | Added |
| AdvisorNet Financial, Inc | 45 | $6.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $6.96K | 0.00% | +6+15.4% | Added |
| Farmers & Merchants Investments Inc | 48 | $7.43K | 0.00% | +2+4.3% | Added |
| Quent Capital, LLC | 49 | $7.58K | 0.00% | +49 | New |
| Fortis Group Advisors, LLC | 50 | $7.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 54 | $8.35K | 0.00% | −219−80.2% | Reduced |
| Whittier Trust Co | 54 | $8.43K | 0.00% | −34−38.6% | Reduced |
| Fortitude Family Office, LLC | 57 | $8.82K | 0.00% | +11+23.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $8.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 56 | $9.00K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 62 | $9.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63 | $9.75K | 0.00% | +8+14.5% | Added |
| Golden State Wealth Management, LLC | 67 | $10.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $10.4K | 0.00% | +35+109.4% | Added |
| Principal Securities, Inc. | 69 | $10.7K | 0.00% | +11+19.0% | Added |
| Hemington Wealth Management | 72 | $11.0K | 0.00% | +58+414.3% | Added |
| West Branch Capital LLC | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $12.1K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 79 | $12.2K | 0.00% | +79 | New |
| Whittier Trust Co of Nevada Inc | 80 | $12.5K | 0.00% | −4−4.8% | Reduced |
| Farther Finance Advisors, LLC | 85 | $13.1K | 0.00% | +22+34.9% | Added |
| Larson Financial Group LLC | 98 | $15.2K | 0.00% | +35+55.6% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 106 | $16.3K | 0.00% | −3−2.8% | Reduced |
| Covestor Ltd | 123 | $19.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 123 | $19.0K | 0.00% | −75−37.9% | Reduced |
| Rise Advisors, LLC | 135 | $20.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 136 | $21.1K | 0.00% | +26+23.6% | Added |
| Essex Investment Management Co LLC | 137 | $21.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $21.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 140 | $21.7K | 0.00% | +140 | New |
| Assetmark, Inc | 143 | $22.1K | 0.00% | +12+9.2% | Added |
| Root Financial Partners, LLC | 146 | $22.6K | 0.00% | +146 | New |
| Eastern Bank | 161 | $24.9K | 0.00% | +141+705.0% | Added |
| Capital Advisors, Ltd. LLC | 165 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $31.0K | 0.00% | +29+16.7% | Added |
| Advisory Services Network, LLC | 210 | $32.5K | 0.00% | +210 | New |
| Huntington National Bank | 210 | $32.5K | 0.00% | +2+1.0% | Added |
| IFP Advisors, Inc | 224 | $34.7K | 0.00% | +28+14.3% | Added |
| Ci Investments Inc. | 241 | $37.0K | 0.00% | +74+44.3% | Added |
| Nisa Investment Advisors, LLC | 255 | $39.4K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 256 | $39.6K | 0.01% | +256 | New |
| Mather Group, LLC. | 257 | $39.8K | 0.00% | +257 | New |
| Park Place Capital Corp | 261 | $40.4K | 0.01% | −112−30.0% | Reduced |
| Group One Trading, L.P. | 269 | $41.6K | 0.00% | −4,419−94.3% | Reduced |
| Wealthspire Advisors, LLC | 282 | $43.6K | 0.00% | +282 | New |
| GW&K Investment Management, LLC | 281 | $44.0K | 0.00% | +56+24.9% | Added |
| National Bank of Canada | 292 | $45.2K | 0.00% | −339−53.7% | Reduced |
| Caitlin John, LLC | 296 | $45.8K | 0.03% | +296 | New |
| SJS Investment Consulting Inc. | 312 | $48.3K | 0.01% | +310+15,500.0% | Added |
| MAI Capital Management | 323 | $49.9K | 0.00% | +9+2.9% | Added |