| JPMorgan Chase & Co | 40 | $2 | 0.00% | +40 | New |
| TD Capital Management LLC | 1 | $63 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 1 | $63 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $64 | 0.00% | +1 | New |
| Arcadia Investment Advisors LLC | 1 | $64 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 5 | $316 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 7 | $442 | 0.00% | +7 | New |
| Laffer Tengler Investments | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $632 | 0.00% | +10 | New |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 17 | $1.07K | 0.00% | +17 | New |
| CarsonAllaria Wealth Management, Ltd. | 29 | $1.83K | 0.00% | +29 | New |
| Friedenthal Financial | 33 | $2.08K | 0.00% | +33 | New |
| Beacon Capital Management, LLC | 35 | $2.21K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 40 | $2.53K | 0.00% | +20+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 46 | $2.91K | 0.00% | −200−81.3% | Reduced |
| FSA Wealth Management LLC | 47 | $2.97K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | +50 | New |
| Front Row Advisors LLC | 50 | $3.16K | 0.00% | −500−90.9% | Reduced |
| Tortoise Investment Management, LLC | 50 | $3.16K | 0.00% | +50 | New |
| Gen-Wealth Partners Inc | 50 | $3.16K | 0.00% | +50 | New |
| Thompson Investment Management, Inc. | 60 | $3.79K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 74 | $4.67K | 0.00% | +74 | New |
| Global Assets Advisory, LLC | 349,514 | $5.62K | 0.26% | +349,514 | New |
| Elequin Capital LP | 93 | $5.88K | 0.00% | +93 | New |
| Game Plan Financial Advisors, LLC | 154 | $5.88K | 0.00% | +104+208.0% | Added |
| Venturi Wealth Management, LLC | 94 | $5.94K | 0.00% | +94 | New |
| CVA Family Office, LLC | 96 | $6.06K | 0.00% | +96 | New |
| City Holding Co | 100 | $6.32K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $6.32K | 0.00% | +100 | New |
| BOK Financial Private Wealth, Inc. | 100 | $6.32K | 0.00% | +100 | New |
| Hoey Investments, Inc | 100 | $6.32K | 0.00% | +100 | New |
| Missouri Trust & Investment Co | 100 | $6.32K | 0.00% | +100 | New |
| Mma Asset Management LLC | 106 | $6.70K | 0.00% | +106 | New |
| Global Financial Private Client, LLC | 111 | $6.90K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 110 | $6.95K | 0.00% | +110 | New |
| LifeSteps Financial, Inc. | 123 | $7.77K | 0.01% | +123 | New |
| Signature Resources Capital Management, LLC | 236 | $8.17K | 0.01% | +236 | New |
| Assetmark, Inc | 138 | $8.72K | 0.00% | +138 | New |
| Bellevue Asset Management, LLC | 145 | $9.16K | 0.01% | +145 | New |
| Nemes Rush Group LLC | 157 | $9.92K | 0.00% | +157 | New |
| GHP Investment Advisors, Inc. | 158 | $9.98K | 0.00% | +158 | New |
| Atlantic Edge Private Wealth Management, LLC | 160 | $10.1K | 0.00% | +160 | New |
| Evermay Wealth Management LLC | 166 | $10.5K | 0.00% | +166 | New |
| Kozak & Associates, Inc. | 182 | $10.6K | 0.00% | +182 | New |
| National Bank of Canada | 200 | $10.8K | 0.00% | +200 | New |
| Bear Mountain Capital, Inc. | 200 | $10.9K | 0.00% | +200 | New |
| Boyd Watterson Asset Management LLC | 182 | $11.5K | 0.00% | +182 | New |
| WFA Asset Management Corp | 182 | $11.5K | 0.01% | +182 | New |
| Atlas Capital Advisors LLC | 186 | $11.7K | 0.00% | +21+12.7% | Added |
| Ameritas Investment Partners, Inc. | 190 | $12.0K | 0.00% | +190 | New |
| Fernwood Investment Management, LLC | 190 | $12.0K | 0.00% | +190 | New |
| Manchester Capital Management LLC | 200 | $12.6K | 0.00% | +200 | New |
| Bank of America Corp | 204 | $12.9K | 0.00% | +204 | New |
| Macroview Investment Management LLC | 217 | $13.7K | 0.02% | +217 | New |
| Massmutual Trust Co FSB | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 228 | $14.4K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 300 | $15.8K | 0.01% | +300 | New |
| VisionPoint Advisory Group, LLC | 250 | $15.8K | 0.01% | +250 | New |
| JFS Wealth Advisors, LLC | 256 | $16.2K | 0.00% | +256 | New |
| Bullock Wealth Management Group | 262 | $16.3K | 0.01% | +262 | New |
| Oakworth Capital, Inc. | 259 | $16.4K | 0.00% | +259 | New |
| Activest Wealth Management | 264 | $16.7K | 0.01% | +264 | New |
| Tradewinds Capital Management, LLC | 269 | $17.0K | 0.00% | +269 | New |
| FNY Investment Advisers, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 286 | $18.1K | 0.00% | +286 | New |
| Riggs Asset Managment Co. Inc. | 300 | $19.0K | 0.01% | +300 | New |
| Concord Wealth Partners | 300 | $19.0K | 0.00% | +300 | New |
| West Oak Capital, LLC | 320 | $20.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 325 | $20.5K | 0.01% | +325 | New |
| Johnson Financial Group, Inc. | 350 | $22.1K | 0.00% | +350 | New |
| Delta Asset Management LLC | 380 | $24.0K | 0.00% | +380 | New |
| Addison Advisors LLC | 400 | $25.3K | 0.01% | +400 | New |
| Bartlett & Co. Wealth Management LLC | 415 | $26.2K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 425 | $26.8K | 0.00% | +425 | New |
| ICA Group Wealth Management, LLC | 427 | $27.0K | 0.01% | +427 | New |
| Toth Financial Advisory Corp | 441 | $27.9K | 0.00% | +441 | New |
| Hollencrest Capital Management | 450 | $28.4K | 0.00% | +450 | New |
| Castleview Partners, LLC | 487 | $30.8K | 0.02% | +487 | New |
| Pension & Wealth Management Advisors, Inc. | 500 | $31.6K | 0.02% | −1,241−71.3% | Reduced |
| Gs Investments, Inc. | 500 | $31.6K | 0.02% | +500 | New |
| Ulland Investment Advisors, LLC | 500 | $32.0K | 0.03% | +500 | New |
| Atticus Wealth Management, LLC | 527 | $33.3K | 0.01% | +527 | New |
| Clear Point Advisors Inc. | 532 | $33.6K | 0.03% | −618−53.7% | Reduced |
| Harbor Investment Advisory, LLC | 536 | $33.9K | 0.00% | +536 | New |
| Valley National Advisers Inc | 553 | $34.0K | 0.01% | +553 | New |
| Brown, Lisle/Cummings, Inc. | 600 | $37.9K | 0.01% | +600 | New |
| Steward Partners Investment Advisory, LLC | 642 | $40.6K | 0.00% | +642 | New |
| Wolff Wiese Magana LLC | 713 | $45.0K | 0.04% | +713 | New |
| PFS Partners, LLC | 788 | $49.8K | 0.03% | +788 | New |
| Bokf, NA | 910 | $56.6K | 0.00% | +910 | New |
| BFSG, LLC | 910 | $57.5K | 0.01% | +910 | New |
| Tyler-Stone Wealth Management | 950 | $60.0K | 0.03% | +950 | New |
| Centerpoint Advisors, LLC | 1,000 | $63.0K | 0.02% | +1,000 | New |
| First Manhattan Co | 999 | $63.1K | 0.00% | +999 | New |
| Mango Five Family, Inc. | 1,000 | $63.2K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $63.2K | 0.05% | +1,000 | New |
| Glen Eagle Advisors, LLC | 1,002 | $63.3K | 0.01% | +865+631.4% | Added |
| Dunhill Financial, LLC | 1,006 | $63.5K | 0.05% | +1,006 | New |
