| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 0 | $33 | 0.00% | 0 | New |
| Ancora Advisors, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $180 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $180 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $181 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $360 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $361 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $522 | 0.00% | +1+50.0% | Added |
| PEAK6 LLC | 3 | $533 | 0.00% | +3 | New |
| CVA Family Office, LLC | 3 | $540 | 0.00% | −34−91.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $540 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $541 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $720 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $721 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $721 | 0.00% | +1+33.3% | Added |
| WealthTrak Capital Management LLC | 4 | $721 | 0.00% | +2+100.0% | Added |
| Spectrum Wealth Counsel, LLC | 4 | $721 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $721 | 0.00% | +4 | New |
| North Capital, Inc. | 4 | $721 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $885 | 0.00% | +1+25.0% | Added |
| Wolff Wiese Magana LLC | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 6 | $1.08K | 0.00% | −4,381−99.9% | Reduced |
| Capital A Wealth Management, LLC | 6 | $1.08K | 0.00% | −11−64.7% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.26K | 0.00% | +1+16.7% | Added |
| Activest Wealth Management | 7 | $1.26K | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $1.44K | 0.00% | −58−87.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $1.44K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 8 | $1.44K | 0.00% | +8 | New |
| HHM Wealth Advisors, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $1.80K | 0.00% | +10 | New |
| BFSG, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Continuum Advisory, LLC | 12 | $2.16K | 0.00% | −24−66.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $2.34K | 0.00% | −695−98.2% | Reduced |
| Sachetta, LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $2.34K | 0.00% | +6+85.7% | Added |
| Highline Wealth Partners LLC | 14 | $2.52K | 0.00% | +9+180.0% | Added |
| Sunbelt Securities, Inc. | 17 | $3.06K | 0.00% | −16−48.5% | Reduced |
| First Command Advisory Services, Inc. | 17 | $3.06K | 0.00% | +17 | New |
| True Wealth Design, LLC | 19 | $3.37K | 0.00% | +1+5.6% | Added |
| SJS Investment Consulting Inc. | 19 | $3.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $3.60K | 0.00% | +10+100.0% | Added |
| Prestige Wealth Management Group LLC | 21 | $3.78K | 0.00% | +10+90.9% | Added |
| Hughes Financial Services, LLC | 21 | $3.79K | 0.00% | +21 | New |
| Abound Wealth Management | 23 | $4.14K | 0.00% | −2−8.0% | Reduced |
| Stonebridge Financial Group, LLC | 24 | $4.32K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $4.50K | 0.00% | −1−3.8% | Reduced |
| Tortoise Investment Management, LLC | 26 | $4.68K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 31 | $5.58K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $5.58K | 0.00% | +31 | New |
| Transce3nd, LLC | 32 | $5.76K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 32 | $5.76K | 0.10% | +32 | New |
| Avion Wealth | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 35 | $6.30K | 0.00% | +14+66.7% | Added |
| Raffa Wealth Management, LLC | 36 | $6.49K | 0.00% | +14+63.6% | Added |
| Archer Investment Corp | 37 | $6.67K | 0.00% | −785−95.5% | Reduced |
| Clean Yield Group | 37 | $6.67K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 37 | $6.67K | 0.00% | +36+3,600.0% | Added |
| Trust Co of Vermont | 40 | $7.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 43 | $7.75K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 44 | $7.93K | 0.01% | +44 | New |
| GPS Wealth Strategies Group, LLC | 45 | $8.11K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 45 | $8.11K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $8.83K | 0.00% | −1−2.0% | Reduced |
| NewSquare Capital LLC | 55 | $9.91K | 0.00% | +52+1,733.3% | Added |
| Saudi Central Bank | 55 | $9.91K | 0.05% | +55 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $10.3K | 0.00% | +51+850.0% | Added |
| Keystone Global Partners, LLC | 60 | $10.8K | 0.01% | +60 | New |
| Quest 10 Wealth Builders, Inc. | 61 | $11.0K | 0.01% | +3+5.2% | Added |
| Red Tortoise LLC | 70 | $12.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 78 | $14.1K | 0.00% | +47+151.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 78 | $14.1K | 0.01% | +78 | New |
| Farmers & Merchants Investments Inc | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $16.0K | 0.00% | +6+7.2% | Added |
| Hemington Wealth Management | 97 | $17.0K | 0.00% | +17+21.3% | Added |
| Spire Wealth Management | 97 | $17.5K | 0.00% | −1,654−94.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 98 | $17.7K | 0.00% | +98 | New |
| North Star Investment Management Corp. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $18.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 108 | $19.5K | 0.01% | −294−73.1% | Reduced |
| CoreCap Advisors, LLC | 111 | $20.0K | 0.00% | −1,235−91.8% | Reduced |
| Smithfield Trust Co | 118 | $21.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 117 | $21.1K | 0.02% | +117 | New |
| Leonteq Securities AG | 127 | $22.9K | 0.00% | −35−21.6% | Reduced |
| Gables Capital Management Inc. | 135 | $24.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 135 | $24.3K | 0.00% | +115+575.0% | Added |
| Cornerstone Planning Group LLC | 143 | $25.5K | 0.01% | +79+123.4% | Added |
| JFS Wealth Advisors, LLC | 145 | $26.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 150 | $27.0K | 0.02% | +150 | New |
| Private Trust Co NA | 159 | $28.6K | 0.00% | +136+591.3% | Added |
| Harbour Investments, Inc. | 166 | $29.9K | 0.00% | +11+7.1% | Added |
| Zions Bancorporation, National Association | 168 | $30.3K | 0.00% | +168 | New |