| TCI Wealth Advisors, Inc. | 5 | $0 | 0.00% | −278−98.2% | Reduced |
| Parkside Financial Bank & Trust | 18 | $0 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 31 | $646 | 0.00% | −41−56.9% | Reduced |
| Earnest Partners LLC | 35 | $1.00K | 0.00% | +35 | New |
| Covington Capital Management | 61 | $1.00K | 0.00% | +61 | New |
| FinTrust Capital Advisors, LLC | 59 | $1.00K | 0.00% | +59 | New |
| Paragon Wealth Strategies, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Zullo Investment Group, Inc. | 119 | $2.00K | 0.00% | +85+250.0% | Added |
| Salem Investment Counselors Inc | 90 | $2.00K | 0.00% | +90 | New |
| HM Payson & Co | 100 | $2.00K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Investors Research Corp | 97 | $2.00K | 0.00% | +97 | New |
| Oliver Lagore Vanvalin Investment Group | 113 | $2.00K | 0.00% | +113 | New |
| Institutional & Family Asset Management, LLC | 133 | $3.00K | 0.00% | +70+111.1% | Added |
| Lindbrook Capital, LLC | 138 | $3.00K | 0.00% | +75+119.0% | Added |
| Farmers & Merchants Investments Inc | 179 | $4.00K | 0.00% | +179 | New |
| Hudock, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Glassman Wealth Services | 173 | $4.00K | 0.00% | +173 | New |
| EverSource Wealth Advisors, LLC | 240 | $5.00K | 0.00% | +240 | New |
| Kelly Financial Services LLC | 275 | $5.73K | 0.00% | +275 | New |
| Massmutual Trust Co FSB | 364 | $8.00K | 0.00% | +225+161.9% | Added |
| Ellevest, Inc. | 384 | $8.00K | 0.00% | +332+638.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 377 | $8.00K | 0.00% | +377 | New |
| Meeder Asset Management Inc | 412 | $9.00K | 0.00% | +227+122.7% | Added |
| Trustcore Financial Services, LLC | 431 | $9.00K | 0.00% | +431 | New |
| Parallel Advisors, LLC | 472 | $10.0K | 0.00% | +26+5.8% | Added |
| Creative Financial Designs Inc | 473 | $10.0K | 0.00% | +473 | New |
| Emfo, LLC | 500 | $10.0K | 0.01% | +500 | New |
| Northwestern Mutual Wealth Management Co | 515 | $11.0K | 0.00% | +308+148.8% | Added |
| BerganKDV Wealth Management, LLC | 594 | $12.0K | 0.00% | +531+842.9% | Added |
| Credential Qtrade Securities Inc. | 640 | $13.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 650 | $13.6K | 0.00% | +200+44.4% | Added |
| AdvisorNet Financial, Inc | 674 | $14.0K | 0.00% | +674 | New |
| Gradient Investments LLC | 666 | $14.0K | 0.00% | +666 | New |
| Accel Wealth Management | 700 | $15.0K | 0.01% | +700 | New |
| Activest Wealth Management | 700 | $15.0K | 0.00% | +700 | New |
| Signaturefd, LLC | 748 | $16.0K | 0.00% | −761−50.4% | Reduced |
| McIlrath & Eck, LLC | 749 | $16.0K | 0.00% | +749 | New |
| Dark Forest Capital Management LP | 803 | $17.0K | 0.00% | +774+2,669.0% | Added |
| TD Private Client Wealth LLC | 859 | $17.9K | 0.00% | +859 | New |
| Muzinich & Co., Inc. | 847 | $18.0K | 0.02% | +847 | New |
| Capital Analysts, LLC | 922 | $19.0K | 0.00% | −477−34.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 900 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 950 | $20.0K | 0.00% | −850−47.2% | Reduced |
| First Horizon Advisors, Inc. | 941 | $20.0K | 0.00% | +465+97.7% | Added |
| RE Dickinson Investment Advisors, LLC | 980 | $20.0K | 0.02% | +980 | New |
| IFP Advisors, Inc | 805 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 877 | $24.0K | 0.00% | +252+40.3% | Added |
| Wipfli Financial Advisors LLC, | 1,264 | $26.0K | 0.00% | +1,264 | New |
| Bessemer Group Inc | 1,355 | $28.0K | 0.00% | +1,355 | New |
| Allworth Financial LP | 1,512 | $32.0K | 0.00% | +1,253+483.8% | Added |
| Citizens National Bank Trust Department | 1,543 | $32.0K | 0.01% | +1,543 | New |
| Selective Wealth Management, Inc. | 1,600 | $33.0K | 0.01% | +1,600 | New |
| Prestige Wealth Management Group LLC | 1,652 | $34.0K | 0.01% | +1,652 | New |
| Harvest Fund Management Co., Ltd | 1,938 | $40.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,006 | $42.0K | 0.00% | −13,880−87.4% | Reduced |
| Motco | 2,000 | $42.0K | 0.00% | −83−4.0% | Reduced |
| Ci Investments Inc. | 2,017 | $42.0K | 0.00% | +1,370+211.7% | Added |
| DB Wealth Management Group, LLC | 2,042 | $43.0K | 0.03% | +2,042 | New |
| Global Retirement Partners, LLC | 2,140 | $44.0K | 0.00% | +1,930+919.0% | Added |
| Vestor Capital, LLC | 2,163 | $45.0K | 0.01% | +2,163 | New |
| Steward Partners Investment Advisory, LLC | 2,487 | $52.0K | 0.00% | +802+47.6% | Added |
| Neo Ivy Capital Management | 2,701 | $56.0K | 0.15% | +2,265+519.5% | Added |
| Proequities, Inc. | 2,831 | $59.0K | 0.01% | +2,798+8,478.8% | Added |
| Johnson Midwest Financial, LLC | 2,828 | $59.0K | 0.23% | +2,828 | New |
| Anchor Investment Management, LLC | 2,900 | $60.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,051 | $63.6K | 0.03% | +3,051 | New |
| Covestor Ltd | 3,064 | $64.0K | 0.06% | +764+33.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,466 | $72.3K | 0.00% | +3,466 | New |
| Whittier Trust Co | 3,863 | $80.0K | 0.00% | +1,338+53.0% | Added |
| Quadrant Capital Group LLC | 3,818 | $80.0K | 0.01% | +3,818 | New |
| State of Wyoming | 3,855 | $80.0K | 0.04% | +3,855 | New |
| FourThought Financial, LLC | 4,315 | $90.0K | 0.01% | +4,169+2,855.5% | Added |
| American State Bank (Iowa) | 4,633 | $96.6K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,820 | $100.0K | 0.00% | +4,820 | New |
| Huntington National Bank | 4,963 | $103.0K | 0.00% | −289−5.5% | Reduced |
| Longfellow Investment Management Co LLC | 5,033 | $105.0K | 0.02% | +5,033 | New |
| Canton Hathaway, LLC | 6,000 | $125.0K | 0.05% | +6,000 | New |
| Parallax Volatility Advisers, L.P. | 6,540 | $137.0K | 0.00% | +6,540 | New |
| Whittier Trust Co of Nevada Inc | 6,762 | $141.0K | 0.01% | +6,762 | New |
| Allspring Global Investments Holdings, LLC | 7,131 | $148.0K | 0.00% | +853+13.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,879 | $164.0K | 0.07% | +7,879 | New |
| James Investment Research Inc | 8,049 | $168.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,324 | $173.0K | 0.00% | +6,486+352.9% | Added |
| Vestcor Inc | 8,969 | $187.0K | 0.01% | +8,969 | New |
| Raymond James Trust N.A. | 9,629 | $201.0K | 0.01% | +2,124+28.3% | Added |
| Texas Yale Capital Corp. | 9,685 | $202.0K | 0.01% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 9,708 | $202.0K | 0.03% | +9,708 | New |
| Shell Asset Management Co | 9,681 | $202.0K | 0.01% | +9,681 | New |
| Avantax Advisory Services, Inc. | 9,899 | $206.0K | 0.00% | +9,899 | New |
| Van Hulzen Asset Management, LLC | 9,900 | $206.0K | 0.03% | +9,900 | New |
| Prime Capital Investment Advisors, LLC | 9,869 | $206.0K | 0.01% | +9,869 | New |
| Spirit of America Management Corp | 10,000 | $209.0K | 0.05% | +10,000 | New |
| Community Capital Management, Inc. | 10,000 | $209.0K | 0.27% | +10,000 | New |
| NFP Retirement, Inc. | 10,032 | $209.2K | 0.05% | +10,032 | New |
| Independent Financial Group, LLC | 10,034 | $209.2K | 0.02% | +10,034 | New |
| Park Avenue Securities LLC | 10,110 | $211.0K | 0.00% | +10,110 | New |
| Regent Investment Management LLC | 10,120 | $211.0K | 0.06% | +10,120 | New |
| Capital Investment Advisory Services, LLC | 10,177 | $212.0K | 0.03% | +10,177 | New |
| Atria Wealth Solutions, Inc. | 10,733 | $223.8K | 0.00% | +10,733 | New |
