| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Dark Forest Capital Management LP | 4 | $0 | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 85 | $3.00K | 0.00% | −1,120−92.9% | Reduced |
| Ancora Advisors, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 86 | $3.00K | 0.00% | +86 | New |
| Accel Wealth Management | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $4.46K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 148 | $4.56K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 182 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 196 | $6.00K | 0.00% | +196 | New |
| Lloyd Advisory Services, LLC. | – | $7.00K | 0.00% | – | – |
| Salem Investment Counselors Inc | 257 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 262 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 260 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $10.0K | 0.00% | +322 | New |
| Semmax Financial Advisors Inc. | – | $11.0K | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 372 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 391 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 410 | $13.0K | 0.00% | +410 | New |
| Burleson & Company, LLC | 439 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 481 | $14.0K | 0.00% | +481 | New |
| Mach-1 Financial Group, Inc. | 507 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 513 | $16.0K | 0.00% | −145−22.0% | Reduced |
| Signaturefd, LLC | 509 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 528 | $16.0K | 0.00% | +328+164.0% | Added |
| BDO Wealth Advisors, LLC | 583 | $18.0K | 0.00% | −254−30.3% | Reduced |
| Central Trust Co | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 570 | $18.0K | 0.00% | +4+0.7% | Added |
| Hudock, Inc. | 639 | $19.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 622 | $19.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 700 | $22.0K | 0.00% | +700 | New |
| Global Retirement Partners, LLC | 748 | $23.0K | 0.00% | +748 | New |
| Money Concepts Capital Corp | 802 | $25.0K | 0.00% | +802 | New |
| Cranbrook Wealth Management, LLC | 871 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 966 | $30.0K | 0.00% | −2,311−70.5% | Reduced |
| Winch Advisory Services, LLC | 1,007 | $31.0K | 0.01% | +7+0.7% | Added |
| Emfo, LLC | 1,000 | $31.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 1,041 | $32.0K | 0.00% | +1,041 | New |
| Blue Bell Private Wealth Management, LLC | 1,051 | $32.0K | 0.01% | +1,051 | New |
| Ovata Capital Management Ltd | 1,150 | $35.0K | 0.01% | +1,150 | New |
| Plante Moran Financial Advisors, LLC | 1,176 | $36.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,196 | $37.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,588 | $41.0K | 0.02% | +500+46.0% | Added |
| Parallel Advisors, LLC | 1,334 | $41.0K | 0.00% | +1,334 | New |
| Atwood & Palmer Inc | 1,476 | $45.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,568 | $48.0K | 0.00% | −3,499−69.1% | Reduced |
| Creative Financial Designs Inc | 1,569 | $48.0K | 0.01% | +1,569 | New |
| Retirement Guys Formula LLC | 47,632 | $54.0K | 0.04% | +47,632 | New |
| EverSource Wealth Advisors, LLC | 1,933 | $59.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,266 | $69.0K | 0.01% | +9+0.4% | Added |
| Hantz Financial Services, Inc. | 2,280 | $70.0K | 0.00% | −607−21.0% | Reduced |
| RWM Asset Management, LLC | 2,270 | $70.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,744 | $84.5K | 0.00% | +577+26.6% | Added |
| McIlrath & Eck, LLC | 2,906 | $89.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 3,136 | $97.0K | 0.05% | +1,550+97.7% | Added |
| Global Financial Private Client, LLC | 3,369 | $105.4K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,905 | $120.0K | 0.01% | −1,754−31.0% | Reduced |
| Metropolitan Life Insurance Co | 3,941 | $121.3K | 0.00% | +3,941 | New |
| Gradient Investments LLC | 4,262 | $131.0K | 0.00% | +4,262 | New |
| Ahrens Investment Partners LLC | 4,905 | $151.0K | 0.05% | +1,157+30.9% | Added |
| The PNC Financial Services Group, Inc. | 4,988 | $154.0K | 0.00% | +4,813+2,750.3% | Added |
| Marquette Asset Management, LLC | 5,166 | $159.0K | 0.04% | +5,166 | New |
| Northwestern Mutual Wealth Management Co | 5,820 | $178.0K | 0.00% | −889−13.3% | Reduced |
| Van Eck Associates Corp | 6,062 | $187.0K | 0.00% | +487+8.7% | Added |
| Vident Investment Advisory, LLC | 6,504 | $200.0K | 0.01% | +6,504 | New |
| Oliver Lagore Vanvalin Investment Group | 6,532 | $202.0K | 0.14% | +6,532 | New |
| Blackhawk Capital Partners LLC. | 6,606 | $203.0K | 0.14% | +6,606 | New |
| CTC Capital Management, LLC | 6,600 | $203.0K | 0.55% | +6,600 | New |
| Centaurus Financial, Inc. | 6,702 | $206.0K | 0.02% | +1,507+29.0% | Added |
| Plotkin Financial Advisors, LLC | 6,872 | $211.5K | 0.15% | +6,872 | New |
| Warren Averett Asset Management, LLC | 6,947 | $214.0K | 0.02% | +6,947 | New |
| Avantax Advisory Services, Inc. | 7,169 | $222.0K | 0.00% | +7,169 | New |
| Weaver Consulting Group | 7,234 | $223.0K | 0.11% | −178−2.4% | Reduced |
| Truist Financial Corp | 7,259 | $223.0K | 0.00% | +7,259 | New |
| Thrivent Financial for Lutherans | 8,254 | $225.0K | 0.00% | +8,254 | New |
| Redpoint Investment Management Pty Ltd | 7,309 | $225.0K | 0.02% | +7,309 | New |
| Sciencast Management LP | 7,400 | $228.0K | 0.05% | +7,400 | New |
| LexAurum Advisors, LLC | 7,413 | $228.0K | 0.07% | +7,413 | New |
| Arete Wealth Advisors, LLC | 8,142 | $251.0K | 0.02% | −1,600−16.4% | Reduced |
| HighTower Trust Services, LTA | 8,147 | $251.0K | 0.02% | +440+5.7% | Added |
| Allworth Financial LP | 8,335 | $257.0K | 0.00% | −1,073−11.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,406 | $259.0K | 0.01% | +8,406 | New |
| Beacon Capital Management, LLC | 8,738 | $270.0K | 0.06% | +8,738 | New |
| SG Americas Securities, LLC | 8,820 | $271.0K | 0.00% | −180−2.0% | Reduced |
| Souders Financial Advisors | 8,864 | $273.0K | 0.08% | −732−7.6% | Reduced |
| Raymond James & Associates | 8,899 | $274.0K | 0.00% | −9,576−51.8% | Reduced |
| Advisor OS, LLC | 8,895 | $274.0K | 0.08% | −2,030−18.6% | Reduced |
| Foresight Wealth Management, LLC | 8,979 | $276.0K | 0.11% | −1,031−10.3% | Reduced |
| HSBC Holdings PLC | 8,978 | $276.0K | 0.00% | +332+3.8% | Added |
