| Ogorek Anthony Joseph | 49 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $0 | 0.00% | +20+117.6% | Added |
| CKW Financial Group | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Royal London Asset Management Ltd | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $33 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $55 | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 7 | $77 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $88 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $99 | 0.00% | +9 | New |
| Activest Wealth Management | 11 | $121 | 0.00% | +6+120.0% | Added |
| Smartleaf Asset Management LLC | 14 | $155 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $165 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 19 | $209 | 0.00% | +1+5.6% | Added |
| Align Financial, LLC | 20 | $220 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $220 | 0.00% | +20 | New |
| Evelyn Partners Group Ltd | 22 | $242 | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 23 | $253 | 0.00% | +12+109.1% | Added |
| Princeton Global Asset Management LLC | 24 | $264 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $319 | 0.00% | +13+81.3% | Added |
| Kimelman & Baird, LLC | 30 | $330 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $429 | 0.00% | +39 | New |
| Transamerica Financial Advisors, Inc. | 41 | $451 | 0.00% | +10+32.3% | Added |
| Mather Group, LLC. | 43 | $473 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 43 | $473 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $538 | 0.00% | +53 | New |
| Creative Capital Management Investments LLC | 55 | $605 | 0.00% | +55 | New |
| Maryland Capital Advisors Inc. | 65 | $715 | 0.00% | +65 | New |
| SHP Wealth Management | 69 | $759 | 0.00% | +69 | New |
| Global Retirement Partners, LLC | 70 | $770 | 0.00% | +70 | New |
| Keating Financial Advisory Services, Inc. | 81 | $891 | 0.00% | +5+6.6% | Added |
| MV Capital Management, Inc. | 82 | $902 | 0.00% | +79+2,633.3% | Added |
| Bessemer Group Inc | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 95 | $1.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $1.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 96 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $1.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 105 | $1.16K | 0.00% | +2+1.9% | Added |
| Fortitude Family Office, LLC | 110 | $1.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 113 | $1.24K | 0.00% | −87−43.5% | Reduced |
| True Wealth Design, LLC | 131 | $1.44K | 0.00% | +29+28.4% | Added |
| Valued Wealth Advisors LLC | 146 | $1.61K | 0.00% | −57−28.1% | Reduced |
| Wall Street Access Asset Management, LLC | 149 | $1.64K | 0.00% | +149 | New |
| Kilter Group LLC | 160 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 168 | $1.85K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 172 | $1.89K | 0.00% | −260−60.2% | Reduced |
| Vanguard National Trust Co | 204 | $2.24K | 0.00% | +204 | New |
| Parkside Financial Bank & Trust | 208 | $2.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 224 | $2.46K | 0.00% | +188+522.2% | Added |
| Quent Capital, LLC | 257 | $2.83K | 0.00% | +100+63.7% | Added |
| Atlantic Trust, LLC | 290 | $3.19K | 0.00% | −20−6.5% | Reduced |
| Danske Bank A/S | 300 | $3.30K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 326 | $3.59K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 339 | $3.69K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 354 | $3.89K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 400 | $4.40K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 405 | $4.46K | 0.00% | +405 | New |
| Zions Bancorporation, National Association | 411 | $4.52K | 0.00% | +293+248.3% | Added |
| Tower Research Capital LLC (TRC) | 414 | $4.55K | 0.00% | −3,290−88.8% | Reduced |
| Nisa Investment Advisors, LLC | 455 | $5.00K | 0.00% | +403+775.0% | Added |
| ZRC Wealth Management, LLC | 460 | $5.06K | 0.00% | −242−34.5% | Reduced |
| Essential Partners LLC | 591 | $6.50K | 0.00% | +541+1,082.0% | Added |
| Gables Capital Management Inc. | 622 | $6.84K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 670 | $7.32K | 0.00% | +90+15.5% | Added |
| Larson Financial Group LLC | 738 | $8.12K | 0.00% | +250+51.2% | Added |
| Delta Asset Management LLC | 823 | $9.05K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 900 | $9.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 992 | $10.9K | 0.00% | −68−6.4% | Reduced |
| Massmutual Trust Co FSB | 1,104 | $12.1K | 0.00% | +151+15.8% | Added |
| Farther Finance Advisors, LLC | 1,124 | $12.4K | 0.00% | +28+2.6% | Added |
| Huntington National Bank | 1,144 | $12.6K | 0.00% | +1,144 | New |
| Institute for Wealth Management, LLC. | 1,146 | $12.6K | 0.00% | +1,146 | New |
| GAMMA Investing LLC | 1,244 | $13.7K | 0.00% | +390+45.7% | Added |
| Ancora Advisors, LLC | 1,367 | $15.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,416 | $15.6K | 0.00% | −349,955−99.6% | Reduced |
| Central Trust Co | 1,447 | $15.9K | 0.00% | +1,447 | New |
| Harbour Investments, Inc. | 1,503 | $16.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,684 | $18.5K | 0.00% | +113+7.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,703 | $18.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 2,103 | $23.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,105 | $23.2K | 0.00% | −33−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,139 | $23.5K | 0.00% | +123+6.1% | Added |
| Signaturefd, LLC | 2,278 | $25.1K | 0.00% | +183+8.7% | Added |
| Eurizon Capital SGR S.p.A. | 2,279 | $25.3K | 0.00% | +275+13.7% | Added |
| STRS Ohio | 2,720 | $29.9K | 0.00% | −400−12.8% | Reduced |
| Sterling Capital Management LLC | 3,881 | $42.7K | 0.00% | −495−11.3% | Reduced |
| Clear Street Markets LLC | 4,120 | $45.3K | 0.01% | +4,120 | New |
| Allworth Financial LP | 4,407 | $48.5K | 0.00% | +1,509+52.1% | Added |
| Group One Trading, L.P. | 4,487 | $49.4K | 0.00% | +4,322+2,619.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,704 | $51.0K | 0.00% | +4,704 | New |
| Rothschild Investment LLC | 4,736 | $52.1K | 0.00% | +632+15.4% | Added |
| Versant Capital Management, Inc | 4,834 | $53.2K | 0.00% | +2,292+90.2% | Added |
| State of Wyoming | 6,164 | $67.8K | 0.01% | +203+3.4% | Added |
| Brown Brothers Harriman & Co | 6,750 | $74.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,855 | $75.4K | 0.00% | +199+3.0% | Added |
| Trust Co of Vermont | 6,878 | $75.7K | 0.00% | +6,878 | New |
| Quarry LP | 7,208 | $79.3K | 0.01% | +3,899+117.8% | Added |
| Citadel Investment Advisory, Inc. | 7,820 | $86.0K | 0.04% | 00.0% | Unchanged |
