| Comerica Bank | 1,950 | $1 | 0.00% | +1,950 | New |
| Caldwell Sutter Capital, Inc. | 1 | $1.19K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $1.19K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 1 | $1.19K | 0.07% | 00.0% | Unchanged |
| Motco | 1 | $1.19K | 0.00% | +1 | New |
| Delta Asset Management LLC | 2 | $2.37K | 0.00% | −3−60.0% | Reduced |
| Private Ocean, LLC | 2 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $2.37K | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $2.37K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $2.37K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $3.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $3.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $3.55K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3 | $3.55K | 0.00% | +3 | New |
| Moser Wealth Advisors, LLC | 3 | $3.55K | 0.00% | +3 | New |
| Sofos Investments, Inc. | 1,185 | $3.60K | 0.02% | −133−10.1% | Reduced |
| Front Row Advisors LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $4.74K | 0.00% | −25−86.2% | Reduced |
| Creative Financial Designs Inc | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $4.74K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $4.74K | 0.00% | +3+300.0% | Added |
| Safeguard Financial, LLC | 5 | $5.00K | 0.00% | +5 | New |
| NewSquare Capital LLC | 5 | $5.92K | 0.00% | −15−75.0% | Reduced |
| Armstrong Advisory Group, Inc | 5 | $5.92K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $5.92K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $5.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $6.00K | 0.00% | +1+25.0% | Added |
| Ulland Investment Advisors, LLC | 6 | $7.00K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 6 | $7.00K | 0.00% | +6 | New |
| Tower View Investment Management & Research LLC | 6 | $7.00K | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 6 | $7.11K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $7.11K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 6 | $7.11K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $7.11K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 6 | $7.11K | 0.00% | +6 | New |
| Institutional & Family Asset Management, LLC | 7 | $8.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $9.00K | 0.00% | +6+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $9.48K | 0.00% | −1−11.1% | Reduced |
| TD Capital Management LLC | 8 | $9.48K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 8 | $9.48K | 0.01% | +8 | New |
| Ritter Daniher Financial Advisory LLC | 8 | $9.48K | 0.00% | +8 | New |
| Steward Financial Group LLC | 9 | $10.0K | 0.00% | +9 | New |
| FinTrust Capital Advisors, LLC | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $10.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9 | $10.7K | 0.00% | +9 | New |
| Ogorek Anthony Joseph | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $11.0K | 0.00% | +2+28.6% | Added |
| Berkshire Capital Holdings Inc | 10 | $11.8K | 0.00% | −8,230−99.9% | Reduced |
| Heritage Wealth Advisors | 10 | $11.8K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $11.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $11.8K | 0.01% | +10 | New |
| Glass Jacobson Investment Advisors llc | 10 | $11.8K | 0.01% | +10 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $12.0K | 0.00% | −10−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 10 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 11 | $13.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $15.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $15.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $16.6K | 0.00% | −6−30.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $17.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $17.8K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 16 | $19.0K | 0.01% | +16 | New |
| Financial Management Professionals, Inc. | 17 | $20.0K | 0.00% | +17 | New |
| State of Wyoming | 17 | $20.1K | 0.01% | +2+13.3% | Added |
| Optimum Investment Advisors | 17 | $20.1K | 0.01% | +5+41.7% | Added |
| CGC Financial Services, LLC | 17 | $20.1K | 0.01% | +17 | New |
| Twin Lakes Capital Management, LLC | 18 | $21.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 18 | $22.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $23.2K | 0.00% | −4−16.7% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $23.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $25.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 22 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $26.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $26.1K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 23 | $27.2K | 0.00% | −98−81.0% | Reduced |
| GHP Investment Advisors, Inc. | 21 | $27.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $29.6K | 0.00% | +1+4.2% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $30.8K | 0.02% | −5−16.1% | Reduced |
| HM Payson & Co | 26 | $30.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $30.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 27 | $32.0K | 0.03% | +10+58.8% | Added |
| Catalyst Capital Advisors LLC | 28 | $33.2K | 0.00% | −2−6.7% | Reduced |
| North Star Investment Management Corp. | 30 | $35.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $35.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $35.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $36.7K | 0.00% | −6−16.2% | Reduced |
| Bell Investment Advisors, Inc | 31 | $36.7K | 0.01% | +1+3.3% | Added |
| Kempen Capital Management N.V. | 31 | $36.7K | 0.00% | +21+210.0% | Added |
| Beaird Harris Wealth Management, LLC | 33 | $39.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 33 | $39.1K | 0.02% | +33 | New |
| Beacon Capital Management, LLC | 34 | $40.3K | 0.01% | +32+1,600.0% | Added |
| Lee Financial Co | 34 | $40.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $40.3K | 0.00% | +8+30.8% | Added |
| Wesleyan Assurance Society | 35 | $41.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $42.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $45.0K | 0.00% | −1−2.6% | Reduced |
| Hollencrest Capital Management | 38 | $45.0K | 0.00% | 00.0% | Unchanged |