| HighMark Wealth Management LLC | 7 | $144 | 0.00% | +7 | New |
| Millstone Evans Group, LLC | 10 | $212 | 0.00% | +10 | New |
| Comerica Bank | 24 | $510 | 0.00% | +24 | New |
| Slocum, Gordon & Co LLP | 24 | $524 | 0.00% | +24 | New |
| Spectrum Wealth Counsel, LLC | 25 | $531 | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 26 | $552 | 0.00% | +26 | New |
| Comprehensive Financial Planning, Inc. | 30 | $637 | 0.00% | +30 | New |
| Crowley Wealth Management, Inc. | 30 | $637 | 0.00% | +30 | New |
| Caitlin John, LLC | 50 | $1.06K | 0.00% | −50−50.0% | Reduced |
| Creative Financial Designs Inc | 50 | $1.06K | 0.00% | +50 | New |
| New Wave Wealth Advisors LLC | 50 | $1.06K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 60 | $1.27K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 75 | $1.59K | 0.00% | +75 | New |
| Ronald Blue Trust, Inc. | 89 | $1.89K | 0.00% | +89 | New |
| FNY Investment Advisers, LLC | 101 | $2.00K | 0.00% | −4,964−98.0% | Reduced |
| Strengthening Families & Communities, LLC | 100 | $2.00K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 95 | $2.02K | 0.00% | +95 | New |
| SWAN Capital LLC | 95 | $2.02K | 0.00% | +95 | New |
| Hilltop National Bank | 100 | $2.12K | 0.00% | +100 | New |
| Birchbrook, Inc. | 100 | $2.12K | 0.00% | +100 | New |
| Activest Wealth Management | 120 | $2.55K | 0.00% | +120 | New |
| Decker Retirement Planning Inc. | 150 | $3.19K | 0.00% | +150 | New |
| Main Street Group, LTD | 159 | $3.38K | 0.00% | +159 | New |
| Caitong International Asset Management Co., Ltd | 177 | $3.76K | 0.00% | +177 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 228 | $4.85K | 0.00% | +228 | New |
| Salem Investment Counselors Inc | 250 | $5.31K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 250 | $5.31K | 0.00% | +250 | New |
| Twin Tree Management, LP | 281 | $5.97K | 0.00% | +281 | New |
| Armstrong Advisory Group, Inc | 300 | $6.37K | 0.00% | +300 | New |
| Berbice Capital Management LLC | 300 | $6.37K | 0.01% | +300 | New |
| Rothschild Investment LLC | 320 | $6.79K | 0.00% | +320 | New |
| Cornerstone Planning Group LLC | 223 | $6.94K | 0.00% | +223 | New |
| CWM, LLC | 330 | $7.00K | 0.00% | +315+2,100.0% | Added |
| Parkside Financial Bank & Trust | 350 | $7.43K | 0.00% | +350 | New |
| West Oak Capital, LLC | 500 | $10.6K | 0.00% | +500 | New |
| MAI Capital Management | 500 | $10.6K | 0.00% | +500 | New |
| Plante Moran Financial Advisors, LLC | 500 | $10.6K | 0.00% | +500 | New |
| Vermillion Wealth Management, Inc. | 500 | $10.6K | 0.01% | +500 | New |
| Van Hulzen Asset Management, LLC | 521 | $11.1K | 0.00% | +521 | New |
| Operose Advisors LLC | 597 | $12.7K | 0.00% | +597 | New |
| BNP Paribas Arbitrage, SA | 600 | $12.7K | 0.00% | +600 | New |
| Bear Mountain Capital, Inc. | 350 | $13.6K | 0.01% | +350 | New |
| Deutsche Bank AG | 668 | $14.2K | 0.00% | +668 | New |
| US Bancorp | 681 | $14.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 502 | $17.2K | 0.00% | −348−40.9% | Reduced |
| Harbour Investments, Inc. | 815 | $17.3K | 0.00% | +315+63.0% | Added |
| Stonebridge Financial Group, LLC | 947 | $20.1K | 0.00% | +947 | New |
| Larson Financial Group LLC | 1,000 | $21.2K | 0.00% | −100−9.1% | Reduced |
| Atticus Wealth Management, LLC | 1,000 | $21.2K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $21.2K | 0.00% | +1,000 | New |
| Modus Advisors, LLC | 1,050 | $22.3K | 0.01% | +1,050 | New |
| SOA Wealth Advisors, LLC. | 1,098 | $23.3K | 0.00% | +1,098 | New |
| Venturi Wealth Management, LLC | 1,100 | $23.4K | 0.00% | +1,100 | New |
| TD Waterhouse Canada Inc. | 1,254 | $26.6K | 0.00% | +1,254 | New |
| CoreCap Advisors, LLC | 1,505 | $32.0K | 0.00% | +1,505 | New |
| Sandy Spring Bank | 1,509 | $32.0K | 0.00% | +1,509 | New |
| Covestor Ltd | 1,605 | $34.0K | 0.02% | +1,605 | New |
| Anfield Capital Management, LLC | 2,014 | $42.8K | 0.02% | +2,014 | New |
| Quest Partners LLC | 2,115 | $44.9K | 0.01% | −26,127−92.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,626 | $55.8K | 0.00% | +2,526+2,526.0% | Added |
| Spire Wealth Management | 3,415 | $72.5K | 0.00% | +3,415 | New |
| Kozak & Associates, Inc. | 2,700 | $73.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,610 | $97.9K | 0.00% | +710+18.2% | Added |
| Wolff Wiese Magana LLC | 4,647 | $98.7K | 0.07% | +4,647 | New |
| Tower Research Capital LLC (TRC) | 4,859 | $103.2K | 0.00% | +4,436+1,048.7% | Added |
| GWM Advisors LLC | 5,900 | $125.3K | 0.00% | +5,900 | New |
| Gordian Capital Singapore Pte Ltd | 6,000 | $127.4K | 0.07% | +5,482+1,058.3% | Added |
| Stephens Consulting, LLC | 6,000 | $127.4K | 0.03% | +6,000 | New |
| FMR LLC | 6,013 | $127.7K | 0.00% | +6,013 | New |
| Citadel Advisors LLC | 6,111 | $129.7K | 0.00% | −25,569−80.7% | Reduced |
| Jones Financial Companies LLLP | 6,193 | $131.5K | 0.00% | +6,193 | New |
| The PNC Financial Services Group, Inc. | 6,575 | $139.6K | 0.00% | +5,245+394.4% | Added |
| Barclays PLC | 7,666 | $162.7K | 0.00% | +416+5.7% | Added |
| Newbridge Financial Services Group, Inc. | 8,250 | $175.1K | 0.04% | +8,250 | New |
| Parallel Advisors, LLC | 8,332 | $176.9K | 0.00% | +8,332 | New |
| Signaturefd, LLC | 8,500 | $180.5K | 0.00% | +8,500 | New |
| Natixis | 8,528 | $181.0K | 0.00% | +7,228+556.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,550 | $181.5K | 0.00% | +8,185+2,242.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,325 | $198.0K | 0.00% | +8,950+2,386.7% | Added |
| Caption Management, LLC | 9,400 | $199.6K | 0.01% | +9,400 | New |
| Hilltop Holdings Inc. | 9,558 | $202.9K | 0.01% | +9,558 | New |
| Prime Capital Investment Advisors, LLC | 9,604 | $203.9K | 0.00% | +9,604 | New |
| Vantage Point Financial LLC | 9,800 | $208.1K | 0.11% | +9,800 | New |
| Headlands Technologies LLC | 9,856 | $209.2K | 0.02% | +9,856 | New |
| KLCM Advisors, Inc. | 10,000 | $212.3K | 0.02% | +10,000 | New |
| Firsthand Capital Management, Inc. | 10,000 | $212.3K | 0.44% | +10,000 | New |
| Archford Capital Strategies, LLC | 10,000 | $212.3K | 0.03% | +10,000 | New |
| Citigroup Inc | 10,032 | $213.0K | 0.00% | −94,522−90.4% | Reduced |
| Aventura Private Wealth, LLC | 10,181 | $216.1K | 0.12% | +10,181 | New |
| Foster Victor Wealth Advisors, LLC | 8,353 | $217.6K | 0.02% | +8,353 | New |
| Clare Market Investments LLC | 10,250 | $217.6K | 0.05% | +10,250 | New |
| Strategic Blueprint, LLC | 10,258 | $217.8K | 0.01% | +258+2.6% | Added |
| Palumbo Wealth Management LLC | 10,346 | $219.6K | 0.08% | +10,346 | New |
| Kaizen Financial Strategies | 10,670 | $226.5K | 0.13% | +10,670 | New |
| Truist Financial Corp | 10,675 | $226.6K | 0.00% | +10,675 | New |
| Johnson Investment Counsel Inc | 10,728 | $227.8K | 0.00% | +10,728 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,132 | $236.3K | 0.00% | −5,500−33.1% | Reduced |
| Financial Advocates Investment Management | 11,351 | $241.0K | 0.01% | +11,351 | New |
| Millennium Management LLC | 11,470 | $243.5K | 0.00% | −353,791−96.9% | Reduced |
| Peapack Gladstone Financial Corp | 11,618 | $247.0K | 0.00% | −692−5.6% | Reduced |
