| Ogorek Anthony Joseph | 12 | $0 | 0.00% | +12 | New |
| Comprehensive Financial Planning, Inc. | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $45 | 0.00% | −10−90.9% | Reduced |
| HFM Investment Advisors, LLC | 1 | $45 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 4 | $177 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $177 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $265 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 9 | $398 | 0.00% | +4+80.0% | Added |
| American Capital Advisory, LLC | 10 | $443 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $443 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $443 | 0.00% | +5+100.0% | Added |
| Private Wealth Asset Management, LLC | 10 | $443 | 0.00% | +10 | New |
| North Capital, Inc. | 10 | $443 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $487 | 0.00% | −5−31.3% | Reduced |
| Sachetta, LLC | 11 | $487 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $665 | 0.00% | +15 | New |
| Cromwell Holdings LLC | 16 | $708 | 0.00% | +16 | New |
| HHM Wealth Advisors, LLC | 17 | $753 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 21 | $930 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.02K | 0.00% | +1+4.5% | Added |
| Assetmark, Inc | 28 | $1.24K | 0.00% | −10−26.3% | Reduced |
| Cornerstone Planning Group LLC | 30 | $1.28K | 0.00% | +30 | New |
| DAGCO, Inc. | 30 | $1.33K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 37 | $1.64K | 0.00% | +37 | New |
| Anchor Investment Management, LLC | 40 | $1.77K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $1.77K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 45 | $2.04K | 0.00% | +45 | New |
| Kestra Investment Management, LLC | 49 | $2.17K | 0.00% | −7,099−99.3% | Reduced |
| ORG Wealth Partners, LLC | 50 | $2.27K | 0.00% | −538−91.5% | Reduced |
| Brown Brothers Harriman & Co | 64 | $2.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 66 | $2.92K | 0.00% | +16+32.0% | Added |
| Hemington Wealth Management | 86 | $3.00K | 0.00% | −36−29.5% | Reduced |
| Missouri Trust & Investment Co | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $3.37K | 0.00% | +76 | New |
| NewSquare Capital LLC | 80 | $3.54K | 0.00% | +73+1,042.9% | Added |
| Inlight Wealth Management, LLC | 82 | $3.63K | 0.00% | +82 | New |
| Sunbelt Securities, Inc. | 85 | $3.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $3.81K | 0.00% | −1,998−95.9% | Reduced |
| Glen Eagle Advisors, LLC | 90 | $3.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 94 | $4.16K | 0.00% | −1−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 99 | $4.38K | 0.00% | +97+4,850.0% | Added |
| Canada Pension Plan Investment Board | 100 | $4.43K | 0.00% | −1,100−91.7% | Reduced |
| Ancora Advisors, LLC | 100 | $4.43K | 0.00% | −200−66.7% | Reduced |
| Aspect Partners, LLC | 100 | $4.43K | 0.00% | −55−35.5% | Reduced |
| Legacy Wealth Managment, LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $4.43K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 102 | $4.52K | 0.00% | +93+1,033.3% | Added |
| South State Corp. | 103 | $4.56K | 0.00% | +103 | New |
| Parkside Financial Bank & Trust | 107 | $4.74K | 0.00% | +71+197.2% | Added |
| TD Waterhouse Canada Inc. | 105 | $4.77K | 0.00% | +105 | New |
| True Wealth Design, LLC | 109 | $4.83K | 0.00% | +2+1.9% | Added |
| Clear Investment Research, LLC | 112 | $4.96K | 0.01% | +9+8.7% | Added |
| Sierra Ocean, LLC | 115 | $5.09K | 0.00% | +82+248.5% | Added |
| Saudi Central Bank | 122 | $5.40K | 0.03% | +122 | New |
| Albion Financial Group | 125 | $5.53K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 126 | $5.58K | 0.00% | +126 | New |
| Aviso Financial Inc. | 130 | $5.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 140 | $6.20K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 140 | $6.20K | 0.00% | +140 | New |
| Frazier Financial Advisors, LLC | 150 | $6.64K | 0.01% | −50−25.0% | Reduced |
| PSI Advisors, LLC | 150 | $6.64K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 150 | $6.64K | 0.00% | +75+100.0% | Added |
| Harvest Fund Management Co., Ltd | 152 | $7.00K | 0.00% | −26,885−99.4% | Reduced |
| Sandy Spring Bank | 175 | $7.75K | 0.00% | +25+16.7% | Added |
| Private Wealth Management Group, LLC | 176 | $7.79K | 0.00% | −23−11.6% | Reduced |
| Financial Network Wealth Advisors LLC | 187 | $8.28K | 0.01% | +187 | New |
| City Holding Co | 191 | $8.46K | 0.00% | +191 | New |
| Centricity Wealth Management, LLC | 200 | $8.85K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $8.85K | 0.00% | +200 | New |
| VSM Wealth Advisory, LLC | 200 | $8.85K | 0.00% | +200 | New |
| Larson Financial Group LLC | 216 | $9.56K | 0.00% | −111−33.9% | Reduced |
| Farmers & Merchants Investments Inc | 223 | $9.87K | 0.00% | +103+85.8% | Added |
| Cullen/Frost Bankers, Inc. | 224 | $9.92K | 0.00% | +152+211.1% | Added |
| Legacy Bridge, LLC | 225 | $9.96K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 237 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 252 | $11.2K | 0.01% | −12−4.5% | Reduced |
| Hurley Capital, LLC | 274 | $12.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 292 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $13.0K | 0.01% | +300 | New |
| Lowe Wealth Advisors, LLC | 300 | $13.3K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 302 | $13.4K | 0.00% | +302 | New |
| Winnow Wealth LLC | 315 | $13.9K | 0.01% | −1−0.3% | Reduced |
| Close Asset Management Ltd | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 370 | $16.4K | 0.00% | +24+6.9% | Added |
| Indiana Trust & Investment Management CO | 375 | $16.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 410 | $18.2K | 0.00% | +183+80.6% | Added |
| Armstrong Advisory Group, Inc | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 444 | $19.7K | 0.00% | −16−3.5% | Reduced |
| Picton Mahoney Asset Management | 484 | $21.0K | 0.00% | −149−23.5% | Reduced |
| CVA Family Office, LLC | 484 | $21.4K | 0.00% | +117+31.9% | Added |
| Covestor Ltd | 501 | $22.0K | 0.01% | −742−59.7% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $22.1K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 500 | $22.1K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $22.1K | 0.01% | +120+31.6% | Added |