| Evermay Wealth Management LLC | 6 | $0 | 0.00% | +6 | New |
| Macroview Investment Management LLC | 10 | $0 | 0.00% | +10 | New |
| Focused Wealth Management, Inc | 9 | $0 | 0.00% | +9 | New |
| Retirement Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Confluence Wealth Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Ci Investments Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.00K | 0.00% | +10+58.8% | Added |
| Blue Bell Private Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Point72 Hong Kong Ltd | 18 | $1.00K | 0.00% | +18 | New |
| West Branch Capital LLC | 30 | $1.00K | 0.00% | +30 | New |
| Clearview Wealth Advisors LLC | 25 | $1.00K | 0.00% | +25 | New |
| Salem Investment Counselors Inc | 50 | $2.00K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Horan Securities, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 37 | $2.00K | 0.00% | +37 | New |
| Concord Wealth Partners | 43 | $2.00K | 0.00% | +43 | New |
| Rise Advisors, LLC | 55 | $2.37K | 0.00% | +55 | New |
| Financial Perspectives, Inc | 67 | $2.89K | 0.00% | −168−71.5% | Reduced |
| Assetmark, Inc | 77 | $3.00K | 0.00% | −2−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Retirement Planning Co of New England, Inc. | 77 | $3.00K | 0.00% | +77 | New |
| Whittier Trust Co | 100 | $4.00K | 0.00% | −375−78.9% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Truvestments Capital LLC | 100 | $4.00K | 0.00% | +100 | New |
| PFS Partners, LLC | 100 | $4.31K | 0.00% | +100 | New |
| Covington Capital Management | 111 | $5.00K | 0.00% | +11+11.0% | Added |
| Harbour Investments, Inc. | 150 | $6.00K | 0.00% | +28+23.0% | Added |
| Washington Trust Co | 137 | $6.00K | 0.00% | +41+42.7% | Added |
| Amplius Wealth Advisors, LLC | 184 | $7.00K | 0.00% | +184 | New |
| Larson Financial Group LLC | 175 | $8.00K | 0.00% | +175 | New |
| Front Row Advisors LLC | 200 | $9.00K | 0.00% | +200 | New |
| Institutional & Family Asset Management, LLC | 240 | $10.0K | 0.00% | +145+152.6% | Added |
| JNBA Financial Advisors | 229 | $10.0K | 0.00% | +229 | New |
| EverSource Wealth Advisors, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Whittier Trust Co of Nevada Inc | 263 | $11.0K | 0.00% | +109+70.8% | Added |
| Cornerstone Advisory, LLC | 250 | $11.0K | 0.00% | +250 | New |
| Rinkey Investments | 285 | $11.0K | 0.01% | +285 | New |
| Kistler-Tiffany Companies, LLC | 269 | $12.0K | 0.00% | +40+17.5% | Added |
| Wolff Wiese Magana LLC | 302 | $13.0K | 0.01% | +97+47.3% | Added |
| Motley Fool Asset Management LLC | 312 | $13.0K | 0.00% | +312 | New |
| Total Clarity Wealth Management, Inc. | 306 | $13.0K | 0.01% | +306 | New |
| Steward Partners Investment Advisory, LLC | 314 | $14.0K | 0.00% | +259+470.9% | Added |
| Valley National Advisers Inc | 350 | $15.0K | 0.00% | −350−50.0% | Reduced |
| Wagner Wealth Management, LLC | 353 | $15.0K | 0.01% | +353 | New |
| Eaton Vance Management | 375 | $16.0K | 0.00% | +375 | New |
| Koshinski Asset Management, Inc. | 391 | $16.9K | 0.00% | +391 | New |
| KB Financial Partners, LLC | 401 | $17.0K | 0.00% | +401 | New |
| Washington Trust Advisors, Inc. | 426 | $18.0K | 0.00% | +426 | New |
| Trustcore Financial Services, LLC | 470 | $20.0K | 0.00% | +45+10.6% | Added |
| CKW Financial Group | 541 | $20.0K | 0.00% | +541 | New |
| Carroll Financial Associates, Inc. | 485 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 501 | $22.0K | 0.01% | +501 | New |
| Eagle Bay Advisors LLC | 524 | $23.0K | 0.01% | +272+107.9% | Added |
| Baldwin Brothers Inc | 600 | $26.0K | 0.00% | +600 | New |
| Resolute Partners Group | 658 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 651 | $28.0K | 0.01% | −15−2.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 700 | $30.0K | 0.01% | +700 | New |
| CarsonAllaria Wealth Management, Ltd. | 706 | $30.0K | 0.03% | +706 | New |
| TD Waterhouse Canada Inc. | 643 | $30.1K | 0.00% | +643 | New |
| Benjamin Edwards Inc | 708 | $31.0K | 0.01% | +280+65.4% | Added |
| Pin Oak Investment Advisors Inc | 892 | $38.0K | 0.04% | +892 | New |
| FourThought Financial, LLC | 929 | $40.0K | 0.01% | +209+29.0% | Added |
| Emerald Mutual Fund Advisers Trust | 917 | $40.0K | 0.00% | +917 | New |
| The PNC Financial Services Group, Inc. | 950 | $41.0K | 0.00% | +308+48.0% | Added |
| AdvisorNet Financial, Inc | 1,000 | $43.0K | 0.00% | −2,306−69.8% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $43.0K | 0.00% | +1,000 | New |
| Cribstone Capital Management, LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,116 | $48.0K | 0.00% | +210+23.2% | Added |
| Penserra Capital Management LLC | 1,128 | $48.0K | 0.00% | +1,128 | New |
| Harbor Investment Advisory, LLC | 1,194 | $51.0K | 0.01% | +431+56.5% | Added |
| HHM Wealth Advisors, LLC | 1,344 | $58.0K | 0.01% | +1,344 | New |
| First Horizon Advisors, Inc. | 1,491 | $64.0K | 0.00% | +548+58.1% | Added |
| Sandy Spring Bank | 1,844 | $80.0K | 0.00% | +644+53.7% | Added |
| IFP Advisors, Inc | 2,284 | $98.0K | 0.00% | +2,284 | New |
| CWM, LLC | 2,294 | $99.0K | 0.00% | +2,294 | New |
| SRS Capital Advisors, Inc. | 2,675 | $115.0K | 0.01% | +2,675 | New |
| Captrust Financial Advisors | 2,736 | $118.0K | 0.00% | +1,030+60.4% | Added |
| Evoke Wealth, LLC | 2,768 | $119.0K | 0.00% | +1,062+62.3% | Added |
| High Net Worth Advisory Group LLC | 3,171 | $137.0K | 0.05% | +3,171 | New |
| Alpha Paradigm Partners, LLC | 3,370 | $145.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,560 | $154.0K | 0.00% | +3,024+564.2% | Added |
| NEXT Financial Group, Inc | 3,576 | $154.0K | 0.01% | +3,265+1,049.8% | Added |
| Advisors Asset Management, Inc. | 3,724 | $160.6K | 0.00% | +2,658+249.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,767 | $162.0K | 0.00% | −6,194−62.2% | Reduced |
| Deutsche Bank AG | 3,829 | $165.0K | 0.00% | −324−7.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,523 | $195.0K | 0.00% | −17,049−79.0% | Reduced |
| Yorktown Management & Research Co Inc | 4,880 | $210.0K | 0.14% | +4,880 | New |
| Davenport & Co LLC | 4,885 | $211.0K | 0.00% | +4,885 | New |
| SG3 Management, LLC | 5,000 | $216.0K | 0.02% | +5,000 | New |
| Legal Advantage Investments, Inc. | 5,000 | $216.0K | 0.15% | +5,000 | New |
| Gotham Asset Management, LLC | 5,041 | $217.0K | 0.01% | +5,041 | New |
| B. Metzler seel. Sohn & Co. AG | 4,926 | $219.0K | 0.00% | +4,926 | New |
| Arden Trust Co | 5,101 | $220.0K | 0.04% | +999+24.4% | Added |
| Foundations Investment Advisors, LLC | 5,656 | $225.0K | 0.01% | −67−1.2% | Reduced |
| Malaga Cove Capital, LLC | 5,268 | $227.0K | 0.09% | −2,832−35.0% | Reduced |
