| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Park Square Financial Group, LLC | 0 | $7 | 0.00% | −55−100.0% | Reduced |
| Global Financial Private Client, LLC | 1 | $170 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $171 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $171 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $171 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $171 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 2 | $341 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $511 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $511 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $681 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $852 | 0.00% | −195−97.5% | Reduced |
| True Wealth Design, LLC | 5 | $852 | 0.00% | −43−89.6% | Reduced |
| Stephens Consulting, LLC | 5 | $852 | 0.00% | +5 | New |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | −2,168−99.7% | Reduced |
| Amundi | 6 | $1.02K | 0.00% | −4,358−99.9% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.02K | 0.00% | −3−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $1.36K | 0.00% | +5+166.7% | Added |
| West Paces Advisors Inc. | 8 | $1.36K | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 344,578 | $2.02K | 0.06% | +344,578 | New |
| Hexagon Capital Partners LLC | 13 | $2.21K | 0.00% | +10+333.3% | Added |
| EverSource Wealth Advisors, LLC | 13 | $2.21K | 0.00% | +10+333.3% | Added |
| Ronald Blue Trust, Inc. | 16 | $2.73K | 0.00% | −164−91.1% | Reduced |
| Sound Income Strategies, LLC | 17 | $2.90K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 18 | $3.07K | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 19 | $3.24K | 0.00% | +14+280.0% | Added |
| Dunhill Financial, LLC | 21 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $3.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $4.24K | 0.00% | +3+15.0% | Added |
| Cullen/Frost Bankers, Inc. | 27 | $4.61K | 0.00% | +4+17.4% | Added |
| Private Wealth Management Group, LLC | 29 | $4.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $5.11K | 0.00% | +13+76.5% | Added |
| Tidemark, LLC | 31 | $5.28K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 34 | $5.79K | 0.00% | +10+41.7% | Added |
| Golden State Wealth Management, LLC | 35 | $5.96K | 0.00% | +35 | New |
| CoreCap Advisors, LLC | 39 | $6.65K | 0.00% | −148−79.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40 | $6.81K | 0.00% | −10−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $6.81K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 35 | $7.76K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $8.52K | 0.00% | +50 | New |
| Bessemer Group Inc | 58 | $10.0K | 0.00% | +25+75.8% | Added |
| Signaturefd, LLC | 62 | $10.6K | 0.00% | −5−7.5% | Reduced |
| Fifth Third Bancorp | 66 | $11.2K | 0.00% | +22+50.0% | Added |
| Harbor Investment Advisory, LLC | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 83 | $14.1K | 0.00% | +5+6.4% | Added |
| Anchor Investment Management, LLC | 95 | $16.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 98 | $16.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $17.7K | 0.00% | +43+70.5% | Added |
| Clearstead Advisors, LLC | 107 | $18.2K | 0.00% | +10+10.3% | Added |
| Federation des caisses Desjardins du Quebec | 109 | $18.6K | 0.00% | +80+275.9% | Added |
| NBC Securities, Inc. | 115 | $19.0K | 0.00% | +115 | New |
| Hantz Financial Services, Inc. | 127 | $22.0K | 0.00% | +127 | New |
| Optimum Investment Advisors | 140 | $23.8K | 0.01% | +40+40.0% | Added |
| Manchester Capital Management LLC | 140 | $23.9K | 0.00% | +140 | New |
| Hughes Financial Services, LLC | 138 | $24.3K | 0.00% | +138 | New |
| Versant Capital Management, Inc | 148 | $25.2K | 0.00% | +148 | New |
| Principal Securities, Inc. | 118 | $26.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 154 | $26.2K | 0.00% | −261−62.9% | Reduced |
| Leonteq Securities AG | 160 | $27.3K | 0.00% | +140+700.0% | Added |
| Smartleaf Asset Management LLC | 161 | $28.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 171 | $29.1K | 0.00% | +2+1.2% | Added |
| Skopos Labs, Inc. | 172 | $29.3K | 0.01% | +108+168.8% | Added |
| Covestor Ltd | 203 | $35.0K | 0.02% | −35−14.7% | Reduced |
| MAI Capital Management | 206 | $35.2K | 0.00% | −36−14.9% | Reduced |
| Harbour Investments, Inc. | 207 | $35.3K | 0.00% | +197+1,970.0% | Added |
| Sava Infond d.o.o. | 300 | $51.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 302 | $51.4K | 0.00% | +4+1.3% | Added |
| Tower Research Capital LLC (TRC) | 322 | $54.8K | 0.00% | −1,103−77.4% | Reduced |
| Coldstream Capital Management Inc | 333 | $56.7K | 0.00% | +333 | New |
| Spire Wealth Management | 346 | $58.9K | 0.00% | −4,297−92.5% | Reduced |
| Farther Finance Advisors, LLC | 368 | $64.7K | 0.00% | −13−3.4% | Reduced |
| Quest Partners LLC | 429 | $73.1K | 0.01% | +354+472.0% | Added |
| KBC Group NV | 435 | $74.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 443 | $75.0K | 0.00% | −7,955−94.7% | Reduced |
| CIBC Private Wealth Group, LLC | 504 | $82.5K | 0.00% | +362+254.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 548 | $93.3K | 0.00% | +548 | New |
| GAMMA Investing LLC | 601 | $102.4K | 0.01% | +138+29.8% | Added |
| SBI Securities Co., Ltd. | 614 | $104.6K | 0.00% | +356+138.0% | Added |
| Rossby Financial, LCC | 600 | $112.0K | 0.05% | +600 | New |
| Jones Financial Companies LLLP | 677 | $119.7K | 0.00% | +572+544.8% | Added |
| Northwestern Mutual Wealth Management Co | 855 | $145.6K | 0.00% | +855 | New |
| Ameritas Investment Partners, Inc. | 949 | $161.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,025 | $174.6K | 0.00% | +46+4.7% | Added |
| Public Employees Retirement Association of Colorado | 1,036 | $176.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,179 | $200.8K | 0.00% | +290+32.6% | Added |
| GK Wealth Management LLC | 1,192 | $203.0K | 0.25% | +1,192 | New |
| Fiera Capital Corp | 1,200 | $204.4K | 0.00% | −1,100−47.8% | Reduced |
| Versor Investments LP | 1,200 | $204.4K | 0.03% | +1,200 | New |
| Quantinno Capital Management LP | 1,217 | $207.3K | 0.00% | +1,217 | New |
| Norris Financial Group, LLC | 1,221 | $208.0K | 0.10% | +281+29.9% | Added |
| TownSquare Capital, LLC | 1,232 | $209.8K | 0.00% | +1,232 | New |
| Gallo Partners, LP | 1,272 | $216.7K | 0.14% | +1,272 | New |
| Headlands Technologies LLC | 1,279 | $217.9K | 0.02% | −425−24.9% | Reduced |
| RSM US Wealth Management LLC | 1,284 | $218.9K | 0.00% | −5−0.4% | Reduced |
