| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Assetmark, Inc | 0 | $40 | 0.00% | 0 | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $165 | 0.00% | −5−83.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1 | $165 | 0.00% | −1−50.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $165 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $165 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $165 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $329 | 0.00% | −1−33.3% | Reduced |
| Cromwell Holdings LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2 | $329 | 0.00% | +2 | New |
| Action Point Financial Planning, LLC | 2 | $329 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $330 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $494 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $494 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 4 | $659 | 0.00% | −14−77.8% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $659 | 0.00% | −6−60.0% | Reduced |
| TFC Financial Management | 4 | $659 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $659 | 0.00% | +3+300.0% | Added |
| Marquette Asset Management, LLC | 4 | $659 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 5 | $824 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $824 | 0.00% | +2+66.7% | Added |
| Rothschild Investment LLC | 6 | $1.05K | 0.00% | +5+500.0% | Added |
| Bruce G. Allen Investments, LLC | 9 | $1.48K | 0.00% | +5+125.0% | Added |
| Global Trust Asset Management, LLC | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $1.65K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12 | $1.98K | 0.00% | −20−62.5% | Reduced |
| Farmers & Merchants Investments Inc | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $2.14K | 0.00% | +13 | New |
| Larson Financial Group LLC | 14 | $2.31K | 0.00% | +8+133.3% | Added |
| Vanguard National Trust Co | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $3.13K | 0.00% | +18+1,800.0% | Added |
| Boreal Capital Management LLC | 20 | $3.29K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 21 | $3.47K | 0.00% | +7+50.0% | Added |
| North Star Investment Management Corp. | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 25 | $4.12K | 0.00% | +25 | New |
| CVA Family Office, LLC | 28 | $4.61K | 0.00% | −10−26.3% | Reduced |
| Parkside Financial Bank & Trust | 29 | $4.78K | 0.00% | +7+31.8% | Added |
| Fulcrum Asset Management LLP | 30 | $4.90K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 31 | $5.11K | 0.00% | −5−13.9% | Reduced |
| Massmutual Trust Co FSB | 32 | $5.27K | 0.00% | +12+60.0% | Added |
| EverSource Wealth Advisors, LLC | 33 | $5.44K | 0.00% | +15+83.3% | Added |
| Kozak & Associates, Inc. | 35 | $5.74K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 35 | $5.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 35 | $5.77K | 0.00% | +11+45.8% | Added |
| Global Retirement Partners, LLC | 35 | $5.77K | 0.00% | +35 | New |
| Copia Wealth Management | 36 | $5.93K | 0.00% | −35−49.3% | Reduced |
| Tripletail Wealth Management, LLC | 40 | $6.76K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $9.00K | 0.01% | −111−67.3% | Reduced |
| Sterling Capital Management LLC | 55 | $9.06K | 0.00% | −390−87.6% | Reduced |
| Owl Creek Wealth Partners LLC | 55 | $9.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $11.2K | 0.00% | −42−38.2% | Reduced |
| Los Angeles Capital Management LLC | 69 | $11.4K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 70 | $11.5K | 0.01% | +70 | New |
| Umb Bank N A | 84 | $13.8K | 0.00% | −43−33.9% | Reduced |
| National Bank of Canada | 85 | $14.0K | 0.00% | −322−79.1% | Reduced |
| Allied Private Wealth LLC | 100 | $16.3K | 0.01% | +100 | New |
| Fedenia Advisers LLC | 100 | $16.5K | 0.00% | +100 | New |
| Pinnacle Wealth Planning Services, Inc. | 104 | $17.1K | 0.00% | −6−5.5% | Reduced |
| Leonteq Securities AG | 117 | $19.3K | 0.00% | −939−88.9% | Reduced |
| Basecamp Wealth Advisors LLC | 119 | $19.6K | 0.00% | −51−30.0% | Reduced |
| Bryn Mawr Trust Co | 174 | $28.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 176 | $29.0K | 0.00% | −29−14.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 182 | $30.0K | 0.00% | −63−25.7% | Reduced |
| Oakworth Capital, Inc. | 210 | $34.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 210 | $34.6K | 0.00% | +111+112.1% | Added |
| Sunrise Financial Services, LLC | 211 | $34.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 216 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 226 | $37.2K | 0.00% | +208+1,155.6% | Added |
| Institute for Wealth Management, LLC. | 245 | $40.4K | 0.00% | +245 | New |
| Pingora Partners LLC | 300 | $49.4K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 301 | $49.6K | 0.00% | +8+2.7% | Added |
| Geneos Wealth Management Inc. | 302 | $49.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 304 | $50.1K | 0.00% | −13,654−97.8% | Reduced |
| GAMMA Investing LLC | 362 | $59.6K | 0.00% | −62−14.6% | Reduced |
| Parallel Advisors, LLC | 369 | $60.9K | 0.00% | +238+181.7% | Added |
| IFP Advisors, Inc | 392 | $64.6K | 0.00% | −3,450−89.8% | Reduced |
| SWAN Capital LLC | 415 | $68.4K | 0.02% | +200+93.0% | Added |
| Parallax Volatility Advisers, L.P. | 421 | $69.4K | 0.00% | +421 | New |
| Eurizon Capital SGR S.p.A. | 427 | $69.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 457 | $75.3K | 0.00% | +457 | New |
| Quarry LP | 471 | $77.6K | 0.01% | +471 | New |
| KBC Group NV | 486 | $80.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $82.4K | 0.01% | −3,305−86.9% | Reduced |
| Allworth Financial LP | 516 | $85.1K | 0.00% | +230+80.4% | Added |
| US Bancorp | 530 | $87.3K | 0.00% | +223+72.6% | Added |
| TD Waterhouse Canada Inc. | 536 | $87.8K | 0.00% | +134+33.3% | Added |
| Hantz Financial Services, Inc. | 570 | $94.0K | 0.00% | +123+27.5% | Added |
| Hilton Head Capital Partners, LLC | 582 | $95.9K | 0.05% | −120−17.1% | Reduced |
| Public Employees Retirement System of Ohio | 602 | $99.2K | 0.00% | −4,368−87.9% | Reduced |
| Walleye Capital LLC | 719 | $118.4K | 0.00% | −19,081−96.4% | Reduced |
| Farther Finance Advisors, LLC | 727 | $119.8K | 0.00% | +1+0.1% | Added |
| Daiwa Securities Group Inc. | 742 | $122.2K | 0.00% | 00.0% | Unchanged |
