| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 1 | $24 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $25 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $49 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 4 | $98 | 0.00% | +4 | New |
| Twin Tree Management, LP | 6 | $146 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $146 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $170 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $170 | 0.00% | +7 | New |
| Distillate Capital Partners LLC | 10 | $243 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $316 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 14 | $340 | 0.00% | +14 | New |
| South State Corp. | 15 | $364 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $364 | 0.00% | +5+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15 | $364 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 18 | $437 | 0.00% | +18 | New |
| Bogart Wealth, LLC | 23 | $558 | 0.00% | +3+15.0% | Added |
| UBS Asset Management Americas Inc | 25 | $607 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 28 | $679 | 0.00% | +28 | New |
| WPG Advisers, LLC | 29 | $704 | 0.00% | +29 | New |
| City Holding Co | 30 | $727 | 0.00% | +22+275.0% | Added |
| SHP Wealth Management | 31 | $752 | 0.00% | +5+19.2% | Added |
| Rockefeller Capital Management L.P. | 33 | $801 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 34 | $825 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $825 | 0.00% | +34 | New |
| Transamerica Financial Advisors, Inc. | 36 | $873 | 0.00% | +6+20.0% | Added |
| Creative Capital Management Investments LLC | 39 | $946 | 0.00% | +39 | New |
| Keating Financial Advisory Services, Inc. | 40 | $970 | 0.00% | +39+3,900.0% | Added |
| CX Institutional | 26 | $1.00K | 0.00% | −359−93.2% | Reduced |
| Harvest Fund Management Co., Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48 | $1.16K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 51 | $1.24K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 52 | $1.24K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 57 | $1.38K | 0.00% | +57 | New |
| Bayban | 60 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $1.53K | 0.00% | +63 | New |
| Atlantic Trust, LLC | 71 | $1.72K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 74 | $1.79K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 86 | $2.08K | 0.00% | +86 | New |
| Smartleaf Asset Management LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 147 | $3.00K | 0.00% | −75−33.8% | Reduced |
| Silver Grove Financial Group, Inc. | 136 | $3.30K | 0.00% | +136 | New |
| Fifth Third Bancorp | 137 | $3.32K | 0.00% | −97−41.5% | Reduced |
| Montgomery Financial Services LLC | 139 | $3.37K | 0.00% | +139 | New |
| Quest 10 Wealth Builders, Inc. | 154 | $3.74K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 166 | $4.03K | 0.00% | +20+13.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 168 | $4.08K | 0.00% | +168 | New |
| Harbour Investments, Inc. | 202 | $4.90K | 0.00% | +2+1.0% | Added |
| Financial Perspectives, Inc | 250 | $6.07K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 275 | $6.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 325 | $7.88K | 0.00% | +82+33.7% | Added |
| GW&K Investment Management, LLC | 337 | $8.00K | 0.00% | +337 | New |
| ZRC Wealth Management, LLC | 336 | $8.15K | 0.00% | +336 | New |
| Vermillion Wealth Management, Inc. | 341 | $8.27K | 0.00% | +341 | New |
| Bare Financial Services, Inc | 343 | $8.32K | 0.00% | +22+6.9% | Added |
| Farther Finance Advisors, LLC | 371 | $9.01K | 0.00% | +139+59.9% | Added |
| SJS Investment Consulting Inc. | 375 | $9.10K | 0.00% | +283+307.6% | Added |
| True Wealth Design, LLC | 404 | $9.80K | 0.00% | +404 | New |
| Larson Financial Group LLC | 500 | $12.1K | 0.00% | +403+415.5% | Added |
| Kingdom Financial Group LLC. | 524 | $12.7K | 0.00% | +54+11.5% | Added |
| TD Private Client Wealth LLC | 588 | $14.3K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 600 | $14.6K | 0.01% | −28,410−97.9% | Reduced |
| California State Teachers Retirement System | 640 | $15.5K | 0.00% | −1,831−74.1% | Reduced |
| Lloyd Advisory Services, LLC. | 675 | $16.4K | 0.01% | +205+43.6% | Added |
| First Horizon Corp | 736 | $17.9K | 0.00% | +736 | New |
| Clearstead Advisors, LLC | 738 | $17.9K | 0.00% | +738 | New |
| Adirondack Trust Co | 750 | $18.2K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 750 | $18.2K | 0.00% | +10+1.4% | Added |
| US Bancorp | 769 | $18.7K | 0.00% | +109+16.5% | Added |
| GAMMA Investing LLC | 832 | $20.2K | 0.00% | +41+5.2% | Added |
| Jones Financial Companies LLLP | 1,018 | $25.6K | 0.00% | +918+918.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,189 | $29.0K | 0.00% | +1,189 | New |
| Signaturefd, LLC | 1,351 | $32.8K | 0.00% | −132−8.9% | Reduced |
| Oakworth Capital, Inc. | 1,400 | $34.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,492 | $36.2K | 0.02% | +1,478+10,557.1% | Added |
| Simplex Trading, LLC | 1,575 | $38.2K | 0.00% | +1,575 | New |
| Quarry LP | 1,740 | $42.2K | 0.01% | −1,379−44.2% | Reduced |
| Ancora Advisors, LLC | 1,780 | $43.2K | 0.00% | −56,478−96.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,000 | $48.5K | 0.00% | +1,347+206.3% | Added |
| Persistent Asset Partners Ltd | 2,372 | $57.5K | 0.02% | +2,372 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $58.0K | 0.00% | +2,374 | New |
| Versant Capital Management, Inc | 2,416 | $58.6K | 0.01% | +188+8.4% | Added |
| SRS Capital Advisors, Inc. | 2,740 | $66.5K | 0.00% | +2,740 | New |
| EverSource Wealth Advisors, LLC | 2,994 | $72.6K | 0.00% | +387+14.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,000 | $72.8K | 0.00% | +3,000 | New |
| Allworth Financial LP | 3,018 | $73.2K | 0.00% | +2,000+196.5% | Added |
| STRS Ohio | 3,134 | $76.0K | 0.00% | +2,053+189.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,629 | $88.0K | 0.00% | −2,042−36.0% | Reduced |
| Deutsche Bank AG | 3,691 | $89.5K | 0.00% | +526+16.6% | Added |
| IFP Advisors, Inc | 3,815 | $92.6K | 0.00% | +2,201+136.4% | Added |
| New York State Teachers Retirement System | 4,150 | $101.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,842 | $117.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 5,084 | $123.3K | 0.00% | −398−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,217 | $126.6K | 0.00% | +9+0.2% | Added |
| Covestor Ltd | 5,519 | $134.0K | 0.08% | −2,282−29.3% | Reduced |
| Wells Fargo & Company | 6,545 | $158.8K | 0.00% | +1,991+43.7% | Added |
| American Capital Advisory, LLC | 7,000 | $169.8K | 0.06% | +2,000+40.0% | Added |
| Parallel Advisors, LLC | 7,510 | $182.2K | 0.00% | +2,713+56.6% | Added |
| International Assets Investment Management, LLC | 7,821 | $190.6K | 0.01% | +200+2.6% | Added |
