| TD Waterhouse Canada Inc. | 650 | $35.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 653 | $35.3K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 641 | $34.7K | 0.02% | +111+20.9% | Added |
| Quent Capital, LLC | 634 | $34.3K | 0.00% | −40−5.9% | Reduced |
| Richardson Financial Services Inc. | 615 | $33.3K | 0.02% | −20−3.1% | Reduced |
| WPG Advisers, LLC | 612 | $33.1K | 0.02% | +295+93.1% | Added |
| St Germain D J Co Inc | 600 | $32.5K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $32.5K | 0.03% | +44+7.9% | Added |
| Private Trust Co NA | 564 | $30.5K | 0.00% | +53+10.4% | Added |
| Bruce G. Allen Investments, LLC | 526 | $28.5K | 0.02% | −6−1.1% | Reduced |
| Los Angeles Capital Management LLC | 473 | $25.6K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 466 | $25.2K | 0.01% | −61−11.6% | Reduced |
| Lloyd Advisory Services, LLC. | 466 | $25.2K | 0.01% | +458+5,725.0% | Added |
| Wellington-Altus USA Inc. | 425 | $23.9K | 0.01% | +425 | New |
| Burkett Financial Services, LLC | 436 | $23.6K | 0.01% | +4+0.9% | Added |
| Front Row Advisors LLC | 418 | $22.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 403 | $21.8K | 0.00% | +11+2.8% | Added |
| Smartleaf Asset Management LLC | 377 | $20.1K | 0.00% | +113+42.8% | Added |
| Roble, Belko & Company, Inc | 361 | $20.0K | 0.00% | +3+0.8% | Added |
| South State Corp. | 326 | $17.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 303 | $16.4K | 0.01% | +61+25.2% | Added |
| Beacon Investment Advisory Services, Inc. | 300 | $16.2K | 0.00% | +300 | New |
| Root Financial Partners, LLC | 207 | $11.2K | 0.00% | +54+35.3% | Added |
| North Star Investment Management Corp. | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 174 | $9.41K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 170 | $9.20K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 166 | $9.16K | 0.00% | −77−31.7% | Reduced |
| Highline Wealth Partners LLC | 167 | $9.03K | 0.00% | +167 | New |
| Legacy Wealth Managment, LLC | 165 | $8.93K | 0.00% | +165 | New |
| Twin Peaks Wealth Advisors, LLC | 164 | $8.87K | 0.00% | +164 | New |
| Investors Research Corp | 147 | $7.95K | 0.00% | +23+18.5% | Added |
| POM Investment Strategies, LLC | 146 | $7.90K | 0.01% | +146 | New |
| Prudent Man Investment Management, Inc. | 171 | $7.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $7.14K | 0.00% | +15+12.8% | Added |
| Smithfield Trust Co | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 128 | $6.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $6.82K | 0.00% | −39−23.6% | Reduced |
| Sachetta, LLC | 125 | $6.76K | 0.00% | +109+681.3% | Added |
| Magnolia Wealth Management, LLC | 125 | $6.76K | 0.00% | +125 | New |
| True Wealth Design, LLC | 122 | $6.60K | 0.00% | +47+62.7% | Added |
| Community Financial Services Group, LLC | 118 | $6.51K | 0.00% | +118 | New |
| Wolff Wiese Magana LLC | 115 | $6.22K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109 | $5.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 108 | $5.84K | 0.00% | +108 | New |
| NBC Securities, Inc. | 108 | $5.84K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 105 | $5.68K | 0.00% | +105 | New |
| Signature Equity Partners, LLC | 103 | $5.56K | 0.00% | +99+2,475.0% | Added |
| Entrust Financial LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 95 | $5.14K | 0.00% | +78+458.8% | Added |
| Bell Investment Advisors, Inc | 94 | $5.08K | 0.00% | +9+10.6% | Added |
| Covestor Ltd | 101 | $5.00K | 0.00% | −2,373−95.9% | Reduced |
| Cedar Mountain Advisors, LLC | 92 | $4.98K | 0.00% | +92 | New |
| Whittier Trust Co | 90 | $4.88K | 0.00% | −95−51.4% | Reduced |
| SBI Securities Co., Ltd. | 88 | $4.76K | 0.00% | −502−85.1% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $4.76K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 87 | $4.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $4.33K | 0.00% | +34+73.9% | Added |
| Creative Financial Designs Inc | 71 | $3.85K | 0.00% | −9−11.3% | Reduced |
| Massmutual Trust Co FSB | 71 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 67 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $3.03K | 0.00% | +36+180.0% | Added |
| High Note Wealth, LLC | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $2.60K | 0.00% | −7−12.7% | Reduced |
| Parvin Asset Management, LLC | 40 | $2.16K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31 | $1.54K | 0.00% | +31 | New |
| Leonteq Securities AG | 27 | $1.46K | 0.00% | −30−52.6% | Reduced |
| First Command Advisory Services, Inc. | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $1.25K | 0.00% | −424−94.9% | Reduced |
| Clearstead Advisors, LLC | 23 | $1.25K | 0.00% | −318−93.3% | Reduced |
| Picton Mahoney Asset Management | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.03K | 0.00% | +1+5.6% | Added |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | +17+212.5% | Added |
| Rialto Wealth Management, LLC | 17 | $920 | 0.00% | +11+183.3% | Added |
| Cromwell Holdings LLC | 16 | $865 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $865 | 0.00% | +2+14.3% | Added |
| Manchester Capital Management LLC | 15 | $812 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $812 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $649 | 0.00% | −450−97.4% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $595 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $595 | 0.00% | +4+57.1% | Added |
| Transamerica Financial Advisors, Inc. | 11 | $594 | 0.00% | +8+266.7% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $486 | 0.00% | +2+28.6% | Added |
| Atlantic Union Bankshares Corp | 8 | $433 | 0.00% | +8 | New |
| SHP Wealth Management | 8 | $433 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 5 | $270 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $216 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $216 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $108 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,931 | – | – | +4+0.1% | Added |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −655,339−100.0% | Sold out |
