| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $86 | 0.00% | −13−92.9% | Reduced |
| Harbor Investment Advisory, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1 | $86 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $86 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $86 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $172 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $429 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $429 | 0.00% | +5 | New |
| International Assets Investment Management, LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $515 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6 | $515 | 0.00% | +6 | New |
| Mather Group, LLC. | 7 | $600 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 7 | $600 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $686 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8 | $686 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8 | $686 | 0.00% | +8 | New |
| Mosley Wealth Management | 8 | $686 | 0.00% | +8 | New |
| Huntington National Bank | 9 | $772 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $772 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $772 | 0.00% | +9 | New |
| Adirondack Trust Co | 10 | $857 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $857 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $858 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 13 | $1.00K | 0.00% | +13 | New |
| Quarry LP | 12 | $1.03K | 0.00% | −21−63.6% | Reduced |
| Toth Financial Advisory Corp | 12 | $1.03K | 0.00% | −1−7.7% | Reduced |
| Synergy Investment Management, LLC | 12 | $1.06K | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 20 | $1.72K | 0.00% | +20 | New |
| Federation des caisses Desjardins du Quebec | 20 | $1.72K | 0.00% | −673−97.1% | Reduced |
| Valued Wealth Advisors LLC | 21 | $1.80K | 0.00% | +21 | New |
| Wall Street Access Asset Management, LLC | 23 | $1.97K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 32 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $3.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 38 | $3.26K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 42 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 42 | $3.60K | 0.00% | +42 | New |
| Wealth Enhancement Trust Services, Inc. | 51 | $4.37K | 0.00% | +51 | New |
| Bare Financial Services, Inc | 52 | $4.46K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 52 | $4.46K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 54 | $4.63K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 58 | $4.97K | 0.00% | −2−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 63 | $5.40K | 0.00% | +63 | New |
| Essential Partners LLC | 70 | $6.00K | 0.00% | +45+180.0% | Added |
| ZRC Wealth Management, LLC | 82 | $7.03K | 0.00% | +10+13.9% | Added |
| JPL Wealth Management, LLC | 86 | $7.38K | 0.00% | +46+115.0% | Added |
| Assetmark, Inc | 95 | $8.15K | 0.00% | +1+1.1% | Added |
| VSM Wealth Advisory, LLC | 110 | $9.40K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 111 | $9.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $10.4K | 0.00% | −201−62.4% | Reduced |
| Covestor Ltd | 129 | $11.0K | 0.01% | +127+6,350.0% | Added |
| Costello Asset Management, INC | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $13.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 156 | $13.4K | 0.00% | +156 | New |
| National Bank of Canada | 166 | $14.2K | 0.00% | −174−51.2% | Reduced |
| EverSource Wealth Advisors, LLC | 168 | $14.4K | 0.00% | +6+3.7% | Added |
| Eurizon Capital SGR S.p.A. | 171 | $14.6K | 0.00% | +171 | New |
| Umb Bank N A | 171 | $14.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $17.1K | 0.00% | −1−0.5% | Reduced |
| IFP Advisors, Inc | 220 | $18.9K | 0.00% | +35+18.9% | Added |
| NBC Securities, Inc. | 256 | $22.0K | 0.00% | −15−5.5% | Reduced |
| GAMMA Investing LLC | 267 | $22.9K | 0.00% | −2−0.7% | Reduced |
| True Wealth Design, LLC | 299 | $25.6K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 306 | $26.2K | 0.00% | +306 | New |
| Smartleaf Asset Management LLC | 314 | $26.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 316 | $27.1K | 0.00% | +316 | New |
| Allworth Financial LP | 337 | $28.9K | 0.00% | +133+65.2% | Added |
| Jones Financial Companies LLLP | 330 | $28.9K | 0.00% | +122+58.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 345 | $29.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 356 | $30.6K | 0.00% | +2+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 363 | $31.1K | 0.00% | +363 | New |
| Advisors Asset Management, Inc. | 369 | $31.6K | 0.00% | +369 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 389 | $33.4K | 0.00% | −34−8.0% | Reduced |
| Rockefeller Capital Management L.P. | 392 | $33.7K | 0.00% | −12−3.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 402 | $34.5K | 0.01% | +402 | New |
| Larson Financial Group LLC | 413 | $35.4K | 0.00% | +146+54.7% | Added |
| US Bancorp | 501 | $43.0K | 0.00% | −359−41.7% | Reduced |
| Farther Finance Advisors, LLC | 601 | $51.5K | 0.00% | −9−1.5% | Reduced |
| Signaturefd, LLC | 602 | $51.6K | 0.00% | +85+16.4% | Added |
| Nomura Asset Management Co Ltd | 630 | $54.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 662 | $56.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 716 | $61.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 985 | $72.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 938 | $80.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,194 | $102.4K | 0.00% | +1,194 | New |