| Ci Investments Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $147 | 0.00% | −31−79.5% | Reduced |
| Assetmark, Inc | 21 | $385 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $385 | 0.00% | +21 | New |
| My Personal CFO, LLC | 23 | $422 | 0.00% | +23 | New |
| Fifth Third Bancorp | 25 | $458 | 0.00% | +25 | New |
| McElhenny Sheffield Capital Management, LLC | 35 | $642 | 0.00% | +35 | New |
| PEAK6 Investments LLC | 37 | $678 | 0.00% | −13,935−99.7% | Reduced |
| Private Advisor Group, LLC | 39,465 | $723 | 0.00% | −8,500−17.7% | Reduced |
| Fiduciary Alliance LLC | 41 | $743 | 0.00% | +41 | New |
| Rise Advisors, LLC | 42 | $769 | 0.00% | +1+2.4% | Added |
| Raffa Wealth Management, LLC | 44 | $807 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 47 | $865 | 0.00% | +1+2.2% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $917 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 81 | $1.00K | 0.00% | +81 | New |
| TD Waterhouse Canada Inc. | 40 | $1.01K | 0.00% | +40 | New |
| Sargent Bickham Lagudis LLC | 62 | $1.14K | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 70 | $1.28K | 0.00% | +70 | New |
| Crewe Advisors LLC | 94 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.83K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 95 | $2.00K | 0.00% | −44−31.7% | Reduced |
| Massmutual Trust Co FSB | 117 | $2.00K | 0.00% | +117 | New |
| EWG Elevate Inc. | 112 | $2.05K | 0.00% | +112 | New |
| Ellevest, Inc. | 114 | $2.09K | 0.00% | −241−67.9% | Reduced |
| Bell Investment Advisors, Inc | 120 | $2.20K | 0.00% | +24+25.0% | Added |
| Earnest Partners LLC | 142 | $2.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 144 | $2.64K | 0.00% | +144 | New |
| Activest Wealth Management | 150 | $2.74K | 0.00% | +4+2.7% | Added |
| McIlrath & Eck, LLC | 176 | $3.23K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.30K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 186 | $3.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 189 | $3.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.67K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 201 | $3.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 212 | $3.89K | 0.00% | +212 | New |
| Coppell Advisory Solutions Corp. | 212 | $3.89K | 0.00% | +212 | New |
| Quadrant Capital Group LLC | 216 | $3.96K | 0.00% | −13−5.7% | Reduced |
| TD Capital Management LLC | 244 | $4.47K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 245 | $4.49K | 0.00% | +7+2.9% | Added |
| Abound Wealth Management | 250 | $4.58K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 279 | $5.11K | 0.00% | +279 | New |
| Sandy Spring Bank | 284 | $5.21K | 0.00% | +284 | New |
| JJJ Advisors Inc. | 301 | $6.01K | 0.00% | +201+201.0% | Added |
| Global Financial Private Client, LLC | 330 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 345 | $6.32K | 0.00% | +345 | New |
| Barrett & Company, Inc. | 375 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 367 | $7.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $7.33K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $7.52K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 415 | $7.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 387 | $7.67K | 0.00% | +387 | New |
| Aspire Private Capital, LLC | 468 | $8.58K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 508 | $9.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 511 | $9.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $9.16K | 0.00% | +500 | New |
| Accurate Wealth Management, LLC | 477 | $9.24K | 0.00% | +477 | New |
| Macroview Investment Management LLC | 520 | $9.53K | 0.02% | +520 | New |
| Retirement Group, LLC | 570 | $10.0K | 0.00% | +570 | New |
| Tortoise Investment Management, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 600 | $11.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 640 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 650 | $12.0K | 0.01% | −1,150−63.9% | Reduced |
| Riverview Trust Co | 656 | $12.0K | 0.01% | +656 | New |
| Harbour Investments, Inc. | 672 | $12.3K | 0.00% | −67−9.1% | Reduced |
| Raleigh Capital Management Inc. | 700 | $12.8K | 0.01% | −205−22.7% | Reduced |
| AllSquare Wealth Management LLC | 700 | $12.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 769 | $14.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 807 | $14.8K | 0.01% | +807 | New |
| Migdal Insurance & Financial Holdings Ltd. | 817 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 834 | $15.3K | 0.00% | +834 | New |
| Heritage Wealth Management, LLC | 880 | $16.1K | 0.00% | +880 | New |
| ICA Group Wealth Management, LLC | 900 | $16.5K | 0.00% | +900 | New |
| Spire Wealth Management | 1,000 | $18.0K | 0.00% | −1,100−52.4% | Reduced |
| Trust Co of Vermont | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $18.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,050 | $19.2K | 0.02% | +1,050 | New |
| Johnson Midwest Financial, LLC | 1,130 | $21.0K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $21.1K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,151 | $21.1K | 0.00% | +1,151 | New |
| Trustcore Financial Services, LLC | 1,200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,209 | $22.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,500 | $27.5K | 0.02% | +1,500 | New |
| Hexagon Capital Partners LLC | 1,500 | $27.5K | 0.01% | +1,500 | New |
| Salem Investment Counselors Inc | 1,500 | $28.2K | 0.00% | +500+50.0% | Added |
| Allworth Financial LP | 1,588 | $29.1K | 0.00% | −424−21.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,739 | $31.9K | 0.00% | +1,739 | New |
| Tradewinds Capital Management, LLC | 2,000 | $36.7K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,000 | $36.7K | 0.01% | +2,000 | New |
| Bessemer Group Inc | 2,030 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2,125 | $39.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,162 | $40.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,267 | $41.0K | 0.00% | +1,200+112.5% | Added |