| Roble, Belko & Company, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $11 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 3 | $32 | 0.00% | +3 | New |
| Key Capital Management, INC | 3 | $32 | 0.00% | +3 | New |
| LRI Investments, LLC | 6 | $64 | 0.00% | −50−89.3% | Reduced |
| Hughes Financial Services, LLC | 6 | $64 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 8 | $85 | 0.00% | −3−27.3% | Reduced |
| Atlas Capital Advisors LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 12 | $128 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $149 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $150 | 0.00% | +7+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $182 | 0.00% | −13−43.3% | Reduced |
| Allied Private Wealth LLC | 20 | $198 | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 19 | $203 | 0.00% | +19 | New |
| BOK Financial Private Wealth, Inc. | 20 | $214 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 22 | $235 | 0.00% | −22−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 28 | $298 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 33 | $352 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $437 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 43 | $458 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 44 | $469 | 0.00% | +44 | New |
| Fortitude Family Office, LLC | 45 | $480 | 0.00% | −28−38.4% | Reduced |
| SJS Investment Consulting Inc. | 45 | $480 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $533 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $640 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 60 | $640 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $693 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 75 | $800 | 0.00% | +75 | New |
| Bare Financial Services, Inc | 76 | $810 | 0.00% | −210−73.4% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $1.01K | 0.00% | −10−9.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 122 | $1.30K | 0.00% | −15−10.9% | Reduced |
| Cedar Mountain Advisors, LLC | 135 | $1.44K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 147 | $1.57K | 0.00% | −60−29.0% | Reduced |
| Fifth Third Bancorp | 169 | $1.80K | 0.00% | +140+482.8% | Added |
| Brown Brothers Harriman & Co | 170 | $1.81K | 0.00% | +170 | New |
| Bartlett & Co. Wealth Management LLC | 189 | $2.02K | 0.00% | +189 | New |
| Strategic Wealth Partners, Ltd. | 212 | $2.26K | 0.00% | +12+6.0% | Added |
| Truvestments Capital LLC | 225 | $2.40K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 275 | $2.93K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 330 | $3.00K | 0.00% | +10+3.1% | Added |
| Compass Financial Management LLC | 300 | $3.15K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 299 | $3.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 319 | $3.40K | 0.00% | +319 | New |
| Rialto Wealth Management, LLC | 339 | $3.61K | 0.00% | +320+1,684.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 400 | $4.26K | 0.00% | +200+100.0% | Added |
| Highland Investment Advisors LLC | 407 | $4.34K | 0.00% | +407 | New |
| Tradewinds Capital Management, LLC | 440 | $4.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $4.71K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 450 | $4.80K | 0.00% | +450 | New |
| Assetmark, Inc | 457 | $4.87K | 0.00% | +83+22.2% | Added |
| Covestor Ltd | 478 | $5.00K | 0.00% | −63−11.6% | Reduced |
| Private Wealth Asset Management, LLC | 475 | $5.06K | 0.00% | +475 | New |
| Meeder Asset Management Inc | 479 | $5.11K | 0.00% | +129+36.9% | Added |
| Danske Bank A/S | 500 | $5.33K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 520 | $5.54K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 571 | $6.09K | 0.00% | +40+7.5% | Added |
| Walleye Capital LLC | 578 | $6.16K | 0.00% | −34,140−98.3% | Reduced |
| Silver Grove Financial Group, Inc. | 600 | $6.40K | 0.00% | +600 | New |
| Avalon Trust Co | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 900 | $9.35K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 880 | $9.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 970 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 993 | $10.6K | 0.00% | +100+11.2% | Added |
| Dunhill Financial, LLC | 1,000 | $10.7K | 0.00% | −304−23.3% | Reduced |
| Adirondack Trust Co | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $10.7K | 0.00% | +1,000 | New |
| Stone House Investment Management, LLC | 1,040 | $11.1K | 0.00% | −983−48.6% | Reduced |
| Regatta Research & Money Management | 1,126 | $12.0K | 0.01% | +1,126 | New |
| Parallel Advisors, LLC | 1,142 | $12.2K | 0.00% | −194−14.5% | Reduced |
| True Wealth Design, LLC | 1,191 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,270 | $13.5K | 0.00% | −225−15.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,409 | $15.0K | 0.00% | +292+26.1% | Added |
| EverSource Wealth Advisors, LLC | 1,424 | $15.2K | 0.00% | −262−15.5% | Reduced |
| Vision Retirement, LLC | 1,472 | $15.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1,500 | $16.0K | 0.04% | +1,500 | New |
| Larson Financial Group LLC | 1,541 | $16.4K | 0.00% | +1,541 | New |
| Rothschild Investment LLC | 1,565 | $16.7K | 0.00% | +112+7.7% | Added |
| GoalVest Advisory LLC | 1,570 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,738 | $18.5K | 0.00% | −1,356−43.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,830 | $19.8K | 0.00% | −964−34.5% | Reduced |
| Los Angeles Capital Management LLC | 1,873 | $20.0K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 2,300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,910 | $20.4K | 0.00% | −3,209−62.7% | Reduced |
| Global Retirement Partners, LLC | 2,033 | $21.7K | 0.00% | +2,033 | New |
| Banque Transatlantique SA | 2,043 | $21.8K | 0.00% | −5,806−74.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,345 | $25.0K | 0.00% | +2,345 | New |
| Pension & Wealth Management Advisors, Inc. | 2,500 | $26.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,791 | $29.4K | 0.00% | −518−15.7% | Reduced |
| Strategic Advocates LLC | 3,000 | $32.0K | 0.12% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 3,300 | $35.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 3,552 | $37.9K | 0.00% | +91+2.6% | Added |
| Armstrong Advisory Group, Inc | 3,704 | $39.5K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 4,000 | $42.9K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 4,150 | $44.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 4,215 | $44.9K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,381 | $46.7K | 0.00% | +51+1.2% | Added |