| Red Door Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $346 | 0.00% | – | New |
| Exane Derivatives | 1 | $352 | 0.00% | −9−90.0% | Reduced |
| Kelly Financial Services LLC | 195,282 | $564 | 0.02% | +190,518+3,999.1% | Added |
| Global Financial Private Client, LLC | 2 | $698 | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3 | $1.00K | 0.00% | −7−70.0% | Reduced |
| McCarthy Asset Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 4 | $1.00K | 0.00% | +4 | New |
| Lazard Asset Management LLC | 8 | $2.00K | 0.00% | −57−87.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Strategic Blueprint, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Financial Perspectives, Inc | 8 | $2.77K | 0.00% | −2,230−99.6% | Reduced |
| Aspire Private Capital, LLC | 8 | $3.00K | 0.00% | −53−86.9% | Reduced |
| Peoples Financial Services Corp. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $3.00K | 0.00% | +8 | New |
| Standard Family Office LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $5.00K | 0.00% | −1−6.3% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $5.00K | 0.00% | +3+30.0% | Added |
| Elmwood Wealth Management, Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Lenox Wealth Advisors, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $6.00K | 0.00% | +7+70.0% | Added |
| Rockbridge Investment Management, LCC | 20 | $7.00K | 0.00% | −19−48.7% | Reduced |
| Norway Savings Bank | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 23 | $8.00K | 0.00% | +23 | New |
| Hexavest Inc. | 26 | $9.00K | 0.00% | −32,879−99.9% | Reduced |
| First Financial Corp | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $9.00K | 0.00% | +25 | New |
| Alaethes Wealth LLC | 26 | $9.00K | 0.01% | +26 | New |
| Blume Capital Management, Inc. | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $10.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 31 | $11.0K | 0.00% | −5−13.9% | Reduced |
| AllSquare Wealth Management LLC | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 34 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 36 | $12.0K | 0.00% | +36 | New |
| Enterprise Financial Services Corp | 38 | $13.0K | 0.00% | −251−86.9% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $13.0K | 0.00% | −17−31.5% | Reduced |
| Webster Bank, N. A. | 39 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $14.0K | 0.00% | +20+100.0% | Added |
| Column Capital Advisors, LLC | 47 | $16.0K | 0.00% | −175−78.8% | Reduced |
| West Oak Capital, LLC | 46 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 47 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 46 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $16.0K | 0.00% | +28+155.6% | Added |
| Tradewinds Capital Management, LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 50 | $17.0K | 0.00% | +5+11.1% | Added |
| Penserra Capital Management LLC | 50 | $17.0K | 0.00% | +50 | New |
| Brendel Financial Advisors LLC | 48 | $17.0K | 0.01% | +48 | New |
| Reilly Financial Advisors, LLC | 55 | $19.0K | 0.00% | −195−78.0% | Reduced |
| McIlrath & Eck, LLC | 56 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 59 | $20.0K | 0.01% | −258−81.4% | Reduced |
| Pflug Koory, LLC | 57 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 55 | $20.0K | 0.01% | +55 | New |
| Evolution Wealth Advisors, LLC | 61 | $21.0K | 0.00% | +35+134.6% | Added |
| Optiver Holding B.V. | 60 | $21.0K | 0.00% | +60 | New |
| SOA Wealth Advisors, LLC. | 67 | $23.0K | 0.01% | +39+139.3% | Added |
| Proequities, Inc. | 72 | $25.0K | 0.00% | −124−63.3% | Reduced |
| Pacific Center for Financial Services | 71 | $25.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $26.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $26.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 74 | $26.0K | 0.00% | +34+85.0% | Added |
| Albion Financial Group | 75 | $26.0K | 0.00% | +75 | New |
| Covington Capital Management | 78 | $27.0K | 0.00% | −3−3.7% | Reduced |
| Tradition Wealth Management, LLC | 78 | $27.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 77 | $27.0K | 0.01% | +77 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $27.7K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 80 | $28.0K | 0.00% | −20−20.0% | Reduced |
| Earnest Partners LLC | 82 | $28.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 82 | $28.0K | 0.01% | +82 | New |
| San Francisco Sentry Investment Group (Ca) | 83 | $29.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 84 | $29.0K | 0.00% | +14+20.0% | Added |
| Resolute Partners Group | 145 | $29.0K | 0.00% | +89+158.9% | Added |
| WealthShield Partners, LLC | 89 | $31.0K | 0.00% | +8+9.9% | Added |
| Catalyst Capital Advisors LLC | 93 | $32.0K | 0.00% | +3+3.3% | Added |
| South State Corp. | 92 | $32.0K | 0.00% | +92 | New |
| Cutler Group LP | 100 | $34.0K | 0.00% | −185−64.9% | Reduced |
| Carolinas Wealth Consulting LLC | 98 | $34.0K | 0.01% | +10+11.4% | Added |
| Compagnie Lombard Odier SCmA | 100 | $35.0K | 0.00% | −50−33.3% | Reduced |
| Annapolis Financial Services, LLC | 102 | $35.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 100 | $35.0K | 0.01% | 00.0% | Unchanged |