| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Exane Derivatives | 4 | $465 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Truvestments Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| TSFG, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | −9−37.5% | Reduced |
| Westside Investment Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.00K | 0.00% | +17 | New |
| Atlas Private Wealth Advisors | 15 | $2.00K | 0.00% | +15 | New |
| FourThought Financial, LLC | 27 | $3.00K | 0.00% | −36−57.1% | Reduced |
| McIlrath & Eck, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $3.00K | 0.00% | +5+21.7% | Added |
| Old North State Trust, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Institutional & Family Asset Management, LLC | 36 | $4.00K | 0.00% | −16−30.8% | Reduced |
| BDO Wealth Advisors, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 42 | $4.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $5.00K | 0.00% | +11+37.9% | Added |
| Sutton Wealth Advisors Inc. | 51 | $5.84K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $6.00K | 0.00% | −5−9.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $8.00K | 0.01% | – | – |
| First Horizon Corp | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 86 | $9.00K | 0.00% | +8+10.3% | Added |
| Charter Oak Capital Management, LLC | 82 | $9.00K | 0.00% | +82 | New |
| Evoke Wealth, LLC | 83 | $10.0K | 0.00% | −3−3.5% | Reduced |
| IFP Advisors, Inc | 79 | $10.0K | 0.00% | +5+6.8% | Added |
| Parkside Financial Bank & Trust | 87 | $10.0K | 0.00% | +19+27.9% | Added |
| Smithfield Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 96 | $11.0K | 0.00% | +96 | New |
| American Portfolios Advisors | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 117 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 110 | $13.0K | 0.00% | +110 | New |
| Accel Wealth Management | 115 | $13.0K | 0.01% | +115 | New |
| Howe & Rusling Inc | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 120 | $14.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 138 | $16.0K | 0.01% | +138 | New |
| Sentry Investment Management LLC | 145 | $17.0K | 0.00% | −1,324−90.1% | Reduced |
| NEXT Financial Group, Inc | 150 | $17.0K | 0.00% | −405−73.0% | Reduced |
| Monetary Management Group Inc | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 148 | $17.0K | 0.01% | −2−1.3% | Reduced |
| Better Money Decisions, LLC | 144 | $17.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 173 | $20.0K | 0.00% | +11+6.8% | Added |
| First Horizon Advisors, Inc. | 190 | $22.0K | 0.00% | −19−9.1% | Reduced |
| Silvant Capital Management LLC | 214 | $25.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $27.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 240 | $28.0K | 0.01% | +240 | New |
| Webster Bank, N. A. | 257 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 250 | $29.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 256 | $30.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 284 | $33.0K | 0.00% | +60+26.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 290 | $33.0K | 0.00% | +290 | New |
| Centerpoint Advisors, LLC | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 293 | $34.0K | 0.01% | +293 | New |
| Manchester Capital Management LLC | 314 | $36.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 353 | $40.0K | 0.00% | −62−14.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 374 | $43.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 395 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 397 | $45.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 408 | $47.0K | 0.00% | +251+159.9% | Added |
| Cullen/Frost Bankers, Inc. | 448 | $51.0K | 0.00% | +148+49.3% | Added |
| Penserra Capital Management LLC | 467 | $53.0K | 0.00% | +109+30.4% | Added |
| Tobam | 488 | $56.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 492 | $56.0K | 0.01% | +308+167.4% | Added |
| Capital Analysts, LLC | 507 | $58.0K | 0.00% | −17−3.2% | Reduced |
| Quadrant Capital Group LLC | 504 | $58.0K | 0.01% | +259+105.7% | Added |
| Bessemer Group Inc | 518 | $59.0K | 0.00% | +83+19.1% | Added |
| SOA Wealth Advisors, LLC. | 522 | $59.0K | 0.02% | +512+5,120.0% | Added |
| Eagle Bay Advisors LLC | 498 | $60.0K | 0.05% | +498 | New |
| Spire Wealth Management | 527 | $61.0K | 0.00% | −26−4.7% | Reduced |
| State of Wyoming | 537 | $62.0K | 0.04% | +131+32.3% | Added |
| CWM, LLC | 547 | $63.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 569 | $65.0K | 0.00% | +11+2.0% | Added |
| Advisory Services Network, LLC | 596 | $68.0K | 0.00% | +596 | New |
| Berman Capital Advisors, LLC | 616 | $70.0K | 0.01% | +395+178.7% | Added |
| Whittier Trust Co of Nevada Inc | 626 | $72.0K | 0.00% | +31+5.2% | Added |
| Parallel Advisors, LLC | 630 | $72.0K | 0.00% | +217+52.5% | Added |
| Signaturefd, LLC | 633 | $73.0K | 0.00% | +393+163.8% | Added |
| Parisi Gray Wealth Management | 669 | $77.0K | 0.03% | +669 | New |
| Acadian Asset Management LLC | 678 | $78.0K | 0.00% | −4,518−87.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 716 | $81.9K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 750 | $86.0K | 0.02% | 00.0% | Unchanged |