| First Command Advisory Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 0 | $16 | 0.00% | −25−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $98 | 0.00% | +1 | New |
| Fortis Capital Advisors, LLC | 4 | $393 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $394 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $492 | 0.00% | −5−50.0% | Reduced |
| Sofos Investments, Inc. | 111 | $686 | 0.03% | −2−1.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 8 | $748 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Tradewinds Capital Management, LLC | 11 | $1.08K | 0.00% | −31−73.8% | Reduced |
| TFC Financial Management | 12 | $1.18K | 0.00% | +5+71.4% | Added |
| Y.D. More Investments Ltd | 13 | $1.28K | 0.00% | +4+44.4% | Added |
| Tucker Asset Management LLC | 13 | $1.28K | 0.00% | +13 | New |
| Quintet Private Bank (Europe) S.A. | 15 | $1.48K | 0.00% | +15 | New |
| Rise Advisors, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 19 | $1.87K | 0.00% | −68−78.2% | Reduced |
| Beacon Capital Management, LLC | 19 | $1.87K | 0.00% | −15−44.1% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $1.91K | 0.00% | +19 | New |
| SkyView Investment Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 22 | $2.16K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $2.36K | 0.00% | +2+9.1% | Added |
| Red Tortoise LLC | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $2.56K | 0.00% | +20+333.3% | Added |
| American National Bank | 27 | $2.65K | 0.00% | −30−52.6% | Reduced |
| WR Wealth Planners, LLC | 27 | $2.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $3.00K | 0.00% | −74−71.8% | Reduced |
| Sittner & Nelson, LLC | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 35 | $3.44K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 36 | $3.54K | 0.00% | −16,486−99.8% | Reduced |
| DT Investment Partners, LLC | 37 | $3.59K | 0.00% | +37 | New |
| Accel Wealth Management | 39 | $3.83K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 39 | $3.83K | 0.00% | +39 | New |
| Hall Laurie J Trustee | 36 | $4.00K | 0.00% | −18−33.3% | Reduced |
| KB Financial Partners, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 41 | $4.03K | 0.00% | −6,380−99.4% | Reduced |
| Independence Bank of Kentucky | 41 | $4.03K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 46 | $4.52K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 46 | $4.52K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 47 | $4.63K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 48 | $4.72K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $4.87K | 0.00% | +49+4,900.0% | Added |
| Horan Securities, Inc. | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 51 | $5.01K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $5.04K | 0.00% | +1+2.0% | Added |
| Investors Research Corp | 54 | $5.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $5.71K | 0.00% | +28+93.3% | Added |
| Montag A & Associates Inc | 62 | $6.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $6.10K | 0.00% | +1+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 67 | $6.59K | 0.00% | −26−28.0% | Reduced |
| Castleview Partners, LLC | 68 | $6.66K | 0.01% | +14+25.9% | Added |
| Delta Asset Management LLC | 73 | $7.18K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 74 | $7.28K | 0.00% | +58+362.5% | Added |
| Cape Investment Advisory, Inc. | 75 | $7.37K | 0.00% | +75 | New |
| Anchor Investment Management, LLC | 79 | $7.77K | 0.00% | −147−65.0% | Reduced |
| Atticus Wealth Management, LLC | 79 | $7.80K | 0.00% | −141−64.1% | Reduced |
| Barrett & Company, Inc. | 80 | $7.87K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 91 | $8.51K | 0.00% | +91 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $9.00K | 0.00% | −30−23.1% | Reduced |
| Armstrong Advisory Group, Inc | 96 | $9.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $9.70K | 0.00% | +83+518.8% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 106 | $10.4K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 111 | $10.9K | 0.00% | −49,057−99.8% | Reduced |
| Old North State Trust, LLC | 116 | $11.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 110 | $11.0K | 0.00% | +2+1.9% | Added |
| Systematic Financial Management LP | 113 | $11.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $11.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 114 | $11.2K | 0.01% | −164−59.0% | Reduced |
| First Financial Corp | 114 | $11.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 118 | $11.6K | 0.00% | −10−7.8% | Reduced |
| Bangor Savings Bank | 121 | $11.9K | 0.00% | +10+9.0% | Added |
| Prestige Wealth Management Group LLC | 121 | $11.9K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 124 | $12.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 125 | $12.3K | 0.00% | +16+14.7% | Added |
| Core Alternative Capital | 126 | $12.4K | 0.00% | +54+75.0% | Added |
| Rain Capital Management, LLC | 128 | $12.6K | 0.01% | +128 | New |
| Sound Income Strategies, LLC | 140 | $13.8K | 0.00% | −27−16.2% | Reduced |
| Ofi Invest Asset Management | 1,365,231 | $13.9K | 0.07% | +1,365,231 | New |
| Concord Wealth Partners | 144 | $14.2K | 0.00% | −111−43.5% | Reduced |
| Brown Brothers Harriman & Co | 157 | $15.4K | 0.00% | −135−46.2% | Reduced |
| Gables Capital Management Inc. | 160 | $15.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 160 | $15.7K | 0.00% | +37+30.1% | Added |
| Private Ocean, LLC | 175 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 180 | $17.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 184 | $18.1K | 0.01% | +184 | New |
| Newbridge Financial Services Group, Inc. | 185 | $18.2K | 0.01% | +62+50.4% | Added |
| Duncker Streett & Co Inc | 191 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 193 | $19.0K | 0.00% | −14−6.8% | Reduced |
| Bartlett & Co. LLC | 193 | $19.0K | 0.00% | −14−6.8% | Reduced |
| Covestor Ltd | 196 | $19.0K | 0.02% | +25+14.6% | Added |
| Missouri Trust & Investment Co | 200 | $19.7K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 204 | $20.1K | 0.00% | +204 | New |
| Compass Wealth Management LLC | 207 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 216 | $21.3K | 0.01% | −95−30.5% | Reduced |
