| JJJ Advisors Inc. | 1 | $0 | 0.00% | −42−97.7% | Reduced |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| J.Safra Asset Management Corp | 5 | $0 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $706 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Rise Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Cornerstone Management, Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.00K | 0.00% | −229−93.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | +13 | New |
| NewSquare Capital LLC | 9 | $2.00K | 0.00% | +9 | New |
| Sofos Investments, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Cordant, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Estabrook Capital Management | 16 | $2.83K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 20 | $3.00K | 0.00% | −20−50.0% | Reduced |
| Horan Securities, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $3.00K | 0.00% | +15 | New |
| Beacon Capital Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Plante Moran Financial Advisors, LLC | 22 | $4.00K | 0.00% | −57−72.2% | Reduced |
| Trust Co | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $4.41K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 31 | $5.00K | 0.00% | −22−41.5% | Reduced |
| SOA Wealth Advisors, LLC. | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| GW&K Investment Management, LLC | 29 | $5.00K | 0.00% | +29 | New |
| CNB Bank | 30 | $5.00K | 0.00% | +30 | New |
| Operose Advisors LLC | 30 | $5.00K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 30 | $5.30K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $6.00K | 0.00% | −249−88.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 34 | $6.00K | 0.00% | −122−78.2% | Reduced |
| Crewe Advisors LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $7.00K | 0.00% | +5+14.3% | Added |
| CFS Investment Advisory Services, LLC | 1,464,212 | $8.00K | 0.03% | +1,455,836+17,381.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 46 | $8.00K | 0.00% | +6+15.0% | Added |
| GHP Investment Advisors, Inc. | 48 | $8.00K | 0.00% | +48 | New |
| Johnson Financial Group, Inc. | 50 | $9.00K | 0.00% | −68−57.6% | Reduced |
| Gemmer Asset Management LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 59 | $10.0K | 0.00% | −66−52.8% | Reduced |
| Column Capital Advisors, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $10.0K | 0.01% | +54 | New |
| Exchange Traded Concepts, LLC | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 59 | $11.0K | 0.00% | +4+7.3% | Added |
| IAG Wealth Partners, LLC | 70 | $12.0K | 0.00% | −13−15.7% | Reduced |
| Ogorek Anthony Joseph | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 67 | $12.0K | 0.01% | +67 | New |
| Rockbridge Investment Management, LCC | 69 | $12.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 72 | $13.0K | 0.01% | +40+125.0% | Added |
| Adirondack Trust Co | 75 | $13.0K | 0.01% | +75 | New |
| Okabena Investment Services Inc | 80 | $14.0K | 0.01% | −735−90.2% | Reduced |
| Harding Loevner LP | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 77 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 85 | $15.0K | 0.01% | −15−15.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 83 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 85 | $15.0K | 0.00% | +7+9.0% | Added |
| Gould Capital, LLC | 86 | $15.0K | 0.01% | +8+10.3% | Added |
| Wolff Wiese Magana LLC | 91 | $16.0K | 0.01% | −1−1.1% | Reduced |
| Gables Capital Management Inc. | 90 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 101 | $17.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 99 | $18.0K | 0.00% | −66−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $18.0K | 0.00% | −32−24.2% | Reduced |
| Core Alternative Capital | 104 | $18.0K | 0.00% | +76+271.4% | Added |
| First Personal Financial Services | 105 | $19.0K | 0.00% | −22−17.3% | Reduced |
| Asset Dedication, LLC | 109 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 105 | $19.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 108 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 113 | $20.0K | 0.00% | −7−5.8% | Reduced |
| Pin Oak Investment Advisors Inc | 116 | $20.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 113 | $20.0K | 0.01% | +27+31.4% | Added |
| MCF Advisors LLC | 115 | $20.0K | 0.00% | +115 | New |
| Kistler-Tiffany Companies, LLC | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 120 | $21.0K | 0.00% | +52+76.5% | Added |
| GPS Wealth Strategies Group, LLC | 124 | $22.0K | 0.00% | −80−39.2% | Reduced |
| West Branch Capital LLC | 122 | $22.0K | 0.01% | −49−28.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 130 | $23.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 144 | $25.0K | 0.00% | −54−27.3% | Reduced |
| Citizens National Bank Trust Department | 150 | $25.0K | 0.01% | 00.0% | Unchanged |