| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $99 | 0.00% | – | New |
| Global Financial Private Client, LLC | 10 | $997 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1.00K | 0.00% | −220−95.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $2.00K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $3.00K | 0.00% | +28 | New |
| First Horizon Corp | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 41 | $4.00K | 0.00% | +41 | New |
| Heritage Wealth Advisors | 45 | $4.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $4.98K | 0.00% | −9,245−99.5% | Reduced |
| Lenox Wealth Advisors, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51 | $5.00K | 0.00% | +14+37.8% | Added |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | New |
| Cribstone Capital Management, LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 80 | $7.97K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 103 | $10.0K | 0.00% | −3−2.8% | Reduced |
| Quadrant Capital Group LLC | 102 | $10.0K | 0.00% | +12+13.3% | Added |
| Glassman Wealth Services | 109 | $11.0K | 0.00% | −18−14.2% | Reduced |
| Private Ocean, LLC | 110 | $11.0K | 0.00% | +110 | New |
| Bedel Financial Consulting, Inc. | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 125 | $12.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 128 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 151 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 169 | $16.0K | 0.00% | −34−16.7% | Reduced |
| Financial Management Professionals, Inc. | 158 | $16.0K | 0.00% | +34+27.4% | Added |
| Coastal Capital Group, Inc. | 181 | $18.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 180 | $18.0K | 0.01% | +180 | New |
| NEXT Financial Group, Inc | 199 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 194 | $19.0K | 0.04% | +2+1.0% | Added |
| Allworth Financial LP | 200 | $20.0K | 0.00% | −480−70.6% | Reduced |
| Gables Capital Management Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $20.0K | 0.00% | +200 | New |
| Clear Investment Research, LLC | 200 | $20.0K | 0.03% | +200 | New |
| Beck Bode, LLC | 200 | $20.0K | 0.01% | +200 | New |
| Global Retirement Partners, LLC | 214 | $21.0K | 0.00% | +174+435.0% | Added |
| Spire Wealth Management | 235 | $23.0K | 0.00% | −200−46.0% | Reduced |
| CVA Family Office, LLC | 245 | $24.0K | 0.01% | −39−13.7% | Reduced |
| CX Institutional | 255 | $25.0K | 0.00% | +28+12.3% | Added |
| PrairieView Partners, LLC | 284 | $28.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 285 | $28.4K | 0.00% | +2+0.7% | Added |
| TD Private Client Wealth LLC | 301 | $30.0K | 0.00% | −5−1.6% | Reduced |
| Professional Financial Advisors, LLC | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 312 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 326 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 319 | $32.0K | 0.00% | +250+362.3% | Added |
| Gleason Group, Inc. | 335 | $33.0K | 0.01% | +1+0.3% | Added |
| IFP Advisors, Inc | 343 | $34.0K | 0.00% | +112+48.5% | Added |
| Sonora Investment Management, LLC | 340 | $34.0K | 0.00% | +340 | New |
| Hudock, Inc. | 400 | $39.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $40.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 400 | $40.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 400 | $40.0K | 0.00% | +400 | New |
| Cranbrook Wealth Management, LLC | 419 | $42.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 424 | $42.0K | 0.01% | +44+11.6% | Added |
| International Assets Investment Management, LLC | 22,202 | $44.0K | 0.01% | −2,110−8.7% | Reduced |
| Lloyd Advisory Services, LLC. | 440 | $44.0K | 0.02% | +72+19.6% | Added |
| CenterStar Asset Management, LLC | – | $44.0K | 0.05% | – | New |
| Strategic Blueprint, LLC | 439 | $44.0K | 0.01% | +439 | New |
| Westside Investment Management, Inc. | 479 | $47.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 485 | $48.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 560 | $56.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 570 | $57.0K | 0.00% | +1+0.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 588 | $58.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 600 | $60.0K | 0.01% | 00.0% | Unchanged |