| Siena Capital LLC | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Trust Co of Vermont | 2 | $0 | 0.00% | +2 | New |
| Pacific Center for Financial Services | 4 | $0 | 0.00% | +4 | New |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $429 | 0.00% | +4 | New |
| Anchor Investment Management, LLC | 7 | $749 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $753 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Cedar Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Exane Derivatives | 11 | $1.18K | 0.00% | −5,011−99.8% | Reduced |
| Goodwin Investment Advisory | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 17 | $2.00K | 0.00% | −101−85.6% | Reduced |
| GW&K Investment Management, LLC | 18 | $2.00K | 0.00% | −18−50.0% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | −8−34.8% | Reduced |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 27 | $3.00K | 0.00% | −9−25.0% | Reduced |
| Charter Oak Capital Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Concord Wealth Partners | 25 | $3.00K | 0.00% | +25 | New |
| Horizons Wealth Management | 28 | $3.00K | 0.00% | +28 | New |
| Rockbridge Investment Management, LCC | 35 | $3.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $4.00K | 0.00% | −25−37.9% | Reduced |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 40 | $4.00K | 0.00% | +10+33.3% | Added |
| Financial Management Professionals, Inc. | 39 | $4.00K | 0.00% | +18+85.7% | Added |
| Rosenberg Matthew Hamilton | 40 | $4.00K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 42 | $4.49K | 0.00% | −2−4.5% | Reduced |
| Money Concepts Capital Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $5.00K | 0.00% | +25+138.9% | Added |
| Crewe Advisors LLC | 43 | $5.00K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 49 | $5.24K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 65 | $7.00K | 0.00% | −2−3.0% | Reduced |
| HighMark Wealth Management LLC | 64 | $7.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $8.00K | 0.00% | +74 | New |
| TCI Wealth Advisors, Inc. | 84 | $9.00K | 0.00% | +1+1.2% | Added |
| Focused Wealth Management, Inc | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 81 | $9.00K | 0.00% | +81 | New |
| First Manhattan Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 97 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $10.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $11.0K | 0.01% | +100 | New |
| Leonteq Securities AG | 107 | $11.4K | 0.00% | +90+529.4% | Added |
| Glassman Wealth Services | 116 | $12.0K | 0.00% | +2+1.8% | Added |
| WR Wealth Planners, LLC | 114 | $12.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 118 | $12.6K | 0.00% | +118 | New |
| Northwest Investment Counselors, LLC | 126 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 128 | $14.0K | 0.00% | +10+8.5% | Added |
| First National Bank of South Miami | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $16.0K | 0.00% | +5+3.6% | Added |
| Covington Capital Management | 146 | $16.0K | 0.00% | +146 | New |
| Versant Capital Management, Inc | 161 | $17.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 154 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 159 | $17.0K | 0.00% | +104+189.1% | Added |
| Core Alternative Capital | 164 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 189 | $20.0K | 0.00% | +29+18.1% | Added |
| CX Institutional | 190 | $20.0K | 0.00% | +190 | New |
| Pacer Advisors, Inc. | 200 | $21.0K | 0.00% | −13,186−98.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 196 | $21.0K | 0.00% | +96+96.0% | Added |
| Eagle Bay Advisors LLC | 202 | $21.7K | 0.01% | +202 | New |
| Logan Capital Management Inc | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 202 | $22.0K | 0.00% | +1+0.5% | Added |
| Harbor Investment Advisory, LLC | 206 | $22.0K | 0.00% | +58+39.2% | Added |
| Newbridge Financial Services Group, Inc. | 224 | $24.0K | 0.01% | +157+234.3% | Added |
| First PREMIER Bank | 240 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 253 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 261 | $28.0K | 0.01% | −391−60.0% | Reduced |
| Private Trust Co NA | 257 | $28.0K | 0.00% | +257 | New |
| DB Wealth Management Group, LLC | 270 | $29.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 292 | $31.0K | 0.01% | +292 | New |
| TD Private Client Wealth LLC | 305 | $32.6K | 0.00% | −66−17.8% | Reduced |
| Antonetti Capital Management LLC | 305 | $33.0K | 0.03% | +1+0.3% | Added |
| Central Trust Co | 349 | $37.0K | 0.00% | +88+33.7% | Added |
| Sittner & Nelson, LLC | 343 | $37.0K | 0.02% | +343 | New |
| Harbour Investments, Inc. | 362 | $39.0K | 0.00% | +362 | New |
| American Portfolios Advisors | 371 | $39.7K | 0.00% | −366−49.7% | Reduced |
| Tobam | 376 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 385 | $40.0K | 0.00% | +64+19.9% | Added |
| Farmers & Merchants Investments Inc | 400 | $43.0K | 0.00% | 00.0% | Unchanged |