| Aua Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 5,397 | $13 | 0.00% | +5,384+41,415.4% | Added |
| Raffa Wealth Management, LLC | 2 | $830 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −35,912−100.0% | Reduced |
| Lindbrook Capital, LLC | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| Enterprise Financial Services Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Northwestern Mutual Wealth Management Co | 5 | $2.00K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 7 | $3.00K | 0.00% | −3−30.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 8 | $3.00K | 0.00% | +3+60.0% | Added |
| Lee Financial Co | 8 | $3.00K | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $4.00K | 0.00% | +8+400.0% | Added |
| CVA Family Office, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Edge Wealth Management LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $5.00K | 0.00% | +12 | New |
| Wealth Quarterback LLC | 10 | $5.00K | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $7.00K | 0.00% | +18 | New |
| Tarbox Family Office, Inc. | 17 | $7.00K | 0.00% | +17 | New |
| Ford Financial Group, LLC | 17 | $7.00K | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 17 | $7.06K | 0.00% | −4−19.0% | Reduced |
| Financial Management Professionals, Inc. | 19 | $8.00K | 0.00% | +19 | New |
| Resolute Partners Group | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 22 | $9.00K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 25 | $10.3K | 0.01% | +25 | New |
| Glassman Wealth Services | 29 | $12.0K | 0.00% | +24+480.0% | Added |
| Prestige Wealth Management Group LLC | 30 | $12.0K | 0.00% | +29+2,900.0% | Added |
| Reilly Financial Advisors, LLC | 30 | $12.0K | 0.00% | +30 | New |
| Counterpoint Mutual Funds LLC | 32 | $13.0K | 0.01% | +32 | New |
| Earnest Partners LLC | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $14.0K | 0.00% | +34 | New |
| American National Bank | 39 | $16.0K | 0.00% | +39 | New |
| Fieldpoint Private Securities, LLC | 40 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $17.0K | 0.00% | +40 | New |
| Clear Investment Research, LLC | 50 | $21.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 50 | $21.0K | 0.00% | +50 | New |
| Jacobi Capital Management LLC | 52 | $22.0K | 0.00% | +13+33.3% | Added |
| MCF Advisors LLC | 58 | $24.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 64 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $27.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 63 | $28.0K | 0.01% | +28+80.0% | Added |
| Princeton Global Asset Management LLC | 73 | $30.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 75 | $31.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 79 | $33.0K | 0.01% | −15−16.0% | Reduced |
| FourThought Financial, LLC | 82 | $34.0K | 0.00% | −3−3.5% | Reduced |
| First Horizon Corp | 88 | $36.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 90 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 91 | $38.0K | 0.00% | −21−18.8% | Reduced |
| Disciplina Capital Management LLC | 97 | $40.3K | 0.01% | +14+16.9% | Added |
| Northern Oak Wealth Management Inc | 100 | $42.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $42.0K | 0.01% | +100 | New |
| Crewe Advisors LLC | 100 | $42.0K | 0.01% | +100 | New |
| Quadrant Capital Group LLC | 106 | $44.0K | 0.01% | +3+2.9% | Added |
| TD Private Client Wealth LLC | 108 | $44.8K | 0.00% | +15+16.1% | Added |
| Farmers & Merchants Investments Inc | 109 | $45.0K | 0.00% | −5−4.4% | Reduced |
| MV Capital Management, Inc. | 110 | $46.0K | 0.01% | +110 | New |
| FinTrust Capital Advisors, LLC | 115 | $48.0K | 0.01% | −75−39.5% | Reduced |
| Berman Capital Advisors, LLC | 116 | $48.0K | 0.01% | +20+20.8% | Added |
| BDO Wealth Advisors, LLC | 125 | $52.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 136 | $56.0K | 0.00% | +136 | New |
| Geneos Wealth Management Inc. | 147 | $61.0K | 0.00% | −52−26.1% | Reduced |
| Signaturefd, LLC | 150 | $62.0K | 0.00% | −1−0.7% | Reduced |
| Glen Eagle Advisors, LLC | 161 | $66.7K | 0.02% | −50−23.7% | Reduced |
| Credit Agricole S A | 166 | $69.0K | 0.00% | +166 | New |
| Tortoise Capital Advisors, L.L.C. | 171 | $71.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 185 | $76.8K | 0.00% | +175+1,750.0% | Added |
| State of Wyoming | 188 | $78.0K | 0.05% | +187+18,700.0% | Added |
| North Star Investment Management Corp. | 200 | $83.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 206 | $86.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 214 | $88.0K | 0.00% | +38+21.6% | Added |
| Parallel Advisors, LLC | 219 | $91.0K | 0.00% | +65+42.2% | Added |
| Sandy Spring Bank | 230 | $95.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 243 | $100.9K | 0.04% | +70+40.5% | Added |
| CX Institutional | 250 | $104.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 262 | $108.0K | 0.01% | −456−63.5% | Reduced |
| Duncker Streett & Co Inc | 260 | $108.0K | 0.02% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 291 | $120.0K | 0.04% | +24+9.0% | Added |
| Capula Management Ltd | 303 | $126.0K | 0.02% | +303 | New |
| Lenox Wealth Advisors, LLC | 325 | $135.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $145.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 371 | $154.0K | 0.01% | −42−10.2% | Reduced |
| AGF Investments LLC | 391 | $162.0K | 0.02% | +55+16.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 400 | $166.0K | 0.03% | +250+166.7% | Added |
| Trustcore Financial Services, LLC | 415 | $172.0K | 0.02% | +100+31.7% | Added |