| Paragon Wealth Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $442 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 2 | $885 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $895 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | −3−75.0% | Reduced |
| Jones Financial Companies LLLP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 4 | $1.84K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 5 | $2.00K | 0.00% | +5 | New |
| Capital Analysts, LLC | 7 | $3.00K | 0.00% | −3−30.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Delta Asset Management LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 14 | $6.00K | 0.00% | +7+100.0% | Added |
| Wolff Wiese Magana LLC | 13 | $6.00K | 0.00% | +13 | New |
| Paloma Partners Management Co | 16 | $7.00K | 0.00% | −1,488−98.9% | Reduced |
| Sound Income Strategies, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 15 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $7.00K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $9.00K | 0.00% | −1−4.8% | Reduced |
| Baystate Wealth Management LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $9.00K | 0.00% | +17+566.7% | Added |
| Howe & Rusling Inc | 22 | $10.0K | 0.00% | −1−4.3% | Reduced |
| Sonora Investment Management, LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 23 | $10.2K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 24 | $10.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 24 | $11.0K | 0.00% | +24 | New |
| Rockbridge Investment Management, LCC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $12.0K | 0.00% | −1−3.7% | Reduced |
| Concord Wealth Partners | 28 | $12.0K | 0.00% | +22+366.7% | Added |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | New |
| Exchange Traded Concepts, LLC | 31 | $14.0K | 0.00% | +2+6.9% | Added |
| Kings Point Capital Management | 36 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 37 | $16.0K | 0.00% | +37 | New |
| Brown Brothers Harriman & Co | 38 | $17.0K | 0.00% | +4+11.8% | Added |
| Independence Bank of Kentucky | 40 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $21.0K | 0.00% | +35+291.7% | Added |
| Creative Financial Designs Inc | 49 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 50 | $22.0K | 0.02% | +50 | New |
| Prestige Wealth Management Group LLC | 52 | $23.0K | 0.01% | −22−29.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 53 | $23.0K | 0.00% | −12−18.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 56 | $23.0K | 0.00% | +56 | New |
| James Investment Research Inc | 53 | $24.0K | 0.00% | −1−1.9% | Reduced |
| Column Capital Advisors, LLC | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 59 | $26.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 58 | $26.0K | 0.00% | +58 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $26.6K | 0.03% | +60 | New |
| Trustcore Financial Services, LLC | 62 | $27.0K | 0.00% | −1,056−94.5% | Reduced |
| Cutler Group LP | 62 | $27.0K | 0.00% | +62 | New |
| Jacobi Capital Management LLC | 63 | $28.0K | 0.00% | −15−19.2% | Reduced |
| Fieldpoint Private Securities, LLC | 68 | $28.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 70 | $31.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $33.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 75 | $33.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $33.0K | 0.00% | −2−2.6% | Reduced |
| Tortoise Investment Management, LLC | 75 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 75 | $33.0K | 0.02% | +75 | New |
| Ellevest, Inc. | 82 | $36.0K | 0.00% | +10+13.9% | Added |
| Evoke Wealth, LLC | 84 | $37.0K | 0.00% | −5−5.6% | Reduced |
| Tacita Capital Inc | 90 | $40.0K | 0.02% | −85−48.6% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 90 | $40.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 95 | $42.0K | 0.00% | +4+4.4% | Added |
| JJJ Advisors Inc. | 98 | $43.0K | 0.02% | −96−49.5% | Reduced |
| Tarbox Family Office, Inc. | 98 | $43.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $44.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 100 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 99 | $44.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $44.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $44.0K | 0.00% | +15+17.6% | Added |
| Beck Bode, LLC | 100 | $44.0K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 101 | $44.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 101 | $45.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 103 | $46.0K | 0.00% | +103 | New |
| Gemmer Asset Management LLC | 116 | $51.0K | 0.01% | +4+3.6% | Added |
| SOA Wealth Advisors, LLC. | 119 | $52.0K | 0.01% | +78+190.2% | Added |