| Arkadios Wealth Advisors | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $389 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −3,790−99.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Stonebridge Capital Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $3.00K | 0.00% | −19−73.1% | Reduced |
| Concord Wealth Partners | 7 | $3.00K | 0.00% | −21−75.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 8 | $3.00K | 0.00% | −6−42.9% | Reduced |
| Delta Asset Management LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Cahill Financial Advisors Inc | 10 | $4.00K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 10 | $4.00K | 0.00% | +10 | New |
| Syverson Strege & Co | 11 | $4.00K | 0.00% | +11 | New |
| Lloyd Advisory Services, LLC. | 9 | $4.00K | 0.00% | +9 | New |
| Savior LLC | 12 | $5.00K | 0.01% | −3−20.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $5.00K | 0.00% | +5+71.4% | Added |
| Sound Income Strategies, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 21 | $8.00K | 0.00% | −42−66.7% | Reduced |
| HC Financial Advisors Inc | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $8.95K | 0.00% | −1−4.2% | Reduced |
| Brewin Dolphin Ltd | 23 | $8.95K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $9.00K | 0.00% | −338−93.6% | Reduced |
| Itau Unibanco Holding S.A. | 22 | $9.00K | 0.00% | −2−8.3% | Reduced |
| Investors Research Corp | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $9.00K | 0.00% | +4+20.0% | Added |
| Resolute Partners Group | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $10.0K | 0.00% | +6+30.0% | Added |
| Private Capital Group, LLC | 27 | $11.0K | 0.00% | −162−85.7% | Reduced |
| Holloway Wealth Management, LLC | – | $11.0K | 0.00% | – | – |
| Rockbridge Investment Management, LCC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 40 | $16.0K | 0.00% | −63−61.2% | Reduced |
| Independence Bank of Kentucky | 40 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $16.0K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 46 | $18.0K | 0.00% | −1−2.1% | Reduced |
| Key Financial Inc | 46 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $19.0K | 0.00% | −195−79.6% | Reduced |
| Orion Capital Management LLC | 50 | $19.0K | 0.01% | +50 | New |
| Prestige Wealth Management Group LLC | 52 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 54 | $21.0K | 0.00% | −205−79.2% | Reduced |
| Bartlett & Co. LLC | 55 | $21.0K | 0.00% | −46−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $21.0K | 0.00% | +4+8.0% | Added |
| Meridian Wealth Partners, LLC | 53 | $21.0K | 0.00% | +53 | New |
| Bartlett & Co. Wealth Management LLC | 55 | $21.4K | 0.00% | −46−45.5% | Reduced |
| Baillie Gifford & Co | 56 | $22.0K | 0.00% | −2−3.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 57 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 59 | $23.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 60 | $23.0K | 0.01% | +60 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $23.3K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 67 | $26.0K | 0.01% | +52+346.7% | Added |
| Bell Investment Advisors, Inc | 68 | $26.0K | 0.01% | +68 | New |
| American Research & Management Co. | 70 | $27.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 69 | $27.0K | 0.00% | +16+30.2% | Added |
| Creative Financial Designs Inc | 69 | $27.0K | 0.00% | +20+40.8% | Added |
| Evoke Wealth, LLC | 75 | $29.0K | 0.00% | −9−10.7% | Reduced |
| Tortoise Investment Management, LLC | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 77 | $30.0K | 0.01% | −74−49.0% | Reduced |
| Global Retirement Partners, LLC | 77 | $30.0K | 0.00% | +2+2.7% | Added |
| Trustcore Financial Services, LLC | 77 | $30.0K | 0.00% | +15+24.2% | Added |
| Front Row Advisors LLC | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 84 | $32.0K | 0.01% | −15−15.2% | Reduced |
| Fieldpoint Private Securities, LLC | 81 | $32.0K | 0.01% | +13+19.1% | Added |
| Column Capital Advisors, LLC | 82 | $32.0K | 0.01% | +25+43.9% | Added |
| Ellevest, Inc. | 84 | $33.0K | 0.00% | +2+2.4% | Added |
| Ritter Daniher Financial Advisory, LLC | 90 | $35.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 95 | $37.0K | 0.01% | −60−38.7% | Reduced |
| Tarbox Family Office, Inc. | 98 | $38.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99 | $39.0K | 0.00% | −1−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $39.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 99 | $39.0K | 0.03% | +24+32.0% | Added |
| JJJ Advisors Inc. | 103 | $40.0K | 0.01% | +5+5.1% | Added |
| D'Orazio & Associates, Inc. | 111 | $43.0K | 0.01% | +11+11.0% | Added |
| Carroll Financial Associates, Inc. | 111 | $43.0K | 0.00% | +16+16.8% | Added |
| Gemmer Asset Management LLC | 114 | $44.0K | 0.01% | −2−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 119 | $46.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 120 | $47.0K | 0.00% | −9−7.0% | Reduced |
| Sonora Investment Management, LLC | 122 | $47.0K | 0.01% | +100+454.5% | Added |
| Optiver Holding B.V. | 125 | $49.0K | 0.00% | +125 | New |
| Emfo, LLC | 132 | $51.0K | 0.05% | 00.0% | Unchanged |