| IronBridge Private Wealth, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 10 | $888 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| Allworth Financial LP | 9 | $1.00K | 0.00% | +9 | New |
| Focused Wealth Management, Inc | 12 | $1.00K | 0.00% | +12 | New |
| Larson Financial Group LLC | 26 | $2.00K | 0.00% | −227−89.7% | Reduced |
| TFC Financial Management | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 21 | $2.00K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 24 | $2.00K | 0.00% | +24 | New |
| Evolution Wealth Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 33 | $3.00K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 45 | $4.00K | 0.00% | −4,066−98.9% | Reduced |
| Atlas Private Wealth Advisors | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $4.00K | 0.00% | +47 | New |
| Filbrandt Wealth Management, LLC | 44 | $4.00K | 0.00% | +44 | New |
| Tortoise Investment Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | +9+18.8% | Added |
| Activest Wealth Management | 53 | $5.00K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 57 | $5.06K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 78 | $6.00K | 0.00% | −209−72.8% | Reduced |
| HM Payson & Co | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $6.00K | 0.00% | +75 | New |
| Proequities, Inc. | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 90 | $8.00K | 0.00% | −82−47.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 89 | $8.00K | 0.00% | −46−34.1% | Reduced |
| MV Capital Management, Inc. | 95 | $8.00K | 0.00% | +41+75.9% | Added |
| Sutton Wealth Advisors Inc. | 101 | $8.97K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 104 | $9.00K | 0.00% | +20+23.8% | Added |
| Fieldpoint Private Securities, LLC | 101 | $9.00K | 0.00% | +71+236.7% | Added |
| Baystate Wealth Management LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 109 | $10.0K | 0.00% | +24+28.2% | Added |
| Sterling Investment Advisors, Ltd. | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 137 | $12.0K | 0.00% | −6,070−97.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 162 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 159 | $14.0K | 0.00% | +7+4.6% | Added |
| D'Orazio & Associates, Inc. | 152 | $14.0K | 0.00% | +152 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $15.0K | 0.01% | −70−29.2% | Reduced |
| PSI Advisors, LLC | 166 | $15.0K | 0.01% | +166 | New |
| BDO Wealth Advisors, LLC | 194 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 204 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 202 | $18.0K | 0.00% | +8+4.1% | Added |
| TCI Wealth Advisors, Inc. | 210 | $19.0K | 0.00% | +31+17.3% | Added |
| Creative Financial Designs Inc | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 240 | $21.0K | 0.00% | +240 | New |
| Bell Investment Advisors, Inc | 238 | $21.0K | 0.01% | +238 | New |
| Cutler Group LP | 252 | $22.0K | 0.00% | −4,519−94.7% | Reduced |
| Washington Trust Co | 254 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $23.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 268 | $24.0K | 0.00% | +116+76.3% | Added |
| Tarbox Family Office, Inc. | 282 | $25.0K | 0.00% | −2−0.7% | Reduced |
| Johnson Financial Group, Inc. | 279 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 297 | $26.0K | 0.00% | −69−18.9% | Reduced |
| Acima Private Wealth, LLC | 298 | $26.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $27.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 318 | $28.0K | 0.00% | −6−1.9% | Reduced |
| Westside Investment Management, Inc. | 319 | $28.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $29.0K | 0.01% | +46+16.5% | Added |
| Simplex Trading, LLC | 346 | $31.0K | 0.00% | −103−22.9% | Reduced |
| Harbour Investments, Inc. | 365 | $32.0K | 0.00% | +117+47.2% | Added |
| Gradient Investments LLC | 367 | $33.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 402 | $36.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 420 | $37.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 475 | $42.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 476 | $42.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 477 | $42.0K | 0.01% | +218+84.2% | Added |
| Field & Main Bank | 500 | $44.0K | 0.03% | −150−23.1% | Reduced |
| Optimum Investment Advisors | 500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 510 | $45.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 508 | $45.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 529 | $46.0K | 0.01% | +9+1.7% | Added |
| Parkside Financial Bank & Trust | 526 | $47.0K | 0.01% | +4+0.8% | Added |
| Leonteq Securities AG | 549 | $48.8K | 0.00% | −148−21.2% | Reduced |
| Key Financial Inc | 551 | $49.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 562 | $49.0K | 0.00% | +17+3.1% | Added |
| Whittier Trust Co | 581 | $52.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 586 | $52.0K | 0.01% | +586 | New |
| Patriot Financial Group Insurance Agency, LLC | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 600 | $53.0K | 0.01% | +600 | New |