| Aspire Private Capital, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $483 | 0.00% | – | New |
| Kelly Financial Services LLC | 40,481 | $670 | 0.03% | +39,811+5,941.9% | Added |
| Tucker Asset Management LLC | 16 | $967 | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 29 | $1.00K | 0.00% | −481−94.3% | Reduced |
| Institutional & Family Asset Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.00K | 0.00% | +22 | New |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Your Advocates Ltd., LLP | 19 | $1.00K | 0.00% | +19 | New |
| McCarthy Asset Management, Inc. | 38 | $2.00K | 0.00% | −19−33.3% | Reduced |
| West Oak Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 31 | $2.00K | 0.00% | +3+10.7% | Added |
| Alaethes Wealth LLC | 36 | $2.00K | 0.00% | +36 | New |
| Global Financial Private Client, LLC | 36 | $2.24K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 69 | $4.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Heritage Wealth Advisors | 80 | $4.83K | 0.00% | −1,484−94.9% | Reduced |
| Financial Management Professionals, Inc. | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 80 | $5.00K | 0.00% | +1+1.3% | Added |
| JFS Wealth Advisors, LLC | 90 | $5.00K | 0.00% | +90 | New |
| Paragon Wealth Strategies, LLC | 79 | $5.00K | 0.00% | +79 | New |
| Endurance Wealth Management, Inc. | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 103 | $6.00K | 0.00% | +1+1.0% | Added |
| Column Capital Advisors, LLC | 114 | $7.00K | 0.00% | −729−86.5% | Reduced |
| Sonora Investment Management, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 118 | $7.00K | 0.00% | +17+16.8% | Added |
| Sterling Investment Advisors, Ltd. | 132 | $8.00K | 0.00% | +1+0.8% | Added |
| Private Capital Group, LLC | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 128 | $8.00K | 0.00% | +107+509.5% | Added |
| Freedman Financial Associates, Inc. | 133 | $8.00K | 0.01% | +133 | New |
| Johnson Midwest Financial, LLC | 155 | $9.00K | 0.01% | +1+0.6% | Added |
| Old North State Trust, LLC | 154 | $9.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 156 | $9.00K | 0.00% | +156 | New |
| Delos Wealth Advisors, LLC | 149 | $9.00K | 0.01% | +149 | New |
| Sandy Spring Bank | 164 | $10.0K | 0.00% | −1,475−90.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 200 | $11.0K | 0.00% | +200 | New |
| Capula Management Ltd | 200 | $12.0K | 0.00% | −3,742−94.9% | Reduced |
| Savior LLC | 196 | $12.0K | 0.01% | −60−23.4% | Reduced |
| Security National Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $12.0K | 0.01% | +200 | New |
| Lake Point Wealth Management | 200 | $12.0K | 0.01% | +200 | New |
| Wagner Wealth Management, LLC | 215 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 228 | $14.0K | 0.00% | −13−5.4% | Reduced |
| Brown Brothers Harriman & Co | 232 | $14.0K | 0.00% | +20+9.4% | Added |
| Exane Derivatives | 244 | $14.0K | 0.00% | +233+2,118.2% | Added |
| Raffa Wealth Management, LLC | 248 | $15.0K | 0.01% | −10−3.9% | Reduced |
| Activest Wealth Management | 241 | $15.0K | 0.01% | −240−49.9% | Reduced |
| Evoke Wealth, LLC | 252 | $15.0K | 0.00% | −1−0.4% | Reduced |
| McIlrath & Eck, LLC | 244 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 245 | $15.0K | 0.00% | +245 | New |
| Asset Dedication, LLC | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 264 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 265 | $16.0K | 0.00% | +65+32.5% | Added |
| Reilly Financial Advisors, LLC | 280 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 287 | $17.0K | 0.00% | +1+0.3% | Added |
| Front Row Advisors LLC | 334 | $18.0K | 0.01% | −11−3.2% | Reduced |
| Glen Eagle Advisors, LLC | 312 | $18.9K | 0.01% | +6+2.0% | Added |
| Harbor Investment Advisory, LLC | 307 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 325 | $19.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 339 | $20.0K | 0.00% | −310−47.8% | Reduced |
| Key Financial Inc | 367 | $20.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 323 | $20.0K | 0.01% | +2+0.6% | Added |
| Gemmer Asset Management LLC | 338 | $20.0K | 0.00% | +36+11.9% | Added |
| Versant Capital Management, Inc | 345 | $21.0K | 0.01% | −1,239−78.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 344 | $21.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 349 | $21.0K | 0.01% | +4+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $21.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 371 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 351 | $23.0K | 0.02% | +351 | New |
| Capital Analysts, LLC | 391 | $24.0K | 0.00% | +2+0.5% | Added |
| Founders Capital Management | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 394 | $24.0K | 0.01% | +42+11.9% | Added |
| Parisi Gray Wealth Management | 400 | $24.0K | 0.01% | +400 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 420 | $25.0K | 0.19% | +420 | New |
| Crewe Advisors LLC | 431 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 455 | $27.0K | 0.00% | −2−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 449 | $27.0K | 0.01% | +5+1.1% | Added |
| Contravisory Investment Management, Inc. | 465 | $28.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 468 | $28.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 462 | $28.0K | 0.00% | +262+131.0% | Added |