| Private Ocean, LLC | 3 | $0 | 0.00% | −206−98.6% | Reduced |
| Curi Capital | 4 | $0 | 0.00% | −90−95.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Maplelane Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Group, LLC | 3 | $0 | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 27,076 | $0 | 0.00% | +27,076 | New |
| WestEnd Advisors, LLC | – | $326 | 0.00% | – | – |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −705,075−100.0% | Reduced |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Itau Unibanco Holding S.A. | 6 | $1.00K | 0.00% | +6 | New |
| Beacon Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 13 | $1.41K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20 | $2.00K | 0.00% | +20 | New |
| TCWP LLC | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 21 | $2.28K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 28 | $3.00K | 0.00% | −8−22.2% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $3.00K | 0.00% | +4+17.4% | Added |
| Estabrook Capital Management | 32 | $3.48K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 39 | $4.00K | 0.00% | −6−13.3% | Reduced |
| McIlrath & Eck, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 33 | $4.00K | 0.00% | +2+6.5% | Added |
| Fieldpoint Private Securities, LLC | 40 | $4.00K | 0.00% | +30+300.0% | Added |
| NVWM, LLC | 49 | $5.00K | 0.00% | −5,365−99.1% | Reduced |
| Surevest, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 46 | $5.00K | 0.00% | +10+27.8% | Added |
| Close Asset Management Ltd | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 45 | $5.00K | 0.00% | +21+87.5% | Added |
| EverSource Wealth Advisors, LLC | 46 | $5.00K | 0.00% | +30+187.5% | Added |
| City Holding Co | 50 | $5.00K | 0.00% | +50 | New |
| IndexIQ Advisors LLC | 44 | $5.00K | 0.00% | +44 | New |
| Beaird Harris Wealth Management, LLC | 48 | $5.00K | 0.00% | +48 | New |
| Sutton Wealth Advisors Inc. | 52 | $5.65K | 0.00% | +52 | New |
| Evoke Wealth, LLC | 54 | $6.00K | 0.00% | −35−39.3% | Reduced |
| Baldwin Brothers Inc | 51 | $6.00K | 0.00% | +51 | New |
| Tarbox Family Office, Inc. | 53 | $6.00K | 0.00% | +53 | New |
| HM Payson & Co | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 61 | $7.00K | 0.00% | +1+1.7% | Added |
| Core Alternative Capital | 68 | $7.00K | 0.00% | +60+750.0% | Added |
| Rock Creek Group, LP | 66 | $7.00K | 0.00% | +66 | New |
| Atticus Wealth Management, LLC | 62 | $7.00K | 0.00% | +62 | New |
| Anchor Investment Management, LLC | 65 | $7.07K | 0.00% | +65 | New |
| Larson Financial Group LLC | 72 | $8.00K | 0.00% | −17−19.1% | Reduced |
| Concord Wealth Partners | 72 | $8.00K | 0.00% | −10−12.2% | Reduced |
| Versant Capital Management, Inc | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 82 | $9.00K | 0.00% | −3−3.5% | Reduced |
| Global Retirement Partners, LLC | 119 | $9.00K | 0.00% | +119 | New |
| Ten Capital Wealth Advisors, LLC | 92 | $10.0K | 0.00% | +92 | New |
| Prestige Wealth Management Group LLC | 103 | $11.0K | 0.00% | −1,489−93.5% | Reduced |
| First Horizon Advisors, Inc. | 97 | $11.0K | 0.00% | −142−59.4% | Reduced |
| Earnest Partners LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $11.0K | 0.00% | +50+100.0% | Added |
| Optimum Investment Advisors | 101 | $11.0K | 0.00% | +64+173.0% | Added |
| Toth Financial Advisory Corp | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 124 | $13.0K | 0.00% | +21+20.4% | Added |
| Hall Laurie J Trustee | 126 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 128 | $14.0K | 0.00% | +96+300.0% | Added |
| Hazlett, Burt & Watson, Inc. | 129 | $14.0K | 0.01% | +129 | New |
| Carolinas Wealth Consulting LLC | 134 | $15.0K | 0.00% | −347−72.1% | Reduced |
| SJS Investment Consulting Inc. | 135 | $15.0K | 0.00% | +135 | New |
| Farmers & Merchants Investments Inc | 145 | $16.0K | 0.00% | +5+3.6% | Added |
| Harbor Investment Advisory, LLC | 177 | $19.0K | 0.00% | +52+41.6% | Added |
| Zions Bancorporation, N.A. | 184 | $20.0K | 0.00% | −1,716−90.3% | Reduced |
| BIT Capital GmbH | 192 | $20.9K | 0.00% | +44+29.7% | Added |
| Asset Dedication, LLC | 192 | $21.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 190 | $21.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 195 | $21.0K | 0.00% | +42+27.5% | Added |
| Private Capital Group, LLC | 199 | $22.0K | 0.00% | −141−41.5% | Reduced |
| Parkside Financial Bank & Trust | 205 | $22.0K | 0.01% | −29−12.4% | Reduced |
| Tyler-Stone Wealth Management | 206 | $22.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 215 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 215 | $23.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 310 | $23.0K | 0.02% | +310 | New |
| Ogorek Anthony Joseph | 228 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 230 | $25.0K | 0.00% | −444−65.9% | Reduced |