| J.Safra Asset Management Corp | 41 | $0 | 0.00% | +41 | New |
| Itau Unibanco Holding S.A. | 2 | $1.00K | 0.00% | −6,298−100.0% | Reduced |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −730−99.7% | Reduced |
| Capstone Investment Advisors, LLC | 1 | $1.00K | 0.00% | −69−98.6% | Reduced |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | −14−87.5% | Reduced |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Avion Wealth | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $1.33K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.00K | 0.00% | −300−99.0% | Reduced |
| Gemmer Asset Management LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 5 | $3.00K | 0.00% | −17−77.3% | Reduced |
| Aspire Private Capital, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $3.00K | 0.00% | −1−16.7% | Reduced |
| Annapolis Financial Services, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Arlington Partners LLC | 6 | $4.00K | 0.00% | −6−50.0% | Reduced |
| First National Bank of South Miami | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $4.00K | 0.00% | +6 | New |
| TSFG, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Ci Investments Inc. | 8 | $5.00K | 0.00% | −17,844−100.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $5.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $5.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.48K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 8 | $6.00K | 0.00% | −1−11.1% | Reduced |
| Atlas Capital Advisors LLC | 9 | $6.17K | 0.00% | −34−79.1% | Reduced |
| Creative Financial Designs Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $7.00K | 0.00% | +10 | New |
| Tarbox Family Office, Inc. | 12 | $8.00K | 0.00% | −3−20.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $8.00K | 0.01% | +11 | New |
| Cordant, Inc. | 11 | $8.00K | 0.00% | +11 | New |
| Acima Private Wealth, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 14 | $10.0K | 0.00% | −24−63.2% | Reduced |
| Focused Wealth Management, Inc | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $10.0K | 0.01% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $10.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $11.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 16 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 17 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 18 | $12.0K | 0.00% | +18 | New |
| Cordasco Financial Network | 19 | $13.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $15.0K | 0.00% | +17+340.0% | Added |
| Sutton Wealth Advisors Inc. | 23 | $15.8K | 0.01% | +1+4.5% | Added |
| Selective Wealth Management, Inc. | 23 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $17.0K | 0.00% | +9+56.3% | Added |
| BerganKDV Wealth Management, LLC | 27 | $18.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 26 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $20.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 31 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $21.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $21.0K | 0.00% | +30 | New |
| Financial Connections Group, Inc. | 33 | $22.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $22.0K | 0.00% | +7+28.0% | Added |
| Evoke Wealth, LLC | 32 | $22.0K | 0.00% | +8+33.3% | Added |
| West Paces Advisors Inc. | 33 | $22.6K | 0.01% | +3+10.0% | Added |
| Trustcore Financial Services, LLC | 34 | $23.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $23.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $23.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $23.0K | 0.00% | +6+22.2% | Added |
| First Financial Corp | 35 | $24.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 32 | $24.0K | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 35 | $24.0K | 0.00% | +35 | New |
| Zions Bancorporation, N.A. | 36 | $25.0K | 0.00% | +1+2.9% | Added |
| Beacon Capital Management, LLC | 37 | $25.0K | 0.01% | +37 | New |
| Covestor Ltd | 38 | $26.0K | 0.02% | −63−62.4% | Reduced |
| Lloyd Advisory Services, LLC. | 38 | $26.0K | 0.01% | +38 | New |
| Stonebridge Capital Advisors LLC | 40 | $27.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 39 | $27.0K | 0.02% | +39 | New |
| Carolinas Wealth Consulting LLC | 47 | $32.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 46 | $32.0K | 0.00% | +8+21.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $33.0K | 0.00% | 00.0% | Unchanged |