| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 39,331 | $106 | 0.00% | +39,212+32,951.3% | Added |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | −16,843−100.0% | Reduced |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | −15−88.2% | Reduced |
| First Horizon Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $1.00K | 0.00% | +2 | New |
| CX Institutional | 6 | $2.00K | 0.00% | −18−75.0% | Reduced |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 5 | $2.00K | 0.00% | +5 | New |
| Annapolis Financial Services, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Strategic Blueprint, LLC | 8 | $3.00K | 0.00% | +8 | New |
| CVA Family Office, LLC | 7 | $3.00K | 0.00% | +7 | New |
| True Link Financial Advisors, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Exane Derivatives | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $3.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | +10 | New |
| Heritage Wealth Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $4.08K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14 | $5.00K | 0.00% | −58−80.6% | Reduced |
| Activest Wealth Management | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 17 | $6.00K | 0.00% | −9−34.6% | Reduced |
| Adirondack Trust Co | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $6.00K | 0.00% | +15 | New |
| Brewin Dolphin Wealth Management Ltd | 18 | $6.68K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 27 | $10.0K | 0.00% | +4+17.4% | Added |
| Enterprise Financial Services Corp | 30 | $11.0K | 0.00% | −109−78.4% | Reduced |
| Lindbrook Capital, LLC | 29 | $11.0K | 0.00% | −11−27.5% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $11.0K | 0.00% | +30 | New |
| Resolute Partners Group | 30 | $11.0K | 0.00% | +30 | New |
| Graves-Light Private Wealth Management, Inc. | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 35 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 35 | $13.0K | 0.01% | +35 | New |
| West Paces Advisors Inc. | 37 | $13.7K | 0.01% | +37 | New |
| Earnest Partners LLC | 37 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $14.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 47 | $17.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 47 | $17.0K | 0.00% | +7+17.5% | Added |
| MUFG Americas Holdings Corp | 49 | $18.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $18.6K | 0.02% | 00.0% | Unchanged |
| Harding Loevner LP | 52 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 50 | $19.0K | 0.02% | +50 | New |
| Hanseatic Management Services Inc | 55 | $20.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 55 | $20.0K | 0.00% | +13+31.0% | Added |
| Hartford Financial Management Inc. | 56 | $21.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $21.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 57 | $21.0K | 0.00% | +7+14.0% | Added |
| Harvest Fund Management Co., Ltd | 69 | $25.0K | 0.00% | −90−56.6% | Reduced |
| Tradition Wealth Management, LLC | 68 | $25.0K | 0.00% | +30+78.9% | Added |
| Column Capital Advisors, LLC | 71 | $26.0K | 0.01% | −8−10.1% | Reduced |
| Bessemer Group Inc | 70 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 70 | $26.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $26.0K | 0.01% | +49+233.3% | Added |
| Jacobi Capital Management LLC | 70 | $26.0K | 0.00% | +52+288.9% | Added |
| WealthShield Partners, LLC | 73 | $27.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 75 | $28.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 76 | $28.0K | 0.02% | +76 | New |
| Clean Yield Group | 79 | $29.0K | 0.01% | +79 | New |
| NuWave Investment Management, LLC | 85 | $32.0K | 0.04% | −6,220−98.7% | Reduced |
| Sonora Investment Management, LLC | 85 | $32.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 90 | $33.0K | 0.01% | +90 | New |
| Savior LLC | 92 | $34.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 92 | $34.0K | 0.00% | +13+16.5% | Added |
| Liberty Wealth Management LLC | 96 | $36.0K | 0.01% | +3+3.2% | Added |
| CNB Bank | 100 | $37.0K | 0.02% | −36−26.5% | Reduced |
| TSFG, LLC | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 110 | $41.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 117 | $43.0K | 0.00% | +117 | New |
| AdvisorNet Financial, Inc | 119 | $44.0K | 0.00% | +50+72.5% | Added |
| Bedel Financial Consulting, Inc. | 119 | $44.0K | 0.02% | +75+170.5% | Added |
| Community Bank, N.A. | 120 | $45.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $45.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 122 | $45.3K | 0.02% | −39,169−99.7% | Reduced |
| Massmutual Trust Co FSB | 125 | $46.0K | 0.00% | +100+400.0% | Added |