| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4 | $1.00K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 7 | $2.00K | 0.00% | −17−70.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Crewe Advisors LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $4.00K | 0.00% | −2−12.5% | Reduced |
| Baldwin Brothers Inc | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Resolute Partners Group | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 28 | $8.00K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 24 | $8.00K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $10.0K | 0.01% | +10+40.0% | Added |
| MV Capital Management, Inc. | 33 | $10.0K | 0.00% | +13+65.0% | Added |
| Loomis Sayles & Co L P | 34 | $10.0K | 0.00% | +34 | New |
| Newbridge Financial Services Group, Inc. | 35 | $10.0K | 0.01% | +35 | New |
| Sutton Wealth Advisors Inc. | 35 | $10.3K | 0.00% | +1+2.9% | Added |
| Concord Wealth Partners | 39 | $11.0K | 0.00% | −231−85.6% | Reduced |
| Aspire Private Capital, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 39 | $11.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 36 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $11.0K | 0.00% | +39 | New |
| Consolidated Planning Corp | 36 | $11.0K | 0.01% | +36 | New |
| First Manhattan Co | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 41 | $12.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 46 | $14.0K | 0.00% | +46 | New |
| TD Ameritrade Investment Management, LLC | 68 | $15.0K | 0.00% | −5−6.8% | Reduced |
| BerganKDV Wealth Management, LLC | 51 | $15.0K | 0.00% | +47+1,175.0% | Added |
| Mascoma Wealth Management LLC | 50 | $15.0K | 0.01% | +50 | New |
| TSFG, LLC | 55 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 56 | $16.0K | 0.00% | +3+5.7% | Added |
| Glen Eagle Advisors, LLC | 55 | $16.2K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 57 | $17.0K | 0.00% | +1+1.8% | Added |
| Dark Forest Capital Management LP | 60 | $18.0K | 0.01% | −567−90.4% | Reduced |
| Lenox Wealth Advisors, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $18.0K | 0.00% | +62 | New |
| Sargent Bickham Lagudis LLC | 63 | $19.0K | 0.00% | +63 | New |
| West Paces Advisors Inc. | 68 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 68 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $20.0K | 0.00% | +54+317.6% | Added |
| Capital Directions Investment Advisors, LLC | 70 | $21.0K | 0.01% | +70 | New |
| Tarbox Family Office, Inc. | 75 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 78 | $23.0K | 0.00% | +2+2.6% | Added |
| Parkside Financial Bank & Trust | 77 | $23.0K | 0.01% | +10+14.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $24.0K | 0.00% | −33−28.4% | Reduced |
| Essex Investment Management Co LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 84 | $25.0K | 0.00% | +84 | New |
| Your Advocates Ltd., LLP | 90 | $26.0K | 0.02% | +1+1.1% | Added |
| Monetary Management Group Inc | 95 | $28.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $29.4K | 0.04% | +100 | New |
| IronBridge Private Wealth, LLC | 107 | $31.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 107 | $31.0K | 0.01% | +44+69.8% | Added |
| Financial Perspectives, Inc | 112 | $32.9K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 115 | $34.0K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 117 | $34.0K | 0.01% | +117 | New |
| Sonora Investment Management, LLC | 127 | $37.0K | 0.00% | +100+370.4% | Added |
| SRS Capital Advisors, Inc. | 130 | $38.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 130 | $38.0K | 0.05% | +130 | New |
| Salem Investment Counselors Inc | 133 | $39.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $39.0K | 0.00% | +35+35.0% | Added |
| Lindbrook Capital, LLC | 137 | $40.0K | 0.01% | +9+7.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 138 | $41.0K | 0.00% | +138 | New |
| Security National Trust Co | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $44.0K | 0.03% | −130−39.4% | Reduced |
| Coastal Capital Group, Inc. | 153 | $45.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 165 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 167 | $49.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $49.0K | 0.04% | – | New |
| Anchor Investment Management, LLC | 170 | $50.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 171 | $50.0K | 0.02% | +171 | New |
| IAG Wealth Partners, LLC | 172 | $51.0K | 0.02% | −34−16.5% | Reduced |