| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $1.00K | 0.00% | −1,080−99.5% | Reduced |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 501 | $1.00K | 0.02% | +501 | New |
| GoalVest Advisory LLC | 2 | $1.00K | 0.00% | +2 | New |
| Archer Investment Corp | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| Schubert & Co | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Larson Financial Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7 | $2.00K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 11 | $3.00K | 0.00% | −33−75.0% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $3.00K | 0.00% | +9 | New |
| GW&K Investment Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $3.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $4.00K | 0.00% | +8+266.7% | Added |
| Investors Research Corp | 15 | $4.00K | 0.00% | +15 | New |
| Optiver Holding B.V. | 18 | $5.00K | 0.00% | −129−87.8% | Reduced |
| Private Capital Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 19 | $5.00K | 0.00% | +19 | New |
| Sandy Cove Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 22 | $6.16K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 25 | $7.00K | 0.00% | −319−92.7% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $7.00K | 0.00% | −67−72.8% | Reduced |
| Financial Management Professionals, Inc. | 25 | $7.00K | 0.00% | −1−3.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $7.00K | 0.00% | −45−64.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28 | $8.00K | 0.00% | −29−50.9% | Reduced |
| JJJ Advisors Inc. | 32 | $9.00K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 35 | $10.0K | 0.00% | −5−12.5% | Reduced |
| CNB Bank | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 41 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $11.0K | 0.00% | +3+8.6% | Added |
| Global Financial Private Client, LLC | 39 | $11.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 43 | $12.0K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 43 | $12.0K | 0.00% | +8+22.9% | Added |
| Clear Street Markets LLC | 47 | $13.0K | 0.00% | −765−94.2% | Reduced |
| Arlington Partners LLC | 45 | $13.0K | 0.00% | −6−11.8% | Reduced |
| Arcadia Investment Management Corp | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $14.0K | 0.00% | +6+13.6% | Added |
| Fairfield Financial Advisors, LTD | 50 | $14.0K | 0.01% | +50 | New |
| Core Alternative Capital | 53 | $15.0K | 0.00% | +48+960.0% | Added |
| Glen Eagle Advisors, LLC | 55 | $15.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $16.0K | 0.00% | +2+3.7% | Added |
| Ancora Advisors, LLC | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 68 | $19.0K | 0.01% | +68 | New |
| West Paces Advisors Inc. | 68 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 72 | $20.0K | 0.00% | +6+9.1% | Added |
| Lenox Wealth Advisors, LLC | 74 | $20.0K | 0.00% | +8+12.1% | Added |
| Gemmer Asset Management LLC | 76 | $21.0K | 0.00% | −2−2.6% | Reduced |
| Tarbox Family Office, Inc. | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 75 | $21.0K | 0.00% | −1−1.3% | Reduced |
| Fieldpoint Private Securities, LLC | 79 | $22.0K | 0.00% | −1,823−95.8% | Reduced |
| BDO Wealth Advisors, LLC | 80 | $22.0K | 0.00% | −35−30.4% | Reduced |
| Essex Investment Management Co LLC | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 89 | $25.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 90 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $25.0K | 0.01% | +11+13.9% | Added |
| Sierra Capital LLC | 90 | $25.0K | 0.00% | +12+15.4% | Added |
| City State Bank | 90 | $25.0K | 0.02% | +25+38.5% | Added |
| Knuff & Co LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $28.0K | 0.01% | +97+3,233.3% | Added |
| Capital Directions Investment Advisors, LLC | 101 | $28.0K | 0.01% | +101 | New |
| Capital Advisory Group Advisory Services, LLC | 100 | $28.0K | 0.01% | +100 | New |
| Harvest Fund Management Co., Ltd | 107 | $29.0K | 0.01% | −233−68.5% | Reduced |
| Paladin Advisory Group, LLC | 105 | $29.0K | 0.02% | +105 | New |
| Dark Forest Capital Management LP | 110 | $30.0K | 0.01% | −290−72.5% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 109 | $31.0K | 0.01% | +88+419.0% | Added |
| Financial Perspectives, Inc | 112 | $31.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 116 | $32.0K | 0.02% | +116 | New |
| Steward Financial Group LLC | 128 | $35.0K | 0.03% | +128 | New |
| Baldwin Brothers Inc | 128 | $36.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 133 | $37.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 131 | $37.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 139 | $39.0K | 0.00% | −73−34.4% | Reduced |
| Geneos Wealth Management Inc. | 147 | $41.0K | 0.00% | −18−10.9% | Reduced |
| TD Waterhouse Canada Inc. | 144 | $42.7K | 0.00% | −2−1.4% | Reduced |
