| First National Bank of South Miami | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | −2−66.7% | Reduced |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Wolff Wiese Magana LLC | 4 | $2.00K | 0.00% | +4 | New |
| Corsicana & Co. | 4 | $2.00K | 0.00% | +4 | New |
| JJJ Advisors Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| Ossiam | 6 | $3.00K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 8 | $3.76K | 0.00% | +8 | New |
| Providence Capital Advisors, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $4.00K | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 12 | $6.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $6.11K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $7.00K | 0.00% | +12+600.0% | Added |
| Selective Wealth Management, Inc. | 16 | $8.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $8.00K | 0.00% | +17 | New |
| Geneos Wealth Management Inc. | 20 | $9.00K | 0.00% | −5−20.0% | Reduced |
| MV Capital Management, Inc. | 19 | $9.00K | 0.00% | +16+533.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 21 | $10.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $11.0K | 0.01% | −6−20.0% | Reduced |
| Exchange Traded Concepts, LLC | 24 | $11.0K | 0.00% | −1−4.0% | Reduced |
| Evolution Wealth Advisors, LLC | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $11.0K | 0.00% | +2+9.1% | Added |
| Resolute Partners Group | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 28 | $13.0K | 0.00% | −11−28.2% | Reduced |
| Red Door Wealth Management, LLC | 28 | $13.0K | 0.01% | +28 | New |
| Creative Financial Designs Inc | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $16.0K | 0.01% | −3−8.3% | Reduced |
| Permanens Capital L.P. | 34 | $16.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 34 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $18.0K | 0.00% | −163−80.7% | Reduced |
| Zions Bancorporation, N.A. | 39 | $18.0K | 0.00% | +1+2.6% | Added |
| Emfo, LLC | 39 | $18.0K | 0.02% | +39 | New |
| Heritage Wealth Advisors | 40 | $18.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $20.0K | 0.00% | +42 | New |
| IAG Wealth Partners, LLC | 45 | $22.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 48 | $23.0K | 0.00% | +5+11.6% | Added |
| Bedel Financial Consulting, Inc. | 50 | $24.0K | 0.01% | +50 | New |
| West Paces Advisors Inc. | 52 | $24.4K | 0.01% | +26+100.0% | Added |
| Smithfield Trust Co | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 56 | $26.0K | 0.00% | +2+3.7% | Added |
| Reilly Financial Advisors, LLC | 55 | $26.0K | 0.00% | +22+66.7% | Added |
| MUFG Americas Holdings Corp | 57 | $26.0K | 0.00% | +37+185.0% | Added |
| Brendel Financial Advisors LLC | 56 | $26.0K | 0.01% | +56 | New |
| Earnest Partners LLC | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 57 | $27.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 57 | $29.0K | 0.02% | +57 | New |
| Glassman Wealth Services | 65 | $31.0K | 0.01% | +10+18.2% | Added |
| Strategic Blueprint, LLC | 66 | $31.0K | 0.00% | +66 | New |
| Sutton Wealth Advisors Inc. | 67 | $31.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 69 | $32.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 69 | $32.4K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 71 | $33.0K | 0.00% | +71 | New |
| Global Retirement Partners, LLC | 73 | $34.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 76 | $36.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 84 | $39.0K | 0.01% | +21+33.3% | Added |
| Plante Moran Financial Advisors, LLC | 86 | $40.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 85 | $40.0K | 0.00% | +60+240.0% | Added |
| Concord Wealth Partners | 93 | $44.0K | 0.01% | −15−13.9% | Reduced |
| Ancora Advisors, LLC | 96 | $45.0K | 0.00% | +96 | New |
| Perennial Advisors, LLC | 98 | $46.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $46.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $48.0K | 0.00% | +100 | New |
| Arrow Financial Corp | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 114 | $54.0K | 0.00% | −2−1.7% | Reduced |
| Gemmer Asset Management LLC | 120 | $56.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 125 | $59.0K | 0.01% | −5−3.8% | Reduced |
| Monetary Management Group Inc | 125 | $59.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 125 | $59.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 130 | $61.0K | 0.00% | −143−52.4% | Reduced |
| Harbor Investment Advisory, LLC | 135 | $63.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 137 | $64.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $65.0K | 0.02% | +73+112.3% | Added |
| Castleview Partners, LLC | 139 | $65.0K | 0.03% | +139 | New |
| Brewin Dolphin Ltd | 142 | $66.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $67.0K | 0.02% | +11+8.4% | Added |
| Fred Alger Management, LLC | 147 | $69.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $70.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 152 | $71.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 153 | $72.0K | 0.03% | +153 | New |
| Freedman Financial Associates, Inc. | 172 | $81.0K | 0.06% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 174 | $81.0K | 0.00% | +5+3.0% | Added |
| State of Wyoming | 175 | $82.0K | 0.05% | −24−12.1% | Reduced |