| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 0 | $11 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | – | $122 | 0.00% | – | New |
| Exane Derivatives | 4 | $446 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $734 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | −30−76.9% | Reduced |
| First Horizon Corp | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| HM Payson & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Allworth Financial LP | 9 | $1.00K | 0.00% | +9 | New |
| Dark Forest Capital Management LP | 9 | $1.00K | 0.00% | +9 | New |
| Eagle Bay Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 20 | $2.00K | 0.00% | +13+185.7% | Added |
| Brown Brothers Harriman & Co | 13 | $2.00K | 0.00% | +13 | New |
| San Francisco Sentry Investment Group (Ca) | 15 | $2.00K | 0.00% | +15 | New |
| Anchor Investment Management, LLC | 20 | $2.45K | 0.00% | +20 | New |
| Benjamin Edwards Inc | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 26 | $3.00K | 0.00% | +5+23.8% | Added |
| MV Capital Management, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $4.00K | 0.00% | +25+500.0% | Added |
| Parkside Financial Bank & Trust | 39 | $5.00K | 0.00% | −8−17.0% | Reduced |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 40 | $5.00K | 0.00% | +16+66.7% | Added |
| Zions Bancorporation, N.A. | 51 | $6.00K | 0.00% | −1−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $6.00K | 0.00% | +9+24.3% | Added |
| Evermay Wealth Management LLC | 50 | $6.00K | 0.00% | +50 | New |
| Strategic Blueprint, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Cypress Point Wealth Management, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 68 | $8.00K | 0.00% | +9+15.3% | Added |
| Ellevest, Inc. | 68 | $8.00K | 0.00% | +35+106.1% | Added |
| Burleson & Company, LLC | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $9.00K | 0.00% | +45+150.0% | Added |
| Central Trust Co | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 98 | $12.0K | 0.00% | +4+4.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 100 | $12.0K | 0.00% | −85−45.9% | Reduced |
| Bellevue Asset Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $12.0K | 0.00% | +100 | New |
| Skandinaviska Enskilda Banken AB (publ) | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 104 | $13.0K | 0.00% | +4+4.0% | Added |
| Silvant Capital Management LLC | 117 | $14.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 123 | $15.0K | 0.00% | +90+272.7% | Added |
| Simon Quick Advisors, LLC | 125 | $15.0K | 0.00% | +125 | New |
| 1832 Asset Management L.P. | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 150 | $18.0K | 0.00% | +50+50.0% | Added |
| Core Wealth Advisors, Inc. | 189 | $23.0K | 0.02% | +50+36.0% | Added |
| Orion Capital Management LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 195 | $24.0K | 0.00% | +36+22.6% | Added |
| Red Door Wealth Management, LLC | 200 | $24.0K | 0.01% | +200 | New |
| Enterprise Financial Services Corp | 220 | $27.0K | 0.00% | −77−25.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 229 | $28.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 229 | $28.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 225 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 225 | $28.0K | 0.00% | +125+125.0% | Added |
| Sandy Spring Bank | 240 | $29.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 247 | $30.0K | 0.00% | +4+1.6% | Added |
| Jacobi Capital Management LLC | 250 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $34.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 278 | $34.0K | 0.00% | +278 | New |
| KB Financial Partners, LLC | 295 | $36.0K | 0.01% | −111−27.3% | Reduced |
| Bessemer Group Inc | 293 | $36.0K | 0.00% | +228+350.8% | Added |
| Kelly Lawrence W & Associates Inc | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 310 | $38.0K | 0.02% | 00.0% | Unchanged |
| Personal Wealth Partners | 325 | $40.0K | 0.02% | +325 | New |
| Wagner Wealth Management, LLC | 334 | $41.0K | 0.03% | +152+83.5% | Added |
| Shell Asset Management Co | 342 | $42.0K | 0.00% | −241−41.3% | Reduced |
| TCI Wealth Advisors, Inc. | 342 | $42.0K | 0.01% | +328+2,342.9% | Added |
| Tradition Wealth Management, LLC | 349 | $43.0K | 0.01% | +263+305.8% | Added |
| Quadrant Capital Group LLC | 372 | $45.0K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 366 | $45.0K | 0.04% | +11+3.1% | Added |
| Global Retirement Partners, LLC | 375 | $46.0K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 390 | $48.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 405 | $50.0K | 0.00% | +172+73.8% | Added |
| Huntington National Bank | 448 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 469 | $57.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 470 | $57.0K | 0.00% | +300+176.5% | Added |
| Fukoku Mutual Life Insurance Co | 500 | $61.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $61.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $61.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $61.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $61.0K | 0.01% | +256+102.4% | Added |
| SG3 Management, LLC | 500 | $61.0K | 0.03% | +500 | New |
| Ossiam | 619 | $61.0K | 0.00% | +619 | New |
| Arkadios Wealth Advisors | 516 | $63.0K | 0.01% | +301+140.0% | Added |
| Newbridge Financial Services Group, Inc. | 530 | $65.0K | 0.04% | −75−12.4% | Reduced |