| Parallax Volatility Advisers, L.P. | 2 | $1.00K | 0.00% | −1,081−99.8% | Reduced |
| JJJ Advisors Inc. | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | +1 | New |
| Strategic Blueprint, LLC | 2 | $1.00K | 0.00% | +2 | New |
| TD Ameritrade Investment Management, LLC | 3 | $2.00K | 0.00% | −93−96.9% | Reduced |
| MV Capital Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 3 | $2.00K | 0.00% | +3 | New |
| Huntington National Bank | 6 | $3.00K | 0.00% | −67−91.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 5 | $3.00K | 0.00% | +5 | New |
| Liberty Wealth Management LLC | 6 | $3.00K | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 7 | $4.00K | 0.00% | +2+40.0% | Added |
| Pacifica Partners Inc. | 7 | $4.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 8 | $4.24K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $5.00K | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 11 | $6.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $6.88K | 0.00% | −1−7.1% | Reduced |
| Parkside Financial Bank & Trust | 13 | $7.00K | 0.00% | +7+116.7% | Added |
| Front Row Advisors LLC | 15 | $8.00K | 0.00% | −11−42.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $8.00K | 0.00% | +6+60.0% | Added |
| Parisi Gray Wealth Management | 16 | $8.00K | 0.00% | +16 | New |
| Heritage Wealth Advisors | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $10.0K | 0.00% | +18 | New |
| Ford Financial Group, LLC | 20 | $10.0K | 0.00% | +20 | New |
| First Financial Corp | 21 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $11.0K | 0.00% | +19+950.0% | Added |
| Sonora Investment Management, LLC | 20 | $11.0K | 0.00% | +20 | New |
| BerganKDV Wealth Management, LLC | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 27 | $14.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 27 | $14.0K | 0.00% | +8+42.1% | Added |
| Financial Management Professionals, Inc. | 29 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $16.0K | 0.01% | +17+121.4% | Added |
| Lenox Wealth Advisors, LLC | 33 | $17.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $17.0K | 0.00% | +33 | New |
| Carolinas Wealth Consulting LLC | 34 | $18.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $19.0K | 0.00% | +9+34.6% | Added |
| Concord Wealth Partners | 37 | $20.0K | 0.01% | +18+94.7% | Added |
| PrairieView Partners, LLC | 44 | $23.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $24.0K | 0.01% | +3+7.0% | Added |
| First Horizon Advisors, Inc. | 52 | $26.0K | 0.00% | +16+44.4% | Added |
| Charter Oak Capital Management, LLC | 51 | $27.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $28.0K | 0.00% | −4−7.1% | Reduced |
| West Branch Capital LLC | 56 | $30.0K | 0.01% | +56 | New |
| Sugarloaf Wealth Management, LLC | 59 | $31.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 61 | $32.0K | 0.01% | −650−91.4% | Reduced |
| Credit Agricole S A | 60 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 62 | $33.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 67 | $35.0K | 0.00% | +27+67.5% | Added |
| Farmers & Merchants Investments Inc | 70 | $37.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 70 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 70 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 69 | $37.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 71 | $38.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 72 | $38.0K | 0.01% | +5+7.5% | Added |
| Ancora Advisors, LLC | 71 | $38.0K | 0.00% | +23+47.9% | Added |
| Sandy Spring Bank | 71 | $38.0K | 0.00% | +43+153.6% | Added |
| First Horizon Corp | 76 | $40.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 80 | $42.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 80 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 81 | $43.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 84 | $44.5K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 85 | $45.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 85 | $45.0K | 0.03% | +85 | New |
| Trust Co of Vermont | 87 | $46.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 91 | $48.0K | 0.02% | −6−6.2% | Reduced |
| FourThought Financial, LLC | 92 | $48.0K | 0.01% | −2−2.1% | Reduced |
| Whittier Trust Co | 99 | $52.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $52.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $53.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 102 | $54.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 120 | $64.0K | 0.01% | +120 | New |
| TCI Wealth Advisors, Inc. | 125 | $66.0K | 0.01% | −15−10.7% | Reduced |
| Quadrant Capital Group LLC | 124 | $66.0K | 0.01% | −8−6.1% | Reduced |
| Salem Investment Counselors Inc | 125 | $66.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 129 | $68.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 127 | $68.0K | 0.00% | +43+51.2% | Added |
| Carroll Financial Associates, Inc. | 129 | $68.0K | 0.00% | +112+658.8% | Added |
| Berman Capital Advisors, LLC | 137 | $72.0K | 0.01% | +60+77.9% | Added |
| Enterprise Financial Services Corp | 141 | $74.0K | 0.01% | +125+781.3% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $74.0K | 0.00% | +140 | New |
| Sargent Bickham Lagudis LLC | 142 | $75.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 154 | $82.0K | 0.01% | +154 | New |
| Cranbrook Wealth Management, LLC | 156 | $83.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 160 | $85.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 163 | $86.0K | 0.04% | 00.0% | Unchanged |
