| Tfo-TDC, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $292 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $363 | 0.00% | −2−66.7% | Reduced |
| Colonial Trust Advisors | 2 | $583 | 0.00% | −4−66.7% | Reduced |
| First Command Advisory Services, Inc. | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $583 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $593 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $735 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $875 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $875 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | −26−86.7% | Reduced |
| Planning Capital Management Corp | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $1.75K | 0.00% | +6 | New |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.75K | 0.00% | +6 | New |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.62K | 0.00% | −1−10.0% | Reduced |
| TFC Financial Management | 9 | $2.63K | 0.00% | +1+12.5% | Added |
| REAP Financial Group, LLC | 9 | $2.65K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $3.00K | 0.03% | −274−96.5% | Reduced |
| Avion Wealth | 7 | $3.00K | 0.00% | −2−22.2% | Reduced |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Continuum Advisory, LLC | 13 | $3.26K | 0.00% | +13 | New |
| Kelly Financial Services LLC | 11 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $3.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $3.50K | 0.00% | +12 | New |
| Gilliland Jeter Wealth Management LLC | 13 | $3.79K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $4.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $4.08K | 0.00% | +14 | New |
| Sachetta, LLC | 18 | $4.67K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 19 | $5.54K | 0.00% | +19 | New |
| Wetzel Investment Advisors, Inc. | 21 | $5.65K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $5.83K | 0.00% | +14+233.3% | Added |
| EverSource Wealth Advisors, LLC | 23 | $6.37K | 0.00% | −4−14.8% | Reduced |
| Rakuten Securities, Inc. | 22 | $6.41K | 0.00% | +20+1,000.0% | Added |
| Creekmur Asset Management LLC | 23 | $6.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $7.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $7.29K | 0.00% | +5+25.0% | Added |
| ORG Partners LLC | 26 | $7.54K | 0.01% | +26 | New |
| ICA Group Wealth Management, LLC | 26 | $7.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $8.16K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $8.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 29 | $8.50K | 0.00% | −65−69.1% | Reduced |
| Pinnacle Bancorp, Inc. | 30 | $8.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $9.04K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $9.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $9.91K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $10.2K | 0.01% | −5−12.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $10.8K | 0.01% | +37 | New |
| Sandy Spring Bank | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $11.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $13.1K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 48 | $14.0K | 0.00% | −1,660−97.2% | Reduced |
| SYSTM Wealth Solutions LLC | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 48 | $14.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $14.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $14.6K | 0.00% | +16+47.1% | Added |
| Johnson Financial Group, Inc. | 51 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $14.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 52 | $15.2K | 0.01% | +52 | New |
| Nemes Rush Group LLC | 58 | $16.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 60 | $17.4K | 0.00% | +9+17.6% | Added |
| Brown, Lisle/Cummings, Inc. | 60 | $17.5K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $18.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 66 | $19.2K | 0.00% | +11+20.0% | Added |
| Private Wealth Management Group, LLC | 67 | $19.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 72 | $21.0K | 0.00% | −100−58.1% | Reduced |
| JJJ Advisors Inc. | 74 | $21.6K | 0.00% | +51+221.7% | Added |
| Webster Bank, N. A. | 75 | $21.9K | 0.00% | +27+56.3% | Added |
| Independence Bank of Kentucky | 75 | $21.9K | 0.01% | +75 | New |
| Moisand Fitzgerald Tamayo, LLC | 75 | $21.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 77 | $22.4K | 0.01% | +77 | New |
| Erste Asset Management GmbH | 80 | $23.3K | 0.00% | +80 | New |
| Jones Financial Companies LLLP | 83 | $24.2K | 0.00% | +72+654.5% | Added |
| HM Payson & Co | 89 | $25.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 90 | $26.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 92 | $26.7K | 0.01% | −2−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 93 | $27.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 93 | $27.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $29.0K | 0.01% | −14−12.3% | Reduced |
| JNBA Financial Advisors | 100 | $29.1K | 0.00% | +26+35.1% | Added |
| First Manhattan Co | 100 | $29.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 102 | $29.7K | 0.02% | +102 | New |
| American National Bank | 103 | $30.0K | 0.00% | +103 | New |
| Cranbrook Wealth Management, LLC | 106 | $30.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $30.9K | 0.00% | +1+1.0% | Added |
| Larson Financial Group LLC | 106 | $30.9K | 0.00% | +65+158.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $31.5K | 0.00% | +108 | New |