| Hallmark Capital Management Inc | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $82 | 0.00% | −14−93.3% | Reduced |
| Worth Asset Management, LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $247 | 0.00% | – | – |
| Aspire Private Capital, LLC | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 5 | $412 | 0.00% | −45−90.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $412 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $494 | 0.00% | +6 | New |
| TFC Financial Management | 6 | $494 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $576 | 0.00% | −2−22.2% | Reduced |
| Sofos Investments, Inc. | 82 | $682 | 0.03% | +20+32.3% | Added |
| Canada Pension Plan Investment Board | 10 | $823 | 0.00% | −1,245−99.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $823 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $823 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $824 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $1.00K | 0.00% | −7−28.0% | Reduced |
| Horrell Capital Management, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Baldrige Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $1.24K | 0.00% | +15 | New |
| BDO Wealth Advisors, LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $1.40K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.73K | 0.00% | +21 | New |
| Versant Capital Management, Inc | 24 | $1.98K | 0.00% | +24 | New |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Ofi Invest Asset Management | 169,332 | $2.06K | 0.01% | +169,332 | New |
| Harvest Group Wealth Management, LLC | 27 | $2.22K | 0.00% | +14+107.7% | Added |
| Quintet Private Bank (Europe) S.A. | 30 | $2.47K | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 32 | $2.63K | 0.00% | +9+39.1% | Added |
| Rosenberg Matthew Hamilton | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 36 | $2.96K | 0.00% | −200−84.7% | Reduced |
| Abound Wealth Management | 36 | $2.96K | 0.00% | −15−29.4% | Reduced |
| Column Capital Advisors, LLC | 36 | $2.96K | 0.00% | −14−28.0% | Reduced |
| Okabena Investment Services Inc | 37 | $3.05K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 37 | $3.05K | 0.00% | +37 | New |
| Syverson Strege & Co | 40 | $3.29K | 0.00% | +40 | New |
| Oliver Lagore Vanvalin Investment Group | 41 | $3.38K | 0.00% | +41 | New |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | +14+38.9% | Added |
| Retirement Group, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Heritage Wealth Advisors | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $4.20K | 0.00% | −9−15.0% | Reduced |
| Disciplined Investments, LLC | 53 | $4.36K | 0.00% | +2+3.9% | Added |
| NewSquare Capital LLC | 55 | $4.53K | 0.00% | +55 | New |
| Asset Dedication, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 64 | $5.24K | 0.00% | −7−9.9% | Reduced |
| Raffa Wealth Management, LLC | 66 | $5.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $5.68K | 0.00% | +9+15.0% | Added |
| Sutton Wealth Advisors Inc. | 77 | $6.34K | 0.00% | −5−6.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 82 | $6.75K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 86 | $7.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 88 | $7.25K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 89 | $7.33K | 0.00% | −23−20.5% | Reduced |
| Bell Investment Advisors, Inc | 90 | $7.41K | 0.00% | −9−9.1% | Reduced |
| RFP Financial Group LLC | 90 | $7.41K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $7.49K | 0.00% | +41+82.0% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $8.23K | 0.00% | −20−16.7% | Reduced |
| Baldwin Brothers Inc | 100 | $8.23K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 100 | $8.23K | 0.00% | +100 | New |
| Belmont Capital, LLC | 101 | $8.31K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 110 | $9.05K | 0.01% | +110 | New |
| Archer Investment Corp | 115 | $9.47K | 0.00% | 00.0% | Unchanged |
| American National Bank | 115 | $9.47K | 0.00% | +115 | New |
| JJJ Advisors Inc. | 122 | $9.51K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 116 | $9.55K | 0.00% | −404−77.7% | Reduced |
| Schubert & Co | 117 | $9.63K | 0.01% | −5−4.1% | Reduced |
| Cohen & Steers, Inc. | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 127 | $10.5K | 0.00% | +127 | New |
| McIlrath & Eck, LLC | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 140 | $11.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 150 | $12.3K | 0.00% | +150 | New |
| Chilton Capital Management LLC | 153 | $12.6K | 0.00% | +153 | New |
| Carmichael Hill & Associates, Inc. | 155 | $12.8K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,576 | $12.8K | 0.00% | +7,133+207.2% | Added |
| Plante Moran Financial Advisors, LLC | 156 | $12.8K | 0.00% | −258−62.3% | Reduced |
| Jones Financial Companies LLLP | 162 | $13.3K | 0.00% | −151−48.2% | Reduced |
| Focused Wealth Management, Inc | 164 | $13.5K | 0.00% | +13+8.6% | Added |
| Colonial Trust Advisors | 173 | $14.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 178 | $14.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 189 | $15.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 195 | $16.1K | 0.00% | +195 | New |
| Ahrens Investment Partners LLC | 198 | $16.3K | 0.01% | +198 | New |
| Coastal Capital Group, Inc. | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $16.5K | 0.01% | +200 | New |
| Financial Management Professionals, Inc. | 206 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 222 | $18.3K | 0.00% | +26+13.3% | Added |
| KB Financial Partners, LLC | 226 | $19.0K | 0.01% | −290−56.2% | Reduced |
| Meeder Asset Management Inc | 234 | $19.3K | 0.00% | +234 | New |
| Sageworth Trust Co | 243 | $20.0K | 0.00% | +233+2,330.0% | Added |
| Hollencrest Capital Management | 270 | $22.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 302 | $24.9K | 0.00% | −102−25.2% | Reduced |
| FinTrust Capital Advisors, LLC | 400 | $24.9K | 0.01% | 00.0% | Unchanged |