| Atticus Wealth Management, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $66 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $263 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $330 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $433 | 0.00% | +7 | New |
| JJJ Advisors Inc. | 7 | $467 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $528 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $659 | 0.00% | −1−9.1% | Reduced |
| Canada Pension Plan Investment Board | 10 | $659 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $660 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $725 | 0.00% | −31−73.8% | Reduced |
| First Personal Financial Services | 13 | $825 | 0.00% | +13 | New |
| Baystate Wealth Management LLC | 12 | $828 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $857 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11 | $1.00K | 0.00% | −5−31.3% | Reduced |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 21 | $1.39K | 0.00% | +21 | New |
| Logan Capital Management Inc | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $1.58K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.65K | 0.00% | +25 | New |
| Focused Wealth Management, Inc | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 32 | $2.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.11K | 0.00% | +3+10.3% | Added |
| RFP Financial Group LLC | 37 | $2.44K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 43 | $2.84K | 0.00% | −4−8.5% | Reduced |
| Atwood & Palmer Inc | 44 | $2.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 44 | $2.90K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $3.50K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 68 | $4.49K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 72 | $4.75K | 0.00% | +68+1,700.0% | Added |
| GW&K Investment Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 78 | $5.14K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 84 | $5.54K | 0.00% | +4+5.0% | Added |
| Semmax Financial Advisors Inc. | 79 | $5.73K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 87 | $5.74K | 0.00% | −15−14.7% | Reduced |
| Carolinas Wealth Consulting LLC | 86 | $5.87K | 0.00% | −244−73.9% | Reduced |
| Viking Fund Management LLC | 90 | $5.94K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 105 | $6.00K | 0.00% | +105 | New |
| Raffa Wealth Management, LLC | 92 | $6.07K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $6.13K | 0.00% | +93 | New |
| Johnson Midwest Financial, LLC | 96 | $6.33K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $6.59K | 0.01% | −200−66.7% | Reduced |
| Kenfarb & Co. | 100 | $6.59K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $6.66K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 103 | $6.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $6.92K | 0.00% | +7+7.1% | Added |
| Rosenberg Matthew Hamilton | 107 | $7.06K | 0.00% | +85+386.4% | Added |
| Trust Co of Vermont | 110 | $7.25K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 114 | $7.52K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 115 | $7.57K | 0.00% | +2+1.8% | Added |
| Stone House Investment Management, LLC | 118 | $7.78K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 122 | $8.05K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 125 | $8.24K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 132 | $8.35K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $8.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 138 | $9.10K | 0.00% | +138 | New |
| Sugarloaf Wealth Management, LLC | 153 | $10.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 145 | $10.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 159 | $10.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 162 | $10.7K | 0.00% | −99−37.9% | Reduced |
| Quent Capital, LLC | 166 | $10.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 171 | $11.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 196 | $12.9K | 0.00% | −8−3.9% | Reduced |
| Covestor Ltd | 193 | $13.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 204 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 206 | $13.6K | 0.00% | −806−79.6% | Reduced |
| Morton Brown Family Wealth, LLC | 211 | $13.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 225 | $14.8K | 0.00% | +225 | New |
| NBC Securities, Inc. | 239 | $15.0K | 0.00% | +239 | New |
| Headinvest, LLC | 230 | $15.2K | 0.00% | +230 | New |
| NVWM, LLC | 233 | $15.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 268 | $17.7K | 0.00% | +264+6,600.0% | Added |
| Dividend Assets Capital, LLC | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 290 | $19.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 292 | $19.3K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $19.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $19.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 301 | $19.9K | 0.00% | −654−68.5% | Reduced |
| Farther Finance Advisors, LLC | 307 | $20.3K | 0.00% | +81+35.8% | Added |