| Morton Brown Family Wealth, LLC | 111 | $31.9K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 110 | $31.6K | 0.00% | +110 | New |
| Trifecta Capital Advisors, LLC | 108 | $31.0K | 0.01% | +100+1,250.0% | Added |
| Steward Financial Group LLC | 109 | $31.0K | 0.01% | +29+36.3% | Added |
| Sageworth Trust Co | 106 | $30.4K | 0.00% | +106 | New |
| Financial Perspectives, Inc | 105 | $30.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 104 | $29.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $29.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 100 | $28.9K | 0.02% | +3+3.1% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $28.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 98 | $28.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 95 | $27.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 89 | $25.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 89 | $25.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 86 | $24.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 80 | $23.0K | 0.00% | +80 | New |
| Delta Asset Management LLC | 79 | $22.7K | 0.00% | −13−14.1% | Reduced |
| Ulland Investment Advisors, LLC | 75 | $22.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 75 | $21.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 71 | $20.4K | 0.01% | −1−1.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 66 | $19.0K | 0.01% | +16+32.0% | Added |
| Magellan Asset Management Ltd | 66 | $19.0K | 0.00% | +66 | New |
| BerganKDV Wealth Management, LLC | 65 | $18.7K | 0.00% | +57+712.5% | Added |
| Bell Investment Advisors, Inc | 63 | $18.1K | 0.00% | −16−20.3% | Reduced |
| McClarren Financial Advisors, Inc. | 65 | $18.0K | 0.02% | +1+1.6% | Added |
| Orion Capital Management LLC | 58 | $16.7K | 0.01% | +58 | New |
| Accel Wealth Management | 57 | $16.4K | 0.01% | −11−16.2% | Reduced |
| Jones Financial Companies LLLP | 53 | $15.2K | 0.00% | −12−18.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $13.5K | 0.00% | −23−32.9% | Reduced |
| 25 LLC | 45 | $13.3K | 0.01% | +45 | New |
| Solstein Capital, LLC | 46 | $13.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 46 | $13.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 45 | $12.9K | 0.00% | +5+12.5% | Added |
| BDO Wealth Advisors, LLC | 44 | $12.6K | 0.00% | −27−38.0% | Reduced |
| Raffa Wealth Management, LLC | 44 | $12.6K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 42 | $12.1K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $11.5K | 0.00% | −43−51.8% | Reduced |
| KB Financial Partners, LLC | 37 | $11.0K | 0.00% | −158−81.0% | Reduced |
| First Financial Corp | 38 | $10.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 34 | $9.87K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 33 | $9.48K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 32 | $9.19K | 0.00% | −20−38.5% | Reduced |
| Ogorek Anthony Joseph | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $8.90K | 0.01% | −2−6.1% | Reduced |
| Westside Investment Management, Inc. | 30 | $8.74K | 0.00% | −25−45.5% | Reduced |
| Tucker Asset Management LLC | 30 | $8.62K | 0.00% | +10+50.0% | Added |
| Aspire Private Capital, LLC | 29 | $8.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $7.77K | 0.00% | +6+28.6% | Added |
| Milestone Investment Advisors LLC | 27 | $7.75K | 0.00% | +27 | New |
| HHM Wealth Advisors, LLC | 25 | $7.18K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 24 | $6.90K | 0.00% | −2−7.7% | Reduced |
| Creative Capital Management Investments LLC | 24 | $6.89K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 23 | $6.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $6.32K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 287 | $6.20K | 0.27% | −21−6.8% | Reduced |
| Red Tortoise LLC | 21 | $6.03K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 19 | $5.46K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 18 | $5.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $4.60K | 0.00% | −3−15.8% | Reduced |
| Private Ocean, LLC | 14 | $4.02K | 0.00% | −11−44.0% | Reduced |
| Disciplined Investments, LLC | 14 | $4.02K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $3.73K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 12 | $3.35K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 11 | $3.16K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $3.16K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $2.01K | 0.00% | −18−72.0% | Reduced |
| TSFG, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5 | $1.44K | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4 | $1.15K | 0.00% | +4 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $862 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $862 | 0.00% | +1+50.0% | Added |
| Tfo-TDC, LLC | 2 | $574 | 0.00% | −4−66.7% | Reduced |
| State of Wyoming | 1 | $287 | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 56,580 | $0 | 0.00% | +56,580 | New |
| Strengthening Families & Communities, LLC | 5,360 | – | – | +235+4.6% | Added |
| Quilter Plc | 463 | – | – | +463 | New |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −580,562−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −198,752−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −91,387−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −79,841−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −28,079−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −23,226−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −20,655−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,096−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −15,262−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −13,891−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −14,281−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
