| Byrne Asset Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 98 | $2.92K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 93 | $2.77K | 0.00% | −37−28.5% | Reduced |
| Armstrong Advisory Group, Inc | 90 | $2.68K | 0.00% | −11−10.9% | Reduced |
| Cary Street Partners Asset Management LLC | 86 | $2.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 85 | $2.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $2.44K | 0.00% | +38+86.4% | Added |
| Hoertkorn Richard Charles | 78 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 30 | $2.23K | 0.10% | +30 | New |
| Sound Income Strategies, LLC | 71 | $2.11K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 64 | $1.91K | 0.00% | +64 | New |
| Advisory Services Network, LLC | 64 | $1.90K | 0.00% | −58−47.5% | Reduced |
| Colonial Trust Advisors | 55 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $1.61K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49 | $1.46K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 49 | $1.46K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 37 | $1.10K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 36 | $1.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.04K | 0.00% | +2+6.1% | Added |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $1.00K | 0.00% | −10−21.7% | Reduced |
| Steward Financial Group LLC | 39 | $1.00K | 0.00% | +27+225.0% | Added |
| City State Bank | 18 | $1.00K | 0.00% | +18 | New |
| Spire Wealth Management | 32 | $952 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $922 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $922 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $892 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $862 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 28 | $833 | 0.00% | −13−31.7% | Reduced |
| Schubert & Co | 27 | $803 | 0.00% | +8+42.1% | Added |
| National Bank of Canada | 26 | $773 | 0.00% | −6−18.8% | Reduced |
| Geneos Wealth Management Inc. | 25 | $744 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 25 | $743 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $712 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 21 | $625 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $625 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $604 | 0.00% | +21 | New |
| Gradient Investments LLC | 20 | $595 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $595 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $595 | 0.00% | +3+17.6% | Added |
| Bell Investment Advisors, Inc | 19 | $566 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $565 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $565 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $565 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $536 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $535 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $476 | 0.00% | +2+14.3% | Added |
| Pacific Center for Financial Services | 15 | $447 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 15 | $445 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14 | $416 | 0.00% | −1,897−99.3% | Reduced |
| SJS Investment Consulting Inc. | 13 | $387 | 0.00% | +3+30.0% | Added |
| ICA Group Wealth Management, LLC | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $357 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $327 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $327 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 321 | $321 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $297 | 0.00% | +1+11.1% | Added |
| New England Capital Financial Advisors LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $268 | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $238 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $238 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $238 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 6 | $178 | 0.00% | −31−83.8% | Reduced |
| Global Retirement Partners, LLC | 7 | $171 | 0.00% | −6−46.2% | Reduced |
| Zions Bancorporation, N.A. | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $149 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $136 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $119 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $90 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1 | $30 | 0.00% | +1 | New |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | +8+160.0% | Added |
| Horizon Bancorp Inc | 16 | $0 | 0.00% | +16 | New |
| Cerity Partners LLC | 421 | – | – | +421 | New |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −239,171−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −146,623−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −69,140−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −52,262−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,619−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,258−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |