| Northwestern Mutual Wealth Management Co | 1,465 | $78.2K | 0.00% | +2+0.1% | Added |
| Peoples Bank | 1,176 | $62.8K | 0.05% | −861−42.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,032 | $55.1K | 0.00% | +1,032 | New |
| Adirondack Trust Co | 1,050 | $54.6K | 0.02% | +50+5.0% | Added |
| HHM Wealth Advisors, LLC | 980 | $52.3K | 0.01% | +46+4.9% | Added |
| Ci Investments Inc. | 952 | $51.0K | 0.00% | +19+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 962 | $51.0K | 0.00% | +133+16.0% | Added |
| Allspring Global Investments Holdings, LLC | 865 | $46.2K | 0.00% | −276−24.2% | Reduced |
| Monetary Management Group Inc | 810 | $43.3K | 0.01% | +38+4.9% | Added |
| Clarity Asset Management, Inc. | 808 | $43.1K | 0.03% | +808 | New |
| Farther Finance Advisors, LLC | 759 | $40.5K | 0.00% | −75−9.0% | Reduced |
| Rocky Mountain Advisers, LLC | 758 | $40.5K | 0.01% | +36+5.0% | Added |
| Manchester Capital Management LLC | 713 | $38.1K | 0.01% | −723−50.3% | Reduced |
| TD Private Client Wealth LLC | 677 | $36.2K | 0.00% | −108−13.8% | Reduced |
| Creative Financial Designs Inc | 648 | $34.6K | 0.00% | +648 | New |
| FinTrust Capital Advisors, LLC | 629 | $33.6K | 0.01% | +30+5.0% | Added |
| Smithfield Trust Co | 597 | $32.0K | 0.00% | +28+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 585 | $31.2K | 0.00% | −602−50.7% | Reduced |
| Nomura Asset Management Co Ltd | 571 | $30.5K | 0.00% | +27+5.0% | Added |
| Trust Co | 564 | $30.1K | 0.00% | −1,265−69.2% | Reduced |
| Asset Dedication, LLC | 542 | $29.0K | 0.00% | +101+22.9% | Added |
| BKM Wealth Management, LLC | 539 | $28.8K | 0.01% | +539 | New |
| Park Place Capital Corp | 534 | $28.5K | 0.01% | −8−1.5% | Reduced |
| First Command Advisory Services, Inc. | 475 | $25.4K | 0.00% | +22+4.9% | Added |
| Lindbrook Capital, LLC | 465 | $24.8K | 0.00% | −162−25.8% | Reduced |
| Pineridge Advisors LLC | 456 | $24.4K | 0.01% | +456 | New |
| Bessemer Group Inc | 452 | $24.0K | 0.00% | −259−36.4% | Reduced |
| First Horizon Advisors, Inc. | 448 | $23.9K | 0.00% | +62+16.1% | Added |
| Global Retirement Partners, LLC | 432 | $22.6K | 0.00% | +66+18.0% | Added |
| NBC Securities, Inc. | 389 | $20.0K | 0.00% | −23−5.6% | Reduced |
| Quent Capital, LLC | 374 | $20.0K | 0.00% | +62+19.9% | Added |
| Tortoise Investment Management, LLC | 367 | $19.6K | 0.00% | +1+0.3% | Added |
| Atticus Wealth Management, LLC | 363 | $19.4K | 0.01% | +16+4.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336 | $17.7K | 0.00% | +336 | New |
| Credential Qtrade Securities Inc. | 312 | $16.7K | 0.00% | +13+4.3% | Added |
| GAMMA Investing LLC | 294 | $15.3K | 0.00% | +294 | New |
| Country Trust Bank | 218 | $11.6K | 0.00% | +10+4.8% | Added |
| Pin Oak Investment Advisors Inc | 210 | $11.0K | 0.01% | +10+5.0% | Added |
| Covestor Ltd | 208 | $11.0K | 0.01% | +14+7.2% | Added |
| LGT Financial Advisors LLC | 199 | $10.6K | 0.01% | +9+4.7% | Added |
| Huntington National Bank | 192 | $10.3K | 0.00% | +82+74.5% | Added |
| Baystate Wealth Management LLC | 191 | $10.2K | 0.00% | +10+5.5% | Added |
| Oakworth Capital, Inc. | 176 | $9.40K | 0.00% | +176 | New |
| DT Investment Partners, LLC | 149 | $8.07K | 0.00% | +6+4.2% | Added |
| Proequities, Inc. | 146 | $7.80K | 0.00% | +3+2.1% | Added |
| Colonial Trust Co | 132 | $7.15K | 0.00% | +5+3.9% | Added |
| Rockbridge Investment Management, LCC | 116 | $6.20K | 0.00% | +116 | New |
| Psagot Value Holdings Ltd. / (Israel) | 104 | $6.00K | 0.00% | +104 | New |
| Allworth Financial LP | 102 | $5.46K | 0.00% | −84−45.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 99 | $5.32K | 0.00% | +4+4.2% | Added |
| Institutional & Family Asset Management, LLC | 95 | $5.07K | 0.00% | +4+4.4% | Added |
| Sugarloaf Wealth Management, LLC | 94 | $5.02K | 0.00% | +4+4.4% | Added |
| Glassman Wealth Services | 87 | $4.65K | 0.00% | +42+93.3% | Added |
| Eagle Bay Advisors LLC | 70 | $3.74K | 0.00% | −903−92.8% | Reduced |
| CNB Bank | 62 | $3.31K | 0.00% | +3+5.1% | Added |
| Montag A & Associates Inc | 57 | $3.04K | 0.00% | +2+3.6% | Added |
| Kapitalo Investimentos Ltda | 52 | $2.78K | 0.00% | −290−84.8% | Reduced |
| Smartleaf Asset Management LLC | 50 | $2.73K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 48 | $2.56K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 47 | $2.51K | 0.00% | +2+4.4% | Added |
| Bruce G. Allen Investments, LLC | 42 | $2.24K | 0.00% | +42 | New |
| Quarry LP | 39 | $2.08K | 0.00% | +39 | New |
| Jones Financial Companies LLLP | 39 | $2.08K | 0.00% | −22−36.1% | Reduced |
| City State Bank | 46 | $2.00K | 0.00% | +2+4.5% | Added |
| Private Trust Co NA | 33 | $1.76K | 0.00% | +1+3.1% | Added |
| IFP Advisors, Inc | 31 | $1.66K | 0.00% | −2,027−98.5% | Reduced |
| REAP Financial Group, LLC | 31 | $1.63K | 0.00% | +31 | New |
| Iron Horse Wealth Management, LLC | 30 | $1.60K | 0.00% | +1+3.4% | Added |
| Princeton Global Asset Management LLC | 30 | $1.60K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 29 | $1.57K | 0.00% | −125−81.2% | Reduced |
| M&R Capital Management Inc | 26 | $1.39K | 0.00% | +1+4.0% | Added |
| SJS Investment Consulting Inc. | 20 | $1.07K | 0.00% | −9−31.0% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 19 | $1.01K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | −104−79.4% | Reduced |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Larson Financial Group LLC | 18 | $982 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 18 | $961 | 0.00% | +18 | New |
| HM Payson & Co | 16 | $855 | 0.00% | −321−95.3% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $802 | 0.00% | −2−11.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $695 | 0.00% | +13 | New |
| Royal London Asset Management Ltd | 10 | $534 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $481 | 0.00% | −46−83.6% | Reduced |
| Investors Research Corp | 7 | $374 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $374 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 6 | $320 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $214 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3 | $166 | 0.00% | +3 | New |
| Alaska Permanent Fund Corp | 2 | $58 | 0.00% | −42,843−100.0% | Reduced |
| Clearstead Advisors, LLC | 1 | $54 | 0.00% | −32−97.0% | Reduced |
| Ogorek Anthony Joseph | 13 | $0 | 0.00% | −261−95.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1 | $0 | 0.00% | −19−95.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −257,709−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −146,769−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −145,613−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,725−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −61,017−100.0% | Sold out |
