| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| J.Safra Asset Management Corp | 14 | $0 | 0.00% | +14 | New |
| Credential Qtrade Securities Inc. | 7 | $471 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 22 | $1.00K | 0.00% | −2−8.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 73,883 | $1.00K | 0.00% | +73,883 | New |
| Prestige Wealth Management Group LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 34 | $2.00K | 0.00% | +34 | New |
| Abound Wealth Management | 42 | $2.83K | 0.00% | +42 | New |
| Stonebridge Capital Advisors LLC | 50 | $3.00K | 0.00% | −105−67.7% | Reduced |
| Covington Capital Management | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 38 | $3.00K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 45 | $3.03K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $4.00K | 0.00% | +27+77.1% | Added |
| Disciplined Investments, LLC | 59 | $4.00K | 0.00% | +29+96.7% | Added |
| Gradient Investments LLC | 67 | $5.00K | 0.00% | +3+4.7% | Added |
| Raffa Wealth Management, LLC | 78 | $5.25K | 0.00% | −10−11.4% | Reduced |
| Evoke Wealth, LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 85 | $6.00K | 0.00% | +85 | New |
| Caldwell Trust Co | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 111 | $7.00K | 0.00% | −555−83.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $7.00K | 0.00% | −300−75.0% | Reduced |
| Adirondack Trust Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 103 | $7.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $7.00K | 0.00% | +17+19.5% | Added |
| PFG Private Wealth Management, LLC | 104 | $7.00K | 0.00% | +36+52.9% | Added |
| Lansing Street Advisors | 114 | $8.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 120 | $8.00K | 0.01% | +12+11.1% | Added |
| Cambridge Trust Co | 118 | $8.00K | 0.00% | +42+55.3% | Added |
| Benjamin Edwards Inc | 113 | $8.00K | 0.00% | +94+494.7% | Added |
| Geneos Wealth Management Inc. | 162 | $10.0K | 0.00% | −230−58.7% | Reduced |
| Rosenberg Matthew Hamilton | 158 | $11.0K | 0.00% | −154−49.4% | Reduced |
| High Net Worth Advisory Group LLC | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 158 | $11.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 182 | $12.0K | 0.01% | +182 | New |
| South State Corp. | 193 | $13.0K | 0.00% | −100−34.1% | Reduced |
| TD Capital Management LLC | 200 | $13.0K | 0.00% | +200 | New |
| Wagner Wealth Management, LLC | 214 | $14.0K | 0.01% | +1+0.5% | Added |
| Farmers & Merchants Investments Inc | 209 | $14.0K | 0.00% | +40+23.7% | Added |
| MV Capital Management, Inc. | 202 | $14.0K | 0.00% | +38+23.2% | Added |
| Coston, McIsaac & Partners | 234 | $15.0K | 0.01% | −1−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 238 | $16.0K | 0.00% | −81−25.4% | Reduced |
| DT Investment Partners, LLC | 242 | $16.0K | 0.00% | +242 | New |
| BDO Wealth Advisors, LLC | 259 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 270 | $18.0K | 0.00% | +270 | New |
| Pinnacle Bancorp, Inc. | 281 | $19.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 284 | $19.0K | 0.03% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 298 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 311 | $21.0K | 0.01% | −335−51.9% | Reduced |
| AdvisorNet Financial, Inc | 317 | $21.0K | 0.00% | +100+46.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 340 | $23.0K | 0.31% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 344 | $23.0K | 0.00% | +70+25.5% | Added |
| Surevest, LLC | 349 | $24.0K | 0.01% | −11−3.1% | Reduced |
| Versant Capital Management, Inc | 363 | $24.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 365 | $25.0K | 0.00% | +29+8.6% | Added |
| Massmutual Trust Co FSB | 377 | $25.0K | 0.00% | +138+57.7% | Added |
| Loomis Sayles & Co L P | 374 | $25.0K | 0.00% | +194+107.8% | Added |
| Ancora Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 388 | $27.0K | 0.05% | +388 | New |
| Hazlett, Burt & Watson, Inc. | 407 | $28.0K | 0.03% | +1+0.2% | Added |
| MCF Advisors LLC | 428 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 430 | $29.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 450 | $30.0K | 0.01% | −450−50.0% | Reduced |
| Financial Management Professionals, Inc. | 449 | $30.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 493 | $33.0K | 0.00% | −43−8.0% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $34.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 519 | $35.0K | 0.01% | +519 | New |
| Sutton Wealth Advisors Inc. | 524 | $35.3K | 0.01% | +5+1.0% | Added |
| Hexagon Capital Partners LLC | 532 | $36.0K | 0.01% | +35+7.0% | Added |
| Exchange Traded Concepts, LLC | 569 | $38.0K | 0.00% | −704−55.3% | Reduced |
| Front Row Advisors LLC | 606 | $41.0K | 0.02% | −20−3.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 609 | $41.0K | 0.02% | +609 | New |
| Clearstead Advisors, LLC | 620 | $42.0K | 0.00% | 00.0% | Unchanged |