| Tyler-Stone Wealth Management | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 149 | $13.8K | 0.01% | +30+25.2% | Added |
| Glass Jacobson Investment Advisors llc | 149 | $13.8K | 0.01% | +149 | New |
| Washington Trust Co | 145 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 140 | $12.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 134 | $12.4K | 0.00% | +76+131.0% | Added |
| Clearstead Advisors, LLC | 130 | $12.0K | 0.00% | +27+26.2% | Added |
| Loomis Sayles & Co L P | 125 | $12.0K | 0.00% | −1,650−93.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 126 | $11.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 125 | $11.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 125 | $11.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $11.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 122 | $11.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 121 | $11.0K | 0.00% | +50+70.4% | Added |
| Gradient Investments LLC | 118 | $10.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 118 | $10.9K | 0.00% | +13+12.4% | Added |
| Evermay Wealth Management LLC | 114 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $9.90K | 0.00% | −26−19.5% | Reduced |
| Venturi Wealth Management, LLC | 106 | $9.80K | 0.00% | +13+14.0% | Added |
| Pathway Financial Advisers, LLC | 104 | $9.63K | 0.00% | +104 | New |
| North Star Investment Management Corp. | 100 | $9.25K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 97 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 91 | $8.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $8.05K | 0.00% | +11+14.5% | Added |
| Ronald Blue Trust, Inc. | 87 | $8.00K | 0.00% | +13+17.6% | Added |
| Steward Financial Group LLC | 90 | $8.00K | 0.00% | +90 | New |
| Harbor Investment Advisory, LLC | 83 | $7.68K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 83 | $7.68K | 0.00% | +83 | New |
| Grayhawk Investment Strategies Inc. | 72 | $6.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $6.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $6.20K | 0.00% | +8+13.6% | Added |
| Coppell Advisory Solutions LLC | 55 | $6.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $6.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $5.92K | 0.00% | +60+1,500.0% | Added |
| Indiana Trust & Investment Management CO | 58 | $5.37K | 0.00% | +58 | New |
| Hollencrest Capital Management | 57 | $5.27K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 55 | $5.09K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 52 | $4.81K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $4.49K | 0.00% | −23−32.4% | Reduced |
| Abound Wealth Management | 48 | $4.45K | 0.00% | −4−7.7% | Reduced |
| Rosenberg Matthew Hamilton | 46 | $4.25K | 0.00% | −69−60.0% | Reduced |
| Cornerstone Planning Group LLC | 43 | $3.98K | 0.00% | +5+13.2% | Added |
| Desjardins Global Asset Management Inc. | 42 | $3.88K | 0.00% | −88−67.7% | Reduced |
| DT Investment Partners, LLC | 40 | $3.70K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 39 | $3.61K | 0.00% | +39 | New |
| Beacon Capital Management, LLC | 37 | $3.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $3.54K | 0.00% | +4+12.1% | Added |
| Red Tortoise LLC | 37 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $3.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | −10−24.4% | Reduced |
| Alaska Permanent Fund Corp | 30 | $2.77K | 0.00% | −87−74.4% | Reduced |
| Raffa Wealth Management, LLC | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $2.44K | 0.00% | −24−48.0% | Reduced |
| Private Ocean, LLC | 25 | $2.31K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25 | $2.31K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 22 | $2.04K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 21 | $1.94K | 0.00% | +21 | New |
| Northwest Investment Counselors, LLC | 20 | $1.85K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 20 | $1.85K | 0.00% | +20 | New |
| Perkins Coie Trust Co | 20 | $1.85K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.76K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $1.48K | 0.00% | +16 | New |
| American National Bank | 14 | $1.29K | 0.00% | −680−98.0% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.20K | 0.00% | −23−63.9% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.02K | 0.00% | +3+37.5% | Added |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | +10+66.7% | Added |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 5 | $463 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $195 | 0.00% | +2 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −331,442−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −105,197−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −35,899−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −29,065−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −26,187−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,737−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,995−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,718−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,775−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,293−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,679−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,465−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −6,098−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,060−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |