| Northwest Investment Counselors, LLC | 126 | $13.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 128 | $13.0K | 0.00% | +6+4.9% | Added |
| Tucker Asset Management LLC | 118 | $12.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 114 | $11.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 110 | $11.5K | 0.00% | +110 | New |
| Baker Avenue Asset Management, LP | 107 | $11.2K | 0.00% | −1,202−91.8% | Reduced |
| City State Bank | 107 | $11.0K | 0.01% | +107 | New |
| Earnest Partners LLC | 103 | $10.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $10.4K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 97 | $10.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 96 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $9.81K | 0.00% | −4−4.1% | Reduced |
| Creative Financial Designs Inc | 93 | $9.70K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $9.13K | 0.04% | −18−14.8% | Reduced |
| MV Capital Management, Inc. | 80 | $8.35K | 0.00% | +11+15.9% | Added |
| Focused Wealth Management, Inc | 80 | $8.35K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 80 | $8.35K | 0.00% | +80 | New |
| Independence Bank of Kentucky | 80 | $8.35K | 0.00% | +80 | New |
| Cornerstone Planning Group LLC | 77 | $8.00K | 0.00% | +77 | New |
| EverSource Wealth Advisors, LLC | 68 | $7.09K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 67 | $7.00K | 0.00% | +67 | New |
| Baldwin Brothers Inc | 65 | $6.78K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 64 | $6.68K | 0.00% | +43+204.8% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $6.26K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $6.00K | 0.00% | +36+150.0% | Added |
| Brown, Lisle/Cummings, Inc. | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $5.00K | 0.00% | −1−1.9% | Reduced |
| Bell Investment Advisors, Inc | 45 | $4.70K | 0.00% | −57−55.9% | Reduced |
| Raffa Wealth Management, LLC | 44 | $4.59K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 44 | $4.59K | 0.00% | +2+4.8% | Added |
| Horizons Wealth Management | 43 | $4.49K | 0.00% | +15+53.6% | Added |
| Salem Investment Counselors Inc | 42 | $4.41K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 42 | $4.34K | 0.00% | +1+2.4% | Added |
| Financial Management Professionals, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $4.00K | 0.00% | −3−7.0% | Reduced |
| HighMark Wealth Management LLC | 39 | $3.86K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 33 | $3.44K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 31 | $3.23K | 0.00% | −8−20.5% | Reduced |
| Abound Wealth Management | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 28 | $3.00K | 0.00% | +28 | New |
| Quarry LP | 28 | $2.92K | 0.00% | −505−94.7% | Reduced |
| Concord Wealth Partners | 25 | $2.61K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 23 | $2.41K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $2.00K | 0.00% | +20 | New |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.00% | +15 | New |
| Safeguard Financial, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $1.98K | 0.00% | +6+46.2% | Added |
| Disciplined Investments, LLC | 18 | $1.88K | 0.00% | −4−18.2% | Reduced |
| DT Investment Partners, LLC | 19 | $1.79K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 17 | $1.77K | 0.00% | +17 | New |
| Evermay Wealth Management LLC | 16 | $1.67K | 0.00% | +16 | New |
| Ancora Advisors, LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.57K | 0.00% | −12−44.4% | Reduced |
| Hollencrest Capital Management | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $1.25K | 0.00% | +12 | New |
| Motco | 11 | $1.15K | 0.00% | +11 | New |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $1.04K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $730 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $630 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $626 | 0.00% | +6 | New |
| Venturi Wealth Management, LLC | 5 | $522 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $313 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $89 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 240,184 | $47 | 0.00% | +240,184 | New |
| EP Wealth Advisors, LLC | 39,673 | – | – | +2,132+5.7% | Added |
| Quilter Plc | 450 | – | – | +450 | New |
| Albar Capital Ltd | 0 | $0 | 0.00% | −369,663−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −329,020−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −86,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −75,568−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −67,687−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −59,751−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −50,461−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −34,193−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −31,517−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −24,843−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −19,978−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −18,865−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −9,912−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −9,106−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,323−100.0% | Sold out |