| TCI Wealth Advisors, Inc. | 199 | $48.0K | 0.01% | +125+168.9% | Added |
| PFG Private Wealth Management, LLC | 199 | $48.0K | 0.03% | +199 | New |
| Valley National Advisers Inc | 192 | $47.0K | 0.01% | +21+12.3% | Added |
| Zions Bancorporation, N.A. | 184 | $45.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 180 | $44.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 181 | $44.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 177 | $43.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 161 | $39.0K | 0.01% | +161 | New |
| Graves-Light Private Wealth Management, Inc. | 147 | $36.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 196 | $36.0K | 0.03% | +196 | New |
| Earnest Partners LLC | 146 | $35.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 134 | $33.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 135 | $33.0K | 0.01% | +22+19.5% | Added |
| Loomis Sayles & Co L P | 136 | $33.0K | 0.00% | +38+38.8% | Added |
| Toth Financial Advisory Corp | 138 | $33.0K | 0.01% | +138 | New |
| CVA Family Office, LLC | 245 | $31.0K | 0.02% | −315−56.3% | Reduced |
| Professional Financial Advisors, LLC | 126 | $31.0K | 0.02% | +1+0.8% | Added |
| Harbour Investments, Inc. | 123 | $30.0K | 0.00% | +4+3.4% | Added |
| BDO Wealth Advisors, LLC | 123 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 120 | $29.0K | 0.00% | +3+2.6% | Added |
| JJJ Advisors Inc. | 118 | $29.0K | 0.01% | +58+96.7% | Added |
| JFS Wealth Advisors, LLC | 117 | $28.0K | 0.00% | −51−30.4% | Reduced |
| Gemmer Asset Management LLC | 115 | $28.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 112 | $27.0K | 0.02% | −99−46.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 106 | $26.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 96 | $24.0K | 0.00% | +96 | New |
| Brewin Dolphin Ltd | 97 | $23.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 95 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 96 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 93 | $23.0K | 0.01% | +93 | New |
| Plante Moran Financial Advisors, LLC | 90 | $22.0K | 0.00% | +83+1,185.7% | Added |
| Massmutual Trust Co FSB | 86 | $21.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $18.0K | 0.00% | +30+69.8% | Added |
| Bell Investment Advisors, Inc | 76 | $18.0K | 0.01% | +76 | New |
| Pacitti Group Inc. | 65 | $16.0K | 0.01% | +65 | New |
| Evoke Wealth, LLC | 64 | $15.0K | 0.00% | −12−15.8% | Reduced |
| Howe & Rusling Inc | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 60 | $14.6K | 0.01% | +2+3.4% | Added |
| Resolute Partners Group | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 58 | $14.0K | 0.00% | +58 | New |
| Fieldpoint Private Securities, LLC | 47 | $11.0K | 0.00% | +37+370.0% | Added |
| Globeflex Capital L P | 44 | $11.0K | 0.00% | +37+528.6% | Added |
| Syverson Strege & Co | 43 | $10.0K | 0.01% | +43 | New |
| Savior LLC | 33 | $8.00K | 0.01% | −56−62.9% | Reduced |
| Mizuho Securities Co. Ltd. | 32 | $8.00K | 0.00% | +1+3.2% | Added |
| BerganKDV Wealth Management, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $7.28K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $6.00K | 0.00% | −26−51.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $5.00K | 0.00% | −14−42.4% | Reduced |
| Evolution Wealth Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 22 | $5.00K | 0.00% | +22 | New |
| Bartlett & Co. Wealth Management LLC | 18 | $4.37K | 0.00% | +1+5.9% | Added |
| Bartlett & Co. LLC | 18 | $4.00K | 0.00% | +1+5.9% | Added |
| Delos Wealth Advisors, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Rock Creek Group, LP | 12 | $3.00K | 0.00% | −8−40.0% | Reduced |
| Versant Capital Management, Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Jacobi Capital Management LLC | 12 | $3.00K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| Carroll Financial Associates, Inc. | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| SOA Wealth Advisors, LLC. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Private Ocean, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Heritage Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5 | $1.00K | 0.00% | −42−89.4% | Reduced |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4 | $1.00K | 0.00% | +4 | New |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Optiver Holding B.V. | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $485 | 0.00% | – | – |
| HM Payson & Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 14 | – | – | −2−12.5% | Reduced |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −74,690−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −33,689−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −33,098−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −11,548−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −9,871−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −9,263−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −8,599−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,594−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −7,508−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,061−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −6,483−100.0% | Sold out |
| Euclidean Technologies Management, LLC | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
