| Corbenic Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $650 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Surevest, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 113,081 | $1.00K | 0.00% | +113,081 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $2.00K | 0.00% | −1,024−99.0% | Reduced |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| DRH Investments, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 10 | $2.17K | 0.00% | −100−90.9% | Reduced |
| Copeland Capital Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | +4+40.0% | Added |
| Financial Enhancement Group LLC | 13 | $3.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Syverson Strege & Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 23 | $4.98K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 23 | $5.00K | 0.00% | −59,181−100.0% | Reduced |
| Arrow Financial Corp | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Valley National Advisers Inc | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 29 | $6.00K | 0.00% | +7+31.8% | Added |
| Loomis Sayles & Co L P | 30 | $6.00K | 0.00% | +30 | New |
| Cordant, Inc. | 28 | $6.00K | 0.00% | +28 | New |
| Globeflex Capital L P | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $8.00K | 0.00% | +1+2.6% | Added |
| Kozak & Associates, Inc. | 42 | $9.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 43 | $9.00K | 0.00% | +43 | New |
| Pittenger & Anderson Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 48 | $10.0K | 0.01% | +48 | New |
| Optimum Investment Advisors | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 54 | $12.0K | 0.00% | −7,599−99.3% | Reduced |
| Earnest Partners LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $15.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 70 | $15.0K | 0.01% | +70 | New |
| Sutton Wealth Advisors Inc. | 71 | $15.4K | 0.01% | +4+6.0% | Added |
| Highlander Capital Management, LLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 83 | $18.0K | 0.00% | +83 | New |
| PFS Partners, LLC | 85 | $18.4K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 86 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 88 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 100 | $22.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $22.0K | 0.00% | +30+42.9% | Added |
| Atwood & Palmer Inc | 100 | $22.0K | 0.00% | +100 | New |
| Capital Advisory Group Advisory Services, LLC | 100 | $22.0K | 0.01% | +100 | New |
| Addison Advisors LLC | 108 | $23.0K | 0.01% | −51−32.1% | Reduced |
| West Branch Capital LLC | 108 | $23.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 109 | $23.0K | 0.00% | +109 | New |
| Heritage Wealth Advisors | 110 | $24.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 110 | $24.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 117 | $25.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $26.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 119 | $26.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 126 | $27.3K | 0.01% | −17−11.9% | Reduced |
| Penserra Capital Management LLC | 132 | $28.0K | 0.00% | −90−40.5% | Reduced |
| O'Dell Group, LLC | 128 | $28.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 129 | $28.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 125 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 134 | $29.0K | 0.01% | +8+6.3% | Added |
| Zions Bancorporation, N.A. | 135 | $29.0K | 0.00% | +74+121.3% | Added |
| Quent Capital, LLC | 140 | $30.0K | 0.01% | −106−43.1% | Reduced |
| GHP Investment Advisors, Inc. | 142 | $31.0K | 0.00% | +142 | New |
| American Research & Management Co. | 150 | $32.0K | 0.01% | −25−14.3% | Reduced |
| Washington Trust Co | 150 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $32.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 150 | $32.0K | 0.01% | 00.0% | Unchanged |