| CFS Investment Advisory Services, LLC | 85,888 | $0 | 0.00% | +85,888 | New |
| WestEnd Advisors, LLC | – | $547 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2 | $1.00K | 0.00% | +2 | New |
| GoalVest Advisory LLC | 1 | $1.00K | 0.00% | +1 | New |
| Washington Trust Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Burleson & Company, LLC | 3 | $2.00K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| Loomis Sayles & Co L P | 5 | $3.00K | 0.00% | +5 | New |
| Northwest Investment Counselors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Atticus Wealth Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $3.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $4.00K | 0.00% | +5+166.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $5.00K | 0.00% | −30−75.0% | Reduced |
| MV Capital Management, Inc. | 9 | $5.00K | 0.00% | −24−72.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $5.00K | 0.00% | −9−47.4% | Reduced |
| Aspire Private Capital, LLC | 9 | $5.00K | 0.00% | −4−30.8% | Reduced |
| Econ Financial Services Corp | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $5.00K | 0.00% | +1+11.1% | Added |
| Hartford Financial Management Inc. | 10 | $5.00K | 0.00% | +10 | New |
| Cordant, Inc. | 9 | $5.00K | 0.00% | +9 | New |
| Sageworth Trust Co of South Dakota | 11 | $6.00K | 0.01% | −60−84.5% | Reduced |
| Raffa Wealth Management, LLC | 11 | $6.02K | 0.00% | +1+10.0% | Added |
| Core Alternative Capital | 13 | $7.00K | 0.00% | +10+333.3% | Added |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Harbor Investment Advisory, LLC | 15 | $8.00K | 0.00% | +11+275.0% | Added |
| Tucker Asset Management LLC | 15 | $8.21K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 16 | $9.00K | 0.00% | −8−33.3% | Reduced |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $10.0K | 0.00% | +9+90.0% | Added |
| Financial Enhancement Group LLC | 20 | $11.0K | 0.00% | −3−13.0% | Reduced |
| Sandy Spring Bank | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $11.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 21 | $11.0K | 0.00% | +21 | New |
| Laurel Wealth Advisors LLC | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $13.0K | 0.00% | −3−10.7% | Reduced |
| Stephens Consulting, LLC | 25 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 25 | $14.0K | 0.00% | −10−28.6% | Reduced |
| Clear Investment Research, LLC | 25 | $14.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 28 | $15.0K | 0.00% | −2−6.7% | Reduced |
| BDO Wealth Advisors, LLC | 27 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 30 | $16.0K | 0.00% | +14+87.5% | Added |
| Massmutual Trust Co FSB | 31 | $17.0K | 0.00% | −4−11.4% | Reduced |
| MCF Advisors LLC | 31 | $17.0K | 0.00% | +31 | New |
| West Oak Capital, LLC | 35 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 35 | $19.0K | 0.01% | +3+9.4% | Added |
| Lindbrook Capital, LLC | 39 | $21.0K | 0.00% | −18−31.6% | Reduced |
| Wolff Wiese Magana LLC | 38 | $21.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $21.0K | 0.01% | +15+65.2% | Added |
| Islay Capital Management, LLC | 40 | $22.0K | 0.02% | −20−33.3% | Reduced |
| Harvest Fund Management Co., Ltd | 43 | $23.0K | 0.00% | −1,039−96.0% | Reduced |
| Harding Loevner LP | 70 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $25.0K | 0.00% | +1+2.3% | Added |
| EverSource Wealth Advisors, LLC | 46 | $25.0K | 0.01% | +4+9.5% | Added |
| Earnest Partners LLC | 47 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 50 | $27.0K | 0.00% | −11−18.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 49 | $27.0K | 0.02% | +49 | New |
| Brewin Dolphin Wealth Management Ltd | 55 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 56 | $31.0K | 0.01% | +5+9.8% | Added |
| High Net Worth Advisory Group LLC | 58 | $32.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 58 | $32.0K | 0.00% | +11+23.4% | Added |
| Caldwell Trust Co | 60 | $32.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $39.0K | 0.01% | +71 | New |
| City State Bank | 78 | $43.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $44.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 84 | $45.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 82 | $45.4K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 87 | $48.0K | 0.01% | +7+8.8% | Added |
| State of Wyoming | 91 | $50.0K | 0.03% | −1−1.1% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $50.0K | 0.01% | 00.0% | Unchanged |