| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 71,350 | $0 | 0.00% | +71,350 | New |
| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Enhancement Group LLC | 3 | $1.00K | 0.00% | −16−84.2% | Reduced |
| Washington Trust Co | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $1.30K | 0.00% | +4 | New |
| Logan Capital Management Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 6 | $2.00K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Gradient Investments LLC | 5 | $2.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 10 | $3.00K | 0.00% | −1,511−99.3% | Reduced |
| Exchange Traded Concepts, LLC | 8 | $3.00K | 0.00% | −873−99.1% | Reduced |
| Mascoma Wealth Management LLC | 8 | $3.00K | 0.00% | −8−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| Hartford Financial Management Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $3.00K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $3.00K | 0.00% | +7+233.3% | Added |
| Almanack Investment Partners, LLC. | 8 | $3.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 10 | $3.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 15 | $5.00K | 0.00% | −10−40.0% | Reduced |
| Schubert & Co | 14 | $5.00K | 0.00% | −2−12.5% | Reduced |
| Macroview Investment Management LLC | 14 | $5.00K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $5.00K | 0.00% | +7+100.0% | Added |
| EdgeRock Capital LLC | 14 | $5.00K | 0.00% | +14 | New |
| BDO Wealth Advisors, LLC | 19 | $6.00K | 0.00% | −8−29.6% | Reduced |
| Valley National Advisers Inc | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 20 | $6.58K | 0.01% | +20 | New |
| Laurel Wealth Advisors LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $7.00K | 0.01% | −1−4.2% | Reduced |
| Central Bank & Trust Co | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $7.82K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 26 | $8.00K | 0.00% | −27−50.9% | Reduced |
| Clear Investment Research, LLC | 25 | $8.00K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 26 | $8.00K | 0.00% | +1+4.0% | Added |
| JFS Wealth Advisors, LLC | 24 | $8.00K | 0.00% | +4+20.0% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $8.00K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 25 | $8.14K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $11.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 35 | $11.0K | 0.00% | +3+9.4% | Added |
| Annapolis Financial Services, LLC | 35 | $11.0K | 0.00% | +33+1,650.0% | Added |
| IAG Wealth Partners, LLC | 36 | $12.0K | 0.00% | +19+111.8% | Added |
| AdvisorNet Financial, Inc | 37 | $12.0K | 0.00% | +27+270.0% | Added |
| Islay Capital Management, LLC | 40 | $13.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $13.0K | 0.00% | +5+13.9% | Added |
| Bell Investment Advisors, Inc | 45 | $15.0K | 0.00% | −12−21.1% | Reduced |
| Earnest Partners LLC | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 47 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $15.0K | 0.01% | +1+2.3% | Added |
| Harbor Investment Advisory, LLC | 50 | $16.0K | 0.00% | +19+61.3% | Added |
| Crewe Advisors LLC | 53 | $17.0K | 0.00% | +6+12.8% | Added |
| Farmers & Merchants Investments Inc | 55 | $18.0K | 0.00% | +10+22.2% | Added |
| Lindbrook Capital, LLC | 57 | $19.0K | 0.00% | +12+26.7% | Added |
| Harvest Fund Management Co., Ltd | 59 | $19.0K | 0.01% | +16+37.2% | Added |
| MV Capital Management, Inc. | 58 | $19.0K | 0.00% | +20+52.6% | Added |
| Caldwell Trust Co | 60 | $19.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 62 | $20.0K | 0.00% | +62 | New |
| Castleview Partners, LLC | 69 | $22.0K | 0.02% | −1,063−93.9% | Reduced |
| Catalyst Capital Advisors LLC | 66 | $22.0K | 0.00% | −1−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 67 | $23.0K | 0.00% | +5+8.1% | Added |
| Harding Loevner LP | 70 | $23.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 70 | $23.0K | 0.01% | +5+7.7% | Added |
| Money Concepts Capital Corp | 74 | $24.0K | 0.00% | −3−3.9% | Reduced |
| City State Bank | 78 | $25.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $26.1K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 84 | $27.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 87 | $28.0K | 0.01% | −7−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $30.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 96 | $31.0K | 0.01% | −54−36.0% | Reduced |