| Perkins Coie Trust Co | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 80 | $32.0K | 0.01% | −63−44.1% | Reduced |
| Bollard Group LLC | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 75 | $30.0K | 0.02% | −14−15.7% | Reduced |
| Sound Income Strategies, LLC | 70 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $28.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 68 | $27.3K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $25.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $25.0K | 0.00% | +3+5.6% | Added |
| First Manhattan Co | 61 | $24.0K | 0.00% | −75−55.1% | Reduced |
| Norwood Financial Corp | 57 | $23.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 55 | $22.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $22.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $21.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 50 | $20.0K | 0.00% | −10−16.7% | Reduced |
| Sage Private Wealth Group, LLC | 51 | $20.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $20.0K | 0.01% | +50 | New |
| Beaird Harris Wealth Management, LLC | 46 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $18.0K | 0.00% | +1+2.3% | Added |
| Capital Analysts, LLC | 39 | $16.0K | 0.00% | −12−23.5% | Reduced |
| TFC Financial Management | 41 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 38 | $15.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 35 | $14.3K | 0.00% | +5+16.7% | Added |
| Wolff Wiese Magana LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $11.0K | 0.01% | −1,054−97.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $8.00K | 0.00% | −2−9.5% | Reduced |
| CKW Financial Group | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 21 | $8.00K | 0.00% | +21 | New |
| Stephens Consulting, LLC | 19 | $7.63K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $6.61K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $5.00K | 0.00% | −8−40.0% | Reduced |
| Solstein Capital, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 9 | $3.66K | 0.00% | +9 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.43K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | +2 | New |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −45,388−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −17,965−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,919−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,205−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Ardent Capital Management, Inc. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Strategic Wealth Partners Group LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Sensible Financial Planning & Management, LLC. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Investment Advisory Services Inc | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Vickerman Investment Advisors, Inc. | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
