| Carolinas Wealth Consulting LLC | 1,068 | $33.0K | 0.01% | +24+2.3% | Added |
| Creative Financial Designs Inc | 1,020 | $32.0K | 0.00% | +3+0.3% | Added |
| Cerity Partners LLC | 56,909 | $32.0K | 0.00% | +56,909 | New |
| Optimum Investment Advisors | 1,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 1,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 935 | $29.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 925 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 900 | $28.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 852 | $27.0K | 0.00% | −80−8.6% | Reduced |
| First Horizon Advisors, Inc. | 854 | $27.0K | 0.00% | +165+23.9% | Added |
| PFS Partners, LLC | 866 | $27.0K | 0.02% | +119+15.9% | Added |
| Cullen/Frost Bankers, Inc. | 820 | $26.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 843 | $26.0K | 0.02% | +843 | New |
| Caldwell Trust Co | 750 | $23.4K | 0.00% | −750−50.0% | Reduced |
| Private Capital Group, LLC | 732 | $23.0K | 0.01% | −127−14.8% | Reduced |
| Dividend Assets Capital, LLC | 750 | $23.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 742 | $23.0K | 0.01% | +17+2.3% | Added |
| West Bancorporation Inc | 673 | $21.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 624 | $19.0K | 0.01% | −1,358−68.5% | Reduced |
| Resources Management Corp | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 615 | $19.0K | 0.00% | +281+84.1% | Added |
| GPS Wealth Strategies Group, LLC | 600 | $19.0K | 0.00% | +394+191.3% | Added |
| First Community Trust NA | 576 | $18.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $16.0K | 0.00% | −125−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 513 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 500 | $16.0K | 0.01% | +400+400.0% | Added |
| United Community Bank | 470 | $14.6K | 0.01% | +470 | New |
| Sutton Wealth Advisors Inc. | 428 | $13.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 398 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 400 | $12.0K | 0.00% | +100+33.3% | Added |
| Strategic Asset Management, LLC | 400 | $12.0K | 0.02% | +400 | New |
| Raleigh Capital Management Inc. | 400 | $12.0K | 0.01% | +400 | New |
| Community Bank, N.A. | 362 | $11.0K | 0.00% | +8+2.3% | Added |
| MV Capital Management, Inc. | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 330 | $10.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 336 | $10.0K | 0.00% | +8+2.4% | Added |
| CVA Family Office, LLC | 285 | $9.00K | 0.00% | −75−20.8% | Reduced |
| First Command Bank | 300 | $9.00K | 0.00% | +300 | New |
| First Command Financial Services, Inc. | 300 | $9.00K | 0.00% | +300 | New |
| Retirement Group, LLC | 270 | $8.00K | 0.00% | +6+2.3% | Added |
| City State Bank | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 245 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $7.00K | 0.00% | −214−50.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 203 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 171 | $6.00K | 0.00% | +171 | New |
| Sageworth Trust Co of South Dakota | 151 | $5.00K | 0.01% | −668−81.6% | Reduced |
| Asset Dedication, LLC | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 168 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 165 | $5.00K | 0.00% | −21−11.3% | Reduced |
| Wolff Wiese Magana LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 166 | $5.00K | 0.00% | +166 | New |
| Core Alternative Capital | 156 | $5.00K | 0.00% | +156 | New |
| Paladin Advisory Group, LLC | 183 | $5.00K | 0.00% | +183 | New |
| Kozak & Associates, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $4.00K | 0.00% | +109+641.2% | Added |
| Massmutual Trust Co FSB | 125 | $4.00K | 0.00% | +125 | New |
| Kelly Financial Services LLC | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 100 | $3.12K | 0.00% | +100 | New |
| Earnest Partners LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 98 | $3.00K | 0.00% | +2+2.1% | Added |
| Gemmer Asset Management LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 106 | $3.00K | 0.00% | +106 | New |
| Worth Asset Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Evoke Wealth, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 66 | $2.00K | 0.00% | +2+3.1% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 59 | $1.84K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 49 | $1.53K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 39 | $1.20K | 0.00% | +39 | New |
| Fieldpoint Private Securities, LLC | 27 | $1.00K | 0.00% | −759−96.6% | Reduced |
| Front Row Advisors LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| TCWP LLC | 44 | $1.00K | 0.00% | +44 | New |
| Valley National Advisers Inc | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 682 | – | – | −128−15.8% | Reduced |
| Bank of New Hampshire | 10 | – | – | +10 | New |
| Natixis | 0 | $0 | 0.00% | −615,800−100.0% | Sold out |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −481,768−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −443,063−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −442,685−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −333,596−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −242,732−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −119,756−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −111,676−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −91,081−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −77,150−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −68,875−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −57,979−100.0% | Sold out |