| Gemmer Asset Management LLC | 279 | $38.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 275 | $37.5K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 275 | $37.0K | 0.01% | +200+266.7% | Added |
| Freedman Financial Associates, Inc. | 263 | $36.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $34.2K | 0.00% | −50−16.7% | Reduced |
| Bartlett & Co. LLC | 250 | $34.0K | 0.00% | −50−16.7% | Reduced |
| IronBridge Private Wealth, LLC | 254 | $34.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 245 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 238 | $32.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 235 | $31.8K | 0.00% | +26+12.4% | Added |
| Parallel Advisors, LLC | 227 | $31.0K | 0.00% | +36+18.8% | Added |
| Creative Financial Designs Inc | 225 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 223 | $30.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 193 | $26.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 168 | $23.0K | 0.00% | −207−55.2% | Reduced |
| Parkside Financial Bank & Trust | 165 | $22.0K | 0.01% | −1−0.6% | Reduced |
| Cribstone Capital Management, LLC | 160 | $22.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 156 | $21.0K | 0.00% | −175−52.9% | Reduced |
| Selective Wealth Management, Inc. | 150 | $20.0K | 0.02% | +150 | New |
| Kistler-Tiffany Companies, LLC | 141 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 118 | $16.0K | 0.00% | −2−1.7% | Reduced |
| Versant Capital Management, Inc | 118 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 107 | $15.0K | 0.00% | +20+23.0% | Added |
| American Portfolios Advisors | 105 | $14.2K | 0.00% | −5,267−98.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 105 | $14.0K | 0.00% | −120−53.3% | Reduced |
| Berman Capital Advisors, LLC | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 104 | $14.0K | 0.01% | +104 | New |
| Allworth Financial LP | 98 | $13.0K | 0.00% | −266−73.1% | Reduced |
| BDO Wealth Advisors, LLC | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 85 | $12.0K | 0.00% | −600−87.6% | Reduced |
| HM Payson & Co | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 86 | $12.0K | 0.01% | +1+1.2% | Added |
| Oakworth Capital, Inc. | 92 | $12.0K | 0.00% | +92 | New |
| Anchor Investment Management, LLC | 87 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $10.0K | 0.00% | −10−11.8% | Reduced |
| Reilly Financial Advisors, LLC | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 57 | $8.00K | 0.00% | +26+83.9% | Added |
| Lenox Wealth Advisors, LLC | 60 | $8.00K | 0.00% | +60 | New |
| Sonora Investment Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $6.00K | 0.00% | +5+11.4% | Added |
| Jacobi Capital Management LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 37 | $5.00K | 0.00% | −10−21.3% | Reduced |
| Brown Brothers Harriman & Co | 40 | $5.00K | 0.00% | +3+8.1% | Added |
| First Horizon Corp | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $4.00K | 0.00% | −3−9.4% | Reduced |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Financial Management Professionals, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | +20 | New |
| FormulaFolio Investments, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Larson Financial Group LLC | 22 | $3.00K | 0.00% | +22 | New |
| TD Ameritrade Investment Management, LLC | 12 | $2.00K | 0.00% | −2,809−99.6% | Reduced |
| Sandy Spring Bank | 14 | $2.00K | 0.00% | −96−87.3% | Reduced |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | −39−69.6% | Reduced |
| Lindbrook Capital, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $2.00K | 0.00% | +9+100.0% | Added |
| Liberty Wealth Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 8 | $1.00K | 0.00% | −19−70.4% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Arcadia Investment Advisors LLC | 7 | $948 | 0.00% | +7 | New |
| Kelly Financial Services LLC | 6,094 | $45 | 0.00% | +6,049+13,442.2% | Added |
| Simon Quick Advisors, LLC | 6 | $0 | 0.00% | −206−97.2% | Reduced |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | – | – | −61−98.4% | Reduced |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −23,742−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,430−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −17,158−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −14,931−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −13,395−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,073−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −9,933−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |