| Smartleaf Asset Management LLC | 273 | $19.5K | 0.00% | +64+30.6% | Added |
| Global Retirement Partners, LLC | 268 | $19.3K | 0.00% | +32+13.6% | Added |
| Continuum Advisory, LLC | 276 | $18.9K | 0.00% | +19+7.4% | Added |
| IFP Advisors, Inc | 224 | $16.2K | 0.00% | −12−5.1% | Reduced |
| Arrow Financial Corp | 216 | $15.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 209 | $15.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 204 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 200 | $14.4K | 0.01% | +200 | New |
| Private Trust Co NA | 197 | $14.2K | 0.00% | +197 | New |
| Harbour Investments, Inc. | 195 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 177 | $12.8K | 0.00% | +50+39.4% | Added |
| EverSource Wealth Advisors, LLC | 158 | $11.4K | 0.00% | +45+39.8% | Added |
| Geneos Wealth Management Inc. | 154 | $11.1K | 0.00% | +113+275.6% | Added |
| Washington Trust Co | 150 | $10.8K | 0.00% | −81−35.1% | Reduced |
| Venturi Wealth Management, LLC | 147 | $10.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 144 | $10.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 127 | $9.16K | 0.00% | −7−5.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $8.80K | 0.00% | −4−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 115 | $8.26K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 108 | $7.79K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 108 | $7.79K | 0.00% | +108 | New |
| Creative Financial Designs Inc | 104 | $7.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $7.43K | 0.00% | +103 | New |
| Salem Investment Counselors Inc | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 95 | $6.85K | 0.00% | +95 | New |
| McClarren Financial Advisors, Inc. | 94 | $6.00K | 0.01% | +24+34.3% | Added |
| NBT Bank N A | 76 | $5.48K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $5.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $5.26K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 70 | $5.05K | 0.00% | −1−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 68 | $4.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 63 | $4.54K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 61 | $4.42K | 0.00% | +61 | New |
| TSFG, LLC | 59 | $4.00K | 0.00% | −28−32.2% | Reduced |
| Whittier Trust Co | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 49 | $3.54K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $3.03K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 40 | $2.88K | 0.00% | −40−50.0% | Reduced |
| Bell Investment Advisors, Inc | 31 | $2.24K | 0.00% | −17−35.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.66K | 0.00% | +23 | New |
| Uncommon Cents Investing LLC | 23 | $1.66K | 0.00% | +23 | New |
| Coastline Trust Co | 21 | $1.51K | 0.00% | +21 | New |
| Clean Yield Group | 21 | $1.51K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 18 | $1.30K | 0.00% | +18 | New |
| Larson Financial Group LLC | 14 | $1.01K | 0.00% | −211−93.8% | Reduced |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $938 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $793 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $721 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 8 | $577 | 0.00% | +8 | New |
| IAG Wealth Partners, LLC | 6 | $433 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $361 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $288 | 0.00% | −27−87.1% | Reduced |
| Cornerstone Planning Group LLC | 4 | $282 | 0.00% | −10−71.4% | Reduced |
| West Branch Capital LLC | 2 | $145 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1 | $72 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | −175−98.3% | Reduced |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −139,437−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −102,158−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −77,923−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −38,034−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −19,468−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −19,170−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −17,808−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −11,910−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,719−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,954−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −8,601−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −7,020−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,056−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −5,047−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| SpiderRock Advisors, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −14,101−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −125−100.0% | Sold out |
