| International Assets Investment Management, LLC | 16,048 | $27.6K | 0.00% | −36−0.2% | Reduced |
| Hexagon Capital Partners LLC | 105 | $27.4K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 95 | $24.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 91 | $23.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 90 | $23.5K | 0.01% | +30+50.0% | Added |
| Capital Analysts, LLC | 87 | $23.0K | 0.00% | −15−14.7% | Reduced |
| Oakworth Capital, Inc. | 88 | $23.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $21.7K | 0.00% | +21+33.9% | Added |
| JFS Wealth Advisors, LLC | 78 | $20.4K | 0.00% | −71−47.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 77 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $19.6K | 0.00% | −6−7.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 73 | $19.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 71 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 68 | $17.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 57 | $17.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 63 | $16.4K | 0.00% | −22−25.9% | Reduced |
| Castleview Partners, LLC | 62 | $16.2K | 0.01% | +5+8.8% | Added |
| Covestor Ltd | 59 | $16.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 56 | $14.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $14.4K | 0.01% | +55 | New |
| Crewe Advisors LLC | 54 | $14.1K | 0.00% | −11−16.9% | Reduced |
| Laurel Wealth Advisors LLC | 52 | $13.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $13.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $13.3K | 0.00% | +3+6.3% | Added |
| GHP Investment Advisors, Inc. | 49 | $12.8K | 0.00% | −16−24.6% | Reduced |
| Core Alternative Capital | 47 | $12.3K | 0.00% | +14+42.4% | Added |
| Harbour Investments, Inc. | 47 | $12.3K | 0.00% | −11−19.0% | Reduced |
| Arlington Partners LLC | 47 | $12.3K | 0.00% | +5+11.9% | Added |
| KB Financial Partners, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $11.7K | 0.00% | +3+7.1% | Added |
| Newbridge Financial Services Group, Inc. | 45 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 45 | $11.7K | 0.01% | +10+28.6% | Added |
| Hillsdale Investment Management Inc. | 40 | $10.4K | 0.00% | −1,350−97.1% | Reduced |
| NVWM, LLC | 40 | $10.4K | 0.00% | +40 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $9.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $9.40K | 0.00% | −12−25.0% | Reduced |
| MV Capital Management, Inc. | 35 | $9.14K | 0.00% | −38−52.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 35 | $9.00K | 0.00% | +17+94.4% | Added |
| Ameritas Advisory Services, LLC | 35 | $8.95K | 0.00% | +35 | New |
| Cary Street Partner Investment Advisory LLC | 34 | $8.88K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 33 | $8.62K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $7.93K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $7.83K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24 | $6.27K | 0.00% | +2+9.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 23 | $6.00K | 0.00% | +23 | New |
| Eagle Bay Advisors LLC | 22 | $5.74K | 0.00% | −17−43.6% | Reduced |
| Anchor Investment Management, LLC | 20 | $5.22K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $5.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $4.96K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $4.96K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $4.96K | 0.00% | +19 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $4.70K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $4.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $4.70K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 17 | $4.44K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $4.00K | 0.00% | −18−56.3% | Reduced |
| Washington Trust Co | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $3.39K | 0.00% | +9+225.0% | Added |
| Abound Wealth Management | 12 | $3.13K | 0.00% | +4+50.0% | Added |
| Red Tortoise LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| NewSquare Capital LLC | 11 | $2.87K | 0.00% | +11 | New |
| American National Bank | 10 | $2.61K | 0.00% | +8+400.0% | Added |
| Bellevue Asset Management, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $2.09K | 0.00% | +8 | Added |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 9 | $2.00K | 0.00% | +9 | New |
| Piscataqua Savings Bank | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.56K | 0.00% | −2−25.0% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.04K | 0.00% | −6−60.0% | Reduced |
| Whittier Trust Co | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 3 | $783 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $523 | 0.00% | +2 | New |
| RFP Financial Group LLC | 2 | $522 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $515 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $261 | 0.00% | −2−66.7% | Reduced |
| Colonial Trust Advisors | 1 | $261 | 0.00% | −1−50.0% | Reduced |
| Fortis Capital Advisors, LLC | 1 | $261 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −273,460−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −166,114−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −122,230−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −104,680−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −64,129−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −47,290−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −39,811−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −38,918−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −30,550−100.0% | Sold out |