| Carmichael Hill & Associates, Inc. | 90 | $13.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 90 | $13.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 89 | $12.9K | 0.00% | −5−5.3% | Reduced |
| Westside Investment Management, Inc. | 88 | $12.8K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 86 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 83 | $12.1K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 80 | $11.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 77 | $11.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $10.9K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 75 | $10.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $10.9K | 0.00% | +50+200.0% | Added |
| VisionPoint Advisory Group, LLC | 71 | $10.3K | 0.00% | +3+4.4% | Added |
| Armstrong Advisory Group, Inc | 72 | $10.1K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 66 | $9.59K | 0.01% | +66 | New |
| Solstein Capital, LLC | 64 | $9.29K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $9.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $8.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $8.86K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 59 | $8.57K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 58 | $8.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $8.00K | 0.00% | +24+70.6% | Added |
| Umb Bank N A | 55 | $7.99K | 0.00% | −1,348−96.1% | Reduced |
| Legacy Bridge, LLC | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $7.26K | 0.00% | +36+257.1% | Added |
| Main Street Group, LTD | 50 | $7.26K | 0.00% | +50 | New |
| City State Bank | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $7.00K | 0.00% | +3+7.1% | Added |
| West Paces Advisors Inc. | 45 | $6.54K | 0.00% | +19+73.1% | Added |
| Redmont Wealth Advisors LLC | 43 | $6.25K | 0.01% | +43 | New |
| M&R Capital Management Inc | 42 | $6.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $6.10K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $5.96K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 41 | $5.96K | 0.00% | +6+17.1% | Added |
| Horizon Financial Services, LLC | 40 | $5.81K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 37 | $5.37K | 0.00% | +18+94.7% | Added |
| Laurel Wealth Advisors LLC | 35 | $5.08K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 33 | $4.80K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.67K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $4.21K | 0.00% | +29 | New |
| Dunhill Financial, LLC | 27 | $3.99K | 0.00% | +4+17.4% | Added |
| Caldwell Sutter Capital, Inc. | 27 | $3.92K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $3.78K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26 | $3.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $3.63K | 0.00% | −25−50.0% | Reduced |
| Highlander Capital Management, LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.49K | 0.00% | −2−7.7% | Reduced |
| Valued Wealth Advisors LLC | 22 | $3.24K | 0.00% | +7+46.7% | Added |
| Penserra Capital Management LLC | 24 | $3.00K | 0.00% | −1,413−98.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $2.90K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $2.90K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $2.88K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 19 | $2.76K | 0.00% | −19−50.0% | Reduced |
| Planning Capital Management Corp | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $2.47K | 0.00% | +9+112.5% | Added |
| TFC Financial Management | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.60K | 0.00% | +4+57.1% | Added |
| Wolff Wiese Magana LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 10 | $1.45K | 0.00% | +10 | New |
| Lowe Wealth Advisors, LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.31K | 0.00% | +9 | New |
| True Wealth Design, LLC | 7 | $1.02K | 0.00% | −35−83.3% | Reduced |
| Retirement Group, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $727 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $727 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $726 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $436 | 0.00% | −5−62.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $436 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $290 | 0.00% | −5−71.4% | Reduced |
| WestEnd Advisors, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $290 | 0.00% | +2 | New |
| Colonial Trust Advisors | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −107,467−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −84,518−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −78,998−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −45,606−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −31,756−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −31,177−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −21,252−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,654−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −15,215−100.0% | Sold out |