| Arlington Partners LLC | 82 | $36.5K | 0.01% | +26+46.4% | Added |
| Safeguard Financial, LLC | 83 | $36.0K | 0.02% | +83 | New |
| Westpac Banking Corp | 80 | $35.6K | 0.00% | −7,464−98.9% | Reduced |
| Knott David M Jr | 78 | $35.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $33.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $32.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 70 | $31.2K | 0.01% | +70 | New |
| Twin Lakes Capital Management, LLC | 67 | $29.6K | 0.02% | +1+1.5% | Added |
| Live Oak Investment Partners | – | $28.9K | 0.02% | – | – |
| Baystate Wealth Management LLC | 62 | $27.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $27.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 60 | $27.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $26.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $26.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $26.7K | 0.00% | −21−25.9% | Reduced |
| AdvisorNet Financial, Inc | 59 | $26.3K | 0.00% | −28−32.2% | Reduced |
| Stonebridge Capital Advisors LLC | 56 | $24.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $24.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $23.6K | 0.00% | −4−7.0% | Reduced |
| Antonetti Capital Management LLC | 51 | $22.7K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 50 | $22.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $22.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $22.0K | 0.01% | −10−16.7% | Reduced |
| Vigilant Capital Management, LLC | 49 | $22.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $22.0K | 0.00% | −350−87.5% | Reduced |
| Steward Financial Group LLC | 51 | $22.0K | 0.01% | +51 | New |
| Sutton Wealth Advisors Inc. | 49 | $21.8K | 0.01% | +3+6.5% | Added |
| Zions Bancorporation, N.A. | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 45 | $20.0K | 0.01% | +45 | New |
| Benjamin F. Edwards & Company, Inc. | 44 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $19.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 44 | $19.6K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 43 | $19.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $19.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 39 | $17.4K | 0.00% | −19,922−99.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 39 | $17.0K | 0.00% | +39 | New |
| RFP Financial Group LLC | 38 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $16.5K | 0.00% | −1−2.6% | Reduced |
| Your Advocates Ltd., LLP | 37 | $16.5K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 34 | $15.1K | 0.01% | +34 | New |
| Loomis Sayles & Co L P | 32 | $14.0K | 0.00% | −28−46.7% | Reduced |
| WR Wealth Planners, LLC | 31 | $13.8K | 0.01% | +31 | New |
| Sofos Investments, Inc. | 445 | $12.9K | 0.06% | +49+12.4% | Added |
| Nemes Rush Group LLC | 25 | $11.1K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $11.0K | 0.00% | +24 | New |
| ClariVest Asset Management LLC | 24 | $10.0K | 0.00% | −60,492−100.0% | Reduced |
| TSFG, LLC | 22 | $10.0K | 0.00% | +4+22.2% | Added |
| Castleview Partners, LLC | 22 | $9.80K | 0.01% | −24−52.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $9.80K | 0.01% | +21+2,100.0% | Added |
| SRS Capital Advisors, Inc. | 20 | $8.92K | 0.00% | −4−16.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 20 | $8.91K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $7.57K | 0.00% | −2−10.5% | Reduced |
| Proequities, Inc. | 16 | $7.13K | 0.00% | −45−73.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 15 | $7.00K | 0.00% | −3−16.7% | Reduced |
| WealthPLAN Partners, LLC | 15 | $6.71K | 0.00% | −67−81.7% | Reduced |
| MV Capital Management, Inc. | 15 | $6.68K | 0.00% | −4−21.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $6.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $6.68K | 0.00% | +10+200.0% | Added |
| Aspire Private Capital, LLC | 14 | $6.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $5.79K | 0.00% | +2+18.2% | Added |
| Disciplined Investments, LLC | 12 | $5.34K | 0.00% | −3−20.0% | Reduced |
| American National Bank | 12 | $5.34K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| Colonial Trust Advisors | 11 | $4.90K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | −10−58.8% | Reduced |
| Byrne Asset Management LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $3.00K | 0.00% | +6 | New |
| Carmel Capital Partners, LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $2.67K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $2.23K | 0.00% | +5 | New |
| Motco | 5 | $2.23K | 0.00% | +5 | New |
| Bollard Group LLC | 5 | $2.00K | 0.00% | +5 | New |
| HM Payson & Co | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $1.78K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $1.34K | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $891 | 0.00% | −272−99.3% | Reduced |
| West Paces Advisors Inc. | 2 | $891 | 0.00% | −3−60.0% | Reduced |
| Tfo-TDC, LLC | 2 | $891 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $891 | 0.00% | +2 | New |
| Crewe Advisors LLC | 1 | $446 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 1 | $445 | 0.00% | +1 | New |
| Comerica Bank | 74,908 | $34 | 0.00% | +74,908 | New |
| Perpetual Ltd | 0 | $0 | 0.00% | −247,971−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −179,585−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −100,488−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −93,111−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −91,963−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −50,605−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −43,872−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −33,663−100.0% | Sold out |
