| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 85,423 | $0 | 0.00% | +85,423 | New |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3 | $1.00K | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 5 | $1.07K | 0.00% | +5 | New |
| Cubist Systematic Strategies, LLC | 7 | $2.00K | 0.00% | −24,687−100.0% | Reduced |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | −18−69.2% | Reduced |
| Stonebridge Capital Advisors LLC | 9 | $2.00K | 0.00% | −6−40.0% | Reduced |
| Ahrens Investment Partners LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Financial Enhancement Group LLC | 11 | $2.00K | 0.00% | +11 | New |
| Surevest, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $3.00K | 0.00% | +3+23.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $3.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Sierra Capital LLC | 19 | $4.00K | 0.00% | −8−29.6% | Reduced |
| Lloyd Advisory Services, LLC. | 17 | $4.00K | 0.00% | +11+183.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 24 | $5.00K | 0.00% | −42−63.6% | Reduced |
| McIlrath & Eck, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $5.00K | 0.00% | +4+20.0% | Added |
| Bedel Financial Consulting, Inc. | 21 | $5.00K | 0.00% | +16+320.0% | Added |
| Core Alternative Capital | 21 | $5.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 27 | $5.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $5.79K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Center for Financial Planning, Inc. | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $8.00K | 0.00% | +14+56.0% | Added |
| Rockbridge Investment Management, LCC | 40 | $8.56K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 44 | $10.0K | 0.00% | −20−31.3% | Reduced |
| Versant Capital Management, Inc | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $10.0K | 0.00% | +60 | New |
| Kelly Financial Services LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 50 | $11.0K | 0.00% | −14−21.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 53 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 51 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $11.0K | 0.00% | – | New |
| JFS Wealth Advisors, LLC | 54 | $12.0K | 0.00% | +35+184.2% | Added |
| Sutton Wealth Advisors Inc. | 60 | $12.9K | 0.00% | +11+22.4% | Added |
| Earnest Partners LLC | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 61 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $13.0K | 0.00% | +12+24.5% | Added |
| Lenox Wealth Advisors, LLC | 61 | $13.0K | 0.00% | +18+41.9% | Added |
| MUFG Americas Holdings Corp | 60 | $13.0K | 0.00% | +60 | New |
| Glen Eagle Advisors, LLC | 61 | $13.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 65 | $14.0K | 0.00% | −37−36.3% | Reduced |
| BDO Wealth Advisors, LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 67 | $14.0K | 0.00% | +18+36.7% | Added |
| Jones Financial Companies LLLP | 71 | $15.0K | 0.00% | −7−9.0% | Reduced |
| First Financial Corp | 68 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $16.0K | 0.01% | +1+1.4% | Added |
| RPg Family Wealth Advisory, LLC | 79 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $17.0K | 0.00% | −7−8.3% | Reduced |
| Massmutual Trust Co FSB | 77 | $17.0K | 0.00% | +10+14.9% | Added |
| Fieldpoint Private Securities, LLC | 85 | $18.0K | 0.00% | −35−29.2% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 88 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 90 | $19.0K | 0.00% | +90 | New |
| Bartlett & Co. Wealth Management LLC | 90 | $19.3K | 0.00% | +90 | New |
| Aquatic Capital Management LLC | 100 | $21.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 102 | $22.0K | 0.00% | −7−6.4% | Reduced |
| Adirondack Trust Co | 105 | $23.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $23.0K | 0.01% | +10+10.5% | Added |
| Catalyst Capital Advisors LLC | 111 | $24.0K | 0.00% | +22+24.7% | Added |
| FourThought Financial, LLC | 118 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 114 | $25.0K | 0.01% | +14+14.0% | Added |
| Creative Financial Designs Inc | 123 | $26.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 127 | $27.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $30.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 156 | $33.0K | 0.01% | +89+132.8% | Added |
| Ossiam | 162 | $35.0K | 0.00% | −54,047−99.7% | Reduced |
| Webster Bank, N. A. | 162 | $35.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 170 | $36.0K | 0.01% | +170 | New |
| Riverview Trust Co | 170 | $36.0K | 0.03% | +170 | New |
| Covestor Ltd | 173 | $37.0K | 0.03% | −104−37.5% | Reduced |
| Freedman Financial Associates, Inc. | 187 | $41.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 195 | $42.0K | 0.00% | −25−11.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 200 | $43.0K | 0.03% | 00.0% | Unchanged |