| Earnest Partners LLC | 370 | $12.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 379 | $12.0K | 0.01% | +5+1.3% | Added |
| Carolinas Wealth Consulting LLC | 363 | $11.0K | 0.00% | +4+1.1% | Added |
| Roble, Belko & Company, Inc | 348 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 362 | $11.0K | 0.00% | +80+28.4% | Added |
| Financial Avengers, Inc. | 312 | $10.0K | 0.01% | +4+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 325 | $10.0K | 0.01% | +200+160.0% | Added |
| Coston, McIsaac & Partners | 313 | $9.00K | 0.00% | +3+1.0% | Added |
| Manchester Capital Management LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 287 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| American National Bank | 286 | $9.00K | 0.00% | +87+43.7% | Added |
| C M Bidwell & Associates Ltd | 286 | $9.00K | 0.01% | +286 | New |
| MV Capital Management, Inc. | 267 | $8.00K | 0.00% | −172−39.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 264 | $8.00K | 0.01% | +1+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 243 | $8.00K | 0.00% | +14+6.1% | Added |
| Coastal Capital Group, Inc. | 246 | $8.00K | 0.00% | +2+0.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 257 | $8.00K | 0.00% | +257 | New |
| West Paces Advisors Inc. | 247 | $7.76K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 203 | $7.00K | 0.00% | −361−64.0% | Reduced |
| Valley National Advisers Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 210 | $6.81K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 184 | $6.00K | 0.00% | −554−75.1% | Reduced |
| Marquette Asset Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 199 | $6.00K | 0.01% | +97+95.1% | Added |
| JJJ Advisors Inc. | 187 | $6.00K | 0.00% | +181+3,016.7% | Added |
| Selway Asset Management | 200 | $6.00K | 0.00% | +200 | New |
| Timber Creek Capital Management LLC | 200 | $6.00K | 0.00% | +200 | New |
| SOA Wealth Advisors, LLC. | 167 | $5.00K | 0.00% | −26−13.5% | Reduced |
| Surevest, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $5.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $5.00K | 0.00% | +150 | New |
| Harvest Fund Management Co., Ltd | 169 | $5.00K | 0.00% | +169 | New |
| Mizuho Securities Co. Ltd. | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 120 | $4.00K | 0.00% | +120 | New |
| Global Trust Asset Management, LLC | 132 | $4.00K | 0.00% | +132 | New |
| Lindbrook Capital, LLC | 95 | $3.00K | 0.00% | −220−69.8% | Reduced |
| Sargent Bickham Lagudis LLC | 81 | $3.00K | 0.00% | −95−54.0% | Reduced |
| Capital Advisors, Ltd. LLC | 100 | $3.00K | 0.00% | −68−40.5% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 102 | $3.00K | 0.00% | +56+121.7% | Added |
| Old North State Trust, LLC | 90 | $3.00K | 0.00% | +90 | New |
| Kozak & Associates, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Absolute Capital Management, LLC | 75 | $2.37K | 0.00% | +75 | New |
| Estabrook Capital Management | 72 | $2.26K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 57 | $2.00K | 0.00% | −108−65.5% | Reduced |
| City Holding Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $1.20K | 0.00% | +38 | New |
| HHM Wealth Advisors, LLC | 30 | $1.00K | 0.00% | −400−93.0% | Reduced |
| Perkins Coie Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Heritage Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Heritage Wealth Advisors | 10 | $314 | 0.00% | −3,000−99.7% | Reduced |
| Barrett & Company, Inc. | 4 | $149 | 0.00% | +4 | New |
| Financial Perspectives, Inc | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $37 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | −22−75.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 62 | – | – | −698−91.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 219 | – | – | +219 | New |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −2,954,490−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −1,124,975−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −850,000−100.0% | Sold out |
| Old Republic International Corporation | 0 | $0 | 0.00% | −714,500−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −358,566−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −307,854−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −275,039−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −221,780−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −220,661−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −189,690−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −169,420−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −111,274−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −106,700−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −94,741−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −84,362−100.0% | Sold out |
| Capitol Family Office, Inc. | 0 | $0 | 0.00% | −64,638−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −64,473−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −60,570−100.0% | Sold out |