| West Paces Advisors Inc. | 156 | $24.9K | 0.01% | +36+30.0% | Added |
| DB Wealth Management Group, LLC | 152 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 152 | $24.0K | 0.02% | +152 | New |
| Jefferies Group LLC | 143 | $22.8K | 0.00% | −16,137−99.1% | Reduced |
| TCTC Holdings, LLC | 138 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 141 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 139 | $22.0K | 0.02% | +139 | New |
| TD Waterhouse Canada Inc. | 143 | $21.6K | 0.00% | +143 | New |
| Eagle Bay Advisors LLC | 132 | $21.0K | 0.01% | −160−54.8% | Reduced |
| North Star Investment Management Corp. | 130 | $21.0K | 0.00% | +30+30.0% | Added |
| Baystate Wealth Management LLC | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 125 | $20.0K | 0.00% | +15+13.6% | Added |
| Concord Wealth Partners | 121 | $19.0K | 0.00% | +71+142.0% | Added |
| Solstein Capital, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 107 | $17.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 106 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $16.0K | 0.01% | +100 | New |
| Citizens National Bank Trust Department | 100 | $16.0K | 0.01% | +100 | New |
| Private Ocean, LLC | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $15.0K | 0.00% | −7−7.1% | Reduced |
| Gradient Investments LLC | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 75 | $12.0K | 0.00% | −3,950−98.1% | Reduced |
| Community Bank, N.A. | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 76 | $12.0K | 0.00% | +76 | New |
| Confluence Wealth Services, Inc. | 78 | $12.0K | 0.00% | +78 | New |
| City State Bank | 75 | $12.0K | 0.01% | +75 | New |
| Trustcore Financial Services, LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 68 | $11.0K | 0.00% | +68 | New |
| Seldon Capital LP | 71 | $11.0K | 0.01% | +71 | New |
| TCI Wealth Advisors, Inc. | 64 | $10.0K | 0.00% | −23−26.4% | Reduced |
| Spectrum Management Group, LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 59 | $9.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 53 | $8.00K | 0.00% | −85−61.6% | Reduced |
| Skylands Capital, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 49 | $8.00K | 0.07% | +49 | New |
| Plante Moran Financial Advisors, LLC | 43 | $7.00K | 0.00% | +43 | New |
| Mach-1 Financial Group, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Arcadia Investment Advisors LLC | 42 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 38 | $6.00K | 0.00% | −15−28.3% | Reduced |
| Financial Management Professionals, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 36 | $5.73K | 0.01% | +36 | New |
| JFS Wealth Advisors, LLC | 33 | $5.00K | 0.00% | +21+175.0% | Added |
| ClariVest Asset Management LLC | 27 | $4.00K | 0.00% | −5−15.6% | Reduced |
| Manchester Capital Management LLC | 26 | $4.00K | 0.00% | −3−10.3% | Reduced |
| Column Capital Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Core Alternative Capital | 18 | $3.00K | 0.00% | +18 | New |
| Schubert & Co | 16 | $3.00K | 0.00% | +16 | New |
| 1832 Asset Management L.P. | 14 | $2.00K | 0.00% | −2,542,312−100.0% | Reduced |
| BerganKDV Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Signet Financial Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Sierra Capital LLC | 15 | $2.00K | 0.00% | +15 | New |
| Snowden Capital Advisors LLC | 18 | $2.00K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −7,080−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 2 | $319 | 0.00% | – | – |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 60 | – | – | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −121,732−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −85,383−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −45,183−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −38,078−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −33,643−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,498−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,513−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,592−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −16,492−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,580−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −14,397−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,367−100.0% | Sold out |
