| Baystate Wealth Management LLC | 116 | $25.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $25.0K | 0.00% | −29−20.3% | Reduced |
| Ogorek Anthony Joseph | 109 | $23.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 121 | $22.8K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 102 | $22.0K | 0.01% | +102 | New |
| Covestor Ltd | 96 | $21.0K | 0.02% | −1−1.0% | Reduced |
| Core Alternative Capital | 93 | $20.5K | 0.00% | +15+19.2% | Added |
| Strategic Investment Solutions, Inc. | 93 | $20.4K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 92 | $20.2K | 0.01% | +92 | New |
| Ronald Blue Trust, Inc. | 104 | $20.0K | 0.00% | −722−87.4% | Reduced |
| Fairfield Financial Advisors, LTD | 89 | $19.5K | 0.01% | +1+1.1% | Added |
| Colonial Trust Co | 82 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $17.6K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 75 | $16.5K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 75 | $16.5K | 0.01% | +75 | New |
| Bogart Wealth, LLC | 74 | $16.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $14.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 65 | $14.0K | 0.00% | +64+6,400.0% | Added |
| SRS Capital Advisors, Inc. | 61 | $13.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $13.4K | 0.01% | −4−6.2% | Reduced |
| Venturi Wealth Management, LLC | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 55 | $12.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 53 | $12.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 58 | $12.0K | 0.00% | +58 | New |
| West Tower Group, LLC | 54 | $11.9K | 0.01% | +54 | New |
| Bell Investment Advisors, Inc | 51 | $11.2K | 0.00% | +3+6.3% | Added |
| Quarry LP | 43 | $9.44K | 0.01% | +43 | New |
| Global Financial Private Client, LLC | 43 | $9.30K | 0.00% | −37−46.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 42 | $9.22K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 41 | $9.00K | 0.00% | −28−40.6% | Reduced |
| CVA Family Office, LLC | 40 | $8.78K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 39 | $8.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $8.35K | 0.00% | +9+31.0% | Added |
| Gradient Investments LLC | 35 | $7.74K | 0.00% | +7+25.0% | Added |
| Baker Avenue Asset Management, LP | 33 | $7.25K | 0.00% | −4−10.8% | Reduced |
| Eagle Bay Advisors LLC | 27 | $5.91K | 0.00% | +5+22.7% | Added |
| Raffa Wealth Management, LLC | 26 | $5.71K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $4.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $4.61K | 0.00% | +2+10.5% | Added |
| MCF Advisors LLC | 21 | $4.61K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21 | $4.61K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $4.61K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 19 | $4.17K | 0.00% | +19 | New |
| Sofos Investments, Inc. | 220 | $4.13K | 0.02% | +29+15.2% | Added |
| Vigilant Capital Management, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $3.95K | 0.00% | +18 | New |
| Chilton Capital Management LLC | 16 | $3.51K | 0.00% | +16 | New |
| Intrepid Capital Management Inc | 15 | $3.36K | 0.00% | +15 | New |
| First Command Bank | 14 | $3.07K | 0.00% | +14 | New |
| First Command Financial Services, Inc. | 14 | $3.07K | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 12 | $2.63K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10 | $2.20K | 0.00% | −5−33.3% | Reduced |
| Albion Financial Group | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10 | $2.20K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $2.00K | 0.00% | +8+160.0% | Added |
| Concord Wealth Partners | 9 | $1.98K | 0.00% | +9 | New |
| ICA Group Wealth Management, LLC | 6 | $1.32K | 0.00% | −9−60.0% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $1.32K | 0.00% | +6 | New |
| TFC Financial Management | 5 | $1.10K | 0.00% | +2+66.7% | Added |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $659 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 2 | $525 | 0.00% | −8,495−100.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2 | $440 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 2 | $439 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $220 | 0.00% | −43−97.7% | Reduced |
| Comerica Bank | 233,144 | $6 | 0.00% | +233,144 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −83,217−100.0% | Sold out |
| Lawson Kroeker Investment Management Inc | 0 | $0 | 0.00% | −79,984−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −45,400−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −86,400−100.0% | Sold out |
| Harrell Investment Partners, LLC | 0 | $0 | 0.00% | −37,467−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −37,054−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −28,629−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,651−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,472−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
