| Boyd Watterson Asset Management LLC | 49 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 46 | $1.37K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $1.23K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 39 | $1.17K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 39 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 19 | $1.00K | 0.00% | −12−38.7% | Reduced |
| Bartlett & Co. LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 33 | $989 | 0.00% | +33 | New |
| Armstrong Advisory Group, Inc | 29 | $869 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $839 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $837 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $789 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $744 | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 24 | $719 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $719 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $689 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $601 | 0.00% | +8+66.7% | Added |
| Nemes Rush Group LLC | 20 | $600 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $599 | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 19 | $569 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $539 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 18 | $539 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $517 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $509 | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $480 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $464 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $450 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14 | $401 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $390 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $390 | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 12 | $360 | 0.00% | +12 | New |
| Creative Planning | 11 | $336 | 0.00% | +9+450.0% | Added |
| Financial Perspectives, Inc | 11 | $330 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 11 | $330 | 0.00% | +11 | New |
| Umb Bank N A | 10 | $300 | 0.00% | −6−37.5% | Reduced |
| GWM Advisors LLC | 10 | $300 | 0.00% | +2+25.0% | Added |
| Aspire Private Capital, LLC | 9 | $279 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 9 | $270 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 9 | $270 | 0.00% | +9 | New |
| Lee Financial Co | 8 | $240 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $240 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 8 | $240 | 0.00% | +4+100.0% | Added |
| Johnson Financial Group, Inc. | 8 | $240 | 0.00% | +8 | New |
| Tyler-Stone Wealth Management | 7 | $210 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 7 | $210 | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $180 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $180 | 0.00% | +6 | New |
| Zions Bancorporation, N.A. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $124 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $123 | 0.00% | −12−75.0% | Reduced |
| Private Trust Co NA | 4 | $120 | 0.00% | −6−60.0% | Reduced |
| West Branch Capital LLC | 4 | $120 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $75 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $60 | 0.00% | +2 | New |
| Proequities, Inc. | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $51 | 0.00% | −350−99.4% | Reduced |
| Financial Freedom, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $31 | 0.00% | +1 | New |
| Rosenberg Matthew Hamilton | 1 | $30 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1 | $30 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 1 | $30 | 0.00% | +1 | New |
| Fairman Group, LLC | 1 | $30 | 0.00% | +1 | New |
| GAMMA Investing LLC | 1 | $25 | 0.00% | +1 | New |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 12 | $0 | 0.00% | +12 | New |
| Wetzel Investment Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −135,634−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −128,163−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −108,722−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −88,978−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −62,824−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −46,017−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −43,482−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −35,144−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −30,811−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,583−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,444−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −18,193−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,107−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −8,835−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −8,676−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8,467−100.0% | Sold out |