| EverSource Wealth Advisors, LLC | 219 | $38.2K | 0.00% | +51+30.4% | Added |
| Fifth Third Bancorp | 203 | $35.4K | 0.00% | +65+47.1% | Added |
| Private Trust Co NA | 200 | $34.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $34.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $34.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $34.2K | 0.00% | −2−1.0% | Reduced |
| Sterling Capital Management LLC | 194 | $33.8K | 0.00% | +122+169.4% | Added |
| Salomon & Ludwin, LLC | 190 | $33.6K | 0.00% | −20−9.5% | Reduced |
| Dunhill Financial, LLC | 192 | $33.5K | 0.01% | +1+0.5% | Added |
| SBI Securities Co., Ltd. | 153 | $26.7K | 0.00% | +18+13.3% | Added |
| Godfrey Financial Associates, Inc. | 153 | $26.7K | 0.02% | +153 | New |
| Allworth Financial LP | 150 | $26.2K | 0.00% | +17+12.8% | Added |
| Wexford Capital LP | 142 | $24.8K | 0.01% | +15+11.8% | Added |
| N.E.W. Advisory Services LLC | 141 | $24.6K | 0.00% | +141 | New |
| Quarry LP | 137 | $23.9K | 0.00% | +137 | New |
| Banque Cantonale Vaudoise | 126 | $22.0K | 0.00% | −25−16.6% | Reduced |
| Public Employees Retirement System of Ohio | 120 | $20.9K | 0.00% | −678−85.0% | Reduced |
| Leonteq Securities AG | 102 | $17.8K | 0.00% | −426−80.7% | Reduced |
| Massmutual Trust Co FSB | 100 | $17.4K | 0.00% | −19−16.0% | Reduced |
| IAG Wealth Partners, LLC | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 97 | $16.9K | 0.02% | +91+1,516.7% | Added |
| Golden State Wealth Management, LLC | 96 | $16.8K | 0.00% | +4+4.3% | Added |
| Parkside Financial Bank & Trust | 96 | $16.7K | 0.00% | −6−5.9% | Reduced |
| Guinness Asset Management LTD | 93 | $16.7K | 0.00% | +93 | New |
| Kemnay Advisory Services Inc. | 84 | $14.7K | 0.00% | +84 | New |
| Transamerica Financial Advisors, Inc. | 81 | $14.2K | 0.00% | +10+14.1% | Added |
| MidFirst Bank | 81 | $14.1K | 0.00% | +81 | New |
| Brown Brothers Harriman & Co | 77 | $13.4K | 0.00% | −108−58.4% | Reduced |
| Torren Management, LLC | 76 | $13.3K | 0.01% | +76 | New |
| Versant Capital Management, Inc | 74 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 72 | $12.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 70 | $12.2K | 0.00% | +38+118.8% | Added |
| Addison Advisors LLC | 68 | $11.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 64 | $11.2K | 0.00% | +18+39.1% | Added |
| SRS Capital Advisors, Inc. | 60 | $10.5K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 54 | $9.42K | 0.00% | +3+5.9% | Added |
| Clark Wealth Partners | 52 | $9.07K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $7.50K | 0.00% | +8+22.9% | Added |
| Oakworth Capital, Inc. | 41 | $7.15K | 0.00% | +41 | New |
| Harbor Capital Advisors, Inc. | 33 | $6.00K | 0.00% | −1−2.9% | Reduced |
| Greenline Wealth Management LLC | 34 | $5.95K | 0.01% | +34 | New |
| Winch Advisory Services, LLC | 34 | $5.93K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 29 | $5.06K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 25 | $4.36K | 0.00% | +6+31.6% | Added |
| High Note Wealth, LLC | 22 | $3.84K | 0.00% | −1−4.3% | Reduced |
| Bogart Wealth, LLC | 22 | $3.84K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $3.49K | 0.00% | +9+81.8% | Added |
| Farmers & Merchants Investments Inc | 18 | $3.14K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 19 | $3.00K | 0.00% | −847−97.8% | Reduced |
| Bare Financial Services, Inc | 15 | $2.62K | 0.00% | −32−68.1% | Reduced |
| Bellevue Asset Management, LLC | 15 | $2.62K | 0.00% | +7+87.5% | Added |
| TD Private Client Wealth LLC | 15 | $2.59K | 0.00% | +6+66.7% | Added |
| Flagship Harbor Advisors, LLC | 14 | $2.44K | 0.00% | +14 | New |
| TD Capital Management LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $2.27K | 0.00% | −6−31.6% | Reduced |
| Larson Financial Group LLC | 12 | $2.09K | 0.00% | −38−76.0% | Reduced |
| MPWM Advisory Solutions, LLC | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 11 | $1.92K | 0.00% | +11 | New |
| Keating Financial Advisory Services, Inc. | 10 | $1.74K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 9 | $1.64K | 0.00% | −3−25.0% | Reduced |
| IFP Advisors, Inc | 9 | $1.57K | 0.00% | −247−96.5% | Reduced |
| South State Corp. | 9 | $1.57K | 0.00% | +9 | New |
| Crewe Advisors LLC | 7 | $1.22K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $1.05K | 0.00% | +1+20.0% | Added |
| Sound Income Strategies, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 5 | $872 | 0.00% | −4−44.4% | Reduced |
| Raffa Wealth Management, LLC | 4 | $698 | 0.00% | +1+33.3% | Added |
| SageView Advisory Group, LLC | 4 | $698 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $698 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $698 | 0.00% | +4 | New |
| Concord Wealth Partners | 3 | $523 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $523 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 2 | $349 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $349 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $349 | 0.00% | +1+100.0% | Added |
| ROSS\JOHNSON & Associates LLC | 2 | $349 | 0.01% | +2 | New |
| Basecamp Wealth Advisors LLC | 2 | $349 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $348 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $175 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $175 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $174 | 0.00% | −11−91.7% | Reduced |
| Copeland Capital Management, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $174 | 0.00% | +1 | New |
| Colonial Trust Advisors | 0 | $2 | 0.00% | −1−100.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −188,450−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −72,610−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,561−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −40,551−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −37,371−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,901−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −27,235−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −24,545−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,779−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,001−100.0% | Sold out |
