| Arcadia Investment Advisors LLC | 204 | $12.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $12.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $12.3K | 0.00% | −228−53.3% | Reduced |
| Danske Bank A/S | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 199 | $12.3K | 0.00% | +90+82.6% | Added |
| MCF Advisors LLC | 197 | $12.2K | 0.00% | −68−25.7% | Reduced |
| Brown Brothers Harriman & Co | 187 | $11.5K | 0.00% | +187 | New |
| Signaturefd, LLC | 145 | $8.95K | 0.00% | +78+116.4% | Added |
| GHP Investment Advisors, Inc. | 124 | $7.66K | 0.00% | +124 | New |
| Skopos Labs, Inc. | 123 | $7.59K | 0.00% | +123 | New |
| GWM Advisors LLC | 120 | $7.41K | 0.00% | +50+71.4% | Added |
| Palouse Capital Management, Inc. | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 98 | $6.05K | 0.00% | −29−22.8% | Reduced |
| CX Institutional | 100 | $6.00K | 0.00% | +100 | New |
| Wood Tarver Financial Group, LLC | 84 | $5.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $5.12K | 0.00% | −93−52.8% | Reduced |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 80 | $4.94K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 75 | $4.63K | 0.00% | +75 | New |
| First Horizon Advisors, Inc. | 74 | $4.57K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 71 | $4.38K | 0.00% | +46+184.0% | Added |
| Rakuten Securities, Inc. | 68 | $4.20K | 0.00% | −182−72.8% | Reduced |
| Boston Private Wealth LLC | 67 | $4.14K | 0.00% | +67 | New |
| Capital Analysts, LLC | 72 | $4.00K | 0.00% | +72 | New |
| Atlantic Trust, LLC | 64 | $3.95K | 0.00% | +64 | New |
| Meeder Asset Management Inc | 54 | $3.33K | 0.00% | +54 | New |
| NBT Bank N A | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $2.72K | 0.00% | +3+7.3% | Added |
| Cape Investment Advisory, Inc. | 42 | $2.59K | 0.00% | +42 | New |
| Pacific Center for Financial Services | 41 | $2.53K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $1.54K | 0.00% | +7+38.9% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.36K | 0.00% | +9+69.2% | Added |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | +21+262.5% | Added |
| Sawyer & Company, Inc | 20 | $1.00K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 15 | $927 | 0.00% | +15 | New |
| Activest Wealth Management | 13 | $803 | 0.00% | +13 | New |
| Kiker Wealth Management, LLC | 13 | $803 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 12 | $741 | 0.00% | +12 | New |
| REAP Financial Group, LLC | 10 | $617 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $556 | 0.00% | +6+200.0% | Added |
| South State Corp. | 8 | $494 | 0.00% | +8 | New |
| CVA Family Office, LLC | 8 | $494 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $494 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $433 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $432 | 0.00% | +6+600.0% | Added |
| Bogart Wealth, LLC | 7 | $432 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $370 | 0.00% | +6 | New |
| Anfield Capital Management, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $309 | 0.00% | +5 | New |
| 1620 Investment Advisors, Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $124 | 0.00% | +1+100.0% | Added |
| Umb Bank N A | 2 | $123 | 0.00% | +2 | New |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $62 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −392,513−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −358,799−100.0% | Sold out |
| Revere Asset Management, Inc | 0 | $0 | 0.00% | −73,675−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −69,952−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −67,301−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −59,556−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −59,100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −51,950−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −34,665−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −23,744−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −23,650−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −14,243−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −9,295−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cypress Advisory Group LLC | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −6,192−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,966−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,695−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,036−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |