| Tortoise Investment Management, LLC | 225 | $12.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $12.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 215 | $11.9K | 0.00% | −4−1.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $11.1K | 0.01% | +200 | New |
| Stonebridge Capital Advisors LLC | 188 | $10.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 185 | $10.2K | 0.01% | +185 | New |
| Column Capital Advisors, LLC | 175 | $9.68K | 0.00% | +20+12.9% | Added |
| Toth Financial Advisory Corp | 175 | $9.68K | 0.00% | +150+600.0% | Added |
| Rogco, LP | 175 | $9.68K | 0.00% | +175 | New |
| Credit Agricole S A | 162 | $8.96K | 0.00% | +162 | New |
| Cape Investment Advisory, Inc. | 158 | $8.74K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $8.29K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 140 | $7.74K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $7.63K | 0.00% | +55+66.3% | Added |
| Fifth Third Bancorp | 135 | $7.47K | 0.00% | −319−70.3% | Reduced |
| Montag A & Associates Inc | 121 | $6.69K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 118 | $6.53K | 0.00% | −4−3.3% | Reduced |
| First Horizon Advisors, Inc. | 118 | $6.53K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 115 | $6.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 104 | $5.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $5.53K | 0.00% | −1,000−90.9% | Reduced |
| Ancora Advisors, LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.53K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 91 | $5.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 83 | $4.59K | 0.00% | −100−54.6% | Reduced |
| Flaharty Asset Management, LLC | 83 | $4.59K | 0.00% | +83 | New |
| Versant Capital Management, Inc | 75 | $4.17K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $4.00K | 0.00% | −6−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 87 | $4.00K | 0.00% | +87 | New |
| Kozak & Associates, Inc. | 69 | $3.64K | 0.00% | +69 | New |
| Carolinas Wealth Consulting LLC | 60 | $3.42K | 0.00% | +24+66.7% | Added |
| Insight Financial Services | 61 | $3.37K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 58 | $3.21K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 56 | $3.10K | 0.00% | −19−25.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $3.00K | 0.00% | +52 | New |
| TD Capital Management LLC | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 50 | $2.77K | 0.00% | +50 | New |
| City Holding Co | 50 | $2.76K | 0.00% | +50 | New |
| Institutional & Family Asset Management, LLC | 48 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $2.43K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 35 | $1.94K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $1.72K | 0.00% | −40−56.3% | Reduced |
| Maryland Capital Advisors Inc. | 29 | $1.60K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $1.44K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $1.17K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 21 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 20 | $1.11K | 0.00% | +3+17.6% | Added |
| Byrne Asset Management LLC | 15 | $1.00K | 0.00% | −178−92.2% | Reduced |
| PrairieView Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 17 | $941 | 0.00% | +17 | New |
| Carmel Capital Partners, LLC | 14 | $785 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $781 | 0.00% | −64−82.1% | Reduced |
| Bourgeon Capital Management LLC | 14 | $775 | 0.00% | +14 | New |
| Global Wealth Management Investment Advisory, Inc. | 12 | $664 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $664 | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 11 | $660 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7 | $387 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $55 | 0.00% | −1,026−99.9% | Reduced |
| Cornerstone Planning Group LLC | 1 | $55 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −814,938−100.0% | Sold out |
| Consulta Ltd | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −513,899−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −307,029−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Academy Capital Management Inc | 0 | $0 | 0.00% | −134,258−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −99,847−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −96,987−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −44,800−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Manitou Investment Management Ltd. | 0 | $0 | 0.00% | −27,551−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −20,592−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −17,598−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,704−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,883−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −13,792−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −12,155−100.0% | Sold out |