| Bell Investment Advisors, Inc | 26 | $7.00K | 0.00% | −9−25.7% | Reduced |
| Baystate Wealth Management LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $7.00K | 0.00% | +16+177.8% | Added |
| Osterweis Capital Management Inc | 27 | $7.00K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 24 | $6.00K | 0.00% | −10−29.4% | Reduced |
| Ogorek Anthony Joseph | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $6.00K | 0.00% | +3+15.8% | Added |
| Trustcore Financial Services, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Glassman Wealth Services | 20 | $5.00K | 0.00% | −13−39.4% | Reduced |
| Zullo Investment Group, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $4.00K | 0.00% | −60−80.0% | Reduced |
| AdvisorNet Financial, Inc | 14 | $4.00K | 0.00% | −15−51.7% | Reduced |
| MV Capital Management, Inc. | 14 | $4.00K | 0.00% | −10−41.7% | Reduced |
| Earnest Partners LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $3.00K | 0.00% | +5+62.5% | Added |
| Schubert & Co | 11 | $3.00K | 0.00% | +2+22.2% | Added |
| Newbridge Financial Services Group, Inc. | 12 | $3.00K | 0.00% | +5+71.4% | Added |
| Ronald Blue Trust, Inc. | 6 | $2.00K | 0.00% | −7−53.8% | Reduced |
| American National Bank | 6 | $2.00K | 0.00% | +6 | New |
| Clean Yield Group | 6 | $2.00K | 0.00% | +6 | New |
| Center for Financial Planning, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Aua Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $1.00K | 0.00% | +2 | New |
| Lazard Asset Management LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −135,317−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,329−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −30,770−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −18,402−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,955−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,756−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −8,902−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −8,368−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,799−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Pictet Bank & Trust Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Villere St Denis J & Co LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Newfound Research LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |