| Covestor Ltd | 454 | $12.0K | 0.01% | −3−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 442 | $11.7K | 0.00% | +167+60.7% | Added |
| West Paces Advisors Inc. | 440 | $11.7K | 0.00% | −100−18.5% | Reduced |
| Larson Financial Group LLC | 426 | $11.3K | 0.00% | −13−3.0% | Reduced |
| Advisors Preferred, LLC | 425 | $11.2K | 0.00% | −53−11.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 392 | $10.4K | 0.00% | +142+56.8% | Added |
| WR Wealth Planners, LLC | 369 | $9.80K | 0.00% | −74−16.7% | Reduced |
| Ronald Blue Trust, Inc. | 443 | $9.00K | 0.00% | −13−2.9% | Reduced |
| ORG Partners LLC | 325 | $8.53K | 0.00% | +325 | New |
| Bay Harbor Wealth Management, LLC | 310 | $8.24K | 0.00% | +310 | New |
| Whittier Trust Co | 305 | $8.10K | 0.00% | +305 | New |
| Valley National Advisers Inc | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $7.97K | 0.00% | −200−40.0% | Reduced |
| West Branch Capital LLC | 288 | $7.65K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 275 | $7.00K | 0.00% | −100−26.7% | Reduced |
| Cornerstone Planning Group LLC | 263 | $6.99K | 0.00% | +263 | New |
| Earnest Partners LLC | 246 | $6.54K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 273 | $6.37K | 0.01% | 00.0% | Unchanged |
| City State Bank | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 222 | $5.90K | 0.00% | +222 | New |
| Armstrong Advisory Group, Inc | 201 | $5.34K | 0.00% | −2,020−91.0% | Reduced |
| TD Capital Management LLC | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $5.31K | 0.00% | +200 | New |
| Pittenger & Anderson Inc | 200 | $5.31K | 0.00% | +200 | New |
| Community Bank, N.A. | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 184 | $4.89K | 0.00% | +12+7.0% | Added |
| Elequin Capital LP | 182 | $4.84K | 0.00% | +182 | New |
| Aspire Private Capital, LLC | 171 | $4.54K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 167 | $4.44K | 0.00% | +167 | New |
| Allianz Asset Management GmbH | 166,946 | $4.44K | 0.00% | +166,946 | New |
| Investment Research & Advisory Group, Inc. | 166 | $4.41K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 163 | $4.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 155 | $4.12K | 0.00% | −159−50.6% | Reduced |
| Optimum Investment Advisors | 155 | $4.12K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $3.99K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 139 | $3.69K | 0.00% | +70+101.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 135 | $3.59K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 105 | $2.79K | 0.00% | −403−79.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 91 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 88 | $2.34K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 83 | $2.21K | 0.00% | +23+38.3% | Added |
| PayPay Securities Corp | 76 | $2.02K | 0.12% | −44−36.7% | Reduced |
| AlphaMark Advisors, LLC | 60 | $2.00K | 0.00% | −300−83.3% | Reduced |
| VitalStone Financial, LLC | 105 | $2.00K | 0.00% | −19−15.3% | Reduced |
| ClariVest Asset Management LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 71 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 66 | $1.61K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $1.46K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $1.25K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 47 | $1.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.06K | 0.00% | +40 | New |
| First Manhattan Co | 31 | $823 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $818 | 0.00% | +27 | New |
| Pacifica Partners Inc. | 30 | $782 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $585 | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 20 | $532 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $532 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $399 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $399 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 14 | $363 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $345 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12 | $319 | 0.00% | −15−55.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 10 | $266 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $266 | 0.00% | +10 | New |
| Bourgeon Capital Management LLC | 9 | $240 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $239 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $215 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $213 | 0.00% | +8 | New |
| Atticus Wealth Management, LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 310 | – | – | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Contrarius Investment Management Ltd | 0 | $0 | 0.00% | −3,401,452−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −902,837−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −505,390−100.0% | Sold out |