| Coastal Capital Group, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Cordant, Inc. | 28 | $1.00K | 0.00% | +28 | New |
| Financial Perspectives, Inc | 8 | $269 | 0.00% | −4−33.3% | Reduced |
| WestEnd Advisors, LLC | – | $67 | 0.00% | – | – |
| Ci Investments Inc. | 14 | $0 | 0.00% | −21,330−99.9% | Reduced |
| North Star Investment Management Corp. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $0 | 0.00% | −12−46.2% | Reduced |
| Carroll Financial Associates, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| BBVA USA | 6 | $0 | 0.00% | +4+200.0% | Added |
| Albion Financial Group | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Wealth Quarterback LLC | 3 | – | – | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6 | – | – | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −1,420,575−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −700,473−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −81,288−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −67,873−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −48,152−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −42,825−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −39,428−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,493−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −21,651−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −22,378−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,136−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,393−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −18,398−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −13,064−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −10,967−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,708−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,337−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,311−100.0% | Sold out |
| Dohj, LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −6,047−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,987−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −5,957−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Euclidean Technologies Management, LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −5,504−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Prudent Investors Network | 0 | $0 | 0.00% | −5,228−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | 0 | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |