| Brown Brothers Harriman & Co | 34 | $580 | 0.00% | −723−95.5% | Reduced |
| Financial Network Wealth Advisors LLC | 32 | $546 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 35 | $536 | 0.00% | +35 | New |
| WFA Asset Management Corp | 25 | $531 | 0.00% | +25 | New |
| ORG Partners LLC | 30 | $519 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $460 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 26 | $443 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $359 | 0.00% | −13−38.2% | Reduced |
| Dunhill Financial, LLC | 20 | $347 | 0.00% | −14−41.2% | Reduced |
| TD Waterhouse Canada Inc. | 20 | $346 | 0.00% | −7−25.9% | Reduced |
| S&T Bank | 20 | $341 | 0.00% | +20 | New |
| Activest Wealth Management | 20 | $341 | 0.00% | +20 | New |
| Glass Jacobson Investment Advisors llc | 17 | $340 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $333 | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 19 | $324 | 0.00% | −52−73.2% | Reduced |
| Ridgewood Investments LLC | 18 | $307 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $307 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 17 | $290 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $273 | 0.00% | −144−90.0% | Reduced |
| Catherine Avery Investment Management LLC | 16 | $273 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 15 | $256 | 0.00% | +15 | New |
| Clear Investment Research, LLC | 14 | $249 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13 | $222 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $222 | 0.00% | +13 | New |
| NewSquare Capital LLC | 13 | $222 | 0.00% | +13 | New |
| Smallwood Wealth Investment Management, LLC | 13 | $221 | 0.00% | +13 | New |
| New Millennium Group LLC | 12 | $205 | 0.00% | −2−14.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 12 | $205 | 0.00% | +12 | New |
| Fortis Group Advisors, LLC | 12 | $204 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 12 | $204 | 0.00% | +12 | New |
| Distillate Capital Partners LLC | 10 | $171 | 0.00% | −3−23.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $170 | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 10 | $170 | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $153 | 0.00% | −1−10.0% | Reduced |
| Hollencrest Capital Management | 9 | $153 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $140 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $137 | 0.00% | −2−20.0% | Reduced |
| North Star Investment Management Corp. | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $136 | 0.00% | +8 | New |
| Albion Financial Group | 7 | $120 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $120 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $103 | 0.00% | +6 | New |
| Colonial Trust Advisors | 6 | $102 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $102 | 0.00% | +6 | New |
| Graney & King, LLC | 5 | $89 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $86 | 0.00% | −41−89.1% | Reduced |
| Blume Capital Management, Inc. | 5 | $86 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 4 | $69 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $51 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3 | $51 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $51 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $51 | 0.00% | +3 | New |
| St Germain D J Co Inc | 2 | $34 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $18 | 0.00% | −13−92.9% | Reduced |
| Zions Bancorporation, National Association | 1 | $17 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $17 | 0.00% | +1 | New |
| Acadian Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $0 | 0.00% | +27 | New |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −625,234−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −596,158−100.0% | Sold out |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −385,585−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −326,586−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −112,789−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −102,020−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −92,720−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −71,635−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −59,188−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −32,796−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −32,745−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −28,343−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −20,981−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −19,462−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −19,270−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −14,692−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −13,999−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,903−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,721−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,067−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −11,035−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |