| Assetmark, Inc | 152 | $5.51K | 0.00% | −5,867−97.5% | Reduced |
| CNB Bank | 140 | $5.08K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 140 | $5.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 137 | $4.97K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 136 | $4.93K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 121 | $4.39K | 0.00% | +121 | New |
| Washington Trust Co | 120 | $4.35K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 117 | $4.24K | 0.00% | +117 | New |
| Pacific Center for Financial Services | 115 | $4.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $4.13K | 0.00% | +87+322.2% | Added |
| Kozak & Associates, Inc. | 112 | $4.11K | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 110 | $3.99K | 0.00% | +60+120.0% | Added |
| NewSquare Capital LLC | 107 | $3.88K | 0.00% | −16−13.0% | Reduced |
| Harbor Investment Advisory, LLC | 104 | $3.77K | 0.00% | −222−68.1% | Reduced |
| Bank of New Hampshire | 104 | $3.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $3.52K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 91 | $3.30K | 0.00% | +11+13.8% | Added |
| Live Oak Investment Partners | – | $3.12K | 0.00% | – | – |
| Steward Financial Group LLC | 109 | $3.00K | 0.00% | +109 | New |
| TD Capital Management LLC | 80 | $2.90K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 80 | $2.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 80 | $2.90K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 76 | $2.75K | 0.00% | 00.0% | Unchanged |
| Motco | 76 | $2.75K | 0.00% | +23+43.4% | Added |
| Raleigh Capital Management Inc. | 64 | $2.30K | 0.00% | +16+33.3% | Added |
| Kelly Financial Services LLC | 63 | $2.30K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 62 | $2.27K | 0.00% | −62−50.0% | Reduced |
| Legacy Financial Group LLC | 58 | $2.11K | 0.00% | +58 | New |
| Byrne Asset Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 47 | $1.70K | 0.00% | +47 | New |
| Retirement Group, LLC | 40 | $1.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 40 | $1.45K | 0.00% | +40 | New |
| Rogco, LP | 40 | $1.45K | 0.00% | +40 | New |
| Abound Wealth Management | 38 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 38 | $1.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 36 | $1.30K | 0.00% | +36 | New |
| Glass Jacobson Investment Advisors llc | 32 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 31 | $1.12K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 28 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Carmel Capital Partners, LLC | 26 | $928 | 0.00% | +3+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | $870 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $870 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $725 | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 17 | $598 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $326 | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 7 | $253 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $145 | 0.00% | −32−88.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −644,249−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −189,999−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −138,722−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −37,097−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,539−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,582−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,272−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −17,128−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −17,123−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −16,461−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −15,125−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −12,840−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −10,847−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −9,370−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −8,238−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −8,042−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −6,901−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −6,573−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,719−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,686−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |