| TD Ameritrade Investment Management, LLC | 101 | $11.0K | 0.00% | −1,025−91.0% | Reduced |
| Venturi Wealth Management, LLC | 101 | $10.5K | 0.00% | +101 | New |
| New England Capital Financial Advisors LLC | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 93 | $9.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 93 | $9.70K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 90 | $9.39K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $8.97K | 0.00% | −43−33.3% | Reduced |
| Accel Wealth Management | 86 | $8.93K | 0.00% | +1+1.2% | Added |
| RFP Financial Group LLC | 83 | $8.66K | 0.01% | −1,000−92.3% | Reduced |
| BerganKDV Wealth Management, LLC | 75 | $7.87K | 0.00% | +10+15.4% | Added |
| McIlrath & Eck, LLC | 73 | $7.61K | 0.00% | +33+82.5% | Added |
| Abound Wealth Management | 67 | $6.99K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 65 | $6.78K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 65 | $6.78K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 58 | $6.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $5.74K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 55 | $5.74K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 51 | $5.37K | 0.00% | +51 | New |
| Morgan Dempsey Capital Management LLC | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $5.21K | 0.00% | +50 | New |
| Sageworth Trust Co | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 49 | $5.11K | 0.00% | +49 | New |
| Financial Management Professionals, Inc. | 44 | $5.00K | 0.00% | +31+238.5% | Added |
| Hoey Investments, Inc | 44 | $4.59K | 0.00% | +44 | New |
| Tilia Fiduciary Partners, Inc. | 43 | $4.49K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 42 | $4.39K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $4.12K | 0.18% | +1+1.0% | Added |
| Endurance Wealth Management, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $3.86K | 0.00% | +37 | New |
| Schubert & Co | 32 | $3.34K | 0.00% | −3−8.6% | Reduced |
| Richard W. Paul & Associates, LLC | 32 | $3.34K | 0.00% | −1−3.0% | Reduced |
| Morton Brown Family Wealth, LLC | 31 | $3.23K | 0.00% | +31 | New |
| MCF Advisors LLC | 29 | $3.02K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | +25 | New |
| TFC Financial Management | 28 | $2.92K | 0.00% | +9+47.4% | Added |
| Lee Financial Co | 27 | $2.82K | 0.00% | −6−18.2% | Reduced |
| Trifecta Capital Advisors, LLC | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.61K | 0.00% | +25 | New |
| Gables Capital Management Inc. | 23 | $2.40K | 0.00% | +23 | New |
| Disciplined Investments, LLC | 22 | $2.29K | 0.00% | −1−4.3% | Reduced |
| Winch Advisory Services, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.98K | 0.00% | +19 | New |
| Hollencrest Capital Management | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 18 | $1.88K | 0.00% | +18 | New |
| Castleview Partners, LLC | 16 | $1.77K | 0.00% | −1,402−98.9% | Reduced |
| Annapolis Financial Services, LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $1.67K | 0.00% | +16 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 14 | $1.46K | 0.00% | −237−94.4% | Reduced |
| Ofi Invest Asset Management | 133,491 | $1.28K | 0.01% | +133,491 | New |
| Altman Advisors, Inc. | 11,163 | $1.17K | 0.00% | +439+4.1% | Added |
| WealthPLAN Partners, LLC | 11 | $1.15K | 0.00% | +11 | New |
| Dakota Community Bank & Trust NA | 10 | $1.04K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 9 | $939 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $626 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $626 | 0.00% | +6 | New |
| 25 LLC | 5 | $537 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 2 | $209 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $104 | 0.00% | −7,856−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $104 | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 18,355 | $0 | 0.00% | +18,355 | New |
| CIBC Private Wealth Group, LLC | 2,749,725 | – | – | +831,985+43.4% | Added |
| Strengthening Families & Communities, LLC | 2,425 | – | – | +156+6.9% | Added |
| Quilter Plc | 1,670 | – | – | +1,670 | New |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −639,723−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −246,496−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −153,106−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,427−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −93,504−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −63,522−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −59,182−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −48,290−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −44,180−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −33,706−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −22,492−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −21,186−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Kentucky Farm Bureau Mutual Insurance Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −14,579−100.0% | Sold out |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 0 | $0 | 0.00% | −13,438−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −11,230−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −9,506−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −8,589−100.0% | Sold out |
| Ascendant Capital Management, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −6,207−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |