| Opal Wealth Advisors, LLC | 96 | $29.0K | 0.01% | +96 | New |
| Brown Brothers Harriman & Co | 95 | $28.7K | 0.00% | +95 | New |
| Tidemark, LLC | 74 | $22.4K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 74 | $22.3K | 0.01% | +1+1.4% | Added |
| Keating Financial Advisory Services, Inc. | 73 | $22.0K | 0.00% | −4−5.2% | Reduced |
| Kings Path Partners LLC | 71 | $21.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 64 | $19.3K | 0.00% | −108−62.8% | Reduced |
| Sunbelt Securities, Inc. | 61 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 59 | $18.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 55 | $16.6K | 0.00% | −32−36.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 55 | $16.6K | 0.00% | +55 | New |
| Bare Financial Services, Inc | 49 | $14.8K | 0.00% | +7+16.7% | Added |
| Massmutual Trust Co FSB | 49 | $14.8K | 0.00% | +10+25.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 46 | $13.9K | 0.00% | −17−27.0% | Reduced |
| Rothschild Investment LLC | 46 | $13.9K | 0.00% | +3+7.0% | Added |
| Intentional Wealth Strategies, LLC | 44 | $13.3K | 0.01% | +44 | New |
| CVA Family Office, LLC | 42 | $12.7K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 41 | $12.4K | 0.00% | −9−18.0% | Reduced |
| Danske Bank A/S | 40 | $12.1K | 0.00% | −360−90.0% | Reduced |
| Solstein Capital, LLC | 40 | $12.1K | 0.00% | −10−20.0% | Reduced |
| Bryn Mawr Trust Co | 40 | $12.1K | 0.00% | +10+33.3% | Added |
| Cedar Mountain Advisors, LLC | 39 | $11.8K | 0.00% | +39 | New |
| Ancora Advisors, LLC | 38 | $11.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 37 | $11.2K | 0.00% | +37 | New |
| Hazlett, Burt & Watson, Inc. | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 36 | $10.9K | 0.01% | +36 | New |
| WPG Advisers, LLC | 35 | $10.6K | 0.01% | −9−20.5% | Reduced |
| Huntington National Bank | 35 | $10.6K | 0.00% | +11+45.8% | Added |
| Central Trust Co | 33 | $9.97K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 33 | $9.97K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 30 | $9.20K | 0.00% | +30 | New |
| Zions Bancorporation, National Association | 27 | $8.15K | 0.00% | +3+12.5% | Added |
| Private Wealth Management Group, LLC | 26 | $7.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $7.55K | 0.00% | +12+92.3% | Added |
| Farmers & Merchants Investments Inc | 23 | $6.95K | 0.00% | +7+43.8% | Added |
| Caitlin John, LLC | 22 | $6.64K | 0.00% | −11−33.3% | Reduced |
| C M Bidwell & Associates Ltd | 20 | $6.04K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $5.74K | 0.00% | −573−96.8% | Reduced |
| Torren Management, LLC | 16 | $4.87K | 0.00% | −410−96.2% | Reduced |
| High Note Wealth, LLC | 16 | $4.83K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $4.53K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $4.53K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $3.93K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $3.35K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $3.32K | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 10 | $3.02K | 0.00% | −30−75.0% | Reduced |
| Raleigh Capital Management Inc. | 9 | $2.72K | 0.00% | +9 | New |
| McGuire Capital Advisors Inc | 8 | $2.42K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $2.42K | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 6 | $1.81K | 0.00% | −192−97.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.81K | 0.00% | +2+50.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $1.21K | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $1.21K | 0.00% | +1+33.3% | Added |
| Innovative Asset Advisors Group, LLC | 4 | $1.21K | 0.00% | +4 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Chilton Capital Management LLC | 3 | $906 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $906 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $906 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $906 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $906 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $906 | 0.00% | +1+50.0% | Added |
| Bogart Wealth, LLC | 3 | $906 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $906 | 0.00% | +3 | New |
| TD Capital Management LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $604 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $604 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 1 | $306 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $306 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $302 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $302 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $302 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $302 | 0.00% | +1 | New |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −179,364−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −63,270−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −42,279−100.0% | Sold out |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −20,582−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,156−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −15,713−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −14,986−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,610−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,039−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,998−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,907−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |