| Lindbrook Capital, LLC | 46 | $29.0K | 0.01% | +4+9.5% | Added |
| Harbor Investment Advisory, LLC | 46 | $29.0K | 0.00% | +42+1,050.0% | Added |
| Global Retirement Partners, LLC | 42 | $26.0K | 0.00% | +12+40.0% | Added |
| Massmutual Trust Co FSB | 39 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 35 | $22.0K | 0.01% | −5−12.5% | Reduced |
| MCF Advisors LLC | 36 | $22.0K | 0.00% | +36 | New |
| Dark Forest Capital Management LP | 35 | $22.0K | 0.01% | +35 | New |
| Systematic Alpha Investments, LLC | 29 | $19.0K | 0.00% | +29 | New |
| Gemmer Asset Management LLC | 29 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 28 | $17.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $16.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $15.0K | 0.01% | +2+9.1% | Added |
| Financial Enhancement Group LLC | 23 | $14.0K | 0.00% | −7−23.3% | Reduced |
| Wolff Wiese Magana LLC | 23 | $14.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $14.0K | 0.00% | +6+35.3% | Added |
| Sandy Spring Bank | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $11.0K | 0.00% | +17 | New |
| Plante Moran Financial Advisors, LLC | 18 | $11.0K | 0.00% | +18 | New |
| Resolute Partners Group | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 16 | $10.0K | 0.00% | +16 | New |
| Evoke Wealth, LLC | 16 | $9.00K | 0.00% | −11−40.7% | Reduced |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Aspire Private Capital, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 13 | $8.00K | 0.01% | +13 | New |
| Red Tortoise LLC | 21 | $7.00K | 0.01% | +21 | New |
| Raffa Wealth Management, LLC | 10 | $6.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $6.00K | 0.00% | +1+12.5% | Added |
| Total Clarity Wealth Management, Inc. | 10 | $6.00K | 0.00% | +10 | New |
| Bedel Financial Consulting, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Logan Capital Management Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $3.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 3 | $2.00K | 0.00% | −6,420−100.0% | Reduced |
| Filbrandt Wealth Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Liberty Wealth Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $621 | 0.00% | – | – |
| Sofos Investments, Inc. | 30 | – | – | +8+36.4% | Added |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −7,635−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| KLK Capital Management LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Montis Financial, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |