| Crewe Advisors LLC | 277 | $15.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 254 | $14.5K | 0.00% | −432−63.0% | Reduced |
| Private Trust Co NA | 262 | $14.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 252 | $14.0K | 0.00% | +58+29.9% | Added |
| Quadrant Capital Group LLC | 248 | $13.6K | 0.00% | −2−0.8% | Reduced |
| Custom Portfolio Group LLC | 222 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 213 | $12.0K | 0.00% | −17−7.4% | Reduced |
| Parallel Advisors, LLC | 204 | $11.2K | 0.00% | +11+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 192 | $10.5K | 0.00% | +2+1.1% | Added |
| Atlantic Trust, LLC | 185 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 180 | $9.87K | 0.00% | +141+361.5% | Added |
| SYSTM Wealth Solutions LLC | 160 | $8.77K | 0.00% | +68+73.9% | Added |
| Private Management Group Inc | 154 | $8.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 145 | $8.25K | 0.00% | +118+437.0% | Added |
| Strengthening Families & Communities, LLC | 153 | $8.00K | 0.00% | +153 | New |
| GAMMA Investing LLC | 141 | $7.73K | 0.00% | +71+101.4% | Added |
| International Assets Investment Management, LLC | 138 | $7.57K | 0.00% | +138 | New |
| Pinnacle Bancorp, Inc. | 132 | $7.24K | 0.00% | +61+85.9% | Added |
| GWM Advisors LLC | 129 | $7.07K | 0.00% | −180−58.3% | Reduced |
| Lindbrook Capital, LLC | 126 | $6.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 125 | $6.85K | 0.00% | +23+22.5% | Added |
| EverSource Wealth Advisors, LLC | 94 | $6.33K | 0.00% | +86+1,075.0% | Added |
| Silicon Valley Capital Partners | 115 | $6.30K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 113 | $6.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 107 | $5.87K | 0.00% | −66,351−99.8% | Reduced |
| 1832 Asset Management L.P. | 103 | $5.65K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 98 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $5.52K | 0.00% | +46+82.1% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $5.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $4.88K | 0.00% | +81+1,012.5% | Added |
| Farmers & Merchants Investments Inc | 88 | $4.82K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $4.55K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $4.39K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $4.11K | 0.00% | −2,083−96.5% | Reduced |
| Kimelman & Baird, LLC | 75 | $4.11K | 0.00% | +75 | New |
| Jones Financial Companies LLLP | 70 | $3.84K | 0.00% | +70 | New |
| Steward Partners Investment Advisory, LLC | 66 | $3.62K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $3.23K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $3.10K | 0.00% | +35+152.2% | Added |
| Strategic Investment Solutions, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Valley National Advisers Inc | 70 | $3.00K | 0.00% | +70 | New |
| Ronald Blue Trust, Inc. | 52 | $2.98K | 0.00% | +52 | New |
| ZRC Wealth Management, LLC | 52 | $2.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.80K | 0.00% | −55−51.9% | Reduced |
| Fairscale Capital, LLC | 48 | $2.74K | 0.00% | +48 | New |
| Fortis Group Advisors, LLC | 50 | $2.74K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 48 | $2.63K | 0.00% | +48 | New |
| LGT Financial Advisors LLC | 46 | $2.52K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $2.47K | 0.00% | +30+200.0% | Added |
| Bruce G. Allen Investments, LLC | 45 | $2.47K | 0.00% | +45 | New |
| IFP Advisors, Inc | 45 | $2.47K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35 | $1.92K | 0.00% | +1+2.9% | Added |
| FinTrust Capital Advisors, LLC | 34 | $1.86K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 33 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 27 | $1.48K | 0.00% | +27 | New |
| Gilliland Jeter Wealth Management LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.21K | 0.00% | +3+15.8% | Added |
| Rocky Mountain Advisers, LLC | 21 | $1.15K | 0.00% | −20−48.8% | Reduced |
| Center for Financial Planning, Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $1.10K | 0.00% | +20 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | +12+150.0% | Added |
| Redwood Wealth Management Group, LLC | 17 | $932 | 0.00% | +17 | New |
| Fairman Group, LLC | 16 | $877 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $713 | 0.00% | −44−77.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $494 | 0.00% | −8−47.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $439 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $384 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $384 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $383 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $329 | 0.00% | −2−25.0% | Reduced |
| Semmax Financial Advisors Inc. | 5 | $318 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $275 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $274 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $274 | 0.00% | +2+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $273 | 0.00% | +5 | New |
| Principal Securities, Inc. | 4 | $219 | 0.00% | −22−84.6% | Reduced |
| Fifth Third Bancorp | 3 | $164 | 0.00% | −181−98.4% | Reduced |
| Harbor Investment Advisory, LLC | 3 | $164 | 0.00% | −32−91.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $55 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −944,340−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −332,830−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,394−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −117,100−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −93,413−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −80,035−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −85,451−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −75,519−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −68,804−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −65,013−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −61,766−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −60,802−100.0% | Sold out |
