| Franklin Resources Inc | 104 | $3.89K | 0.00% | −198−65.6% | Reduced |
| Fortis Group Advisors, LLC | 104 | $3.89K | 0.00% | +52+100.0% | Added |
| Headlands Technologies LLC | 103 | $3.85K | 0.00% | −58−36.0% | Reduced |
| Parallel Advisors, LLC | 95 | $3.55K | 0.00% | −126−57.0% | Reduced |
| GAMMA Investing LLC | 92 | $3.43K | 0.00% | +92 | New |
| 1832 Asset Management L.P. | 78 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.76K | 0.00% | +41+124.2% | Added |
| Plante Moran Financial Advisors, LLC | 71 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $2.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $2.50K | 0.00% | −344−83.7% | Reduced |
| Baystate Wealth Management LLC | 59 | $2.21K | 0.00% | +50+555.6% | Added |
| Allworth Financial LP | 56 | $2.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $2.09K | 0.00% | +4+7.7% | Added |
| NBC Securities, Inc. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 53 | $1.98K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 52 | $1.95K | 0.00% | +52 | New |
| Optimum Investment Advisors | 52 | $1.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 44 | $1.65K | 0.00% | +44 | New |
| SRS Capital Advisors, Inc. | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.23K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.20K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 31 | $1.16K | 0.00% | +31 | New |
| Valued Wealth Advisors LLC | 36 | $1.16K | 0.00% | +36 | New |
| Rocky Mountain Advisers, LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $1.08K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 23 | $860 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 22 | $823 | 0.00% | −858−97.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20 | $748 | 0.00% | −3,675−99.5% | Reduced |
| Quadrant Capital Group LLC | 20 | $748 | 0.00% | −39−66.1% | Reduced |
| Anchor Investment Management, LLC | 20 | $748 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $674 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 17 | $636 | 0.00% | −4−19.0% | Reduced |
| Schroder Investment Management Group | 16 | $598 | 0.00% | +16 | New |
| Sachetta, LLC | 14 | $525 | 0.00% | +14 | New |
| Castleview Partners, LLC | 14 | $523 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $486 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $486 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $449 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $449 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 11 | $412 | 0.00% | −8−42.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 11 | $411 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11 | $411 | 0.00% | +11 | New |
| Umb Bank N A | 11 | $411 | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 11 | $388 | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 10 | $374 | 0.00% | −6,364−99.8% | Reduced |
| Toronto Dominion Bank | 7 | $262 | 0.00% | −116,658−100.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 7 | $262 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $262 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $225 | 0.00% | −1−14.3% | Reduced |
| PFS Partners, LLC | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $224 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $224 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $187 | 0.00% | +5 | New |
| Spectrum Wealth Counsel, LLC | 5 | $187 | 0.00% | +5 | New |
| Semmax Financial Advisors Inc. | 5 | $181 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $150 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $150 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $150 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $113 | 0.00% | +3 | New |
| Marathon Trading Investment Management LLC | 3 | $112 | 0.00% | −23,947−100.0% | Reduced |
| Glassman Wealth Services | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $112 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $112 | 0.00% | +3 | New |
| National Bank of Canada | 3 | $109 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $75 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 2 | $75 | 0.00% | +2 | New |
| GWM Advisors LLC | 2 | $74 | 0.00% | −2−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $37 | 0.00% | −5−83.3% | Reduced |
| Royal London Asset Management Ltd | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $37 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $37 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $37 | 0.00% | +1 | New |
| KBC Group NV | 9 | $0 | 0.00% | −385−97.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | −16−76.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,356,404−100.0% | Sold out |
| Sessa Capital IM, L.P. | 0 | $0 | 0.00% | −893,695−100.0% | Sold out |
| Caledonia (Private) Investments Pty Ltd | 0 | $0 | 0.00% | −590,726−100.0% | Sold out |
| Ruane, Cunniff & Goldfarb L.P. | 0 | $0 | 0.00% | −295,040−100.0% | Sold out |
| Ashe Capital Management, LP | 0 | $0 | 0.00% | −199,629−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −149,719−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −139,889−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −138,877−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −112,018−100.0% | Sold out |
| Penn Davis McFarland Inc | 0 | $0 | 0.00% | −107,858−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −101,212−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −95,840−100.0% | Sold out |
