| Venturi Wealth Management, LLC | 103 | $5.29K | 0.00% | +103 | New |
| Ronald Blue Trust, Inc. | 133 | $5.09K | 0.00% | +6+4.7% | Added |
| Farther Finance Advisors, LLC | 90 | $4.64K | 0.00% | −10−10.0% | Reduced |
| Beach Investment Counsel Inc | 83 | $4.00K | 0.00% | −689−89.2% | Reduced |
| Assetmark, Inc | 73 | $3.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $3.65K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 71 | $3.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $3.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $3.13K | 0.00% | −18−22.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 61 | $3.13K | 0.00% | +55+916.7% | Added |
| Harbour Investments, Inc. | 56 | $2.87K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 40 | $2.00K | 0.00% | +34+566.7% | Added |
| Skopos Labs, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Capital Advisors, Ltd. LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.69K | 0.00% | −2−5.7% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $1.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 22 | $1.13K | 0.00% | +22 | New |
| Guardian Wealth Management, Inc. | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 21 | $1.08K | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $1.03K | 0.00% | +15+300.0% | Added |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | +26 | New |
| National Bank of Canada | 19 | $975 | 0.00% | +19 | New |
| Manchester Capital Management LLC | 18 | $924 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $924 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $873 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $770 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $720 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $667 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $667 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $648 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 12 | $616 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $601 | 0.00% | +12 | New |
| Rothschild Investment LLC | 11 | $565 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 7 | $360 | 0.00% | +7 | New |
| Toronto Dominion Bank | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $308 | 0.00% | −38−86.4% | Reduced |
| SJS Investment Consulting Inc. | 6 | $308 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $308 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $206 | 0.00% | −31−88.6% | Reduced |
| Parkside Financial Bank & Trust | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $205 | 0.00% | −1−20.0% | Reduced |
| CoreCap Advisors, LLC | 4 | $205 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $51 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $51 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | +5 | New |
| FPR Partners LLC | 0 | $0 | 0.00% | −499,482−100.0% | Sold out |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −72,820−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −43,928−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −43,216−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −20,616−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,625−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,849−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Hahn Capital Management LLC | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Deseret Mutual Benefit Administrators | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |