| O'Shaughnessy Asset Management, LLC | 784 | $44.0K | 0.00% | −252−24.3% | Reduced |
| Dividend Assets Capital, LLC | 760 | $43.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 750 | $42.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 710 | $40.0K | 0.03% | 00.0% | Unchanged |
| Standard Family Office LLC | 675 | $38.0K | 0.01% | −1,150−63.0% | Reduced |
| South State Corp. | 675 | $38.0K | 0.00% | +675 | New |
| Steward Partners Investment Advisory, LLC | 655 | $37.0K | 0.00% | −31−4.5% | Reduced |
| AGF Investments LLC | 636 | $36.0K | 0.00% | −15−2.3% | Reduced |
| Selective Wealth Management, Inc. | 650 | $36.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 621 | $35.0K | 0.01% | +15+2.5% | Added |
| Central Trust Co | 600 | $34.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 591 | $33.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 546 | $31.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 549 | $31.0K | 0.00% | +4+0.7% | Added |
| Gemmer Asset Management LLC | 502 | $28.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 463 | $27.0K | 0.02% | +5+1.1% | Added |
| Highlander Capital Management, LLC | 456 | $26.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 465 | $26.0K | 0.00% | +9+2.0% | Added |
| Thompson Siegel & Walmsley LLC | 446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 440 | $25.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 439 | $25.0K | 0.01% | +166+60.8% | Added |
| Harbor Investment Advisory, LLC | 420 | $24.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 435 | $24.0K | 0.00% | +17+4.1% | Added |
| Whittier Trust Co | 411 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 402 | $23.0K | 0.01% | +16+4.1% | Added |
| City Holding Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 394 | $22.0K | 0.02% | +2+0.5% | Added |
| Assetmark, Inc | 352 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 334 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 326 | $18.2K | 0.00% | +40+14.0% | Added |
| First Manhattan Co | 332 | $18.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 326 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 326 | $18.0K | 0.00% | +40+14.0% | Added |
| Glen Eagle Advisors, LLC | 303 | $17.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 287 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 282 | $16.0K | 0.00% | +2+0.7% | Added |
| Lloyd Advisory Services, LLC. | 285 | $16.0K | 0.01% | +150+111.1% | Added |
| Professional Financial Advisors, LLC | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 265 | $15.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 273 | $15.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 265 | $15.0K | 0.00% | +18+7.3% | Added |
| Central Bank & Trust Co | 257 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 241 | $13.0K | 0.00% | +61+33.9% | Added |
| Loomis Sayles & Co L P | 216 | $12.0K | 0.00% | +216 | New |
| Prestige Wealth Management Group LLC | 194 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 162 | $10.0K | 0.01% | +1+0.6% | Added |
| Manchester Capital Management LLC | 179 | $10.0K | 0.00% | +49+37.7% | Added |
| Pinnacle Bancorp, Inc. | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $9.00K | 0.00% | −4−2.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 155 | $9.00K | 0.00% | +155 | New |
| Toth Financial Advisory Corp | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $6.16K | 0.00% | −10−8.3% | Reduced |
| Creative Financial Designs Inc | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 92 | $5.15K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 73 | $4.00K | 0.00% | −15−17.0% | Reduced |
| Brown Brothers Harriman & Co | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 66 | $4.00K | 0.00% | +66 | New |
| Aua Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 60 | $3.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 40 | $2.24K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 38 | $2.13K | 0.00% | +38 | New |
| Dark Forest Capital Management LP | 39 | $2.00K | 0.00% | −430−91.7% | Reduced |
| Sonora Investment Management, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Sound Income Strategies, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +6+150.0% | Added |
| Evoke Wealth, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $0 | 0.00% | +5 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −146,135−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −93,277−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −43,350−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −30,121−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −12,972−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −12,199−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −8,329−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,124−100.0% | Sold out |
| Northwest Wealth Management, LLC | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,539−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Valtinson Bruner Financial Planning LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |