| Geneos Wealth Management Inc. | 311 | $21.0K | 0.00% | −1−0.3% | Reduced |
| Tarbox Family Office, Inc. | 280 | $20.0K | 0.00% | −2−0.7% | Reduced |
| Parkside Financial Bank & Trust | 268 | $19.0K | 0.00% | +1+0.4% | Added |
| Sage Private Wealth Group, LLC | 271 | $19.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 273 | $19.0K | 0.00% | +273 | New |
| CNB Bank | 261 | $18.0K | 0.01% | −476−64.6% | Reduced |
| Carolinas Wealth Consulting LLC | 259 | $18.0K | 0.00% | −5−1.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 250 | $18.0K | 0.01% | +1+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 261 | $18.0K | 0.00% | +261 | New |
| Motco | 245 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 208 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 200 | $14.0K | 0.01% | +200 | New |
| Snowden Capital Advisors LLC | 200 | $14.0K | 0.00% | +200 | New |
| Center for Financial Planning, Inc. | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 164 | $12.0K | 0.00% | −169−50.8% | Reduced |
| Leonteq Securities AG | 162 | $11.4K | 0.00% | −302−65.1% | Reduced |
| Sutton Wealth Advisors Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 157 | $11.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 150 | $11.0K | 0.00% | +150 | New |
| Sound Income Strategies, LLC | 138 | $10.0K | 0.00% | −125−47.5% | Reduced |
| Centerpoint Advisors, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 142 | $10.0K | 0.01% | +4+2.9% | Added |
| Arlington Partners LLC | 122 | $9.00K | 0.00% | −786−86.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 131 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 128 | $9.00K | 0.00% | +1+0.8% | Added |
| MV Capital Management, Inc. | 124 | $9.00K | 0.00% | +16+14.8% | Added |
| Anchor Investment Management, LLC | 115 | $8.07K | 0.00% | −263−69.6% | Reduced |
| Barnett & Company, Inc. | 110 | $8.00K | 0.01% | +110 | New |
| Covestor Ltd | 115 | $8.00K | 0.01% | +115 | New |
| Glen Eagle Advisors, LLC | 103 | $7.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $7.00K | 0.00% | −3,180−96.8% | Reduced |
| Hexagon Capital Partners LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $7.00K | 0.00% | +13+16.3% | Added |
| CVA Family Office, LLC | 105 | $7.00K | 0.00% | +105 | New |
| Financial Connections Group, Inc. | 100 | $7.00K | 0.01% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $6.00K | 0.00% | +1+1.2% | Added |
| Cambridge Trust Co | 87 | $6.00K | 0.00% | +87 | New |
| Amplius Wealth Advisors, LLC | 90 | $6.00K | 0.00% | +90 | New |
| Optiver Holding B.V. | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $5.00K | 0.00% | +35+97.2% | Added |
| EverSource Wealth Advisors, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Karlinski Andrew C | 72 | $5.00K | 0.01% | +72 | New |
| Tevis Investment Management | 74 | $5.00K | 0.00% | +74 | New |
| Raffa Wealth Management, LLC | 60 | $4.21K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 64 | $4.00K | 0.00% | +64 | New |
| West Paces Advisors Inc. | 46 | $3.23K | 0.00% | −69−60.0% | Reduced |
| Bedel Financial Consulting, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $3.00K | 0.00% | +39 | New |
| Howe & Rusling Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | +30 | New |
| Schubert & Co | 29 | $2.00K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.00K | 0.00% | −473−95.9% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Credential Qtrade Securities Inc. | 14 | $983 | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 13 | $913 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $70 | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Curi Capital | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 1,610 | – | – | +1,478+1,119.7% | Added |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −564,540−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −143,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −120,672−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −108,497−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −84,242−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −62,741−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −48,553−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,032−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −29,635−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −28,700−100.0% | Sold out |
| Kentucky Farm Bureau Mutual Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −22,812−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −22,657−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,703−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −11,518−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,688−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −7,099−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
