| Concord Wealth Partners | 91 | $13.0K | 0.00% | −15−14.2% | Reduced |
| Clearstead Advisors, LLC | 90 | $13.0K | 0.00% | +75+500.0% | Added |
| Covestor Ltd | 81 | $12.0K | 0.01% | +25+44.6% | Added |
| Sageworth Trust Co of South Dakota | 76 | $11.0K | 0.02% | −56−42.4% | Reduced |
| Quent Capital, LLC | 74 | $11.0K | 0.00% | +13+21.3% | Added |
| Smithfield Trust Co | 65 | $10.0K | 0.00% | −33−33.7% | Reduced |
| Asset Dedication, LLC | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $10.0K | 0.00% | +20+40.0% | Added |
| Glassman Wealth Services | 72 | $10.0K | 0.00% | +60+500.0% | Added |
| Heritage Wealth Management, LLC | 60 | $9.00K | 0.00% | +60 | New |
| Toth Financial Advisory Corp | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| Princeton Global Asset Management LLC | 46 | $7.00K | 0.00% | +46 | New |
| Hantz Financial Services, Inc. | 39 | $6.00K | 0.00% | +39 | New |
| RE Dickinson Investment Advisors, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 32 | $5.00K | 0.00% | +32 | New |
| West Branch Capital LLC | 33 | $5.00K | 0.00% | +33 | New |
| Global Retirement Partners, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Capital Advisory Group Advisory Services, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Newbridge Financial Services Group, Inc. | 37 | $5.00K | 0.00% | +37 | New |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 25 | $4.00K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 22 | $3.20K | 0.00% | +22 | New |
| Harvest Fund Management Co., Ltd | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $3.00K | 0.00% | +9+75.0% | Added |
| First Horizon Advisors, Inc. | 14 | $2.00K | 0.00% | −214−93.9% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $2.00K | 0.00% | −20−54.1% | Reduced |
| CVA Family Office, LLC | 15 | $2.00K | 0.00% | −5−25.0% | Reduced |
| BDO Wealth Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +8+160.0% | Added |
| TCWP LLC | 20 | $2.00K | 0.00% | +20 | New |
| National Pension Service | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 146 | $1.00K | 0.00% | −147−50.2% | Reduced |
| Schubert & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 82,521 | $1.00K | 0.00% | +82,521 | New |
| Sutton Wealth Advisors Inc. | 2 | $291 | 0.00% | −3−60.0% | Reduced |
| Exane Derivatives | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $0 | 0.00% | +1 | New |
| Horan Securities, Inc. | 3 | $0 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 2 | – | – | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −855,583−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −745,800−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −507,397−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −238,353−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −204,620−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −199,966−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −196,081−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −131,376−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −63,280−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −36,132−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −25,975−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −22,639−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −21,330−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −19,144−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −17,209−100.0% | Sold out |
| Autus Asset Management, LLC | 0 | $0 | 0.00% | −16,763−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −16,572−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −13,544−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,910−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,390−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,206−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,777−100.0% | Sold out |
| Altman Advisors, Inc. | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,781−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |