| EverSource Wealth Advisors, LLC | 38 | $12.8K | 0.00% | −13−25.5% | Reduced |
| Ancora Advisors, LLC | 34 | $12.0K | 0.00% | +2+6.3% | Added |
| Quent Capital, LLC | 35 | $11.8K | 0.00% | +11+45.8% | Added |
| Earnest Partners LLC | 31 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28 | $9.46K | 0.00% | +28 | New |
| Accurate Wealth Management, LLC | 27 | $9.29K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 27 | $9.13K | 0.00% | −1−3.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28 | $9.00K | 0.00% | −21−42.9% | Reduced |
| Johnson Midwest Financial, LLC | 26 | $9.00K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $8.79K | 0.00% | −10−27.8% | Reduced |
| Solstein Capital, LLC | 26 | $8.79K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $8.45K | 0.00% | −35−58.3% | Reduced |
| Key Financial Inc | 25 | $8.05K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $7.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $7.43K | 0.00% | +22 | New |
| Delta Asset Management LLC | 21 | $7.10K | 0.00% | +21 | New |
| Carolina Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 20 | $6.76K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $6.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $6.76K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $6.76K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 17 | $5.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $5.75K | 0.00% | +3+21.4% | Added |
| Tilia Fiduciary Partners, Inc. | 16 | $5.45K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $5.00K | 0.00% | +14 | New |
| Newbridge Financial Services Group, Inc. | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $4.73K | 0.00% | −52−78.8% | Reduced |
| Schubert & Co | 14 | $4.73K | 0.00% | −2−12.5% | Reduced |
| Ellevest, Inc. | 13 | $4.40K | 0.00% | −11−45.8% | Reduced |
| Gradient Investments LLC | 13 | $4.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $4.39K | 0.00% | +13 | New |
| TCI Wealth Advisors, Inc. | 12 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $4.06K | 0.00% | +2+20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $3.04K | 0.00% | +4+80.0% | Added |
| Abound Wealth Management | 9 | $3.04K | 0.00% | +7+350.0% | Added |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $2.37K | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 7 | $2.37K | 0.00% | +4+133.3% | Added |
| HHM Wealth Advisors, LLC | 7 | $2.37K | 0.00% | +7 | New |
| McElhenny Sheffield Capital Management, LLC | 7 | $2.37K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $2.37K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 6 | $2.06K | 0.00% | +6 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6 | $2.03K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $2.00K | 0.00% | +7 | New |
| Washington Trust Co | 5 | $1.69K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $1.69K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.69K | 0.00% | −1−16.7% | Reduced |
| My Personal CFO, LLC | 4 | $1.35K | 0.00% | +4 | New |
| Bellevue Asset Management, LLC | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.01K | 0.00% | −5−62.5% | Reduced |
| Leelyn Smith, LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −7−70.0% | Reduced |
| Penserra Capital Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 2 | $676 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $676 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $676 | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 2 | $676 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $676 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 1 | $338 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $338 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Shellback Capital, LP | 0 | $0 | 0.00% | −82,367−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −29,192−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −27,002−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,808−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −12,553−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,967−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,204−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,139−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,593−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −211−100.0% | Sold out |