| Allworth Financial LP | 51 | $13.6K | 0.00% | +33+183.3% | Added |
| Community Bank, N.A. | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 49 | $13.1K | 0.01% | +49 | New |
| TD Private Client Wealth LLC | 48 | $12.8K | 0.00% | +20+71.4% | Added |
| Lee Financial Co | 47 | $12.6K | 0.00% | −7−13.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47 | $12.6K | 0.00% | +30+176.5% | Added |
| Whittier Trust Co of Nevada Inc | 46 | $12.3K | 0.00% | −147−76.2% | Reduced |
| Proequities, Inc. | 46 | $12.3K | 0.00% | −6−11.5% | Reduced |
| Earnest Partners LLC | 45 | $12.0K | 0.00% | −383,902−100.0% | Reduced |
| Smithfield Trust Co | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $11.0K | 0.00% | +4+10.8% | Added |
| WealthPLAN Partners, LLC | 36 | $9.63K | 0.00% | +36 | New |
| Huntington National Bank | 33 | $8.83K | 0.00% | +26+371.4% | Added |
| Quarry LP | 32 | $8.56K | 0.00% | +19+146.2% | Added |
| Cambridge Trust Co | 30 | $8.03K | 0.00% | −66−68.8% | Reduced |
| Abound Wealth Management | 28 | $7.49K | 0.00% | +2+7.7% | Added |
| Zions Bancorporation, N.A. | 27 | $7.22K | 0.00% | −8−22.9% | Reduced |
| Steward Financial Group LLC | 29 | $7.00K | 0.00% | +10+52.6% | Added |
| Optimum Investment Advisors | 25 | $6.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $6.69K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 23 | $6.15K | 0.00% | −2−8.0% | Reduced |
| HHM Wealth Advisors, LLC | 23 | $6.15K | 0.00% | +23 | New |
| CVA Family Office, LLC | 20 | $5.35K | 0.00% | −5−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 19 | $5.08K | 0.00% | −5−20.8% | Reduced |
| Red Tortoise LLC | 19 | $5.08K | 0.00% | +19 | New |
| Vigilant Capital Management, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $4.82K | 0.00% | −20−52.6% | Reduced |
| Toth Financial Advisory Corp | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $3.21K | 0.00% | −3−20.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 10 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 267 | $2.31K | 0.10% | −63−19.1% | Reduced |
| Versant Capital Management, Inc | 8 | $2.14K | 0.00% | +2+33.3% | Added |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| TSFG, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 6 | $1.60K | 0.00% | −3−33.3% | Reduced |
| Milestone Investment Advisors LLC | 6 | $1.60K | 0.00% | +6 | New |
| Harbour Investments, Inc. | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.34K | 0.00% | +5 | New |
| Stonebridge Capital Advisors LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $882 | 0.00% | −6−66.7% | Reduced |
| SRS Capital Advisors, Inc. | 3 | $803 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $802 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $802 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $802 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $802 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 2 | $535 | 0.00% | −1−33.3% | Reduced |
| True Wealth Design, LLC | 2 | $535 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $535 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $535 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $267 | 0.00% | – | – |
| Tfo-TDC, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $267 | 0.00% | +1 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −115,800−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −96,431−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −27,448−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −26,683−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −15,264−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,406−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −9,135−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,108−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −7,578−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −7,045−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −6,833−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,498−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Towle & Co | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −1,726−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
