| Strategic Wealth Partners, Ltd. | 100 | $11.3K | 0.00% | −57−36.3% | Reduced |
| Parvin Asset Management, LLC | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 96 | $10.9K | 0.00% | +96 | New |
| LRI Investments, LLC | 81 | $9.17K | 0.00% | +47+138.2% | Added |
| Bogart Wealth, LLC | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 76 | $8.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 72 | $8.14K | 0.00% | +58+414.3% | Added |
| Montag A & Associates Inc | 65 | $7.38K | 0.00% | +61+1,525.0% | Added |
| MCF Advisors LLC | 65 | $7.35K | 0.00% | +65 | New |
| North Star Investment Management Corp. | 63 | $7.12K | 0.00% | +20+46.5% | Added |
| Evolution Wealth Management Inc. | 62 | $7.01K | 0.01% | +62 | New |
| Harbour Investments, Inc. | 56 | $6.33K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 52 | $5.88K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 50 | $5.65K | 0.00% | −2,768,870−100.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 41 | $4.63K | 0.00% | +41 | New |
| Private Trust Co NA | 40 | $4.52K | 0.00% | −109−73.2% | Reduced |
| Richardson Financial Services Inc. | 36 | $4.07K | 0.00% | −293−89.1% | Reduced |
| Washington Trust Advisors, Inc. | 36 | $4.03K | 0.00% | +1+2.9% | Added |
| Adirondack Trust Co | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $3.39K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 28 | $3.17K | 0.00% | +28 | New |
| Albion Financial Group | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 26 | $2.94K | 0.00% | −2−7.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $2.71K | 0.00% | +5+26.3% | Added |
| Financial Consulate, Inc | 22 | $2.49K | 0.00% | −4−15.4% | Reduced |
| Salomon & Ludwin, LLC | 20 | $2.31K | 0.00% | −4−16.7% | Reduced |
| Addison Advisors LLC | 19 | $2.15K | 0.00% | +19 | New |
| CVA Family Office, LLC | 18 | $2.04K | 0.00% | +18 | New |
| Ramirez Asset Management, Inc. | 18 | $2.04K | 0.00% | +18 | New |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 17 | $1.92K | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 14 | $1.58K | 0.00% | −9−39.1% | Reduced |
| Signature Equity Partners, LLC | 14 | $1.58K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.13K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $1.13K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 8 | $904 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $792 | 0.00% | −1−12.5% | Reduced |
| HM Payson & Co | 7 | $792 | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 6 | $679 | 0.00% | +6 | New |
| Fairscale Capital, LLC | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $566 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $566 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $494 | 0.00% | −1,056−99.6% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $452 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $340 | 0.00% | +2+200.0% | Added |
| Huntington National Bank | 3 | $339 | 0.00% | −153−98.1% | Reduced |
| Independence Bank of Kentucky | 3 | $339 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $227 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2 | $226 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $114 | 0.00% | +1 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $112 | 0.00% | +1 | New |
| Truvestments Capital LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $53 | 0.00% | −95−100.0% | Reduced |
| Central Trust Co | 0 | $24 | 0.00% | 0 | New |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −770,390−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −683,800−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −514,259−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −498,609−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −376,838−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −304,550−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −256,614−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −219,986−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −157,400−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −124,249−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −96,702−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −75,492−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −39,171−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −35,792−100.0% | Sold out |
| Robocap Asset Management Ltd | 0 | $0 | 0.00% | −34,940−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −28,021−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −27,737−100.0% | Sold out |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −17,270−100.0% | Sold out |
| Broyhill Asset Management | 0 | $0 | 0.00% | −17,196−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −16,692−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −13,353−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,276−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −9,065−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,955−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Analyst IMS Investment Management Services Ltd. | 0 | $0 | 0.00% | −5,337−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −3,832−100.0% | Sold out |
