| Northwest Investment Counselors, LLC | 223 | $17.0K | 0.00% | +223 | New |
| Bogart Wealth, LLC | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 193 | $16.0K | 0.00% | +116+150.6% | Added |
| Aspire Private Capital, LLC | 210 | $16.0K | 0.00% | +153+268.4% | Added |
| EverSource Wealth Advisors, LLC | 223 | $16.0K | 0.00% | +223 | New |
| Concord Wealth Partners | 216 | $16.0K | 0.00% | +216 | New |
| Reilly Financial Advisors, LLC | 201 | $15.0K | 0.00% | −82−29.0% | Reduced |
| Tradition Wealth Management, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $15.0K | 0.00% | +5+2.6% | Added |
| Washington Trust Co | 200 | $15.0K | 0.00% | +200 | New |
| Column Capital Advisors, LLC | 200 | $15.0K | 0.00% | +200 | New |
| Hexagon Capital Partners LLC | 188 | $14.0K | 0.00% | −223−54.3% | Reduced |
| Nisa Investment Advisors, LLC | 186 | $13.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 169 | $13.0K | 0.00% | −11−6.1% | Reduced |
| South State Corp. | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 174 | $13.0K | 0.01% | +174 | New |
| Valley National Advisers Inc | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 154 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 165 | $12.0K | 0.00% | +165 | New |
| Endurance Wealth Management, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 153 | $11.0K | 0.00% | +99+183.3% | Added |
| Cassady Schiller Wealth Management, LLC | 150 | $11.0K | 0.01% | +150 | New |
| CenterStar Asset Management, LLC | – | $9.00K | 0.01% | – | – |
| Hudock, Inc. | 132 | $9.00K | 0.00% | +1+0.8% | Added |
| Leelyn Smith, LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $9.00K | 0.00% | +118 | New |
| Sage Financial Group Inc | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 113 | $8.00K | 0.00% | +113 | New |
| Hantz Financial Services, Inc. | 95 | $7.00K | 0.00% | +7+8.0% | Added |
| SOA Wealth Advisors, LLC. | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 88 | $7.00K | 0.01% | +88 | New |
| Field & Main Bank | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 84 | $6.00K | 0.00% | +12+16.7% | Added |
| Chilton Capital Management LLC | 85 | $6.00K | 0.00% | +85 | New |
| Earnest Partners LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 69 | $5.00K | 0.00% | +69 | New |
| Optiver Holding B.V. | 73 | $5.00K | 0.00% | +73 | New |
| Key Financial Inc | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 51 | $4.00K | 0.00% | +51 | New |
| Quent Capital, LLC | 53 | $4.00K | 0.00% | +53 | New |
| McCarthy Grittinger Financial Group, LLC | 41 | $3.08K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $3.01K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 42 | $3.00K | 0.00% | −76−64.4% | Reduced |
| Professional Financial Advisors, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $3.00K | 0.00% | +12+46.2% | Added |
| JFS Wealth Advisors, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Beaird Harris Wealth Management, LLC | 43 | $3.00K | 0.00% | +43 | New |
| DB Wealth Management Group, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $2.00K | 0.00% | +28 | New |
| Providence Capital Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Ravenstone Capital Management Inc. | 21 | $1.58K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 12 | $1.00K | 0.00% | −90−88.2% | Reduced |
| Lowe Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $452 | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 25 | $0 | 0.00% | −9−26.5% | Reduced |
| PM Capital Ltd | 0 | $0 | 0.00% | −344,644−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −259,141−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −119,162−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −92,705−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −36,456−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,251−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −28,223−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −25,063−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Fairholme Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −19,257−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,856−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −7,489−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,136−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −5,252−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Corbenic Partners LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |