| Strategic Wealth Partners, Ltd. | 64 | $3.73K | 0.00% | +64 | New |
| Hillsdale Investment Management Inc. | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $3.44K | 0.00% | +59 | New |
| ORG Partners LLC | 55 | $3.22K | 0.00% | −20−26.7% | Reduced |
| Main Street Group, LTD | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 51 | $2.97K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $2.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $2.85K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $2.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $2.62K | 0.00% | −39−46.4% | Reduced |
| Miller Wealth Advisors, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 43 | $2.53K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 40 | $2.33K | 0.00% | +40 | New |
| Cedar Mountain Advisors, LLC | 39 | $2.27K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 39 | $2.27K | 0.00% | +39 | New |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $2.00K | 0.00% | +31 | New |
| Olistico Wealth, LLC | 34 | $1.98K | 0.00% | +34 | New |
| Koesten, Hirschmann & Crabtree, INC. | 33 | $1.94K | 0.00% | +33 | New |
| Pittenger & Anderson Inc | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.75K | 0.00% | +2+7.1% | Added |
| Fortitude Family Office, LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $1.71K | 0.00% | +29 | New |
| Boyd Watterson Asset Management LLC | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.43K | 0.00% | +1+4.2% | Added |
| Addison Advisors LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.28K | 0.00% | −22−50.0% | Reduced |
| GAMMA Investing LLC | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $1.17K | 0.00% | +20 | New |
| United Community Bank | 20 | $1.17K | 0.00% | −1,644−98.8% | Reduced |
| UMA Financial Services, Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $932 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $705 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $582 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $524 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $448 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 7 | $408 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $408 | 0.00% | +7 | New |
| Mount Yale Investment Advisors, LLC | 4 | $233 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 4 | $233 | 0.00% | +4 | New |
| NewSquare Capital LLC | 3 | $175 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 0 | $13 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | +3 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,930,000−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −1,545,755−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −753,298−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −192,144−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −127,200−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −82,725−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −80,393−100.0% | Sold out |
| Virtus Family Office LLC | 0 | $0 | 0.00% | −78,806−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −46,155−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −30,894−100.0% | Sold out |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −29,089−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,424−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −20,078−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −16,437−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −16,455−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,779−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Chancellor Financial Group WB LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −10,208−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −8,156−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −6,091−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,884−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −5,127−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |