| Northwestern Mutual Wealth Management Co | 12,738 | $106.1K | 0.00% | −1,400−9.9% | Reduced |
| IFP Advisors, Inc | 12,595 | $104.9K | 0.00% | +9,353+288.5% | Added |
| FDx Advisors, Inc. | 12,466 | $104.0K | 0.01% | +12,466 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,400 | $103.3K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,271 | $102.0K | 0.00% | +12,271 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,196 | $101.6K | 0.00% | +12,196 | New |
| MML Investors Services, LLC | 12,013 | $100.0K | 0.00% | +12,013 | New |
| Independent Advisor Alliance | 11,900 | $99.1K | 0.00% | +11,900 | New |
| Cooper Financial Group | 11,844 | $98.7K | 0.02% | −384−3.1% | Reduced |
| ProVise Management Group, LLC | 11,580 | $96.5K | 0.01% | +1,380+13.5% | Added |
| Moran Wealth Management, LLC | 11,578 | $96.4K | 0.00% | −1,617−12.3% | Reduced |
| ASB Consultores, LLC | 11,552 | $96.2K | 0.03% | +11,552 | New |
| Resources Investment Advisors, LLC. | 11,542 | $96.1K | 0.00% | −43,616−79.1% | Reduced |
| Sand Hill Global Advisors, LLC | 11,533 | $96.1K | 0.00% | 00.0% | Unchanged |
| Seven Mile Advisory | 11,425 | $95.2K | 0.08% | +144+1.3% | Added |
| Leonteq Securities AG | 11,328 | $94.4K | 0.01% | −3,300−22.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,305 | $94.0K | 0.00% | +11,305 | New |
| Harbour Investment Management LLC | 11,088 | $92.4K | 0.05% | +11,088 | New |
| First Western Trust Bank | 10,993 | $91.6K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,632 | $88.6K | 0.00% | −1,125−9.6% | Reduced |
| Transcend Wealth Collective, LLC | 10,625 | $88.5K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 10,000 | $83.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,000 | $83.0K | 0.00% | +10,000 | New |
| Advisory Services Network, LLC | 9,715 | $80.9K | 0.00% | +9,715 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,223 | $76.8K | 0.00% | −984−9.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,000 | $66.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 6,775 | $56.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,588 | $54.9K | 0.00% | +6,588 | New |
| Tower Research Capital LLC (TRC) | 6,398 | $53.3K | 0.00% | −1,195−15.7% | Reduced |
| Cutler Group LP | 6,424 | $53.0K | 0.01% | +4,727+278.6% | Added |
| Tennessee Valley Asset Management Partners | 6,285 | $52.4K | 0.01% | +6,285 | New |
| Bienville Capital Management, LLC | 351,300 | $51.4K | 0.02% | +351,300 | New |
| Atlas Capital Advisors LLC | 6,039 | $50.3K | 0.01% | +6,039 | New |
| Ancora Advisors, LLC | 5,712 | $47.6K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,316 | $44.3K | 0.02% | −7,046−57.0% | Reduced |
| Americana Partners, LLC | 14,334 | $44.2K | 0.00% | +14,334 | New |
| Quarry LP | 4,988 | $41.5K | 0.02% | −45−0.9% | Reduced |
| Huntington National Bank | 4,179 | $34.8K | 0.00% | +35+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 3,169 | $26.4K | 0.00% | −7,445−70.1% | Reduced |
| Credit Agricole S A | 3,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,856 | $23.8K | 0.01% | −166−5.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 2,500 | $20.8K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,456 | $20.5K | 0.00% | +1,393+131.0% | Added |
| Turim 21 Investimentos Ltda. | 2,450 | $20.4K | 0.01% | +2,450 | New |
| Covestor Ltd | 1,991 | $17.0K | 0.01% | +28+1.4% | Added |
| PFS Partners, LLC | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,933 | $16.1K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,720 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,615 | $13.5K | 0.00% | +1,615 | New |
| Point72 Hong Kong Ltd | 1,581 | $13.2K | 0.00% | +1,581 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,500 | $12.5K | 0.00% | +1,500 | New |
| TD Waterhouse Canada Inc. | 1,435 | $11.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,140 | $9.50K | 0.00% | +1,140 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,019 | $8.77K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $8.33K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 1,000 | $8.33K | 0.01% | +1,000 | New |
| SYSTM Wealth Solutions LLC | 952 | $7.93K | 0.00% | +952 | New |
| GAMMA Investing LLC | 874 | $7.53K | 0.00% | +874 | New |
| Farther Finance Advisors, LLC | 789 | $6.57K | 0.00% | +689+689.0% | Added |
| Global Retirement Partners, LLC | 695 | $6.37K | 0.00% | +516+288.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 678 | $6.00K | 0.00% | +3+0.4% | Added |
| Allworth Financial LP | 712 | $5.93K | 0.00% | +712 | New |
| Loomis Sayles & Co L P | 582 | $5.00K | 0.00% | +582 | New |
| Glen Eagle Advisors, LLC | 575 | $4.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 550 | $4.58K | 0.00% | +550 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 478 | $3.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $3.67K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 430 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 360 | $3.00K | 0.00% | +134+59.3% | Added |
| Plante Moran Financial Advisors, LLC | 318 | $2.65K | 0.00% | +318 | New |
| EverSource Wealth Advisors, LLC | 279 | $2.32K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 275 | $2.29K | 0.00% | +275 | New |
| Beacon Capital Management, LLC | 300 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 213 | $1.77K | 0.00% | +213 | New |
| First Horizon Advisors, Inc. | 206 | $1.72K | 0.00% | +206 | New |
| Private Trust Co NA | 135 | $1.13K | 0.00% | +135 | New |
| Parkside Financial Bank & Trust | 129 | $1.08K | 0.00% | +76+143.4% | Added |
| Valley National Advisers Inc | 225 | $1.00K | 0.00% | +225 | New |
| TD Private Client Wealth LLC | 120 | $1.00K | 0.00% | +120 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $1.00K | 0.00% | +160 | New |
| Kelly Financial Services LLC | 98 | $816 | 0.00% | +98 | New |
| AdvisorNet Financial, Inc | 60 | $500 | 0.00% | +60 | New |
| Glassman Wealth Services | 58 | $483 | 0.00% | +58 | New |
| Abich Financial Wealth Management LLC | 39 | $325 | 0.00% | +39 | New |
| Massmutual Trust Co FSB | 37 | $308 | 0.00% | +14+60.9% | Added |
| Versant Capital Management, Inc | 37 | $308 | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 36 | $300 | 0.00% | +36 | New |
| Assetmark, Inc | 31 | $258 | 0.00% | +12+63.2% | Added |
| Able Wealth Management LLC | 25 | $208 | 0.00% | +25 | New |
| Bokf, NA | 21 | $174 | 0.00% | +6+40.0% | Added |
| Investors Research Corp | 20 | $167 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $75 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $9 | 0.00% | +1 | New |
| Invus Financial Advisors, LLC | 0 | $0 | 0.00% | −5,582,950−100.0% | Sold out |
| Industry Ventures, L.L.C. | 0 | $0 | 0.00% | −2,361,843−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,343,784−100.0% | Sold out |
