| Anchor Investment Management, LLC | 60 | $12.4K | 0.00% | −20−25.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 52 | $10.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $10.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $10.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $10.3K | 0.00% | +11+28.2% | Added |
| CVA Family Office, LLC | 50 | $10.3K | 0.00% | +50 | New |
| NBC Securities, Inc. | 53 | $10.0K | 0.00% | −1−1.9% | Reduced |
| Whittier Trust Co | 47 | $9.71K | 0.00% | −15−24.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 50 | $9.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $9.10K | 0.00% | +39+780.0% | Added |
| EverSource Wealth Advisors, LLC | 43 | $8.89K | 0.00% | +36+514.3% | Added |
| Exchange Traded Concepts, LLC | 41 | $8.48K | 0.00% | +41 | New |
| Annapolis Financial Services, LLC | 38 | $7.86K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 38 | $7.86K | 0.00% | +38 | New |
| Massmutual Trust Co FSB | 38 | $7.86K | 0.00% | +6+18.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 25 | $7.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $7.58K | 0.00% | −75−67.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 35 | $7.24K | 0.00% | −581−94.3% | Reduced |
| JJJ Advisors Inc. | 34 | $7.03K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 31 | $6.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 30 | $6.24K | 0.00% | −15−33.3% | Reduced |
| Harvest Fund Management Co., Ltd | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $5.81K | 0.00% | +4+16.7% | Added |
| WealthCollab, LLC | 28 | $5.79K | 0.00% | +28 | New |
| Valued Wealth Advisors LLC | 20 | $5.20K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 25 | $5.17K | 0.00% | +11+78.6% | Added |
| Sittner & Nelson, LLC | 21 | $4.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $4.13K | 0.00% | −33−62.3% | Reduced |
| Financial Management Professionals, Inc. | 19 | $4.00K | 0.00% | +8+72.7% | Added |
| Lindbrook Capital, LLC | 19 | $3.93K | 0.00% | −5−20.8% | Reduced |
| Rosenberg Matthew Hamilton | 19 | $3.93K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $3.53K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $3.52K | 0.00% | −33−66.0% | Reduced |
| Cape Investment Advisory, Inc. | 16 | $3.31K | 0.00% | +16 | New |
| Glass Jacobson Investment Advisors llc | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.48K | 0.00% | +1+9.1% | Added |
| Fortitude Family Office, LLC | 11 | $2.27K | 0.00% | +11 | New |
| Castleview Partners, LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 10 | $2.07K | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $2.07K | 0.00% | −5−33.3% | Reduced |
| Tennessee Valley Asset Management Partners | 10 | $2.07K | 0.00% | +10 | New |
| Vima LLC | 10 | $2.07K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $1.86K | 0.00% | +2+28.6% | Added |
| Larson Financial Group LLC | 8 | $1.65K | 0.00% | −37−82.2% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $1.24K | 0.00% | +6 | New |
| DT Investment Partners, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $1.03K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.03K | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $1.03K | 0.00% | −39−88.6% | Reduced |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 4 | $829 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $827 | 0.00% | −1−20.0% | Reduced |
| MCF Advisors LLC | 4 | $827 | 0.00% | +1+33.3% | Added |
| Versant Capital Management, Inc | 4 | $827 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $827 | 0.00% | +4 | New |
| Umb Bank N A | 4 | $826 | 0.00% | −20−83.3% | Reduced |
| Dunhill Financial, LLC | 4 | $760 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $621 | 0.00% | +2+200.0% | Added |
| Pineridge Advisors LLC | 3 | $620 | 0.00% | +3 | New |
| Zions Bancorporation, N.A. | 1 | $207 | 0.00% | −21−95.5% | Reduced |
| Tucker Asset Management LLC | 1 | $207 | 0.00% | −4−80.0% | Reduced |
| SRS Capital Advisors, Inc. | 1 | $207 | 0.00% | −3−75.0% | Reduced |
| True Wealth Design, LLC | 1 | $207 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $207 | 0.00% | +1 | Added |
| Beaird Harris Wealth Management, LLC | 1 | $207 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 0 | $38 | 0.00% | −90−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −6−85.7% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,053,601−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −400,356−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −228,747−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −178,878−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −68,985−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −67,328−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −59,142−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −58,339−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −51,294−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −41,050−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −37,994−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −30,707−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −19,433−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,653−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,783−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −13,657−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −13,619−100.0% | Sold out |
