| Bell Investment Advisors, Inc | 130 | $28.5K | 0.01% | −13−9.1% | Reduced |
| James Investment Research Inc | 125 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 120 | $26.3K | 0.00% | +1+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 116 | $25.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $25.2K | 0.01% | −5−4.2% | Reduced |
| Advisory Services Network, LLC | 110 | $24.1K | 0.00% | −9−7.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 102 | $22.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $21.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $21.9K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 100 | $21.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 96 | $21.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 95 | $20.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $20.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 93 | $20.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 82 | $18.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 80 | $17.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $16.6K | 0.00% | +76 | New |
| Sandy Spring Bank | 75 | $16.4K | 0.00% | −85−53.1% | Reduced |
| Fortis Capital Advisors, LLC | 75 | $16.4K | 0.01% | +75 | New |
| Pacifica Partners Inc. | 70 | $15.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $14.9K | 0.00% | +11+19.3% | Added |
| Tilia Fiduciary Partners, Inc. | 68 | $14.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 66 | $14.5K | 0.00% | +36+120.0% | Added |
| Earnest Partners LLC | 61 | $13.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 59 | $12.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 19,442 | $12.9K | 0.00% | +16,852+650.7% | Added |
| Key Financial Inc | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 54 | $11.8K | 0.00% | −3−5.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 46 | $11.0K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $9.86K | 0.00% | +3+7.1% | Added |
| Sutton Wealth Advisors Inc. | 43 | $9.42K | 0.01% | −2−4.4% | Reduced |
| Core Alternative Capital | 40 | $8.77K | 0.00% | +2+5.3% | Added |
| City Holding Co | 32 | $7.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $6.79K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $6.35K | 0.01% | −2−6.5% | Reduced |
| Versant Capital Management, Inc | 28 | $6.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $5.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $5.04K | 0.00% | +2+9.5% | Added |
| Ulland Investment Advisors, LLC | 25 | $5.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $4.82K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $4.60K | 0.00% | −9−30.0% | Reduced |
| Abound Wealth Management | 20 | $4.38K | 0.00% | +5+33.3% | Added |
| Sunbelt Securities, Inc. | 19 | $4.14K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 19 | $4.00K | 0.00% | +18+1,800.0% | Added |
| Compagnie Lombard Odier SCmA | 16 | $3.50K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $3.50K | 0.00% | +16 | New |
| Rise Advisors, LLC | 15 | $3.33K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $3.29K | 0.00% | +7+87.5% | Added |
| Logan Capital Management Inc | 15 | $3.28K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 14 | $3.02K | 0.00% | +14 | New |
| Disciplined Investments, LLC | 12 | $2.63K | 0.00% | +3+33.3% | Added |
| Horan Securities, Inc. | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.97K | 0.00% | +9 | New |
| Ridgewood Investments LLC | 8 | $1.79K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7 | $1.53K | 0.00% | −13,566−99.9% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.53K | 0.00% | −4−36.4% | Reduced |
| Geneos Wealth Management Inc. | 7 | $1.53K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 4 | $876 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $876 | 0.00% | +1+33.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $875 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $659 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $466 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $438 | 0.00% | – | – |
| True Wealth Design, LLC | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −420,868−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −387,610−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −220,203−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −73,184−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −61,380−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −46,614−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −25,775−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,436−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,834−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −19,157−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,222−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,697−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −6,528−100.0% | Sold out |