| Sittner & Nelson, LLC | 110 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $15.0K | 0.00% | +86+344.0% | Added |
| Sageworth Trust Co | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 102 | $14.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 104 | $14.0K | 0.00% | +45+76.3% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 90 | $12.4K | 0.00% | +9+11.1% | Added |
| Peregrine Capital Management LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $12.0K | 0.00% | +1+1.1% | Added |
| City State Bank | 85 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 73 | $10.0K | 0.00% | +71+3,550.0% | Added |
| Beaird Harris Wealth Management, LLC | 69 | $9.00K | 0.00% | +15+27.8% | Added |
| Beacon Capital Management, LLC | 62 | $8.00K | 0.00% | −139−69.2% | Reduced |
| Bogart Wealth, LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 60 | $8.00K | 0.01% | +18+42.9% | Added |
| Oakworth Capital, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $7.00K | 0.00% | +16+48.5% | Added |
| Hallmark Capital Management Inc | 50 | $7.00K | 0.00% | +50 | New |
| Johnson Midwest Financial, LLC | 47 | $7.00K | 0.03% | +47 | New |
| AdvisorNet Financial, Inc | 46 | $6.00K | 0.00% | +1+2.2% | Added |
| RWM Asset Management, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 36 | $5.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 33 | $5.00K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Evoke Wealth, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $4.00K | 0.00% | +6+25.0% | Added |
| Rise Advisors, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $3.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $3.30K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $3.00K | 0.00% | +6+33.3% | Added |
| Sandy Spring Bank | 21 | $3.00K | 0.00% | +15+250.0% | Added |
| Edmond de Rothschild Holding S.A. | 20 | $3.00K | 0.00% | +20 | New |
| West Branch Capital LLC | 25 | $3.00K | 0.00% | +25 | New |
| Ten Capital Wealth Advisors, LLC | 25 | $3.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Loomis Sayles & Co L P | 14 | $2.00K | 0.00% | −72−83.7% | Reduced |
| First Community Trust NA | 13 | $2.00K | 0.00% | −50−79.4% | Reduced |
| Private Ocean, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $2.00K | 0.00% | +6+100.0% | Added |
| Cutler Group LP | 17 | $2.00K | 0.00% | +17 | New |
| Bellwether Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Abound Wealth Management | 10 | $1.38K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $1.00K | 0.00% | −200−95.7% | Reduced |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| WR Wealth Planners, LLC | 2 | $277 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −226−99.6% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| EdgeRock Capital LLC | 2 | $0 | 0.00% | +2 | New |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −100,600−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −44,783−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −36,624−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −34,986−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,375−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −30,567−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −27,808−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,097−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,265−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,011−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −10,390−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −9,071−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |