| Boyd Watterson Asset Management LLC | 44 | $3.02K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 43 | $2.95K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $2.81K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 38 | $2.61K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 38 | $2.61K | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $2.47K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 36 | $2.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 34 | $2.33K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $2.26K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 32 | $2.20K | 0.00% | +32 | New |
| Logan Capital Management Inc | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 32 | $2.19K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 31 | $2.13K | 0.00% | +6+24.0% | Added |
| Abich Financial Wealth Management LLC | 31 | $2.13K | 0.00% | +31 | New |
| TD Private Client Wealth LLC | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 30 | $2.06K | 0.00% | +30 | New |
| Smithfield Trust Co | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 27 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $1.78K | 0.00% | +20+333.3% | Added |
| First Horizon Advisors, Inc. | 26 | $1.78K | 0.00% | −4−13.3% | Reduced |
| Mather Group, LLC. | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 19 | $1.30K | 0.00% | +19 | New |
| Delta Asset Management LLC | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $1.23K | 0.00% | +18 | New |
| South State Corp. | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 16 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $899 | 0.00% | −66−83.5% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $892 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $823 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $686 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $618 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $618 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $617 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $617 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $559 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $549 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $549 | 0.00% | +4+100.0% | Added |
| McMahon Financial Advisors, LLC | 8 | $549 | 0.00% | +8 | New |
| CVA Family Office, LLC | 8 | $549 | 0.00% | +8 | New |
| Cranbrook Wealth Management, LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $343 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $343 | 0.00% | +4+400.0% | Added |
| Cornerstone Planning Group LLC | 6 | $337 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $281 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $274 | 0.00% | +4 | New |
| Larson Financial Group LLC | 4 | $274 | 0.00% | +4 | New |
| Sachetta, LLC | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $206 | 0.00% | +3 | New |
| Sandy Spring Bank | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1 | $69 | 0.00% | +1 | New |
| Proequities, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −30,912−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,051−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −19,298−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,208−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −15,510−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −9,488−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −8,170−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,586−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |