| Brown Brothers Harriman & Co | 483 | $15.8K | 0.00% | +314+185.8% | Added |
| Spire Wealth Management | 472 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 448 | $14.7K | 0.00% | −40−8.2% | Reduced |
| Rothschild Investment LLC | 424 | $13.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 346 | $11.4K | 0.00% | +16+4.8% | Added |
| Parkside Financial Bank & Trust | 338 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 307 | $10.1K | 0.00% | +77+33.5% | Added |
| Steward Partners Investment Advisory, LLC | 273 | $8.96K | 0.00% | −36−11.7% | Reduced |
| Montag A & Associates Inc | 255 | $8.37K | 0.00% | −35−12.1% | Reduced |
| UMA Financial Services, Inc. | 253 | $8.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 247 | $8.10K | 0.00% | +118+91.5% | Added |
| Larson Financial Group LLC | 241 | $7.91K | 0.00% | −248−50.7% | Reduced |
| Salomon & Ludwin, LLC | 233 | $7.77K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 216 | $7.09K | 0.00% | +16+8.0% | Added |
| SageView Advisory Group, LLC | 181 | $5.94K | 0.00% | +181 | New |
| Clean Yield Group | 175 | $5.74K | 0.00% | −430−71.1% | Reduced |
| TD Waterhouse Canada Inc. | 174 | $5.71K | 0.00% | −1,056−85.9% | Reduced |
| Harbor Asset Planning, Inc. | 151 | $4.96K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 147 | $4.82K | 0.00% | −12−7.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 137 | $4.50K | 0.00% | −999−87.9% | Reduced |
| Bare Financial Services, Inc | 134 | $4.40K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 106 | $3.48K | 0.00% | +17+19.1% | Added |
| Kozak & Associates, Inc. | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $3.15K | 0.00% | −40−29.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 90 | $2.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $2.76K | 0.00% | +84 | New |
| Zions Bancorporation, National Association | 83 | $2.72K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 82 | $2.69K | 0.00% | +82 | New |
| CIBC Private Wealth Group, LLC | 80 | $2.63K | 0.00% | +2+2.6% | Added |
| Financial Network Wealth Advisors LLC | 78 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 63 | $2.07K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 48 | $2.00K | 0.00% | +48 | New |
| Ramirez Asset Management, Inc. | 60 | $1.97K | 0.00% | +60 | New |
| IMA Wealth, Inc. | 57 | $1.87K | 0.00% | +57 | New |
| Signature Equity Partners, LLC | 55 | $1.80K | 0.00% | +55 | New |
| SBI Securities Co., Ltd. | 49 | $1.61K | 0.00% | −3−5.8% | Reduced |
| Elyxium Wealth, LLC | 48 | $1.57K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 47 | $1.54K | 0.00% | +8+20.5% | Added |
| JNBA Financial Advisors | 45 | $1.48K | 0.00% | +45 | New |
| Cedar Mountain Advisors, LLC | 43 | $1.41K | 0.00% | −59−57.8% | Reduced |
| Cornerstone Financial Management LLC | 43 | $1.41K | 0.00% | +43 | New |
| True Wealth Design, LLC | 42 | $1.38K | 0.00% | −33−44.0% | Reduced |
| TD Private Client Wealth LLC | 42 | $1.38K | 0.00% | +15+55.6% | Added |
| TD Capital Management LLC | 39 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 39 | $1.28K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 25 | $821 | 0.00% | +9+56.3% | Added |
| Cornerstone Planning Group LLC | 22 | $745 | 0.00% | −13−37.1% | Reduced |
| Manchester Capital Management LLC | 21 | $690 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $689 | 0.00% | −8−27.6% | Reduced |
| Key Financial Inc | 21 | $689 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21 | $689 | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 18 | $591 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 13 | $427 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $361 | 0.00% | +11 | New |
| Turning Point Benefit Group, Inc. | 10 | $328 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $328 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $262 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $262 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $230 | 0.00% | +7 | New |
| Manning & Napier Advisors LLC | 6 | $198 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 5 | $165 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 3 | $98 | 0.00% | +3 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −580,206−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −171,617−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −81,948−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −30,686−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −28,796−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −13,325−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −7,196−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −7,173−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,392−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −6,009−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |