| Manchester Capital Management LLC | 146 | $4.43K | 0.00% | +140+2,333.3% | Added |
| FSC Wealth Advisors, LLC | 139 | $4.22K | 0.00% | −57−29.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $4.22K | 0.00% | −5−3.5% | Reduced |
| Fortis Group Advisors, LLC | 126 | $3.82K | 0.00% | −1−0.8% | Reduced |
| Reuter James Wealth Management, LLC | 116 | $3.52K | 0.00% | +116 | New |
| SOA Wealth Advisors, LLC. | 111 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $3.37K | 0.00% | +1+0.9% | Added |
| Continuum Advisory, LLC | 113 | $3.34K | 0.00% | −12−9.6% | Reduced |
| Prestige Wealth Management Group LLC | 107 | $3.25K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 106 | $3.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 106 | $3.22K | 0.00% | +28+35.9% | Added |
| Salomon & Ludwin, LLC | 103 | $3.13K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $3.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $2.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $2.82K | 0.00% | +33+55.0% | Added |
| Gilliland Jeter Wealth Management LLC | 88 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 88 | $2.67K | 0.00% | +88 | New |
| Central Trust Co | 84 | $2.55K | 0.00% | +84 | New |
| Horizon Financial Services, LLC | 84 | $2.55K | 0.00% | +84 | New |
| Washington Trust Co | 78 | $2.37K | 0.00% | −12−13.3% | Reduced |
| Sound Income Strategies, LLC | 78 | $2.37K | 0.00% | +78 | New |
| Darwin Advisors, LLC | 74 | $2.25K | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 71 | $2.15K | 0.00% | +39+121.9% | Added |
| Bogart Wealth, LLC | 69 | $2.09K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 68 | $2.06K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 64 | $1.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $1.91K | 0.00% | +20+46.5% | Added |
| MCF Advisors LLC | 62 | $1.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $1.88K | 0.00% | −125−66.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 62 | $1.88K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 63 | $1.86K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $1.79K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 53 | $1.61K | 0.00% | +53 | New |
| Laurel Wealth Advisors LLC | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $1.21K | 0.00% | −351−89.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $1.03K | 0.00% | −50−59.5% | Reduced |
| Storebrand Asset Management AS | 32 | $971 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $971 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $910 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 28 | $850 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27 | $819 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $759 | 0.00% | −72−74.2% | Reduced |
| Evermay Wealth Management LLC | 21 | $638 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $607 | 0.00% | +20 | New |
| Clear Point Advisors Inc. | 17 | $516 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17 | $516 | 0.00% | +17 | New |
| New England Capital Financial Advisors LLC | 15 | $456 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 13 | $394 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $379 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $365 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 12 | $365 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12 | $364 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $364 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $303 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $243 | 0.00% | −25−75.8% | Reduced |
| SJS Investment Consulting Inc. | 6 | $183 | 0.00% | −9−60.0% | Reduced |
| Salem Investment Counselors Inc | 6 | $183 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $183 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $183 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $182 | 0.00% | −52−89.7% | Reduced |
| Anfield Capital Management, LLC | 6 | $182 | 0.00% | 00.0% | Unchanged |
| City State Bank | 6 | $182 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $152 | 0.00% | −116−95.9% | Reduced |
| Claris Advisors, LLC | 4 | $121 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $92 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $61 | 0.00% | −2−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 27 | $0 | 0.00% | +27 | New |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −1,031,027−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −822,005−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −254,633−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −234,529−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −185,972−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −150,631−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −143,753−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −99,903−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −89,996−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −78,424−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −51,257−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −47,103−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −45,517−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −42,198−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −41,204−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −36,017−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −34,886−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −32,384−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −27,923−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −22,454−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −19,437−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,685−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,611−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −15,663−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −15,162−100.0% | Sold out |