| O'Shaughnessy Asset Management, LLC | 113 | $47.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 109 | $46.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 111 | $46.0K | 0.03% | +11+11.0% | Added |
| Smithfield Trust Co | 105 | $44.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 107 | $44.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 101 | $42.0K | 0.00% | −399−79.8% | Reduced |
| Cedar Mountain Advisors, LLC | 100 | $42.0K | 0.01% | +32+47.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 101 | $42.0K | 0.01% | +101 | New |
| Gemmer Asset Management LLC | 90 | $38.0K | 0.01% | +10+12.5% | Added |
| Caldwell Trust Co | 90 | $37.7K | 0.00% | +30+50.0% | Added |
| JJJ Advisors Inc. | 83 | $35.0K | 0.01% | +17+25.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 75 | $31.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 74 | $31.0K | 0.01% | +11+17.5% | Added |
| First Horizon Corp | 67 | $28.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 66 | $28.0K | 0.00% | +66 | New |
| Central Trust Co | 65 | $27.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 65 | $27.0K | 0.03% | +65 | New |
| Brendel Financial Advisors LLC | 64 | $27.0K | 0.01% | +64 | New |
| Harbour Investments, Inc. | 54 | $23.0K | 0.00% | +7+14.9% | Added |
| C M Bidwell & Associates Ltd | 53 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 49 | $21.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $21.0K | 0.00% | +2+4.3% | Added |
| CX Institutional | 51 | $21.0K | 0.00% | +34+200.0% | Added |
| Huntington National Bank | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $17.0K | 0.00% | +40 | New |
| Peoples Financial Services Corp. | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 35 | $15.0K | 0.01% | +35 | New |
| Spire Wealth Management | 33 | $14.0K | 0.00% | −23−41.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 38 | $14.0K | 0.00% | +38 | New |
| Sargent Bickham Lagudis LLC | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 32 | $13.0K | 0.00% | +32 | New |
| Kings Point Capital Management | 28 | $12.0K | 0.00% | +28 | New |
| Robbins Farley LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 23 | $10.0K | 0.01% | +23 | New |
| Resolute Partners Group | 25 | $10.0K | 0.00% | +25 | New |
| Exane Derivatives | 21 | $9.18K | 0.00% | +21 | New |
| Institutional & Family Asset Management, LLC | 21 | $9.00K | 0.00% | +7+50.0% | Added |
| Enterprise Financial Services Corp | 21 | $9.00K | 0.00% | +21 | New |
| Pinebridge Investments, L.P. | 18 | $8.00K | 0.00% | −13,679−99.9% | Reduced |
| Strategic Blueprint, LLC | 18 | $8.00K | 0.00% | +18 | New |
| Leonteq Securities AG | 19 | $7.96K | 0.00% | +19 | New |
| Tarbox Family Office, Inc. | 17 | $7.00K | 0.00% | +4+30.8% | Added |
| Carolinas Wealth Consulting LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $6.00K | 0.00% | +4+40.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 14 | $6.00K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $5.00K | 0.00% | +8+160.0% | Added |
| Howe & Rusling Inc | 10 | $4.00K | 0.00% | −2−16.7% | Reduced |
| Private Capital Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9 | $4.00K | 0.00% | +9 | New |
| Savior LLC | 10 | $4.00K | 0.00% | +10 | New |
| Sittner & Nelson, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $3.77K | 0.00% | +9 | New |
| Concord Wealth Partners | 7 | $3.00K | 0.00% | −3−30.0% | Reduced |
| Parkside Financial Bank & Trust | 7 | $3.00K | 0.00% | +3+75.0% | Added |
| MUFG Americas Holdings Corp | 8 | $3.00K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 8 | $3.00K | 0.00% | +8 | New |
| Cutler Group LP | 8 | $3.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Wealth Quarterback LLC | 5 | $3.00K | 0.00% | +5 | New |
| IronBridge Private Wealth, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 6 | $2.51K | 0.00% | −8−57.1% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $2.00K | 0.00% | −14−66.7% | Reduced |
| Trustcore Financial Services, LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Blume Capital Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $2.00K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $1.69K | 0.00% | +4 | New |
| Thomas J. Herzfeld Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| San Francisco Sentry Investment Group (Ca) | 2 | $1.00K | 0.00% | +2 | New |
| Personal Wealth Partners | 2 | $1.00K | 0.00% | +2 | New |
| Liberty Wealth Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Pacifica Partners Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Brewin Dolphin Ltd | 1 | $419 | 0.00% | +1 | New |
| Nikko Asset Management Americas, Inc. | 9,073 | $0 | 0.00% | −28,203−75.7% | Reduced |
| First Horizon Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Snyder Capital Management L P | 0 | $0 | 0.00% | −188,391−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −86,536−100.0% | Sold out |
| Corriente Advisors, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −31,601−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −28,893−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −28,671−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | 0 | $0 | 0.00% | −16,560−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Nachman Norwood & Parrott, Inc | 0 | $0 | 0.00% | −617−100.0% | Sold out |