| Albion Financial Group | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 143 | $12.0K | 0.00% | +18+14.4% | Added |
| Beacon Capital Management, LLC | 112 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 152 | $12.0K | 0.00% | +152 | New |
| Bell Investment Advisors, Inc | 150 | $12.0K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 143 | $11.8K | 0.00% | +18+14.4% | Added |
| Eagle Bay Advisors LLC | 140 | $11.4K | 0.01% | +140 | New |
| Nisa Investment Advisors, LLC | 131 | $11.0K | 0.00% | +73+125.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 125 | $10.2K | 0.00% | +125 | New |
| Stephenson National Bank & Trust | 124 | $10.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $10.0K | 0.00% | +54+75.0% | Added |
| Ellevest, Inc. | 127 | $10.0K | 0.00% | +112+746.7% | Added |
| Westside Investment Management, Inc. | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 108 | $9.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $8.42K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 97 | $8.00K | 0.00% | −76,953−99.9% | Reduced |
| Kessler Investment Group, LLC | 102 | $8.00K | 0.01% | −69−40.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 102 | $8.00K | 0.00% | +1+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107 | $8.00K | 0.00% | +10+10.3% | Added |
| Lake Point Wealth Management | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Swiss Life Asset Management Ltd | 93 | $7.60K | 0.00% | +93 | New |
| WR Wealth Planners, LLC | 87 | $7.11K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 81 | $7.00K | 0.00% | −169−67.6% | Reduced |
| Corbenic Partners LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 85 | $7.00K | 0.00% | −15−15.0% | Reduced |
| Old Second National Bank of Aurora | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 81 | $6.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 69 | $6.00K | 0.00% | +69 | New |
| Clean Yield Group | 58 | $5.00K | 0.00% | −21−26.6% | Reduced |
| Advanced Research Investment Solutions, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Estabrook Capital Management | 40 | $3.27K | 0.00% | 00.0% | Unchanged |
| Natixis | 26 | $3.00K | 0.00% | −155,211−100.0% | Reduced |
| Tfo-TDC, LLC | 32 | $3.00K | 0.00% | −608−95.0% | Reduced |
| Key Financial Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 39 | $3.00K | 0.00% | +39 | New |
| Avion Wealth | 37 | $3.00K | 0.00% | +37 | New |
| Glen Eagle Advisors, LLC | 33 | $2.70K | 0.00% | −100−75.2% | Reduced |
| HighMark Wealth Management LLC | 22 | $2.00K | 0.00% | −16−42.1% | Reduced |
| Costello Asset Management, INC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Steward Financial Group LLC | 34 | $2.00K | 0.00% | +34 | New |
| Kelly Financial Services LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.00K | 0.00% | −90−90.0% | Reduced |
| Baystate Wealth Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $1.00K | 0.00% | +13 | New |
| Private Ocean, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2,460 | – | – | −764−23.7% | Reduced |
| First Western Trust Bank | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −485,704−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −412,213−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −307,082−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −260,665−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −184,000−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −150,480−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −128,000−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −120,708−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −91,458−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −87,921−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −84,421−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −74,764−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −73,495−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −72,943−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −71,700−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −62,118−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −47,704−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −53,988−100.0% | Sold out |