| Raffa Wealth Management, LLC | 498 | $10.1K | 0.00% | −7−1.4% | Reduced |
| Financial Management Professionals, Inc. | 518 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $9.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 451 | $9.14K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $9.09K | 0.01% | +410 | New |
| Bollard Group LLC | 463 | $9.00K | 0.00% | +463 | New |
| Glass Jacobson Investment Advisors llc | 438 | $8.88K | 0.00% | +438 | New |
| Sound Income Strategies, LLC | 434 | $8.80K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 426 | $8.63K | 0.00% | −15−3.4% | Reduced |
| FinTrust Capital Advisors, LLC | 451 | $8.42K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 371 | $8.00K | 0.00% | +371 | New |
| Nalls Sherbakoff Group, LLC | 400 | $7.56K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 370 | $7.50K | 0.00% | +370 | New |
| Fiduciary Alliance LLC | 334 | $6.77K | 0.00% | +334 | New |
| GPS Wealth Strategies Group, LLC | 311 | $6.30K | 0.00% | +311 | New |
| Annapolis Financial Services, LLC | 309 | $6.26K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 271 | $5.42K | 0.00% | +271 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | −451−64.3% | Reduced |
| Winch Advisory Services, LLC | 222 | $5.00K | 0.00% | +222 | New |
| Tradition Wealth Management, LLC | 261 | $5.00K | 0.00% | +261 | New |
| Copeland Capital Management, LLC | 214 | $4.34K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 216 | $4.00K | 0.00% | +216 | New |
| Column Capital Advisors, LLC | 167 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 154 | $3.12K | 0.00% | −102−39.8% | Reduced |
| Bell Investment Advisors, Inc | 142 | $2.88K | 0.00% | −97−40.6% | Reduced |
| Cornerstone Planning Group LLC | 135 | $2.74K | 0.00% | +135 | New |
| Beacon Capital Management, LLC | 111 | $2.25K | 0.00% | +111 | New |
| Ancora Advisors, LLC | 100 | $2.03K | 0.00% | +100 | New |
| Park Place Capital Corp | 99 | $2.01K | 0.00% | −817−89.2% | Reduced |
| Assetmark, Inc | 93 | $1.89K | 0.00% | −217−70.0% | Reduced |
| Abound Wealth Management | 80 | $1.62K | 0.00% | +80 | New |
| Northwest Investment Counselors, LLC | 65 | $1.32K | 0.00% | −4−5.8% | Reduced |
| Colonial Trust Advisors | 62 | $1.26K | 0.00% | +62 | New |
| Farther Finance Advisors, LLC | 58 | $1.18K | 0.00% | +2+3.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 57 | $1.16K | 0.00% | +11+23.9% | Added |
| CVA Family Office, LLC | 51 | $1.03K | 0.00% | +51 | New |
| Fairfield, Bush & Co. | 50 | $1.01K | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| TD Ameritrade Investment Management, LLC | 71 | $1.00K | 0.00% | −141−66.5% | Reduced |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $973 | 0.00% | +23+92.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $973 | 0.00% | +48 | New |
| Focused Wealth Management, Inc | 46 | $932 | 0.00% | +46 | New |
| Hartford Financial Management Inc. | 44 | $892 | 0.00% | +44 | New |
| Tucker Asset Management LLC | 44 | $892 | 0.00% | +44 | New |
| Carolinas Wealth Consulting LLC | 43 | $878 | 0.00% | −3−6.5% | Reduced |
| Motco | 29 | $588 | 0.00% | +29 | New |
| WealthPLAN Partners, LLC | 17 | $345 | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 12 | $244 | 0.00% | +12 | New |
| PSI Advisors, LLC | 11 | $223 | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $183 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 3 | $61 | 0.00% | +3 | New |
| Forsta Ap-Fonden | 726,621 | $0 | 0.00% | −256,410−26.1% | Reduced |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | +1 | New |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 20 | – | – | −1−4.8% | Reduced |
| Activest Wealth Management | 121 | – | – | +121 | New |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,372,072−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −1,178,255−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −769,440−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −660,102−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −480,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −399,485−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −330,813−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −309,714−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −296,223−100.0% | Sold out |
| Point Break Capital Management, LLC | 0 | $0 | 0.00% | −245,800−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −185,857−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −151,651−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −112,676−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −83,782−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −81,622−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −75,071−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −64,817−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,566−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −50,068−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −46,608−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −39,957−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,353−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −34,949−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −33,459−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −32,769−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −28,355−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,011−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −19,284−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,316−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −16,008−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,938−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −14,508−100.0% | Sold out |
