| EverSource Wealth Advisors, LLC | 85 | $10.4K | 0.00% | +69+431.3% | Added |
| TSFG, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $9.82K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 80 | $9.82K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 79 | $9.70K | 0.00% | +79 | New |
| Toth Financial Advisory Corp | 74 | $9.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $8.59K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 67 | $8.22K | 0.00% | +67 | New |
| DB Wealth Management Group, LLC | 62 | $7.61K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 59 | $7.24K | 0.00% | +59 | New |
| Ronald Blue Trust, Inc. | 53 | $7.00K | 0.00% | +2+3.9% | Added |
| BerganKDV Wealth Management, LLC | 50 | $6.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $5.65K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $5.64K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $5.28K | 0.00% | +21+95.5% | Added |
| Stone House Investment Management, LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $4.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $4.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $4.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $4.17K | 0.00% | +6+21.4% | Added |
| Highlander Capital Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 32 | $3.93K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 31 | $3.80K | 0.00% | +3+10.7% | Added |
| Financial Perspectives, Inc | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $3.31K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 27 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $2.94K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 24 | $2.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.82K | 0.00% | −7−23.3% | Reduced |
| Allworth Financial LP | 22 | $2.70K | 0.00% | −517−95.9% | Reduced |
| New Millennium Group LLC | 21 | $2.63K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $2.33K | 0.00% | −10−34.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 17 | $2.09K | 0.00% | +17 | New |
| GWM Advisors LLC | 14 | $1.72K | 0.00% | −6−30.0% | Reduced |
| M&R Capital Management Inc | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.35K | 0.00% | −8−42.1% | Reduced |
| Cambridge Trust Co | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $1.00K | 0.00% | −128−92.8% | Reduced |
| Disciplined Investments, LLC | 8 | $982 | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $982 | 0.00% | −1−11.1% | Reduced |
| Barrett & Company, Inc. | 7 | $859 | 0.00% | −10−58.8% | Reduced |
| Institutional & Family Asset Management, LLC | 7 | $859 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 5 | $614 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $491 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 4 | $491 | 0.00% | +4 | New |
| Kistler-Tiffany Companies, LLC | 4 | $491 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $491 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −194,525−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −171,126−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −48,321−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −24,537−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,107−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,377−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −5,935−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −160−100.0% | Sold out |