| Zions Bancorporation, N.A. | 50 | $11.3K | 0.00% | −10−16.7% | Reduced |
| Godsey & Gibb Associates | 50 | $11.3K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 49 | $11.1K | 0.00% | +1+2.1% | Added |
| City State Bank | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 49 | $11.0K | 0.01% | +18+58.1% | Added |
| Clear Street Markets LLC | 48 | $11.0K | 0.00% | +47+4,700.0% | Added |
| Global Retirement Partners, LLC | 43 | $9.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $9.49K | 0.00% | +42 | New |
| Trust Co of Vermont | 40 | $9.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 38 | $8.59K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 38 | $8.59K | 0.00% | +6+18.8% | Added |
| Quent Capital, LLC | 38 | $8.59K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 38 | $8.59K | 0.00% | +24+171.4% | Added |
| Armstrong Advisory Group, Inc | 37 | $8.36K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 37 | $8.36K | 0.00% | −112−75.2% | Reduced |
| Larson Financial Group LLC | 37 | $8.36K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36 | $8.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $7.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $7.01K | 0.00% | −2,677−98.9% | Reduced |
| Tyler-Stone Wealth Management | 30 | $7.00K | 0.00% | +30 | New |
| Arlington Partners LLC | 29 | $6.55K | 0.00% | −103−78.0% | Reduced |
| West Branch Capital LLC | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 26 | $6.00K | 0.00% | −149−85.1% | Reduced |
| Kames Capital plc | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $5.42K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 20 | $5.00K | 0.00% | +10+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.97K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.97K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $4.86K | 0.00% | +22 | New |
| Globeflex Capital L P | 21 | $4.75K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $4.52K | 0.00% | −1−4.8% | Reduced |
| JNBA Financial Advisors | 20 | $4.52K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 19 | $4.29K | 0.00% | −5−20.8% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $3.84K | 0.00% | −1−5.6% | Reduced |
| Gradient Investments LLC | 16 | $3.62K | 0.00% | +16 | New |
| West Tower Group, LLC | 16 | $3.62K | 0.00% | +16 | New |
| DT Investment Partners, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $3.39K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 14 | $3.16K | 0.00% | +14 | New |
| Avion Wealth | 17 | $3.00K | 0.00% | +8+88.9% | Added |
| Hexagon Capital Partners LLC | 12 | $2.71K | 0.00% | −60−83.3% | Reduced |
| Bogart Wealth, LLC | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $2.71K | 0.00% | +12 | New |
| South State Corp. | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $1.13K | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $905 | 0.00% | +1+33.3% | Added |
| MCF Advisors LLC | 3 | $679 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $678 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $453 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $453 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 31,040 | $0 | 0.00% | +31,040 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −582,549−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −367,175−100.0% | Sold out |
| Nitorum Capital, L.P. | 0 | $0 | 0.00% | −153,319−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −145,314−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −141,760−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −73,095−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −61,451−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,079−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −16,245−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,658−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −7,675−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −7,148−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −5,896−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |