| Farther Finance Advisors, LLC | 139 | $12.5K | 0.00% | +2+1.5% | Added |
| Tradewinds Capital Management, LLC | 135 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 134 | $12.0K | 0.00% | −64−32.3% | Reduced |
| Cornerstone Planning Group LLC | 131 | $11.8K | 0.00% | +131 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 125 | $11.2K | 0.00% | −125−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 120 | $10.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 119 | $10.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $10.4K | 0.00% | +63+118.9% | Added |
| Oakworth Capital, Inc. | 116 | $10.4K | 0.00% | +116 | New |
| Bell Investment Advisors, Inc | 114 | $10.2K | 0.00% | −1−0.9% | Reduced |
| Versant Capital Management, Inc | 114 | $10.2K | 0.00% | −2−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $9.71K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $8.99K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $8.99K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 97 | $8.72K | 0.00% | +6+6.6% | Added |
| Webster Bank, N. A. | 96 | $8.63K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 93 | $8.36K | 0.00% | +93 | New |
| AlphaMark Advisors, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 92 | $8.00K | 0.00% | +22+31.4% | Added |
| GW&K Investment Management, LLC | 89 | $8.00K | 0.00% | +86+2,866.7% | Added |
| Colonial Trust Advisors | 85 | $7.64K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 78 | $7.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $5.48K | 0.00% | −55−47.4% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $5.30K | 0.00% | +37+168.2% | Added |
| Abound Wealth Management | 58 | $5.21K | 0.00% | +29+100.0% | Added |
| Stephens Consulting, LLC | 54 | $4.85K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $4.31K | 0.00% | −300−86.2% | Reduced |
| Institutional & Family Asset Management, LLC | 48 | $4.31K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 45 | $4.04K | 0.00% | +45 | New |
| Tradition Wealth Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 43 | $3.86K | 0.00% | −36,653−99.9% | Reduced |
| Sutton Wealth Advisors Inc. | 43 | $3.86K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $3.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $3.24K | 0.00% | +36 | New |
| AdvisorNet Financial, Inc | 36 | $3.23K | 0.00% | −11−23.4% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $2.43K | 0.00% | +4+17.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 27 | $2.43K | 0.00% | +27 | New |
| Gradient Investments LLC | 26 | $2.34K | 0.00% | −1−3.7% | Reduced |
| Kelly Financial Services LLC | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.07K | 0.00% | −5−17.9% | Reduced |
| Valley National Advisers Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 28 | $2.00K | 0.00% | +28 | New |
| Boyd Watterson Asset Management LLC | 22 | $1.98K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 22 | $1.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.89K | 0.00% | +15+250.0% | Added |
| Eagle Bay Advisors LLC | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $1.71K | 0.00% | −1−5.0% | Reduced |
| CVA Family Office, LLC | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.35K | 0.00% | −5−25.0% | Reduced |
| Delos Wealth Advisors, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $719 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $719 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $559 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $450 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 5 | $449 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $360 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 4 | $359 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $270 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 2 | $180 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $90 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 90 | $38 | 0.00% | +90 | New |
| Comerica Bank | 18,669 | $11 | 0.00% | +18,669 | New |
| Horan Securities, Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −409,556−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −156,500−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −107,345−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −91,602−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −78,117−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −52,063−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −48,672−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −31,251−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,798−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,694−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,012−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −18,506−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −18,315−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −15,077−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,162−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −6,417−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |