| Basecamp Wealth Advisors LLC | 170 | $18.7K | 0.00% | +170 | New |
| Eurizon Capital SGR S.p.A. | 142 | $16.0K | 0.00% | +142 | New |
| TD Waterhouse Canada Inc. | 142 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 117 | $12.9K | 0.00% | −5−4.1% | Reduced |
| ZRC Wealth Management, LLC | 106 | $11.7K | 0.00% | +106 | New |
| SBI Securities Co., Ltd. | 106 | $11.7K | 0.00% | +5+5.0% | Added |
| CIBC Private Wealth Group, LLC | 94 | $10.4K | 0.00% | +56+147.4% | Added |
| Advisors Asset Management, Inc. | 92 | $10.1K | 0.00% | +1+1.1% | Added |
| Matrix Trust Co | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 88 | $9.70K | 0.00% | +88 | New |
| Private Wealth Management Group, LLC | 83 | $9.14K | 0.00% | +15+22.1% | Added |
| Atlantic Trust, LLC | 75 | $8.26K | 0.00% | −41−35.3% | Reduced |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66 | $7.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 64 | $7.05K | 0.00% | +64 | New |
| Fortitude Family Office, LLC | 62 | $6.83K | 0.00% | −1−1.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 57 | $6.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 49 | $5.40K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 47 | $5.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $5.14K | 0.00% | −1−2.4% | Reduced |
| Ameriflex Group, Inc. | 45 | $4.96K | 0.00% | −45−50.0% | Reduced |
| Elyxium Wealth, LLC | 44 | $4.85K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 43 | $4.74K | 0.00% | +8+22.9% | Added |
| Keating Financial Advisory Services, Inc. | 43 | $4.74K | 0.00% | +43 | New |
| Moisand Fitzgerald Tamayo, LLC | 41 | $4.52K | 0.00% | −52−55.9% | Reduced |
| Hoey Investments, Inc | 39 | $4.30K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $4.19K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 36 | $3.97K | 0.00% | +23+176.9% | Added |
| LRI Investments, LLC | 34 | $3.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 33 | $3.64K | 0.00% | −6−15.4% | Reduced |
| First Horizon Corp | 33 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 32 | $3.53K | 0.00% | +32 | New |
| GWM Advisors LLC | 32 | $3.52K | 0.00% | −20−38.5% | Reduced |
| South State Corp. | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 26 | $2.86K | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 24 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $2.60K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | −29−58.0% | Reduced |
| SJS Investment Consulting Inc. | 18 | $1.98K | 0.00% | +11+157.1% | Added |
| Rialto Wealth Management, LLC | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 17 | $1.87K | 0.00% | +14+466.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $1.54K | 0.00% | +14 | New |
| First Command Advisory Services, Inc. | 13 | $1.43K | 0.00% | +13 | New |
| Elevated Capital Advisors, LLC | 12 | $1.32K | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 11 | $1.21K | 0.00% | +11 | New |
| Turning Point Benefit Group, Inc. | 11 | $1.21K | 0.00% | +11 | New |
| Medallion Wealth Advisors, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| SHP Wealth Management | 9 | $992 | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 9 | $992 | 0.00% | +9 | New |
| Optima Capital LLC | 8 | $881 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 7 | $771 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $661 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $661 | 0.00% | +1+20.0% | Added |
| Valued Wealth Advisors LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $441 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $441 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4 | $441 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $331 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 1 | $128 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $111 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −370,581−100.0% | Sold out |
| Analog Century Management LP | 0 | $0 | 0.00% | −341,959−100.0% | Sold out |
| Khrom Capital Management LLC | 0 | $0 | 0.00% | −233,041−100.0% | Sold out |
| Towle & Co | 0 | $0 | 0.00% | −77,387−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −59,413−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,481−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −48,287−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −47,697−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −42,999−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −36,923−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −31,746−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,603−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −26,560−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −25,981−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −24,580−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −19,870−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −18,177−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,255−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,611−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,270−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,907−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |