| EverSource Wealth Advisors, LLC | 163 | $51.3K | 0.00% | +4+2.5% | Added |
| ORG Partners LLC | 147 | $46.3K | 0.01% | +48+48.5% | Added |
| Parkside Financial Bank & Trust | 145 | $45.7K | 0.00% | −201−58.1% | Reduced |
| Provenance Wealth Advisors, LLC | 144 | $45.3K | 0.01% | +144 | New |
| Banque Cantonale Vaudoise | 141 | $44.0K | 0.00% | +141 | New |
| Hughes Financial Services, LLC | 122 | $40.7K | 0.01% | +122 | New |
| Assetmark, Inc | 124 | $39.0K | 0.00% | +60+93.8% | Added |
| Financial Management Professionals, Inc. | 120 | $37.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 117 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 112 | $35.3K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 100 | $35.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $34.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 109 | $34.3K | 0.00% | +76+230.3% | Added |
| Huntington National Bank | 105 | $33.1K | 0.00% | +44+72.1% | Added |
| Root Financial Partners, LLC | 101 | $31.8K | 0.00% | +101 | New |
| Principal Securities, Inc. | 100 | $31.5K | 0.00% | −611−85.9% | Reduced |
| Barrett & Company, Inc. | 100 | $31.5K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $31.5K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 100 | $31.5K | 0.01% | +100 | New |
| Smithfield Trust Co | 100 | $31.0K | 0.00% | +100 | New |
| Crewe Advisors LLC | 96 | $30.2K | 0.00% | +96 | New |
| Kerr Financial Planning Corp | 101 | $29.0K | 0.04% | +101 | New |
| SRS Capital Advisors, Inc. | 92 | $29.0K | 0.00% | +92 | New |
| TD Waterhouse Canada Inc. | 80 | $27.7K | 0.00% | +40+100.0% | Added |
| N.E.W. Advisory Services LLC | 80 | $25.2K | 0.00% | +30+60.0% | Added |
| Quest Partners LLC | 80 | $25.2K | 0.00% | +80 | New |
| Covestor Ltd | 78 | $25.0K | 0.01% | −234−75.0% | Reduced |
| Versant Capital Management, Inc | 78 | $24.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $24.6K | 0.00% | +9+13.0% | Added |
| Public Employees Retirement System of Ohio | 76 | $23.9K | 0.00% | +20+35.7% | Added |
| Tidemark, LLC | 75 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 70 | $22.0K | 0.01% | +45+180.0% | Added |
| AdvisorNet Financial, Inc | 65 | $20.5K | 0.00% | −35−35.0% | Reduced |
| Geneos Wealth Management Inc. | 64 | $20.2K | 0.00% | −40−38.5% | Reduced |
| Parallel Advisors, LLC | 61 | $19.2K | 0.00% | +10+19.6% | Added |
| MCF Advisors LLC | 60 | $18.9K | 0.00% | +50+500.0% | Added |
| Spire Wealth Management | 60 | $18.9K | 0.00% | +60 | New |
| Ci Investments Inc. | 52 | $16.0K | 0.00% | +52 | New |
| Tradewinds Capital Management, LLC | 50 | $15.7K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 47 | $14.8K | 0.00% | +47 | New |
| Bare Financial Services, Inc | 47 | $14.8K | 0.00% | +3+6.8% | Added |
| Clearstead Advisors, LLC | 41 | $12.9K | 0.00% | +1+2.5% | Added |
| Costello Asset Management, INC | 38 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 34 | $10.8K | 0.00% | +34 | New |
| Rosenberg Matthew Hamilton | 33 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 31 | $9.76K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $9.45K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $9.45K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $9.45K | 0.00% | +30 | New |
| Cary Street Partner Investment Advisory LLC | 27 | $8.50K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 27 | $8.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $8.50K | 0.00% | +10+58.8% | Added |
| Stone House Investment Management, LLC | 26 | $8.19K | 0.00% | +16+160.0% | Added |
| Capital Analysts, LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $7.87K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 23 | $7.24K | 0.00% | +23 | New |
| Asset Planning,Inc | 22 | $6.93K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $6.30K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 16 | $5.04K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $4.72K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 14 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $4.09K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $4.09K | 0.00% | +4+44.4% | Added |
| Financial Network Wealth Advisors LLC | 12 | $3.78K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 12 | $3.78K | 0.00% | +12 | New |
| Mather Group, LLC. | 9 | $2.83K | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $2.52K | 0.00% | −2−20.0% | Reduced |
| UMA Financial Services, Inc. | 7 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $1.89K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.89K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $1.57K | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5 | $1.57K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2 | $630 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $630 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $315 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $315 | 0.00% | +1 | New |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −96,102−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −38,522−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,332−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −17,957−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,953−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,323−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −9,753−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,280−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,313−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,289−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,736−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |