| WR Wealth Planners, LLC | 61 | $10.5K | 0.00% | +7+13.0% | Added |
| West Paces Advisors Inc. | 60 | $10.3K | 0.00% | −3−4.8% | Reduced |
| Hollencrest Capital Management | 60 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 61 | $10.0K | 0.01% | +61 | New |
| MV Capital Management, Inc. | 53 | $9.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $9.11K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $7.77K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 39 | $7.00K | 0.00% | +39 | New |
| Earnest Partners LLC | 40 | $6.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 39 | $6.70K | 0.00% | +39 | New |
| SRS Capital Advisors, Inc. | 39 | $6.62K | 0.00% | +1+2.6% | Added |
| Westside Investment Management, Inc. | 38 | $6.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $6.45K | 0.00% | +72+56.3% | Added |
| Coastal Capital Group, Inc. | 36 | $6.18K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 34 | $5.86K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $5.67K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 33 | $5.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $5.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 32 | $5.50K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 31 | $5.33K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $5.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $5.15K | 0.00% | −9−23.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $4.81K | 0.00% | −1,243−97.8% | Reduced |
| AdvisorNet Financial, Inc | 28 | $4.81K | 0.00% | −3−9.7% | Reduced |
| Abound Wealth Management | 27 | $4.64K | 0.00% | +2+8.0% | Added |
| Versant Capital Management, Inc | 27 | $4.64K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $4.47K | 0.00% | −4−13.3% | Reduced |
| Global Retirement Partners, LLC | 24 | $4.12K | 0.00% | +10+71.4% | Added |
| CVA Family Office, LLC | 24 | $4.12K | 0.00% | +14+140.0% | Added |
| Oakworth Capital, Inc. | 24 | $4.12K | 0.00% | +24 | New |
| Solstein Capital, LLC | 23 | $3.95K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 22 | $3.78K | 0.00% | +22 | New |
| Whittier Trust Co of Nevada Inc | 21 | $3.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $3.26K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 18 | $3.09K | 0.00% | +18 | New |
| Arlington Partners LLC | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.23K | 0.00% | −1−7.1% | Reduced |
| JNBA Financial Advisors | 13 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.72K | 0.00% | +4+66.7% | Added |
| Bell Investment Advisors, Inc | 9 | $1.55K | 0.00% | −3−25.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 9 | $1.55K | 0.00% | +9 | New |
| Logan Capital Management Inc | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 9 | $1.55K | 0.00% | +9 | New |
| Sunbelt Securities, Inc. | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $1.37K | 0.00% | +8 | New |
| Albion Financial Group | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5 | $859 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $515 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $515 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $344 | 0.00% | −7−77.8% | Reduced |
| Tfo-TDC, LLC | 2 | $344 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $344 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $344 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 0 | $16 | 0.00% | 0 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −352,467−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −176,743−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −169,228−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −114,859−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −110,103−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,773−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −25,539−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,830−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −18,083−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,816−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −12,967−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −9,056−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,038−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −6,887−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,436−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −6,285−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |