| Colonial Trust Advisors | 221 | $12.2K | 0.00% | −2−0.9% | Reduced |
| Lowe Wealth Advisors, LLC | 220 | $12.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $11.6K | 0.00% | −290−58.0% | Reduced |
| Sutton Wealth Advisors Inc. | 207 | $11.4K | 0.01% | −10−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 207 | $11.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 205 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 205 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 199 | $11.0K | 0.00% | −21−9.5% | Reduced |
| MV Capital Management, Inc. | 195 | $10.7K | 0.00% | +30+18.2% | Added |
| Earnest Partners LLC | 186 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $9.75K | 0.00% | +4+2.3% | Added |
| West Paces Advisors Inc. | 176 | $9.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $9.59K | 0.00% | −5−2.8% | Reduced |
| Quent Capital, LLC | 152 | $8.38K | 0.00% | −38−20.0% | Reduced |
| Venturi Wealth Management, LLC | 151 | $8.32K | 0.00% | +151 | New |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $7.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $7.66K | 0.00% | −11−7.3% | Reduced |
| Steward Financial Group LLC | 137 | $7.00K | 0.00% | +99+260.5% | Added |
| Institutional & Family Asset Management, LLC | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 124 | $6.85K | 0.00% | +20+19.2% | Added |
| JFS Wealth Advisors, LLC | 112 | $6.17K | 0.00% | −27−19.4% | Reduced |
| Baystate Wealth Management LLC | 109 | $6.01K | 0.00% | +109 | New |
| TSFG, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 108 | $5.95K | 0.00% | +108 | New |
| WR Wealth Planners, LLC | 100 | $5.51K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 98 | $5.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 96 | $5.29K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 85 | $4.68K | 0.00% | +4+4.9% | Added |
| Quarry LP | 82 | $4.52K | 0.00% | +82 | New |
| Raffa Wealth Management, LLC | 81 | $4.46K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 81 | $4.46K | 0.01% | +81 | New |
| ICA Group Wealth Management, LLC | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 69 | $3.80K | 0.00% | −9−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 62 | $3.42K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 61 | $3.36K | 0.00% | +61 | New |
| Cary Street Partner Investment Advisory LLC | 61 | $3.36K | 0.00% | +61 | New |
| HighMark Wealth Management LLC | 58 | $3.20K | 0.00% | +58 | New |
| Financial Management Professionals, Inc. | 59 | $3.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 53 | $2.92K | 0.00% | +8+17.8% | Added |
| Jones Financial Companies LLLP | 50 | $2.76K | 0.00% | −23−31.5% | Reduced |
| Abound Wealth Management | 49 | $2.70K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50 | $2.61K | 0.00% | +50 | New |
| Red Tortoise LLC | 47 | $2.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 44 | $2.42K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 40 | $2.20K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 39 | $2.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | −108−76.1% | Reduced |
| Disciplined Investments, LLC | 27 | $1.49K | 0.00% | −15−35.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 27 | $1.49K | 0.00% | +27 | New |
| Harvest Group Wealth Management, LLC | 22 | $1.21K | 0.00% | +3+15.8% | Added |
| Accel Wealth Management | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $1.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| TFC Financial Management | 18 | $996 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $992 | 0.00% | −140−88.6% | Reduced |
| Hexagon Capital Partners LLC | 17 | $937 | 0.00% | −11−39.3% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $937 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $441 | 0.00% | −10,625−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $55 | 0.00% | +1 | New |
| SkyView Investment Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 4,384 | – | – | +280+6.8% | Added |
| Quilter Plc | 404 | – | – | +404 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −782,980−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −541,565−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −438,589−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −319,297−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −286,800−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −202,850−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −198,125−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −186,351−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −154,593−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −142,980−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −125,320−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −92,655−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −89,254−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −57,586−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −52,911−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,952−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −28,995−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,251−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,037−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −19,867−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −19,469−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −17,752−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −17,290−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −15,747−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,568−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,880−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −13,518−100.0% | Sold out |
