| Rakuten Securities, Inc. | 200 | $14.9K | 0.00% | +200 | New |
| Tokio Marine Asset Management Co Ltd | 188 | $14.0K | 0.00% | +188 | New |
| Parkside Financial Bank & Trust | 182 | $13.6K | 0.00% | −66−26.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 174 | $13.0K | 0.00% | +82+89.1% | Added |
| Brown Brothers Harriman & Co | 162 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 162 | $12.1K | 0.00% | +162 | New |
| Compass Financial Management LLC | 147 | $12.1K | 0.00% | +147 | New |
| Ronald Blue Trust, Inc. | 155 | $11.5K | 0.00% | +143+1,191.7% | Added |
| Cedar Mountain Advisors, LLC | 149 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $10.9K | 0.00% | +24+19.7% | Added |
| JFS Wealth Advisors, LLC | 136 | $10.1K | 0.00% | +10+7.9% | Added |
| Essential Partners LLC | 119 | $8.86K | 0.00% | −186−61.0% | Reduced |
| True Wealth Design, LLC | 116 | $8.64K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 115 | $8.56K | 0.01% | −46−28.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 115 | $8.56K | 0.00% | +115 | New |
| Keating Financial Advisory Services, Inc. | 102 | $7.60K | 0.00% | −6−5.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 96 | $7.48K | 0.00% | +61+174.3% | Added |
| Main Street Group, LTD | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 98 | $7.30K | 0.00% | +98 | New |
| Action Point Financial Planning, LLC | 97 | $7.00K | 0.00% | +97 | New |
| Basecamp Wealth Advisors LLC | 67 | $4.99K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 59 | $4.39K | 0.00% | −70−54.3% | Reduced |
| Dogwood Wealth Management LLC | 57 | $4.25K | 0.00% | −41−41.8% | Reduced |
| Ares Financial Consulting, LLC | 51 | $3.80K | 0.00% | +51 | New |
| Salomon & Ludwin, LLC | 50 | $3.73K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $3.72K | 0.00% | +17+51.5% | Added |
| Silver Grove Financial Group, Inc. | 48 | $3.58K | 0.00% | +48 | New |
| Massmutual Trust Co FSB | 43 | $3.20K | 0.00% | +6+16.2% | Added |
| Cape Investment Advisory, Inc. | 42 | $3.13K | 0.00% | +42 | New |
| UMA Financial Services, Inc. | 39 | $2.90K | 0.00% | +8+25.8% | Added |
| SJS Investment Consulting Inc. | 37 | $2.76K | 0.00% | +17+85.0% | Added |
| Continuum Advisory, LLC | 35 | $2.61K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 35 | $2.61K | 0.00% | +35 | New |
| GHP Investment Advisors, Inc. | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $2.31K | 0.00% | +7+29.2% | Added |
| Manning & Napier Advisors LLC | 29 | $2.09K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $2.09K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 28 | $2.08K | 0.00% | +28 | New |
| Clearstead Advisors, LLC | 26 | $1.94K | 0.00% | +19+271.4% | Added |
| JPL Wealth Management, LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $1.64K | 0.00% | −2−8.3% | Reduced |
| Versant Capital Management, Inc | 22 | $1.64K | 0.00% | +3+15.8% | Added |
| Buck Wealth Strategies, LLC | 22 | $1.64K | 0.00% | +22 | New |
| N.E.W. Advisory Services LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19 | $1.42K | 0.00% | +6+46.2% | Added |
| Bare Financial Services, Inc | 19 | $1.42K | 0.00% | +8+72.7% | Added |
| Signature Equity Partners, LLC | 19 | $1.42K | 0.00% | +13+216.7% | Added |
| Rialto Wealth Management, LLC | 18 | $1.34K | 0.00% | +9+100.0% | Added |
| South State Corp. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.19K | 0.00% | +7+77.8% | Added |
| Park Place Capital Corp | 15 | $1.12K | 0.00% | +7+87.5% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Harbour Investments, Inc. | 13 | $968 | 0.00% | +12+1,200.0% | Added |
| LRI Investments, LLC | 13 | $968 | 0.00% | +13 | New |
| Rossby Financial, LCC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $744 | 0.00% | +2+25.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $670 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $596 | 0.00% | −19−70.4% | Reduced |
| Godfrey Financial Associates, Inc. | 8 | $596 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $372 | 0.00% | +2+66.7% | Added |
| DecisionPoint Financial, LLC | 4 | $299 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $298 | 0.00% | +2+100.0% | Added |
| American Capital Advisory, LLC | 4 | $298 | 0.00% | +2+100.0% | Added |
| Activest Wealth Management | 4 | $298 | 0.00% | +4 | New |
| Planning Strategies Inc. | 3 | $223 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $149 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $149 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $75 | 0.00% | −1−50.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $75 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,146,671−100.0% | Sold out |
| Deep Track Capital, LP | 0 | $0 | 0.00% | −841,445−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −515,361−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −426,583−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −409,183−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −356,400−100.0% | Sold out |
| Eagle Health Investments LP | 0 | $0 | 0.00% | −267,031−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −254,392−100.0% | Sold out |
| Affinity Asset Advisors, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −145,728−100.0% | Sold out |
| Diadema Partners LP | 0 | $0 | 0.00% | −85,311−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −67,139−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −47,925−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −44,263−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −43,971−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −43,857−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −35,652−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −32,708−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −31,405−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −31,374−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −31,253−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Artia Global Partners LP | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,807−100.0% | Sold out |
