| Global Retirement Partners, LLC | 456 | $34.5K | 0.00% | +10+2.2% | Added |
| City State Bank | 450 | $34.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 419 | $31.7K | 0.02% | −188−31.0% | Reduced |
| GWM Advisors LLC | 382 | $28.9K | 0.00% | −235−38.1% | Reduced |
| SJS Investment Consulting Inc. | 367 | $27.8K | 0.01% | +342+1,368.0% | Added |
| Whittier Trust Co of Nevada Inc | 366 | $27.7K | 0.00% | −33,433−98.9% | Reduced |
| Rise Advisors, LLC | 340 | $25.7K | 0.01% | +340 | New |
| Allworth Financial LP | 332 | $25.1K | 0.00% | +20+6.4% | Added |
| Old Second National Bank of Aurora | 300 | $22.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $22.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $22.7K | 0.00% | +216+257.1% | Added |
| Asset Dedication, LLC | 280 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 266 | $20.0K | 0.00% | +61+29.8% | Added |
| EntryPoint Capital, LLC | 260 | $19.7K | 0.02% | −1,607−86.1% | Reduced |
| Harbour Investments, Inc. | 256 | $19.4K | 0.00% | +8+3.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $18.8K | 0.00% | −29,219−99.2% | Reduced |
| Huntington National Bank | 247 | $18.7K | 0.00% | −50−16.8% | Reduced |
| Riverview Trust Co | 245 | $18.5K | 0.01% | +245 | New |
| Headlands Technologies LLC | 236 | $17.9K | 0.00% | +236 | New |
| Raleigh Capital Management Inc. | 221 | $16.7K | 0.01% | −392−63.9% | Reduced |
| St Germain D J Co Inc | 200 | $15.1K | 0.00% | −71−26.2% | Reduced |
| NBC Securities, Inc. | 204 | $15.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 187 | $14.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $13.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 171 | $12.9K | 0.00% | +171 | New |
| Center for Financial Planning, Inc. | 168 | $12.7K | 0.00% | +168 | New |
| Bell Investment Advisors, Inc | 154 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $11.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 136 | $10.3K | 0.00% | −146−51.8% | Reduced |
| Benjamin Edwards Inc | 127 | $10.0K | 0.00% | +127 | New |
| Wetzel Investment Advisors, Inc. | 137 | $9.94K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 129 | $9.62K | 0.00% | +9+7.5% | Added |
| 4Thought Financial Group Inc. | 125 | $9.46K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 116 | $8.87K | 0.00% | −105−47.5% | Reduced |
| FinTrust Capital Advisors, LLC | 107 | $8.10K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $8.02K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $7.72K | 0.00% | −34−25.0% | Reduced |
| Partnership Wealth Management, LLC | 100 | $7.57K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $7.57K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $7.57K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 95 | $7.19K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 97 | $7.00K | 0.01% | +97 | New |
| Central Trust Co | 91 | $6.88K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 89 | $6.73K | 0.00% | +25+39.1% | Added |
| Webster Bank, N. A. | 83 | $6.28K | 0.00% | +83 | New |
| Bogart Wealth, LLC | 77 | $5.83K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 72 | $5.45K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 69 | $5.22K | 0.00% | −51−42.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $4.92K | 0.00% | +65 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $4.84K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 62 | $4.69K | 0.00% | −9−12.7% | Reduced |
| Farmers & Merchants Investments Inc | 56 | $4.24K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 55 | $4.16K | 0.00% | +7+14.6% | Added |
| CoreCap Advisors, LLC | 55 | $4.16K | 0.00% | +55 | New |
| IFP Advisors, Inc | 53 | $4.01K | 0.00% | +9+20.5% | Added |
| Fortitude Family Office, LLC | 51 | $3.86K | 0.00% | +51 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.78K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 46 | $3.54K | 0.00% | +43+1,433.3% | Added |
| Laffer Tengler Investments | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $3.25K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 34 | $2.57K | 0.00% | +3+9.7% | Added |
| Umb Bank N A | 32 | $2.42K | 0.00% | +32 | New |
| Parkside Financial Bank & Trust | 29 | $2.19K | 0.00% | −31−51.7% | Reduced |
| Provenance Wealth Advisors, LLC | 28 | $2.12K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $1.74K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.36K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 17 | $1.32K | 0.00% | +17 | New |
| Tortoise Investment Management, LLC | 16 | $1.21K | 0.00% | +14+700.0% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | −22−46.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $984 | 0.00% | −3−18.8% | Reduced |
| Creekmur Asset Management LLC | 9 | $681 | 0.00% | +9 | New |
| Harbor Investment Advisory, LLC | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $303 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $227 | 0.00% | −3−50.0% | Reduced |
| True Wealth Design, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,644,495−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −337,339−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −104,403−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −17,892−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,966−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −13,931−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,554−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −9,863−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −8,155−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,171−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,153−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,015−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
