| Global Retirement Partners, LLC | 83 | $24.0K | 0.00% | −62−42.8% | Reduced |
| Paladin Advisory Group, LLC | 84 | $23.1K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 78 | $21.4K | 0.00% | +78 | New |
| Centerpoint Advisors, LLC | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $19.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 66 | $18.1K | 0.01% | +66 | New |
| IFP Advisors, Inc | 52 | $14.3K | 0.00% | −9−14.8% | Reduced |
| Smithfield Trust Co | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $13.0K | 0.00% | −10−16.7% | Reduced |
| Montag A & Associates Inc | 45 | $12.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 45 | $12.4K | 0.01% | +45 | New |
| RE Dickinson Investment Advisors, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $10.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 37 | $10.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $9.62K | 0.00% | +15+75.0% | Added |
| Private Wealth Management Group, LLC | 31 | $8.52K | 0.00% | +31 | New |
| ORG Partners LLC | 30 | $8.24K | 0.00% | +30 | New |
| Washington Trust Advisors, Inc. | 26 | $7.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 26 | $7.14K | 0.00% | +16+160.0% | Added |
| EverSource Wealth Advisors, LLC | 25 | $6.87K | 0.00% | +2+8.7% | Added |
| Bell Investment Advisors, Inc | 24 | $6.59K | 0.00% | −2−7.7% | Reduced |
| CVA Family Office, LLC | 23 | $6.32K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 21 | $5.77K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $5.50K | 0.00% | 00.0% | Unchanged |
| Amundi | 19 | $5.38K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $5.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $4.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $4.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $3.02K | 0.00% | +11 | New |
| Naples Money Management LLC | 11 | $3.02K | 0.00% | +11 | New |
| Spire Wealth Management | 10 | $2.86K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 10 | $2.75K | 0.00% | +10 | New |
| Quarry LP | 9 | $2.47K | 0.00% | −41−82.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $2.47K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $2.47K | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 8 | $2.20K | 0.00% | −2−20.0% | Reduced |
| POM Investment Strategies, LLC | 8 | $2.20K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.92K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $824 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $824 | 0.00% | +3 | New |
| Horizon Investments, LLC | 3 | $823 | 0.00% | +1+50.0% | Added |
| Sofos Investments, Inc. | 3 | $705 | 0.00% | −56−94.9% | Reduced |
| PEAK6 Investments LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $549 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $549 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $549 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $544 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $275 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −152,738−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −22,565−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −17,898−100.0% | Sold out |
| Bridge City Capital, LLC | 0 | $0 | 0.00% | −15,433−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −13,668−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,140−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,143−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,090−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,845−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |