| Massmutual Trust Co FSB | 95 | $11.0K | 0.00% | +35+58.3% | Added |
| Close Asset Management Ltd | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $10.0K | 0.00% | +2+2.4% | Added |
| Allworth Financial LP | 82 | $10.0K | 0.00% | +34+70.8% | Added |
| Thompson Siegel & Walmsley LLC | 66 | $8.00K | 0.00% | −19−22.4% | Reduced |
| Capital Advisors, Ltd. LLC | 72 | $8.00K | 0.00% | +5+7.5% | Added |
| Front Row Advisors LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 64 | $8.00K | 0.00% | +53+481.8% | Added |
| Transamerica Financial Advisors, Inc. | 52 | $7.00K | 0.00% | −1−1.9% | Reduced |
| Schubert & Co | 57 | $7.00K | 0.01% | +20+54.1% | Added |
| Larson Financial Group LLC | 62 | $7.00K | 0.00% | +62 | New |
| FinTrust Capital Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $6.00K | 0.00% | +4+8.7% | Added |
| Anchor Investment Management, LLC | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 47 | $5.52K | 0.00% | −25−34.7% | Reduced |
| Covington Capital Management | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Dark Forest Capital Management LP | 40 | $5.00K | 0.00% | +40 | New |
| Rise Advisors, LLC | 37 | $4.00K | 0.00% | −10−21.3% | Reduced |
| Earnest Partners LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $4.00K | 0.00% | +30 | New |
| Ellevest, Inc. | 36 | $4.00K | 0.00% | +36 | New |
| TCI Wealth Advisors, Inc. | 22 | $3.00K | 0.00% | +6+37.5% | Added |
| Disciplined Investments, LLC | 22 | $3.00K | 0.00% | +2+10.0% | Added |
| Ten Capital Wealth Advisors, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 19 | $2.00K | 0.00% | −4−17.4% | Reduced |
| Glassman Wealth Services | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $822 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $498 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $353 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 3 | $352 | 0.00% | −68−95.8% | Reduced |
| First Horizon Advisors, Inc. | 7 | $0 | 0.00% | −29−80.6% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $0 | 0.00% | +4 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| LMR Partners LLP | 0 | $0 | 0.00% | −140,822−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −28,374−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −13,382−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,354−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,791−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,306−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |
| Quadrant Private Wealth Management, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Swarthmore Group Inc | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
