| Sentry Investment Management LLC | 672 | $84.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 622 | $78.0K | 0.02% | +622 | New |
| Quadrant Capital Group LLC | 539 | $67.6K | 0.01% | +66+14.0% | Added |
| Covestor Ltd | 529 | $66.0K | 0.05% | −112−17.5% | Reduced |
| Quent Capital, LLC | 522 | $65.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 519 | $65.0K | 0.00% | +519 | New |
| Arcadia Investment Management Corp | 500 | $62.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 496 | $62.2K | 0.01% | +77+18.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 446 | $56.0K | 0.00% | +265+146.4% | Added |
| Bessemer Group Inc | 430 | $54.0K | 0.00% | −59−12.1% | Reduced |
| Farmers & Merchants Investments Inc | 424 | $53.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 348 | $43.7K | 0.02% | +348 | New |
| Coppell Advisory Solutions Corp. | 348 | $43.7K | 0.02% | +348 | New |
| Umb Bank N A | 281 | $35.0K | 0.00% | −3,838−93.2% | Reduced |
| McIlrath & Eck, LLC | 268 | $33.6K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 250 | $31.4K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 243 | $28.0K | 0.00% | +127+109.5% | Added |
| Lindbrook Capital, LLC | 214 | $26.9K | 0.00% | +53+32.9% | Added |
| JFS Wealth Advisors, LLC | 213 | $26.7K | 0.00% | −5−2.3% | Reduced |
| Leonteq Securities AG | 203 | $25.5K | 0.00% | +203 | New |
| Money Concepts Capital Corp | 191 | $24.0K | 0.00% | +191 | New |
| Parkside Financial Bank & Trust | 165 | $20.7K | 0.01% | −3−1.8% | Reduced |
| JJJ Advisors Inc. | 158 | $19.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 145 | $18.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 140 | $17.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 138 | $17.3K | 0.00% | +54+64.3% | Added |
| SJS Investment Consulting Inc. | 122 | $15.3K | 0.00% | +11+9.9% | Added |
| Riverview Trust Co | 117 | $15.0K | 0.01% | −56−32.4% | Reduced |
| Clear Street Markets LLC | 107 | $13.0K | 0.00% | −46−30.1% | Reduced |
| Adirondack Trust Co | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 98 | $12.3K | 0.00% | +62+172.2% | Added |
| Massmutual Trust Co FSB | 93 | $12.0K | 0.00% | −2−2.1% | Reduced |
| Financial Management Professionals, Inc. | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $12.0K | 0.00% | +23+31.9% | Added |
| Harbour Investments, Inc. | 95 | $11.9K | 0.00% | −105−52.5% | Reduced |
| Macroview Investment Management LLC | 89 | $11.2K | 0.02% | +89 | New |
| Close Asset Management Ltd | 88 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 81 | $10.2K | 0.00% | +81 | New |
| Benjamin Edwards Inc | 82 | $10.0K | 0.00% | +18+28.1% | Added |
| Raleigh Capital Management Inc. | 78 | $9.79K | 0.01% | +78 | New |
| Front Row Advisors LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $7.78K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $6.52K | 0.00% | +2+4.0% | Added |
| FinTrust Capital Advisors, LLC | 50 | $6.27K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $6.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $6.27K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $6.02K | 0.01% | −9−15.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 50 | $6.00K | 0.00% | −16−24.2% | Reduced |
| Park Place Capital Corp | 51 | $6.00K | 0.00% | +51 | New |
| DT Investment Partners, LLC | 40 | $5.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $4.89K | 0.00% | +39 | New |
| Rise Advisors, LLC | 37 | $4.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $4.64K | 0.00% | +18+94.7% | Added |
| Earnest Partners LLC | 36 | $4.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 35 | $4.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $4.01K | 0.00% | −3−8.6% | Reduced |
| Steward Financial Group LLC | 33 | $4.00K | 0.00% | +33 | New |
| Stonebridge Capital Advisors LLC | 30 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.39K | 0.00% | +8+42.1% | Added |
| Accurate Wealth Management, LLC | 26 | $3.19K | 0.00% | +26 | New |
| Grove Bank & Trust | 20 | $3.00K | 0.00% | +20 | New |
| CIBC Private Wealth Group, LLC | 22,648 | $2.84K | 0.00% | +120+0.5% | Added |
| TCI Wealth Advisors, Inc. | 22 | $2.76K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $2.38K | 0.00% | −3−13.6% | Reduced |
| Tfo-TDC, LLC | 29 | $1.88K | 0.00% | +29 | New |
| Glen Eagle Advisors, LLC | 14 | $1.76K | 0.00% | +14 | New |
| Aua Capital Management, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $1.63K | 0.00% | −4,706−99.7% | Reduced |
| Raffa Wealth Management, LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 9 | $1.13K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 7 | $878 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $878 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $878 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $627 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $627 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 4 | $509 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $502 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $377 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $251 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 2 | $251 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | +2 | New |
| Murchinson Ltd. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −34,886−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −21,496−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,005−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,702−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |