| Parkside Financial Bank & Trust | 181 | $25.0K | 0.01% | +87+92.6% | Added |
| Financial Perspectives, Inc | 164 | $23.4K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 147 | $21.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 140 | $20.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 147 | $20.0K | 0.01% | +147 | New |
| Essex Investment Management Co LLC | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 129 | $19.0K | 0.00% | +129 | New |
| HHM Wealth Advisors, LLC | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 119 | $17.0K | 0.00% | +119 | New |
| Glen Eagle Advisors, LLC | 115 | $16.4K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 115 | $16.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 115 | $16.0K | 0.00% | +115 | New |
| De Burlo Group Inc | 100 | $14.3K | 0.00% | +100 | New |
| Sandy Spring Bank | 100 | $14.0K | 0.00% | −16−13.8% | Reduced |
| Marquette Asset Management, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 96 | $14.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $14.0K | 0.00% | +13+14.9% | Added |
| CVA Family Office, LLC | 90 | $13.0K | 0.00% | −65−41.9% | Reduced |
| Penserra Capital Management LLC | 96 | $13.0K | 0.00% | +96 | New |
| Covington Capital Management | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $12.0K | 0.00% | +20+31.7% | Added |
| TCWP LLC | 89 | $12.0K | 0.00% | +89 | New |
| First Community Trust NA | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $11.0K | 0.00% | +5+6.7% | Added |
| Delos Wealth Advisors, LLC | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 70 | $10.0K | 0.00% | −3,600−98.1% | Reduced |
| Smith Group Asset Management, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $9.00K | 0.00% | +2+3.1% | Added |
| Globeflex Capital L P | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 51 | $7.00K | 0.00% | −75−59.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 44 | $6.00K | 0.00% | +44 | New |
| Bank of New Hampshire | 41 | $6.00K | 0.00% | +41 | New |
| Oliver Lagore Vanvalin Investment Group | 43 | $6.00K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 29 | $5.00K | 0.00% | −89−75.4% | Reduced |
| West Paces Advisors Inc. | 35 | $5.00K | 0.00% | −32−47.8% | Reduced |
| Vigilant Capital Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 34 | $5.00K | 0.00% | +34 | New |
| Prestige Wealth Management Group LLC | 30 | $4.00K | 0.00% | −9−23.1% | Reduced |
| Cedar Wealth Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 26 | $4.00K | 0.00% | +26 | New |
| Cordant, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| Financial Management Professionals, Inc. | 19 | $3.00K | 0.00% | −80−80.8% | Reduced |
| Hoese & Co LLP | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Logan Capital Management Inc | 24 | $3.00K | 0.00% | +24 | New |
| Sutton Wealth Advisors Inc. | 20 | $2.86K | 0.00% | +13+185.7% | Added |
| Raffa Wealth Management, LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Certified Advisory Corp | 11 | $2.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Tarbox Family Office, Inc. | 6 | $1.00K | 0.00% | −29−82.9% | Reduced |
| Toth Financial Advisory Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $857 | 0.00% | −90−93.8% | Reduced |
| Global Financial Private Client, LLC | 5 | $718 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Advisor Group Holdings, Inc. | 14,180 | – | – | −4,277−23.2% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −344,496−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −271,314−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −201,532−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −106,993−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −68,614−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −60,637−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −47,489−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −38,546−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −38,387−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −30,693−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,710−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −22,474−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −20,835−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −18,209−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −17,563−100.0% | Sold out |