| Aspen Grove Capital, LLC | 3,361 | $548.0K | 0.09% | +3,361 | New |
| CenterStar Asset Management, LLC | 3,300 | $539.1K | 0.66% | +3,300 | New |
| Kingswood Wealth Advisors, LLC | 3,160 | $515.3K | 0.04% | +3,160 | New |
| Pathstone Holdings, LLC | 3,154 | $514.2K | 0.00% | +3,154 | New |
| Ausdal Financial Partners, Inc. | 3,117 | $508.3K | 0.03% | +3,117 | New |
| Veracity Capital LLC | 3,099 | $505.3K | 0.18% | +3,099 | New |
| Lazard Asset Management LLC | 3,090 | $503.0K | 0.00% | +3,090 | New |
| Federation des caisses Desjardins du Quebec | 3,084 | $502.9K | 0.00% | +3,084 | New |
| RSM US Wealth Management LLC | 3,079 | $502.1K | 0.01% | +3,079 | New |
| Integrated Wealth Concepts LLC | 3,051 | $497.5K | 0.00% | +3,051 | New |
| Melfa Wealth Management, LLC | 3,050 | $497.3K | 0.31% | +3,050 | New |
| Strait & Sound Wealth Management LLC | 3,025 | $493.3K | 0.21% | +3,025 | New |
| Vident Advisory, LLC | 3,018 | $492.1K | 0.01% | +3,018 | New |
| Strengthening Families & Communities, LLC | 3,011 | $491.0K | 0.27% | +3,011 | New |
| Howard Financial Services, Ltd. | 3,000 | $489.2K | 0.06% | +3,000 | New |
| Merit Financial Group, LLC | 2,996 | $488.5K | 0.01% | +2,996 | New |
| Foundations Investment Advisors, LLC | 2,969 | $484.2K | 0.01% | +2,969 | New |
| Chevy Chase Trust Holdings, Inc. | 2,900 | $472.9K | 0.00% | +2,900 | New |
| Fidelis Capital Partners, LLC | 4,262 | $469.8K | 0.04% | +4,262 | New |
| National Asset Management, Inc. | 2,867 | $467.5K | 0.02% | +2,867 | New |
| Diversify Wealth Management, LLC | 3,105 | $461.9K | 0.03% | +3,105 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,827 | $461.0K | 0.00% | +2,827 | New |
| CI Private Wealth, LLC | 2,824 | $460.5K | 0.00% | +2,824 | New |
| Baird Financial Group, Inc. | 2,789 | $454.8K | 0.00% | +2,789 | New |
| O'Shaughnessy Asset Management, LLC | 2,739 | $446.6K | 0.00% | +2,739 | New |
| Gilder Gagnon Howe & Co LLC | 2,700 | $440.3K | 0.00% | +2,700 | New |
| Global Retirement Partners, LLC | 2,690 | $438.6K | 0.01% | +2,690 | New |
| The PNC Financial Services Group, Inc. | 2,688 | $438.3K | 0.00% | +2,688 | New |
| Moors & Cabot, Inc. | 2,625 | $428.0K | 0.02% | +2,625 | New |
| Flagship Harbor Advisors, LLC | 2,602 | $424.3K | 0.02% | +2,602 | New |
| Elite Wealth Management, Inc. | 2,597 | $423.5K | 0.14% | +2,597 | New |
| Darden Wealth Group Inc | 2,455 | $400.3K | 0.24% | +2,455 | New |
| National Bank of Canada | 2,455 | $400.2K | 0.00% | +2,455 | New |
| Aua Capital Management, LLC | 2,433 | $396.7K | 0.24% | +2,433 | New |
| MAI Capital Management | 2,432 | $396.6K | 0.00% | −23−0.9% | Reduced |
| Castle Rock Wealth Management, LLC | 3,070 | $393.9K | 0.09% | +3,070 | New |
| Hedges Asset Management LLC | 2,400 | $391.3K | 0.31% | +2,400 | New |
| SLT Holdings LLC | 2,400 | $391.3K | 0.29% | +2,400 | New |
| SJS Investment Consulting Inc. | 2,354 | $383.8K | 0.06% | +2,354 | New |
| Change Path, LLC | 2,350 | $383.2K | 0.01% | +2,350 | New |
| Captrust Financial Advisors | 2,308 | $376.3K | 0.00% | +2,308 | New |
| NewEdge Wealth, LLC | 3,096 | $374.9K | 0.01% | +3,096 | New |
| Ritholtz Wealth Management | 2,294 | $374.1K | 0.01% | +2,294 | New |
| Huntleigh Advisors, Inc. | 2,280 | $371.8K | 0.07% | +2,280 | New |
| Banco Santander, S.A. | 2,275 | $371.0K | 0.00% | +2,275 | New |
| Independent Advisor Alliance | 2,258 | $368.2K | 0.01% | +2,258 | New |
| Fourth Dimension Wealth, LLC | 2,215 | $361.2K | 0.15% | +2,215 | New |
| KG&L Capital Management,LLC | 2,194 | $357.8K | 0.11% | +2,194 | New |
| Almanack Investment Partners, LLC. | 2,185 | $356.3K | 0.06% | +2,185 | New |
| Vanguard Capital Wealth Advisors | 2,150 | $350.6K | 0.35% | +2,150 | New |
| Belpointe Asset Management LLC | 2,140 | $348.9K | 0.01% | +2,140 | New |
| Fortis Capital Advisors, LLC | 2,140 | $348.9K | 0.06% | +2,140 | New |
| Nomura Holdings Inc | 2,133 | $347.8K | 0.00% | +2,133 | New |
| Pensionmark Financial Group, LLC | 2,106 | $343.4K | 0.01% | +2,106 | New |
| Green Square Capital Advisors LLC | 2,100 | $342.4K | 0.04% | +2,100 | New |
| Prelude Capital Management, LLC | 2,075 | $338.4K | 0.03% | −15,156−88.0% | Reduced |
| Quartz Partners, LLC | 2,050 | $334.3K | 0.15% | +2,050 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,048 | $333.9K | 0.01% | +2,048 | New |
| Hampton Road Capital Management LP | 2,000 | $326.1K | 1.07% | −35,500−94.7% | Reduced |
| Hodges Capital Management Inc. | 2,000 | $326.1K | 0.03% | +2,000 | New |
| Axxcess Wealth Management, LLC | 2,000 | $326.1K | 0.01% | +2,000 | New |
| VestGen Advisors, LLC | 2,000 | $326.1K | 0.01% | +2,000 | New |
| Kapstone Financial Advisors LLC | 1,998 | $325.8K | 0.16% | +1,998 | New |
| Ocean Capital Management, LLC | 1,966 | $320.6K | 0.07% | +1,966 | New |
| Beck Capital Management, LLC | 1,946 | $317.3K | 0.08% | +1,946 | New |
| Verition Fund Management LLC | 1,939 | $316.2K | 0.00% | −198,061−99.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,918 | $312.8K | 0.02% | +1,918 | New |
| Quantbot Technologies LP | 1,910 | $311.4K | 0.01% | +1,910 | New |
| SCS Capital Management LLC | 1,907 | $311.0K | 0.00% | +1,907 | New |
| Spears Abacus Advisors LLC | 1,900 | $309.8K | 0.01% | +1,900 | New |
| Northwestern Mutual Wealth Management Co | 1,876 | $305.9K | 0.00% | +1,876 | New |
| Wedbush Securities Inc | 1,868 | $305.0K | 0.01% | +1,868 | New |
| Cresset Asset Management, LLC | 1,862 | $303.6K | 0.00% | +1,862 | New |
| HITE Hedge Asset Management LLC | 1,809 | $295.0K | 0.02% | +1,809 | New |
| Wetherby Asset Management Inc | 1,800 | $293.5K | 0.01% | +1,800 | New |
| State of Wyoming | 1,766 | $288.0K | 0.04% | +1,766 | New |
| Mandatum Life Insurance Co Ltd | 1,750 | $285.4K | 0.08% | +1,750 | New |
| HighPoint Advisor Group LLC | 1,703 | $277.7K | 0.01% | +1,703 | New |
| Kazazian Asset Management, LLC | 1,700 | $277.2K | 0.38% | +1,700 | New |
| McAlister, Sweet & Associates, Inc. | 1,700 | $277.2K | 0.25% | +1,700 | New |
| Golden State Equity Partners | 1,691 | $275.7K | 0.05% | +1,691 | New |
| Cerity Partners LLC | 1,710 | $275.3K | 0.00% | +1,710 | New |
| Colonial Trust Advisors | 1,685 | $274.8K | 0.02% | +1,685 | New |
| Traynor Capital Management, Inc. | 1,714 | $267.3K | 0.02% | +1,714 | New |
| Fusion Capital, LLC | 1,634 | $266.4K | 0.09% | +1,634 | New |
| Huntington National Bank | 1,620 | $264.2K | 0.00% | +1,620 | New |
| Comerica Bank | 1,570 | $256.0K | 0.00% | +1,570 | New |
| Bullock Wealth Management Group | 1,629 | $254.0K | 0.13% | +221+15.7% | Added |
| Avalon Trust Co | 1,534 | $250.1K | 0.02% | +1,534 | New |
| Stephens Consulting, LLC | 1,522 | $248.2K | 0.06% | +1,522 | New |
| Wealthcare Advisory Partners LLC | 1,520 | $247.9K | 0.01% | +1,520 | New |
| Empowered Funds, LLC | 1,513 | $246.7K | 0.00% | +1,513 | New |
| Allworth Financial LP | 1,499 | $244.4K | 0.00% | +1,483+9,268.8% | Added |
| IHT Wealth Management, LLC | 1,472 | $240.0K | 0.01% | +1,472 | New |
| Balboa Wealth Partners | 1,472 | $240.0K | 0.05% | +1,472 | New |
| Steward Partners Investment Advisory, LLC | 1,462 | $238.4K | 0.00% | +1,462 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,416 | $230.9K | 0.00% | +1,416 | New |
| Private Trust Co NA | 1,406 | $229.3K | 0.02% | +1,406 | New |
| Integrity Financial Corp | 1,400 | $228.3K | 0.12% | +1,400 | New |
| Princeton Capital Management LLC | 1,398 | $228.0K | 0.07% | +1,398 | New |
