| JFS Wealth Advisors, LLC | 44 | $16.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 44 | $16.2K | 0.01% | +2+4.8% | Added |
| WPG Advisers, LLC | 44 | $16.2K | 0.02% | +44 | New |
| Prestige Wealth Management Group LLC | 43 | $15.9K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 40 | $14.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 37 | $13.8K | 0.00% | −5−11.9% | Reduced |
| Parkside Financial Bank & Trust | 37 | $13.6K | 0.00% | +1+2.8% | Added |
| Meeder Asset Management Inc | 36 | $13.3K | 0.00% | +24+200.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 37 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 37 | $13.0K | 0.00% | +10+37.0% | Added |
| Evermay Wealth Management LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 34 | $12.5K | 0.00% | −7−17.1% | Reduced |
| Asset Dedication, LLC | 32 | $11.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27 | $9.96K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 27 | $9.96K | 0.01% | +27 | New |
| CVA Family Office, LLC | 26 | $9.59K | 0.00% | +6+30.0% | Added |
| Allianz SE | 24 | $8.85K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $8.48K | 0.00% | +23 | New |
| Global Retirement Partners, LLC | 23 | $8.48K | 0.00% | +10+76.9% | Added |
| Mascoma Wealth Management LLC | 20 | $7.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $7.01K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 18 | $6.64K | 0.00% | −1−5.3% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $6.64K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $6.27K | 0.00% | −2−10.5% | Reduced |
| Montag & Caldwell, LLC | 17 | $6.27K | 0.00% | +17 | New |
| High Note Wealth, LLC | 15 | $5.53K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 15 | $5.53K | 0.00% | −1−6.3% | Reduced |
| Synergy Investment Management, LLC | 15 | $5.23K | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 13 | $4.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.43K | 0.00% | −2−14.3% | Reduced |
| Red Tortoise LLC | 12 | $4.43K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 11 | $4.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $4.06K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10 | $3.69K | 0.00% | −3−23.1% | Reduced |
| Altshuler Shaham Ltd | 10 | $3.69K | 0.00% | +1+11.1% | Added |
| Grove Bank & Trust | 7 | $2.58K | 0.00% | +7 | New |
| Sierra Ocean, LLC | 6 | $2.21K | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $1.84K | 0.00% | −70−93.3% | Reduced |
| Rakuten Securities, Inc. | 5 | $1.84K | 0.00% | −17−77.3% | Reduced |
| Hollencrest Capital Management | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $1.84K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.50K | 0.00% | +2+66.7% | Added |
| Sachetta, LLC | 4 | $1.48K | 0.00% | −25−86.2% | Reduced |
| Bell Investment Advisors, Inc | 4 | $1.48K | 0.00% | +1+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 4 | $1.48K | 0.00% | +4 | New |
| New Millennium Group LLC | 3 | $1.18K | 0.00% | +3 | Added |
| Montag A & Associates Inc | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $1.11K | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Caitlin John, LLC | 2 | $764 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $738 | 0.00% | −1−33.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $738 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $738 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $738 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $738 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $738 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $382 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $369 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $369 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $369 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −176,974−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −107,563−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −33,386−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −14,789−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −13,812−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −13,466−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −12,436−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,339−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −10,387−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,013−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,223−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |