| Quest Partners LLC | 268 | $27.7K | 0.00% | −8,296−96.9% | Reduced |
| Salomon & Ludwin, LLC | 236 | $25.9K | 0.00% | +48+25.5% | Added |
| Sterling Capital Management LLC | 237 | $24.5K | 0.00% | +151+175.6% | Added |
| Fifth Third Bancorp | 225 | $23.3K | 0.00% | −64−22.1% | Reduced |
| NBC Securities, Inc. | 223 | $23.1K | 0.00% | +31+16.1% | Added |
| Valley National Advisers Inc | 217 | $22.0K | 0.00% | +217 | New |
| Covestor Ltd | 197 | $20.0K | 0.01% | −410−67.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 159 | $17.6K | 0.00% | −3−1.9% | Reduced |
| IFP Advisors, Inc | 164 | $17.0K | 0.00% | +162+8,100.0% | Added |
| Versant Capital Management, Inc | 155 | $16.0K | 0.00% | +32+26.0% | Added |
| Smithfield Trust Co | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $13.7K | 0.00% | −21−13.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 132 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $13.0K | 0.00% | +26+26.0% | Added |
| Rockefeller Capital Management L.P. | 117 | $12.1K | 0.00% | −230−66.3% | Reduced |
| Rothschild Investment LLC | 115 | $11.9K | 0.00% | +60+109.1% | Added |
| Assetmark, Inc | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 101 | $10.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 97 | $10.0K | 0.00% | +97 | New |
| Root Financial Partners, LLC | 92 | $9.52K | 0.00% | −37−28.7% | Reduced |
| Sound Income Strategies, LLC | 80 | $9.35K | 0.00% | +80 | New |
| Wolverine Asset Management LLC | 89 | $9.21K | 0.00% | −110−55.3% | Reduced |
| True Wealth Design, LLC | 89 | $9.21K | 0.00% | +66+287.0% | Added |
| Basecamp Wealth Advisors LLC | 84 | $8.69K | 0.00% | +84 | New |
| Simplex Trading, LLC | 81 | $8.38K | 0.00% | −318−79.7% | Reduced |
| SBI Securities Co., Ltd. | 77 | $7.97K | 0.00% | −3−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 72 | $7.45K | 0.00% | −548−88.4% | Reduced |
| Private Trust Co NA | 68 | $7.04K | 0.00% | +67+6,700.0% | Added |
| Caitong International Asset Management Co., Ltd | 58 | $6.00K | 0.00% | −31−34.8% | Reduced |
| Optiver Holding B.V. | 56 | $5.79K | 0.00% | −96−63.2% | Reduced |
| Kemnay Advisory Services Inc. | 55 | $5.69K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 52 | $5.38K | 0.00% | +4+8.3% | Added |
| Jones Financial Companies LLLP | 48 | $4.97K | 0.00% | +6+14.3% | Added |
| Massmutual Trust Co FSB | 45 | $4.66K | 0.00% | −2−4.3% | Reduced |
| Larson Financial Group LLC | 45 | $4.66K | 0.00% | +42+1,400.0% | Added |
| Cygnus Capital Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Signature Equity Partners, LLC | 38 | $3.93K | 0.00% | +38 | New |
| Rossby Financial, LCC | 27 | $2.79K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 26 | $2.69K | 0.00% | +6+30.0% | Added |
| Golden State Wealth Management, LLC | 24 | $2.48K | 0.00% | −76−76.0% | Reduced |
| SJS Investment Consulting Inc. | 23 | $2.38K | 0.00% | +16+228.6% | Added |
| Manchester Capital Management LLC | 22 | $2.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $2.17K | 0.00% | −1−4.5% | Reduced |
| Godfrey Financial Associates, Inc. | 21 | $2.17K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 20 | $2.07K | 0.00% | +20 | New |
| T. Rowe Price Investment Management, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $1.24K | 0.00% | +4+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $1.14K | 0.00% | −2−15.4% | Reduced |
| MAI Capital Management | 11 | $1.14K | 0.00% | +11 | New |
| Blue Bell Private Wealth Management, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 10 | $1.03K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 9 | $931 | 0.00% | +3+50.0% | Added |
| Fortitude Family Office, LLC | 6 | $621 | 0.00% | −13−68.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $517 | 0.00% | +1+25.0% | Added |
| Brown Brothers Harriman & Co | 5 | $517 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 4 | $414 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $311 | 0.00% | −1−25.0% | Reduced |
| Central Trust Co | 3 | $311 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 3 | $310 | 0.00% | −500−99.4% | Reduced |
| TD Capital Management LLC | 3 | $310 | 0.00% | +3 | New |
| Trust Co | 3 | $310 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $207 | 0.00% | −7−77.8% | Reduced |
| Abound Wealth Management | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $206 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $126 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $104 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $103 | 0.00% | +1 | New |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −460,683−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −412,303−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −276,883−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −134,311−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −124,867−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −72,443−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −69,012−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −67,146−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −61,616−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −46,904−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −42,591−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −34,711−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −31,966−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −30,028−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −29,168−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,186−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −19,522−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,789−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −13,305−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −11,160−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −9,298−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −8,586−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −6,846−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,999−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,592−100.0% | Sold out |
