| TD Private Client Wealth LLC | 841 | $41.0K | 0.00% | +93+12.4% | Added |
| Ameritas Advisory Services, LLC | 844 | $37.0K | 0.00% | +844 | New |
| Lindbrook Capital, LLC | 753 | $36.8K | 0.00% | +39+5.5% | Added |
| Garda Capital Partners LP | 750 | $36.6K | 0.03% | +750 | New |
| Global Retirement Partners, LLC | 738 | $32.5K | 0.00% | −118−13.8% | Reduced |
| Desjardins Global Asset Management Inc. | 650 | $32.0K | 0.00% | −3,081−82.6% | Reduced |
| TCI Wealth Advisors, Inc. | 593 | $28.9K | 0.00% | −41−6.5% | Reduced |
| IFP Advisors, Inc | 708 | $27.1K | 0.00% | −373−34.5% | Reduced |
| Raleigh Capital Management Inc. | 550 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 525 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 510 | $24.9K | 0.01% | +500+5,000.0% | Added |
| CNB Bank | 500 | $24.4K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 508 | $24.0K | 0.00% | −13−2.5% | Reduced |
| Acadian Asset Management LLC | 508 | $24.0K | 0.00% | +508 | New |
| Huntington National Bank | 481 | $23.5K | 0.00% | +112+30.4% | Added |
| Quent Capital, LLC | 449 | $21.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 438 | $21.4K | 0.00% | −94−17.7% | Reduced |
| Allworth Financial LP | 424 | $20.7K | 0.00% | −65−13.3% | Reduced |
| Central Trust Co | 368 | $18.0K | 0.00% | +368 | New |
| Financial Management Professionals, Inc. | 356 | $17.0K | 0.00% | +322+947.1% | Added |
| Parkside Financial Bank & Trust | 331 | $16.2K | 0.00% | +36+12.2% | Added |
| EverSource Wealth Advisors, LLC | 306 | $14.9K | 0.00% | +117+61.9% | Added |
| Harbor Investment Advisory, LLC | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 288 | $14.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 258 | $12.6K | 0.00% | +30+13.2% | Added |
| Godsey & Gibb Associates | 250 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $9.76K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $9.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 198 | $9.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 193 | $9.42K | 0.00% | −34−15.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 145 | $6.80K | 0.00% | −42,262−99.7% | Reduced |
| Farther Finance Advisors, LLC | 135 | $6.59K | 0.00% | +9+7.1% | Added |
| MV Capital Management, Inc. | 129 | $6.30K | 0.00% | −2−1.5% | Reduced |
| Macroview Investment Management LLC | 128 | $6.25K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.61K | 0.00% | +105+1,050.0% | Added |
| Steward Partners Investment Advisory, LLC | 112 | $5.47K | 0.00% | +112 | New |
| Quarry LP | 105 | $5.13K | 0.00% | +105 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $5.00K | 0.00% | +17+16.8% | Added |
| Kenfarb & Co. | 100 | $4.88K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 95 | $4.64K | 0.00% | −48−33.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 78 | $3.81K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 73 | $3.56K | 0.00% | +53+265.0% | Added |
| Spire Wealth Management | 68 | $3.32K | 0.00% | −19−21.8% | Reduced |
| Salem Investment Counselors Inc | 65 | $3.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $3.17K | 0.00% | +32+97.0% | Added |
| Steward Financial Group LLC | 68 | $3.00K | 0.00% | +32+88.9% | Added |
| SOA Wealth Advisors, LLC. | 56 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $2.59K | 0.00% | −11−17.2% | Reduced |
| Barrett & Company, Inc. | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 46 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $2.20K | 0.00% | −10−18.2% | Reduced |
| KB Financial Partners, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $1.85K | 0.00% | −4−9.5% | Reduced |
| Compass Wealth Management LLC | 33 | $1.61K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $1.61K | 0.00% | +6+22.2% | Added |
| Clearstead Advisors, LLC | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 27 | $1.32K | 0.00% | −10−27.0% | Reduced |
| Grove Bank & Trust | 26 | $1.27K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 25 | $1.22K | 0.00% | +8+47.1% | Added |
| Sutton Wealth Advisors Inc. | 21 | $1.02K | 0.00% | −2,552−99.2% | Reduced |
| Hantz Financial Services, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 19 | $927 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $830 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $830 | 0.00% | +1+6.3% | Added |
| SJS Investment Consulting Inc. | 17 | $830 | 0.00% | +5+41.7% | Added |
| Central Bank & Trust Co | 17 | $829 | 0.00% | +17 | New |
| Accel Wealth Management | 16 | $781 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 15 | $732 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 11 | $537 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $537 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $439 | 0.00% | +9 | New |
| Investors Research Corp | 8 | $390 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $293 | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $49 | 0.00% | −6−85.7% | Reduced |
| WestEnd Advisors, LLC | – | $49 | 0.00% | – | – |
| Cohen & Steers, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| SkyView Investment Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $0 | 0.00% | +10 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,119,913−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −566,700−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −291,817−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −249,741−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −180,447−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −81,055−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −79,645−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −45,446−100.0% | Sold out |
| Mudrick Capital Management, L.P. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
