| Steward Partners Investment Advisory, LLC | 137 | $92.0K | 0.00% | −4−2.8% | Reduced |
| Salem Investment Counselors Inc | 137 | $92.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 128 | $86.0K | 0.00% | −356−73.6% | Reduced |
| Castleview Partners, LLC | 57,486 | $86.0K | 0.00% | +57,486 | New |
| Lindbrook Capital, LLC | 123 | $82.0K | 0.01% | +51+70.8% | Added |
| Curi Capital | 122 | $81.0K | 0.01% | +122 | New |
| Cambridge Trust Co | 120 | $80.0K | 0.00% | +120 | New |
| Howe & Rusling Inc | 118 | $79.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $76.0K | 0.00% | +41+56.9% | Added |
| Tortoise Investment Management, LLC | 106 | $71.0K | 0.01% | −14−11.7% | Reduced |
| Amplius Wealth Advisors, LLC | 105 | $70.0K | 0.01% | +105 | New |
| Bollard Group LLC | 100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $67.0K | 0.13% | +100 | New |
| Private Capital Group, LLC | 90 | $60.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 86 | $57.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $56.0K | 0.04% | +100 | New |
| Evermay Wealth Management LLC | 82 | $55.0K | 0.01% | +82 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $53.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 76 | $51.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 77 | $51.0K | 0.02% | +77 | New |
| Confluence Wealth Services, Inc. | 77 | $51.0K | 0.02% | +77 | New |
| EverSource Wealth Advisors, LLC | 69 | $46.0K | 0.01% | +69 | New |
| Harbour Investments, Inc. | 66 | $44.0K | 0.00% | −21−24.1% | Reduced |
| Covestor Ltd | 64 | $43.0K | 0.06% | +64 | New |
| Umb Bank N A | 60 | $40.0K | 0.00% | +60 | New |
| Koshinski Asset Management, Inc. | 56 | $37.4K | 0.00% | +5+9.8% | Added |
| Farmers & Merchants Investments Inc | 55 | $37.0K | 0.00% | −2−3.5% | Reduced |
| TD Private Client Wealth LLC | 54 | $36.1K | 0.00% | −21−28.0% | Reduced |
| HM Payson & Co | 52 | $35.0K | 0.00% | +52 | New |
| Anchor Investment Management, LLC | 50 | $33.4K | 0.00% | +50 | New |
| Fortitude Advisory Group L.L.C. | 45 | $30.0K | 0.02% | +45 | New |
| Brown Brothers Harriman & Co | 43 | $29.0K | 0.00% | +11+34.4% | Added |
| IAG Wealth Partners, LLC | 40 | $27.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $23.0K | 0.00% | +3+9.4% | Added |
| TCI Wealth Advisors, Inc. | 35 | $23.0K | 0.00% | +4+12.9% | Added |
| Earnest Partners LLC | 33 | $22.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 30 | $20.0K | 0.00% | +4+15.4% | Added |
| Smithfield Trust Co | 29 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $19.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $17.0K | 0.00% | +5+25.0% | Added |
| Massmutual Trust Co FSB | 24 | $16.0K | 0.00% | −5−17.2% | Reduced |
| JCIC Asset Management Inc. | 24 | $16.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $13.0K | 0.00% | +2+11.1% | Added |
| Prestige Wealth Management Group LLC | 18 | $12.0K | 0.00% | −1−5.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 19 | $12.0K | 0.01% | +19 | New |
| Tucker Asset Management LLC | 17 | $11.4K | 0.00% | +17 | New |
| Plante Moran Financial Advisors, LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $10.0K | 0.01% | +15 | New |
| Wagner Wealth Management, LLC | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $10.0K | 0.00% | +15 | New |
| Total Clarity Wealth Management, Inc. | 15 | $10.0K | 0.00% | +15 | New |
| Tower View Investment Management & Research LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $9.00K | 0.00% | +10+250.0% | Added |
| Raffa Wealth Management, LLC | 12 | $8.02K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $8.00K | 0.00% | +12 | New |
| Proequities, Inc. | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 11 | $7.00K | 0.00% | +11 | New |
| Vectors Research Management, LLC | 10 | $7.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 9 | $6.02K | 0.00% | +1+12.5% | Added |
| Tarbox Family Office, Inc. | 9 | $6.00K | 0.00% | +9 | New |
| Ci Investments Inc. | 7 | $5.00K | 0.00% | −983−99.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $5.00K | 0.00% | +3+60.0% | Added |
| Jones Financial Companies LLLP | 8 | $5.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 6 | $4.01K | 0.00% | +6 | New |
| Country Trust Bank | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $3.15K | 0.00% | +4 | New |
| Snowden Capital Advisors LLC | 5 | $3.00K | 0.00% | −855−99.4% | Reduced |
| Eagle Bay Advisors LLC | 4 | $3.00K | 0.00% | −4−50.0% | Reduced |
| Central Trust Co | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $3.00K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $2.00K | 0.00% | +3 | New |
| Reilly Financial Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 1 | $1.00K | 0.00% | −26−96.3% | Reduced |
| NEXT Financial Group, Inc | 2 | $1.00K | 0.00% | −12−85.7% | Reduced |
| Clearstead Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Avion Wealth | 2 | $1.00K | 0.00% | +2 | New |
| Tyler-Stone Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −154,477−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −110,019−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −83,754−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −57,089−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,900−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −42,080−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −37,415−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −15,923−100.0% | Sold out |