| Brown, Lisle/Cummings, Inc. | 126 | $12.3K | 0.01% | +126 | New |
| PFS Partners, LLC | 125 | $12.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $12.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 122 | $11.9K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 119 | $11.6K | 0.01% | −2−1.7% | Reduced |
| Gradient Investments LLC | 118 | $11.5K | 0.00% | +6+5.4% | Added |
| Alaska Permanent Fund Corp | 117 | $11.4K | 0.00% | +117 | New |
| PFG Private Wealth Management, LLC | 116 | $11.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 114 | $11.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 105 | $10.2K | 0.00% | −73−41.0% | Reduced |
| Glassman Wealth Services | 105 | $10.2K | 0.00% | −25−19.2% | Reduced |
| Clearstead Advisors, LLC | 103 | $10.0K | 0.00% | +20+24.1% | Added |
| North Star Investment Management Corp. | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 93 | $9.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 97 | $9.00K | 0.00% | +97 | New |
| Oliver Lagore Vanvalin Investment Group | 91 | $8.87K | 0.00% | +5+5.8% | Added |
| Harbor Investment Advisory, LLC | 83 | $8.08K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 74 | $8.00K | 0.00% | −59−44.4% | Reduced |
| Asset Dedication, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 82 | $7.98K | 0.01% | +82 | New |
| O'Dell Group, LLC | 80 | $7.79K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 76 | $7.40K | 0.00% | −4−5.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 72 | $7.01K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 71 | $7.00K | 0.00% | +25+54.3% | Added |
| GHP Investment Advisors, Inc. | 71 | $6.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $6.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 68 | $6.62K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 58 | $6.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $6.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $5.75K | 0.00% | −2−3.3% | Reduced |
| Hollencrest Capital Management | 57 | $5.55K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 55 | $5.36K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 55 | $5.26K | 0.00% | +55 | New |
| Abound Wealth Management | 52 | $5.08K | 0.00% | +4+8.3% | Added |
| NewSquare Capital LLC | 52 | $5.06K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 50 | $4.86K | 0.00% | +35+233.3% | Added |
| Horan Securities, Inc. | 44 | $4.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $4.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $4.00K | 0.00% | +41 | New |
| Key Financial Inc | 40 | $3.90K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 38 | $3.70K | 0.00% | +38 | New |
| Red Tortoise LLC | 37 | $3.60K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $3.60K | 0.00% | +23+164.3% | Added |
| Cherry Tree Wealth Management, LLC | 37 | $3.60K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 36 | $3.50K | 0.00% | +21+140.0% | Added |
| Carolinas Wealth Consulting LLC | 33 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $3.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 26 | $2.53K | 0.00% | +26 | New |
| Private Ocean, LLC | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 22 | $2.10K | 0.00% | +1+4.8% | Added |
| KB Financial Partners, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.85K | 0.00% | +19 | New |
| Arlington Partners LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $974 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $779 | 0.00% | −2−20.0% | Reduced |
| Geneos Wealth Management Inc. | 7 | $682 | 0.00% | +7 | New |
| Independence Bank of Kentucky | 6 | $584 | 0.00% | +6 | New |
| 25 LLC | 5 | $496 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $390 | 0.00% | −14−77.8% | Reduced |
| TFC Financial Management | 4 | $390 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $293 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $195 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 97 | $10 | 0.00% | +97 | New |
| Avion Wealth | 15 | $0 | 0.00% | +10+200.0% | Added |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| Jennison Associates LLC | 0 | $0 | 0.00% | −824,565−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −753,451−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −457,409−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −69,726−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,538−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −49,593−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −36,919−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −29,520−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −16,907−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −16,458−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −7,995−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,345−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −3,495−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |