| Steward Partners Investment Advisory, LLC | 403 | $79.2K | 0.00% | −450−52.8% | Reduced |
| Archer Investment Corp | 400 | $78.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 341 | $67.0K | 0.05% | +281+468.3% | Added |
| First Horizon Advisors, Inc. | 330 | $64.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 295 | $58.0K | 0.04% | −586−66.5% | Reduced |
| Umb Bank N A | 263 | $51.7K | 0.00% | +165+168.4% | Added |
| Global Retirement Partners, LLC | 255 | $50.1K | 0.00% | −5−1.9% | Reduced |
| Neo Ivy Capital Management | 246 | $48.0K | 0.03% | +246 | New |
| Cornerstone Planning Group LLC | 238 | $46.8K | 0.02% | +238 | New |
| Coppell Advisory Solutions LLC | 204 | $40.2K | 0.01% | +204 | New |
| Massmutual Trust Co FSB | 177 | $34.8K | 0.00% | −3−1.7% | Reduced |
| CVA Family Office, LLC | 170 | $33.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 167 | $32.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 160 | $31.4K | 0.00% | −37−18.8% | Reduced |
| IFP Advisors, Inc | 439 | $31.3K | 0.00% | +7+1.6% | Added |
| Tradition Wealth Management, LLC | 158 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 152 | $29.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 144 | $28.3K | 0.01% | −58−28.7% | Reduced |
| Alaska Permanent Fund Corp | 137 | $26.9K | 0.00% | +137 | New |
| Sunbelt Securities, Inc. | 134 | $26.3K | 0.00% | +58+76.3% | Added |
| Parallel Advisors, LLC | 128 | $25.2K | 0.00% | +21+19.6% | Added |
| Acadian Asset Management LLC | 131 | $25.0K | 0.00% | +131 | New |
| V-Square Quantitative Management LLC | 125 | $24.6K | 0.02% | +125 | New |
| Riverview Trust Co | 113 | $22.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 109 | $22.0K | 0.00% | +27+32.9% | Added |
| Colonial Trust Co | 107 | $21.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $19.7K | 0.00% | +100 | New |
| Cambridge Trust Co | 92 | $18.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 85 | $16.7K | 0.00% | −20−19.0% | Reduced |
| Venturi Wealth Management, LLC | 85 | $16.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 79 | $16.0K | 0.01% | −7−8.1% | Reduced |
| 1832 Asset Management L.P. | 80 | $15.7K | 0.00% | −430,373−100.0% | Reduced |
| Ci Investments Inc. | 77 | $15.0K | 0.00% | +74+2,466.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 76 | $14.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $14.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 63 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 55 | $10.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 50 | $9.83K | 0.00% | −8−13.8% | Reduced |
| TD Private Client Wealth LLC | 49 | $9.63K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 43 | $8.45K | 0.00% | −5−10.4% | Reduced |
| Halpern Financial, Inc. | 43 | $8.45K | 0.00% | +43 | New |
| Cherry Tree Wealth Management, LLC | 41 | $8.06K | 0.00% | +41 | New |
| Glassman Wealth Services | 41 | $8.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 41 | $8.02K | 0.00% | +2+5.1% | Added |
| Earnest Partners LLC | 37 | $7.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $6.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $6.49K | 0.00% | −5−13.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32 | $6.29K | 0.00% | −7−17.9% | Reduced |
| Bell Investment Advisors, Inc | 31 | $6.09K | 0.00% | −3−8.8% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $5.90K | 0.00% | −16−34.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 30 | $5.90K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 30 | $5.90K | 0.00% | +30 | New |
| Key Financial Inc | 29 | $5.70K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 25 | $4.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $4.91K | 0.00% | +25 | New |
| Harbour Investments, Inc. | 22 | $4.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14 | $2.75K | 0.00% | −42−75.0% | Reduced |
| Bellevue Asset Management, LLC | 13 | $2.56K | 0.00% | −2−13.3% | Reduced |
| AdvisorNet Financial, Inc | 13 | $2.56K | 0.00% | −1−7.1% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 11 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $1.38K | 0.00% | +1+16.7% | Added |
| Tucker Asset Management LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $1.06K | 0.00% | +2+66.7% | Added |
| Ronald Blue Trust, Inc. | 4 | $1.00K | 0.00% | −30−88.2% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 4 | $786 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $786 | 0.00% | +4 | New |
| Glass Jacobson Investment Advisors llc | 3 | $590 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $393 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −291,102−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −183,588−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −64,592−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −50,849−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −46,380−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −42,294−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −28,612−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −27,295−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
