| Atwood & Palmer Inc | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $12.9K | 0.01% | +75 | New |
| Stephens Consulting, LLC | 70 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $12.1K | 0.00% | +70 | New |
| Mascoma Wealth Management LLC | 69 | $11.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $11.4K | 0.00% | −105−61.4% | Reduced |
| Hollencrest Capital Management | 65 | $11.2K | 0.00% | +60+1,200.0% | Added |
| Tradition Wealth Management, LLC | 61 | $11.0K | 0.00% | +1+1.7% | Added |
| Glassman Wealth Services | 63 | $10.9K | 0.00% | −12−16.0% | Reduced |
| HM Payson & Co | 60 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $9.99K | 0.00% | −4−6.5% | Reduced |
| First Personal Financial Services | 58 | $9.99K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $9.99K | 0.00% | +3+5.5% | Added |
| GW&K Investment Management, LLC | 54 | $9.00K | 0.00% | +14+35.0% | Added |
| Bray Capital Advisors | 50 | $8.61K | 0.00% | −20−28.6% | Reduced |
| Quent Capital, LLC | 48 | $8.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $8.01K | 0.00% | +7+17.5% | Added |
| NBC Securities, Inc. | 44 | $7.00K | 0.00% | +40+1,000.0% | Added |
| Venturi Wealth Management, LLC | 39 | $6.72K | 0.00% | −1−2.5% | Reduced |
| Sound Income Strategies, LLC | 36 | $6.20K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $5.86K | 0.00% | +34 | New |
| LGT Financial Advisors LLC | 33 | $5.68K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $5.68K | 0.01% | +33 | New |
| Bell Investment Advisors, Inc | 32 | $5.51K | 0.00% | +2+6.7% | Added |
| Rothschild Investment LLC | 31 | $5.34K | 0.00% | +31 | New |
| Private Wealth Management Group, LLC | 31 | $5.34K | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 30 | $5.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $5.17K | 0.00% | −4−11.8% | Reduced |
| Private Ocean, LLC | 30 | $5.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $4.82K | 0.00% | +28 | New |
| PFS Partners, LLC | 27 | $4.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $4.48K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $4.31K | 0.00% | +15+150.0% | Added |
| Armstrong Advisory Group, Inc | 24 | $4.13K | 0.00% | −117−83.0% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $4.00K | 0.00% | −10−32.3% | Reduced |
| FSA Wealth Management LLC | 25 | $4.00K | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 20 | $3.45K | 0.00% | −20−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 18 | $3.10K | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 17 | $2.93K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $2.76K | 0.00% | +16 | New |
| Sachetta, LLC | 16 | $2.76K | 0.00% | +16 | New |
| NewSquare Capital LLC | 16 | $2.76K | 0.00% | −10−38.5% | Reduced |
| Evermay Wealth Management LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $2.58K | 0.00% | +4+36.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 15 | $2.58K | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 15 | $2.24K | 0.00% | +15 | New |
| Red Tortoise LLC | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 11 | $1.90K | 0.00% | −1,367−99.2% | Reduced |
| St Germain D J Co Inc | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 11 | $1.90K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 8 | $1.29K | 0.00% | +8 | New |
| Plato Investment Management Ltd | 7 | $1.21K | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 7 | $1.19K | 0.00% | +2+40.0% | Added |
| PFG Private Wealth Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $861 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $861 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 4 | $690 | 0.00% | −3−42.9% | Reduced |
| Trifecta Capital Advisors, LLC | 4 | $690 | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 4 | $689 | 0.00% | +4 | New |
| Able Wealth Management LLC | 4 | $689 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 3 | $517 | 0.00% | −5−62.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3 | $517 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $517 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $345 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $345 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −609,293−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −267,370−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −82,423−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −81,815−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −72,300−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −64,500−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −64,199−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,832−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −52,736−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −52,598−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −31,638−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −25,765−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −24,110−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −19,731−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −18,477−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |