| Steward Partners Investment Advisory, LLC | 256 | $35.8K | 0.00% | −15−5.5% | Reduced |
| First Horizon Corp | 227 | $31.7K | 0.00% | −9−3.8% | Reduced |
| Sterling Capital Management LLC | 203 | $28.4K | 0.00% | −159−43.9% | Reduced |
| Allworth Financial LP | 198 | $27.7K | 0.00% | +53+36.6% | Added |
| SMA Capital LLC | 197 | $27.5K | 0.01% | +197 | New |
| Bare Financial Services, Inc | 184 | $25.7K | 0.01% | +86+87.8% | Added |
| Keating Financial Advisory Services, Inc. | 165 | $23.1K | 0.00% | +2+1.2% | Added |
| TD Waterhouse Canada Inc. | 151 | $20.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 133 | $18.6K | 0.00% | −11−7.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 128 | $17.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 125 | $17.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 117 | $16.4K | 0.00% | −748−86.5% | Reduced |
| ORG Wealth Partners, LLC | 105 | $14.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 101 | $14.1K | 0.00% | +101 | New |
| Fulcrum Asset Management LLP | 96 | $13.7K | 0.00% | +96 | New |
| Huntington National Bank | 96 | $13.4K | 0.00% | +2+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 95 | $13.3K | 0.00% | +95 | New |
| Highland Investment Advisors LLC | 89 | $12.4K | 0.01% | +89 | New |
| Massmutual Trust Co FSB | 87 | $12.2K | 0.00% | −1−1.1% | Reduced |
| Versant Capital Management, Inc | 80 | $11.2K | 0.00% | +1+1.3% | Added |
| Forum Finance Group S.A. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 72 | $10.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 65 | $9.09K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $7.83K | 0.00% | +2+3.7% | Added |
| International Assets Investment Management, LLC | 55 | $7.57K | 0.00% | +2+3.8% | Added |
| Covestor Ltd | 47 | $7.00K | 0.00% | −3−6.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 50 | $6.99K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $5.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $5.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $4.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 33 | $4.61K | 0.00% | +33 | New |
| MCF Advisors LLC | 32 | $4.47K | 0.00% | +32 | New |
| Zions Bancorporation, National Association | 29 | $4.05K | 0.00% | +12+70.6% | Added |
| Rossby Financial, LCC | 28 | $3.91K | 0.00% | −1−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $3.63K | 0.00% | −46−63.9% | Reduced |
| Private Trust Co NA | 24 | $3.35K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 23 | $3.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.66K | 0.00% | +16+533.3% | Added |
| SJS Investment Consulting Inc. | 19 | $2.66K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 19 | $2.65K | 0.00% | +13+216.7% | Added |
| Quarry LP | 17 | $2.38K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $1.96K | 0.00% | +10+250.0% | Added |
| Ancora Advisors, LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $1.68K | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $1.54K | 0.00% | +4+57.1% | Added |
| Cedar Mountain Advisors, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 10 | $1.40K | 0.00% | +1+11.1% | Added |
| Gilpin Wealth Management, LLC | 9 | $1.26K | 0.00% | +4+80.0% | Added |
| Northwestern Mutual Wealth Management Co | 9 | $1.26K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $1.26K | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 9 | $1.12K | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 7 | $978 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 7 | $978 | 0.00% | +7 | New |
| CVA Family Office, LLC | 6 | $839 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6 | $839 | 0.00% | +6 | New |
| Addison Advisors LLC | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $419 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $280 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $140 | 0.00% | −2−66.7% | Reduced |
| Kilter Group LLC | 1 | $140 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Capital International Investors | 0 | $0 | 0.00% | −373,343−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −215,685−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −179,728−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −108,863−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −81,878−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −62,381−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −46,923−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −29,261−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,631−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −17,077−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −14,818−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,523−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −10,886−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,971−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| CMH Wealth Management LLC | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Meramec Financial Planners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |