| Massmutual Trust Co FSB | 291 | $60.0K | 0.00% | −617−68.0% | Reduced |
| Avalon Trust Co | 260 | $53.6K | 0.00% | −76,334−99.7% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $47.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 223 | $46.0K | 0.00% | +69+44.8% | Added |
| Parallel Advisors, LLC | 222 | $45.8K | 0.00% | −195−46.8% | Reduced |
| SRS Capital Advisors, Inc. | 216 | $44.5K | 0.00% | −239−52.5% | Reduced |
| Addison Advisors LLC | 200 | $41.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $41.2K | 0.00% | +200 | New |
| Advisors Asset Management, Inc. | 195 | $40.2K | 0.00% | −2−1.0% | Reduced |
| Los Angeles Capital Management LLC | 200 | $39.9K | 0.00% | +200 | New |
| Allworth Financial LP | 179 | $36.9K | 0.00% | −10−5.3% | Reduced |
| Tanaka Capital Management Inc | 170 | $35.0K | 0.06% | 00.0% | Unchanged |
| Maseco LLP | 148 | $30.5K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 147 | $30.3K | 0.02% | +147 | New |
| United Community Bank | 144 | $29.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 129 | $27.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 126 | $26.0K | 0.00% | −473−79.0% | Reduced |
| Parkside Financial Bank & Trust | 125 | $25.8K | 0.00% | +32+34.4% | Added |
| Farther Finance Advisors, LLC | 119 | $24.5K | 0.00% | +2+1.7% | Added |
| Signaturefd, LLC | 112 | $23.1K | 0.00% | −5−4.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 106 | $21.9K | 0.00% | +106 | New |
| True Wealth Design, LLC | 104 | $21.4K | 0.01% | −1−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 100 | $21.0K | 0.00% | −2−2.0% | Reduced |
| Rothschild Investment LLC | 100 | $20.6K | 0.00% | +15+17.6% | Added |
| EverSource Wealth Advisors, LLC | 85 | $17.5K | 0.00% | −60−41.4% | Reduced |
| Root Financial Partners, LLC | 83 | $17.1K | 0.00% | −1−1.2% | Reduced |
| Stone House Investment Management, LLC | 77 | $15.9K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 69 | $14.2K | 0.01% | −10−12.7% | Reduced |
| Ancora Advisors, LLC | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 66 | $13.6K | 0.00% | +66 | New |
| Cheviot Value Management, LLC | 65 | $13.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 64 | $13.2K | 0.00% | +1+1.6% | Added |
| Larson Financial Group LLC | 64 | $13.2K | 0.00% | +44+220.0% | Added |
| Versant Capital Management, Inc | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $11.1K | 0.00% | +49+980.0% | Added |
| Global X Japan Co., Ltd. | 52 | $10.7K | 0.00% | −34−39.5% | Reduced |
| Accent Capital Management, LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 46 | $9.49K | 0.00% | +37+411.1% | Added |
| Concord Wealth Partners | 45 | $9.28K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 44 | $9.07K | 0.00% | −2−4.3% | Reduced |
| Spire Wealth Management | 44 | $9.07K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 39 | $8.04K | 0.00% | +2+5.4% | Added |
| SageView Advisory Group, LLC | 36 | $7.42K | 0.00% | +36 | New |
| New England Capital Financial Advisors LLC | 35 | $7.22K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 34 | $7.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $6.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $5.36K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $5.16K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 23 | $4.74K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 22 | $4.54K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 22 | $4.54K | 0.00% | +22 | New |
| SBI Securities Co., Ltd. | 17 | $3.51K | 0.00% | −6−26.1% | Reduced |
| High Note Wealth, LLC | 17 | $3.51K | 0.00% | −1−5.6% | Reduced |
| Bare Financial Services, Inc | 17 | $3.51K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 15 | $3.09K | 0.00% | +2+15.4% | Added |
| Prestige Wealth Management Group LLC | 13 | $2.68K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $2.06K | 0.00% | −3−23.1% | Reduced |
| Sunbelt Securities, Inc. | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $1.65K | 0.00% | +4+100.0% | Added |
| Manchester Capital Management LLC | 7 | $1.44K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5 | $1.03K | 0.00% | +4+400.0% | Added |
| Rachor Investment Advisory Services, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 5 | $1.03K | 0.00% | −31−86.1% | Reduced |
| Bayforest Capital Ltd | 5 | $1.03K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $1.03K | 0.00% | +5 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $825 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $619 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $619 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $207 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $195 | 0.00% | +1 | New |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −208,634−100.0% | Sold out |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −191,174−100.0% | Sold out |
| Atlantic Investment Management, Inc. | 0 | $0 | 0.00% | −147,499−100.0% | Sold out |
| Decagon Asset Management LLP | 0 | $0 | 0.00% | −137,732−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −112,538−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −109,771−100.0% | Sold out |
| Gates Capital Management, Inc. | 0 | $0 | 0.00% | −92,000−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −58,813−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −51,168−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −27,555−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Kintayl Capital LP | 0 | $0 | 0.00% | −23,448−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −23,067−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −20,628−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −134,207−100.0% | Sold out |