| TD Private Client Wealth LLC | 1,821 | $29.7K | 0.00% | +127+7.5% | Added |
| Rockefeller Capital Management L.P. | 1,680 | $27.0K | 0.00% | +47+2.9% | Added |
| Silvant Capital Management LLC | 1,582 | $26.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,488 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,460 | $24.0K | 0.01% | +38+2.7% | Added |
| Joseph P. Lucia & Associates, LLC | 1,300 | $21.0K | 0.01% | −800−38.1% | Reduced |
| Riverview Trust Co | 1,301 | $21.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,310 | $21.0K | 0.00% | +1,310 | New |
| Old North State Trust, LLC | 1,254 | $20.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,235 | $20.0K | 0.00% | +100+8.8% | Added |
| Anchor Investment Management, LLC | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 984 | $16.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,006 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 900 | $15.0K | 0.00% | +900 | New |
| Charter Oak Capital Management, LLC | 851 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 790 | $13.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 770 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 800 | $13.0K | 0.01% | – | – |
| Harbour Investments, Inc. | 756 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 661 | $11.0K | 0.00% | −41−5.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 678 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 653 | $11.0K | 0.00% | +10+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 648 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 670 | $11.0K | 0.00% | +670 | New |
| Eagle Bay Advisors LLC | 576 | $10.0K | 0.01% | +288+100.0% | Added |
| Motco | 621 | $10.0K | 0.00% | +621 | New |
| Bell Investment Advisors, Inc | 597 | $10.0K | 0.00% | +597 | New |
| Whittier Trust Co | 537 | $9.00K | 0.00% | −1,090−67.0% | Reduced |
| Delta Asset Management LLC | 574 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 528 | $9.00K | 0.01% | +1+0.2% | Added |
| Smithfield Trust Co | 541 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 543 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 542 | $9.00K | 0.00% | +64+13.4% | Added |
| Bartlett & Co. Wealth Management LLC | 543 | $8.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 478 | $8.00K | 0.00% | −853−64.1% | Reduced |
| M&R Capital Management Inc | 550 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 511 | $8.00K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 457 | $8.00K | 0.00% | +457 | New |
| Kelly Financial Services LLC | 435 | $7.10K | 0.00% | −6,999−94.1% | Reduced |
| Jones Financial Companies LLLP | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 443 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 406 | $6.63K | 0.00% | −100−19.8% | Reduced |
| Lindbrook Capital, LLC | 395 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 376 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 360 | $6.00K | 0.00% | +68+23.3% | Added |
| IFP Advisors, Inc | 182 | $6.00K | 0.00% | −2−1.1% | Reduced |
| NEXT Financial Group, Inc | 328 | $5.00K | 0.00% | −120−26.8% | Reduced |
| Evolution Wealth Advisors, LLC | 282 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 306 | $5.00K | 0.00% | +306 | New |
| Tarbox Family Office, Inc. | 225 | $4.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 240 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 247 | $4.00K | 0.00% | +131+112.9% | Added |
| Raffa Wealth Management, LLC | 200 | $3.27K | 0.00% | +36+22.0% | Added |
| Cascade Investment Advisors, Inc. | 190 | $3.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 179 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 197 | $3.00K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 192 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $3.00K | 0.00% | +24+17.5% | Added |
| First Personal Financial Services | 190 | $3.00K | 0.00% | +190 | New |
| Sutton Wealth Advisors Inc. | 179 | $2.92K | 0.00% | −34−16.0% | Reduced |
| Syverson Strege & Co | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 149 | $2.00K | 0.00% | +140+1,555.6% | Added |
| Vigilant Capital Management, LLC | 113 | $2.00K | 0.00% | +113 | New |
| Antonetti Capital Management LLC | 127 | $2.00K | 0.00% | +127 | New |
| Versant Capital Management, Inc | 94 | $2.00K | 0.00% | +94 | New |
| Total Clarity Wealth Management, Inc. | 104 | $2.00K | 0.00% | +104 | New |
| Baystate Wealth Management LLC | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 81 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 138 | $1.00K | 0.00% | +138 | New |
| Fieldpoint Private Securities, LLC | 83 | $1.00K | 0.00% | +83 | New |
| Meridian Wealth Partners, LLC | 44 | $1.00K | 0.00% | +44 | New |
| Atlas Capital Advisors LLC | 26 | $424 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | −12−60.0% | Reduced |
| BerganKDV Wealth Management, LLC | 14 | $0 | 0.00% | +14 | New |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −9,150,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −844,561−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −797,450−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −401,400−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −344,300−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −339,468−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −301,318−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −278,680−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −109,909−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −81,938−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,974−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −37,550−100.0% | Sold out |