| Focused Wealth Management, Inc | 171 | $7.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $7.20K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 168 | $7.12K | 0.01% | +12+7.7% | Added |
| Atlantic Trust, LLC | 160 | $6.78K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 160 | $6.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 157 | $6.65K | 0.00% | +18+12.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $6.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 148 | $6.27K | 0.00% | +13+9.6% | Added |
| City State Bank | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 131 | $6.00K | 0.00% | +131 | New |
| Psagot Value Holdings Ltd. / (Israel) | 134 | $6.00K | 0.00% | +134 | New |
| First Manhattan Co | 133 | $5.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 132 | $5.59K | 0.00% | +11+9.1% | Added |
| EverSource Wealth Advisors, LLC | 130 | $5.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 127 | $5.38K | 0.00% | +34+36.6% | Added |
| Bell Investment Advisors, Inc | 120 | $5.08K | 0.00% | +57+90.5% | Added |
| Financial Management Professionals, Inc. | 129 | $5.00K | 0.00% | +59+84.3% | Added |
| Proequities, Inc. | 114 | $4.83K | 0.00% | −50−30.5% | Reduced |
| WR Wealth Planners, LLC | 110 | $4.66K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 102 | $4.32K | 0.00% | −10−8.9% | Reduced |
| Sutton Wealth Advisors Inc. | 101 | $4.28K | 0.00% | −2,159−95.5% | Reduced |
| SRS Capital Advisors, Inc. | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 94 | $3.98K | 0.00% | −200−68.0% | Reduced |
| Disciplined Investments, LLC | 86 | $3.64K | 0.00% | −6−6.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| Godsey & Gibb Associates | 68 | $2.88K | 0.00% | +68 | New |
| DT Investment Partners, LLC | 64 | $2.84K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 71 | $2.80K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $2.80K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 59 | $2.50K | 0.00% | +59 | New |
| Hexagon Capital Partners LLC | 55 | $2.33K | 0.00% | +55 | New |
| Maryland Capital Advisors Inc. | 54 | $2.29K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $1.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.82K | 0.00% | +11+34.4% | Added |
| Larson Financial Group LLC | 42 | $1.78K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 29 | $1.23K | 0.00% | +15+107.1% | Added |
| Register Financial Advisors LLC | 29 | $1.23K | 0.00% | +29 | New |
| Eagle Bay Advisors LLC | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 28 | $1.19K | 0.00% | +28 | New |
| Baystate Wealth Management LLC | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 21 | $890 | 0.00% | +21 | New |
| New England Capital Financial Advisors LLC | 17 | $724 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $720 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $678 | 0.00% | +16 | New |
| True Wealth Design, LLC | 15 | $636 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $636 | 0.00% | +13+650.0% | Added |
| Core Alternative Capital | 14 | $593 | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 13 | $551 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $508 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $424 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 5 | $212 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $85 | 0.00% | −1,300−99.8% | Reduced |
| Penserra Capital Management LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 472,733 | – | – | −4,865−1.0% | Reduced |
| Strengthening Families & Communities, LLC | 16,218 | – | – | +1,107+7.3% | Added |
| Cerity Partners LLC | 3,736 | – | – | +3,736 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −352,200−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −76,286−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −53,809−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −49,053−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −47,971−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,521−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −29,142−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −17,328−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −13,925−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,895−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,014−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,623−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −6,805−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,598−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,229−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |