| Massmutual Trust Co FSB | 246 | $12.0K | 0.00% | +226+1,130.0% | Added |
| Parkside Financial Bank & Trust | 225 | $11.0K | 0.00% | −1−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 221 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $10.0K | 0.00% | −100−33.3% | Reduced |
| 1832 Asset Management L.P. | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 213 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $9.76K | 0.00% | −100−33.3% | Reduced |
| CVA Family Office, LLC | 190 | $9.00K | 0.00% | −80−29.6% | Reduced |
| Old Second National Bank of Aurora | 192 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 186 | $9.00K | 0.00% | +12+6.9% | Added |
| Sutton Wealth Advisors Inc. | 169 | $8.25K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 163 | $8.00K | 0.00% | −26−13.8% | Reduced |
| JNBA Financial Advisors | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $8.00K | 0.00% | +4+2.7% | Added |
| Baldwin Brothers Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 132 | $6.44K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $5.00K | 0.00% | +44+57.9% | Added |
| Enterprise Financial Services Corp | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $4.00K | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 66 | $3.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $3.00K | 0.00% | −25−27.8% | Reduced |
| Cordasco Financial Network | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 57 | $3.00K | 0.00% | −2−3.4% | Reduced |
| Rockbridge Investment Management, LCC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.00K | 0.00% | +41+341.7% | Added |
| Raffa Wealth Management, LLC | 45 | $2.20K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 39 | $2.00K | 0.00% | −1,587−97.6% | Reduced |
| Evoke Wealth, LLC | 37 | $2.00K | 0.00% | −27−42.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 41 | $2.00K | 0.00% | −14−25.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 40 | $2.00K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 32 | $2.00K | 0.00% | +32 | New |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $1.00K | 0.00% | −7−29.2% | Reduced |
| Standard Family Office LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $927 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 14 | $683 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | – | $48 | 0.00% | – | New |
| Kelly Financial Services LLC | 1,904 | $39 | 0.00% | +1,865+4,782.1% | Added |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −147,725−100.0% | Reduced |
| First Horizon Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −471,832−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −450,658−100.0% | Sold out |
| British Airways Pensions Investment Management Ltd | 0 | $0 | 0.00% | −348,785−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −106,192−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −50,561−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,896−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −33,797−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −31,752−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,265−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,142−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,253−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −11,460−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,811−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −9,787−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,178−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,358−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Fma Advisory Inc | 0 | $0 | 0.00% | −7,656−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |