| Glassman Wealth Services | 967 | $19.0K | 0.00% | −303−23.9% | Reduced |
| Ellevest, Inc. | 977 | $19.0K | 0.00% | +115+13.3% | Added |
| Tompkins Financial Corp | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 886 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 844 | $17.0K | 0.00% | −844−50.0% | Reduced |
| Private Capital Group, LLC | 881 | $17.0K | 0.01% | −75−7.8% | Reduced |
| Riverview Trust Co | 841 | $17.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 852 | $17.0K | 0.01% | +852 | New |
| HM Payson & Co | 790 | $16.0K | 0.00% | −180−18.6% | Reduced |
| Central Trust Co | 771 | $15.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 763 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 770 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 750 | $15.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 746 | $14.7K | 0.00% | −51−6.4% | Reduced |
| Optimum Investment Advisors | 704 | $14.0K | 0.01% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 704 | $14.0K | 0.05% | +704 | New |
| Parkside Financial Bank & Trust | 650 | $13.0K | 0.00% | −257−28.3% | Reduced |
| Sound Income Strategies, LLC | 679 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 656 | $13.0K | 0.00% | +6+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 632 | $12.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 565 | $11.0K | 0.00% | +5+0.9% | Added |
| Better Money Decisions, LLC | 573 | $11.0K | 0.01% | +573 | New |
| MUFG Americas Holdings Corp | 500 | $10.0K | 0.00% | −632−55.8% | Reduced |
| Investors Asset Management of Georgia Inc | 500 | $10.0K | 0.01% | +500 | New |
| WR Wealth Planners, LLC | 471 | $9.31K | 0.01% | +471 | New |
| Newbridge Financial Services Group, Inc. | 455 | $9.00K | 0.01% | +159+53.7% | Added |
| Clearstead Advisors, LLC | 422 | $8.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 396 | $8.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 372 | $7.00K | 0.00% | −64−14.7% | Reduced |
| Earnest Partners LLC | 356 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 332 | $7.00K | 0.00% | +246+286.0% | Added |
| Lake Point Wealth Management | 330 | $7.00K | 0.00% | +330 | New |
| Valley National Advisers Inc | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $6.00K | 0.00% | −11−3.6% | Reduced |
| Whittier Trust Co | 325 | $6.00K | 0.00% | +47+16.9% | Added |
| Blume Capital Management, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 279 | $6.00K | 0.00% | +279 | New |
| Glen Eagle Advisors, LLC | 270 | $5.34K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 242 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 269 | $5.00K | 0.00% | +10+3.9% | Added |
| GHP Investment Advisors, Inc. | 261 | $5.00K | 0.00% | +261 | New |
| Ronald Blue Trust, Inc. | 223 | $5.00K | 0.00% | +223 | New |
| Lee Financial Co | 224 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 153 | $3.00K | 0.00% | +86+128.4% | Added |
| Crewe Advisors LLC | 177 | $3.00K | 0.00% | +177 | New |
| Bell Investment Advisors, Inc | 146 | $3.00K | 0.00% | +146 | New |
| Sutton Wealth Advisors Inc. | 112 | $2.21K | 0.00% | +89+387.0% | Added |
| Prospera Financial Services Inc | 89 | $2.00K | 0.00% | −94,543−99.9% | Reduced |
| Fieldpoint Private Securities, LLC | 101 | $2.00K | 0.00% | −699−87.4% | Reduced |
| Zions Bancorporation, N.A. | 93 | $2.00K | 0.00% | −262−73.8% | Reduced |
| Huntington National Bank | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 99 | $2.00K | 0.00% | +1+1.0% | Added |
| Sageworth Trust Co of South Dakota | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 88 | $2.00K | 0.00% | +88 | New |
| Raffa Wealth Management, LLC | 52 | $1.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $1.00K | 0.00% | −130−74.3% | Reduced |
| MV Capital Management, Inc. | 41 | $1.00K | 0.00% | −90−68.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $1.00K | 0.00% | +25+104.2% | Added |
| TFC Financial Management | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Cribstone Capital Management, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 35 | $692 | 0.00% | +35 | New |
| West Paces Advisors Inc. | 26 | $514 | 0.00% | +26 | New |
| Hexagon Capital Partners LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | −62−82.7% | Reduced |
| Cutler Group LP | 29 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $0 | 0.00% | +14 | New |
| Whittier Trust Co of Nevada Inc | 14 | $0 | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 360 | – | – | +360 | New |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,779,910−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −1,391,257−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −378,212−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −346,524−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −90,805−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −89,526−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −89,226−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −84,682−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −62,230−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −46,742−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −42,673−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −36,990−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |