| Whittier Trust Co of Nevada Inc | 270 | $18.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 254 | $17.7K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 240 | $17.6K | 0.01% | +240 | New |
| Assetmark, Inc | 214 | $14.9K | 0.00% | −27,558−99.2% | Reduced |
| Global Retirement Partners, LLC | 186 | $13.2K | 0.00% | −55−22.8% | Reduced |
| Brown Brothers Harriman & Co | 185 | $12.9K | 0.00% | +32+20.9% | Added |
| Beacon Capital Management, LLC | 203 | $12.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 178 | $12.4K | 0.00% | −85−32.3% | Reduced |
| Huntington National Bank | 175 | $12.2K | 0.00% | +137+360.5% | Added |
| Tyler-Stone Wealth Management | 175 | $12.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $12.1K | 0.00% | +19+12.3% | Added |
| Venturi Wealth Management, LLC | 150 | $10.4K | 0.00% | +46+44.2% | Added |
| Sachetta, LLC | 143 | $9.95K | 0.00% | +143 | New |
| MV Capital Management, Inc. | 137 | $9.53K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 137 | $9.53K | 0.00% | +137 | New |
| CVA Family Office, LLC | 130 | $9.05K | 0.00% | +130 | New |
| Prestige Wealth Management Group LLC | 127 | $8.84K | 0.00% | +119+1,487.5% | Added |
| IFP Advisors, Inc | 126 | $8.77K | 0.00% | +37+41.6% | Added |
| Versant Capital Management, Inc | 109 | $7.58K | 0.00% | −6−5.2% | Reduced |
| Private Trust Co NA | 108 | $7.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 103 | $7.17K | 0.00% | +103 | New |
| ICA Group Wealth Management, LLC | 100 | $6.96K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 94 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 92 | $6.40K | 0.01% | +92 | New |
| Asset Dedication, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 85 | $5.92K | 0.00% | +85 | New |
| Salem Investment Counselors Inc | 80 | $5.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $5.36K | 0.00% | +11+16.7% | Added |
| Lee Financial Co | 76 | $5.29K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $5.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $4.52K | 0.00% | +65 | New |
| Red Tortoise LLC | 62 | $4.32K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $4.25K | 0.00% | +61 | New |
| Salomon & Ludwin, LLC | 61 | $3.86K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 52 | $3.62K | 0.00% | +52 | New |
| SJS Investment Consulting Inc. | 51 | $3.55K | 0.00% | +4+8.5% | Added |
| Zions Bancorporation, N.A. | 49 | $3.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 43 | $2.99K | 0.00% | +16+59.3% | Added |
| Frazier Financial Advisors, LLC | 38 | $2.65K | 0.00% | +38 | New |
| Colonial Trust Advisors | 38 | $2.64K | 0.00% | +34+850.0% | Added |
| Raffa Wealth Management, LLC | 35 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $2.23K | 0.00% | +32 | New |
| MidAtlantic Capital Management, Inc. | 32 | $2.23K | 0.00% | +32 | New |
| Aspect Partners, LLC | 29 | $2.02K | 0.00% | +29 | New |
| Avion Wealth | 34 | $2.00K | 0.00% | −2−5.6% | Reduced |
| Cedar Mountain Advisors, LLC | 27 | $1.88K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $1.74K | 0.00% | +25 | New |
| TFC Financial Management | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $1.60K | 0.00% | +23 | New |
| Institutional & Family Asset Management, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $1.25K | 0.00% | +18 | New |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $909 | 0.00% | +13 | New |
| MCF Advisors LLC | 13 | $905 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $905 | 0.00% | +13 | New |
| SOA Wealth Advisors, LLC. | 12 | $835 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $835 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $698 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $626 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 8 | $557 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $486 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $418 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $348 | 0.00% | −3−37.5% | Reduced |
| Manchester Capital Management LLC | 5 | $348 | 0.00% | +2+66.7% | Added |
| Cape Investment Advisory, Inc. | 4 | $281 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $278 | 0.00% | −22−84.6% | Reduced |
| Tfo-TDC, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $70 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 0 | $1 | 0.00% | 0 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Long Island Wealth Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Jump Financial, LLC | 0 | $0 | 0.00% | −146,910−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −134,073−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,685−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,484−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −51,233−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −37,111−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −35,768−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −34,594−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −34,208−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −32,691−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −24,786−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,735−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,167−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,034−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −14,317−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,567−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,538−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |