| Sterling Capital Management LLC | 5,075 | $57.7K | 0.00% | −539−9.6% | Reduced |
| Allworth Financial LP | 4,590 | $52.2K | 0.00% | +1,360+42.1% | Added |
| Citadel Investment Advisory, Inc. | 4,414 | $50.0K | 0.02% | −1,237−21.9% | Reduced |
| IFP Advisors, Inc | 4,017 | $45.7K | 0.00% | −419−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,922 | $44.6K | 0.00% | +215+5.8% | Added |
| Quantbot Technologies LP | 3,919 | $44.6K | 0.00% | −37,610−90.6% | Reduced |
| STRS Ohio | 3,557 | $40.4K | 0.00% | −445−11.1% | Reduced |
| Versant Capital Management, Inc | 3,419 | $38.9K | 0.00% | −1,004−22.7% | Reduced |
| Group One Trading, L.P. | 3,132 | $35.6K | 0.00% | +3,132 | New |
| Deseret Mutual Benefit Administrators | 3,064 | $34.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,809 | $31.9K | 0.00% | +458+19.5% | Added |
| MetLife Investment Management | 2,753 | $31.3K | 0.00% | +11+0.4% | Added |
| SJS Investment Consulting Inc. | 2,743 | $31.2K | 0.00% | +2,452+842.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,741 | $31.2K | 0.00% | +1,507+122.1% | Added |
| Advisor Group Holdings, Inc. | 2,586 | $29.4K | 0.00% | −367−12.4% | Reduced |
| Global Retirement Partners, LLC | 1,829 | $20.8K | 0.00% | +1,829 | New |
| Asset Management One Co.,Ltd. | 1,713 | $19.5K | 0.00% | +1,713 | New |
| Trust Co of Vermont | 1,620 | $18.4K | 0.00% | +1,620 | New |
| US Bancorp | 1,527 | $17.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,489 | $16.9K | 0.00% | +314+26.7% | Added |
| Farther Finance Advisors, LLC | 1,406 | $16.0K | 0.00% | +111+8.6% | Added |
| Brown Brothers Harriman & Co | 1,250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,175 | $13.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,169 | $13.3K | 0.00% | +188+19.2% | Added |
| UBS Asset Management Americas Inc | 972 | $11.1K | 0.00% | −382,469−99.7% | Reduced |
| SBI Securities Co., Ltd. | 850 | $9.66K | 0.00% | −26−3.0% | Reduced |
| Ancora Advisors, LLC | 700 | $7.96K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 622 | $7.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 621 | $7.06K | 0.00% | +113+22.2% | Added |
| Atlantic Trust, LLC | 607 | $6.90K | 0.00% | +88+17.0% | Added |
| Harbour Investments, Inc. | 501 | $5.70K | 0.00% | −5−1.0% | Reduced |
| Larson Financial Group LLC | 468 | $5.32K | 0.00% | +362+341.5% | Added |
| Huntington National Bank | 408 | $4.64K | 0.00% | +408 | New |
| Princeton Global Asset Management LLC | 403 | $4.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 397 | $4.51K | 0.00% | +144+56.9% | Added |
| Bogart Wealth, LLC | 378 | $4.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 368 | $4.18K | 0.00% | −12−3.2% | Reduced |
| Delta Asset Management LLC | 361 | $4.11K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 346 | $3.93K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $3.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 276 | $3.14K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 265 | $3.01K | 0.00% | −239−47.4% | Reduced |
| Hantz Financial Services, Inc. | 287 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 261 | $2.97K | 0.00% | +261 | New |
| Jones Financial Companies LLLP | 257 | $2.92K | 0.00% | +257 | New |
| Anchor Investment Management, LLC | 250 | $2.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 234 | $2.66K | 0.00% | +100+74.6% | Added |
| Valued Wealth Advisors LLC | 170 | $1.93K | 0.00% | +170 | New |
| CVA Family Office, LLC | 157 | $1.78K | 0.00% | −76−32.6% | Reduced |
| Mather Group, LLC. | 156 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 144 | $1.64K | 0.00% | −38−20.9% | Reduced |
| Institute for Wealth Management, LLC. | 140 | $1.59K | 0.00% | +140 | New |
| Quarry LP | 134 | $1.52K | 0.00% | −2,830−95.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 118 | $1.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $1.32K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 113 | $1.28K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 111 | $1.26K | 0.00% | +111 | New |
| ZRC Wealth Management, LLC | 107 | $1.22K | 0.00% | +107 | New |
| MV Capital Management, Inc. | 105 | $1.19K | 0.00% | +37+54.4% | Added |
| Vision Financial Markets LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 98 | $1.11K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 96 | $1.07K | 0.00% | +96 | New |
| Keating Financial Advisory Services, Inc. | 91 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $1.00K | 0.00% | −19−25.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 77 | $875 | 0.00% | −67−46.5% | Reduced |
| Parallel Advisors, LLC | 77 | $875 | 0.00% | −12−13.5% | Reduced |
| Vanguard National Trust Co | 68 | $773 | 0.00% | +68 | New |
| Creative Capital Management Investments LLC | 59 | $671 | 0.00% | +59 | New |
| Silver Grove Financial Group, Inc. | 58 | $659 | 0.00% | +58 | New |
| Bryn Mawr Trust Co | 56 | $637 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 55 | $625 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 55 | $625 | 0.00% | +47+587.5% | Added |
| Signaturefd, LLC | 54 | $614 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $614 | 0.00% | +54 | New |
| Smartleaf Asset Management LLC | 44 | $508 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $455 | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 36 | $409 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $318 | 0.00% | +4+16.7% | Added |
| Rialto Wealth Management, LLC | 25 | $285 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $273 | 0.00% | +5+26.3% | Added |
| Maryland Capital Advisors Inc. | 23 | $262 | 0.00% | +23 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $227 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $205 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $182 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $171 | 0.00% | +8+114.3% | Added |
| Bare Financial Services, Inc | 14 | $159 | 0.00% | +14 | New |
| LRI Investments, LLC | 10 | $114 | 0.00% | +10 | New |
| Evelyn Partners Group Ltd | 9 | $102 | 0.00% | +9 | New |
| LGT Financial Advisors LLC | 6 | $68 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $57 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 2 | $23 | 0.00% | −7−77.8% | Reduced |
| Sachetta, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $12 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $11 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −6,069,913−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −807,234−100.0% | Sold out |
