| Concord Wealth Partners | 160 | $16.0K | 0.00% | +40+33.3% | Added |
| TCI Wealth Advisors, Inc. | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 152 | $15.0K | 0.00% | +16+11.8% | Added |
| MV Capital Management, Inc. | 155 | $15.0K | 0.00% | +148+2,114.3% | Added |
| Farmers & Merchants Investments Inc | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 131 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 129 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 103 | $11.0K | 0.00% | −32−23.7% | Reduced |
| Twin Lakes Capital Management, LLC | 108 | $11.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 111 | $11.0K | 0.00% | +111 | New |
| Atlas Private Wealth Advisors | 100 | $10.0K | 0.01% | −100−50.0% | Reduced |
| Solstein Capital, LLC | 102 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Loomis Sayles & Co L P | 93 | $9.00K | 0.00% | −21−18.4% | Reduced |
| Gemmer Asset Management LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $8.94K | 0.00% | −9,021−99.0% | Reduced |
| CWM, LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 81 | $8.00K | 0.00% | +80+8,000.0% | Added |
| Washington Trust Co | 81 | $8.00K | 0.00% | +51+170.0% | Added |
| Capital Analysts, LLC | 75 | $7.00K | 0.00% | +50+200.0% | Added |
| Anchor Investment Management, LLC | 55 | $5.46K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 54 | $5.00K | 0.00% | −100−64.9% | Reduced |
| Brown Brothers Harriman & Co | 46 | $5.00K | 0.00% | −16−25.8% | Reduced |
| Selective Wealth Management, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 47 | $4.67K | 0.00% | +47 | New |
| San Francisco Sentry Investment Group (Ca) | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 44 | $4.00K | 0.00% | +44 | New |
| Benjamin F. Edwards & Company, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 23 | $2.29K | 0.00% | −115−83.3% | Reduced |
| BerganKDV Wealth Management, LLC | 25 | $2.00K | 0.00% | −100−80.0% | Reduced |
| Creative Financial Designs Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $2.00K | 0.00% | +2+9.5% | Added |
| Carolinas Wealth Consulting LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Trustcore Financial Services, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Strategic Blueprint, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $1.00K | 0.00% | +11+137.5% | Added |
| Global Financial Private Client, LLC | 7 | $712 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $198 | 0.00% | – | New |
| JJJ Advisors Inc. | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 112 | – | – | −15−11.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 470 | – | – | +372+379.6% | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −144,006−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −104,717−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −87,963−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −52,510−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,327−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −30,286−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −24,762−100.0% | Sold out |
| Ascendant Capital Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −21,186−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −21,003−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −20,246−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −19,635−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −18,240−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −16,232−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,203−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −12,128−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,383−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −9,378−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −8,661−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,272−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |