| Sutton Wealth Advisors Inc. | 195 | $36.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $34.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 179 | $33.4K | 0.00% | +18+11.2% | Added |
| Gemmer Asset Management LLC | 175 | $33.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 169 | $32.0K | 0.00% | −104−38.1% | Reduced |
| PrairieView Partners, LLC | 174 | $32.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $31.0K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 155 | $29.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $26.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 108 | $20.0K | 0.01% | +21+24.1% | Added |
| Howe & Rusling Inc | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $19.0K | 0.01% | +100 | New |
| Cascade Investment Advisors, Inc. | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 92 | $17.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 92 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 140 | $16.0K | 0.01% | −60−30.0% | Reduced |
| Earnest Partners LLC | 85 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 67 | $12.0K | 0.00% | −27−28.7% | Reduced |
| Reilly Financial Advisors, LLC | 64 | $12.0K | 0.00% | −9−12.3% | Reduced |
| Salem Investment Counselors Inc | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 41 | $8.00K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 37 | $7.00K | 0.00% | +37 | New |
| Vigilant Capital Management, LLC | 35 | $7.00K | 0.00% | +35 | New |
| Asset Dedication, LLC | 37 | $7.00K | 0.00% | +37 | New |
| NVWM, LLC | 38 | $7.00K | 0.00% | +38 | New |
| TD Ameritrade Investment Management, LLC | 50 | $6.00K | 0.00% | −19−27.5% | Reduced |
| HighMark Wealth Management LLC | 34 | $6.00K | 0.00% | −16−32.0% | Reduced |
| Zions Bancorporation, N.A. | 34 | $6.00K | 0.00% | −8−19.0% | Reduced |
| Washington Trust Co | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 32 | $6.00K | 0.00% | +32 | New |
| Systematic Alpha Investments, LLC | 31 | $6.00K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 31 | $6.00K | 0.00% | +31 | New |
| JJJ Advisors Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $5.00K | 0.00% | +19+271.4% | Added |
| Anchor Investment Management, LLC | 24 | $4.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $4.00K | 0.00% | +8+61.5% | Added |
| Kowal Investment Group, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 17 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $3.00K | 0.00% | +5+50.0% | Added |
| Ci Investments Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Meridian Wealth Partners, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Endurance Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.00K | 0.00% | +10+166.7% | Added |
| Liberty Wealth Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Red Tortoise LLC | 16 | $2.00K | 0.00% | +16 | New |
| Pacifica Partners Inc. | 5 | $1.00K | 0.00% | −6,882−99.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Evoke Wealth, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 3 | $560 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $373 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −134,960−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| Landmark Financial Advisors, LLC | 0 | $0 | 0.00% | −8,024−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,417−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,955−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,976−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Kelman-Lazarov, Inc. | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |