| EverSource Wealth Advisors, LLC | 569 | $31.1K | 0.00% | +193+51.3% | Added |
| Bellevue Asset Management, LLC | 504 | $27.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 474 | $25.9K | 0.00% | −79−14.3% | Reduced |
| Glassman Wealth Services | 461 | $25.2K | 0.00% | −149−24.4% | Reduced |
| Carolinas Wealth Consulting LLC | 384 | $21.0K | 0.00% | +1+0.3% | Added |
| Resurgent Financial Advisors LLC | 383 | $20.9K | 0.01% | +8+2.1% | Added |
| Farther Finance Advisors, LLC | 379 | $20.7K | 0.01% | +218+135.4% | Added |
| Cambridge Trust Co | 375 | $20.5K | 0.00% | −21−5.3% | Reduced |
| Bogart Wealth, LLC | 324 | $17.7K | 0.00% | +177+120.4% | Added |
| MCF Advisors LLC | 321 | $17.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 315 | $17.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 305 | $17.0K | 0.01% | −8−2.6% | Reduced |
| Umb Bank N A | 304 | $16.6K | 0.00% | −39−11.4% | Reduced |
| Crewe Advisors LLC | 303 | $16.6K | 0.00% | −90−22.9% | Reduced |
| Monetary Management Group Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $16.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 276 | $15.1K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $13.7K | 0.00% | −50−16.7% | Reduced |
| Riverview Trust Co | 246 | $13.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 229 | $13.0K | 0.00% | +43+23.1% | Added |
| Salem Investment Counselors Inc | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 213 | $11.8K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $11.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $11.5K | 0.00% | −78−27.0% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 192 | $10.0K | 0.00% | −398−67.5% | Reduced |
| West Paces Advisors Inc. | 180 | $9.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $9.73K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $9.40K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 165 | $9.02K | 0.00% | +165 | New |
| Castleview Partners, LLC | 159 | $8.69K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $8.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $8.04K | 0.00% | −6−3.9% | Reduced |
| TCI Wealth Advisors, Inc. | 138 | $7.55K | 0.00% | −3−2.1% | Reduced |
| Annapolis Financial Services, LLC | 135 | $7.38K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $7.05K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $6.89K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $6.89K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $6.56K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 118 | $6.46K | 0.00% | +73+162.2% | Added |
| Milestone Investment Advisors LLC | 117 | $6.40K | 0.00% | +117 | New |
| Johnson Midwest Financial, LLC | 114 | $6.23K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 111 | $6.07K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 108 | $5.90K | 0.00% | −20,313−99.5% | Reduced |
| Oakworth Capital, Inc. | 105 | $5.74K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 105 | $5.74K | 0.00% | +69+191.7% | Added |
| CVA Family Office, LLC | 100 | $5.47K | 0.00% | −55−35.5% | Reduced |
| Focused Wealth Management, Inc | 100 | $5.47K | 0.00% | +25+33.3% | Added |
| Proequities, Inc. | 95 | $5.19K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 94 | $5.14K | 0.00% | −31−24.8% | Reduced |
| Sandy Spring Bank | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 87 | $4.76K | 0.00% | −63−42.0% | Reduced |
| Sutton Wealth Advisors Inc. | 70 | $3.83K | 0.00% | −34−32.7% | Reduced |
| Hexagon Capital Partners LLC | 70 | $3.83K | 0.00% | +70 | New |
| Western Pacific Wealth Management, LP | 69 | $3.77K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 66 | $3.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $3.61K | 0.00% | +36+120.0% | Added |
| Creative Financial Designs Inc | 57 | $3.12K | 0.00% | +57 | New |
| BerganKDV Wealth Management, LLC | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 41 | $2.24K | 0.00% | +41 | New |
| Assetmark, Inc | 37 | $2.02K | 0.00% | +37 | New |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 36 | $1.97K | 0.00% | −10−21.7% | Reduced |
| Geneos Wealth Management Inc. | 36 | $1.97K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 32 | $1.75K | 0.00% | +5+18.5% | Added |
| Logan Capital Management Inc | 31 | $1.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.64K | 0.00% | +30 | New |
| Colonial Trust Advisors | 25 | $1.37K | 0.00% | −5−16.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 18 | $973 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 15 | $821 | 0.00% | −32−68.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $765 | 0.00% | +4+40.0% | Added |
| Sofos Investments, Inc. | 55 | $752 | 0.03% | −6−9.8% | Reduced |
| USA Financial Portformulas Corp | 12 | $656 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 9 | $493 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9 | $492 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $383 | 0.00% | −58−89.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $164 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | New |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −1,077,405−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −864,993−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −748,895−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −512,353−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −387,606−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −319,789−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −317,172−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −251,576−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −243,077−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −234,210−100.0% | Sold out |