| POM Investment Strategies, LLC | 86 | $14.2K | 0.01% | +1+1.2% | Added |
| Atlas Capital Advisors LLC | 86 | $14.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 77 | $12.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 71 | $11.7K | 0.00% | +2+2.9% | Added |
| ZRC Wealth Management, LLC | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $10.6K | 0.00% | +2+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 64 | $10.6K | 0.00% | −202−75.9% | Reduced |
| Private Trust Co NA | 64 | $10.6K | 0.00% | −26−28.9% | Reduced |
| Key Financial Inc | 61 | $10.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $9.26K | 0.00% | −975−94.6% | Reduced |
| Rosenberg Matthew Hamilton | 52 | $8.60K | 0.00% | +52 | New |
| EverSource Wealth Advisors, LLC | 51 | $8.43K | 0.00% | −131−72.0% | Reduced |
| Community Bank, N.A. | 50 | $8.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 47 | $7.72K | 0.00% | −4−7.8% | Reduced |
| Allworth Financial LP | 46 | $7.61K | 0.00% | −13−22.0% | Reduced |
| Asset Dedication, LLC | 45 | $7.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $7.11K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $5.13K | 0.00% | −4−11.4% | Reduced |
| Hemington Wealth Management | 32 | $5.00K | 0.00% | +32 | New |
| Central Trust Co | 26 | $4.30K | 0.00% | +1+4.0% | Added |
| Atticus Wealth Management, LLC | 25 | $4.13K | 0.00% | −7−21.9% | Reduced |
| Smithfield Trust Co | 20 | $4.00K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $3.97K | 0.00% | +6+33.3% | Added |
| AdvisorNet Financial, Inc | 21 | $3.47K | 0.00% | +1+5.0% | Added |
| Harbor Investment Advisory, LLC | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 17 | $2.81K | 0.00% | +17 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14 | $2.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 11 | $1.82K | 0.00% | −325−96.7% | Reduced |
| Financial Gravity Companies, Inc. | 11 | $1.82K | 0.00% | +11 | New |
| IFP Advisors, Inc | 9 | $1.53K | 0.00% | −577−98.5% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $993 | 0.00% | +6 | New |
| Horizon Investments, LLC | 6 | $992 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 6 | $992 | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 5 | $827 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $665 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $662 | 0.00% | −3−42.9% | Reduced |
| Creekmur Asset Management LLC | 4 | $661 | 0.00% | −55−93.2% | Reduced |
| Claris Advisors, LLC | 4 | $661 | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 3 | $499 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $499 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 3 | $496 | 0.00% | −10−76.9% | Reduced |
| MV Capital Management, Inc. | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $165 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 49,410 | – | – | −3,077−5.9% | Reduced |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −98,761−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −53,046−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −16,412−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,423−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −4,217−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |