| Horizon Investments, LLC | 1,043 | $44.2K | 0.00% | +1,043 | New |
| Daiwa Securities Group Inc. | 1,044 | $44.0K | 0.00% | −1,617−60.8% | Reduced |
| United Financial Planning Group LLC | 1,000 | $42.4K | 0.03% | +1,000 | New |
| Massmutual Trust Co FSB | 946 | $40.1K | 0.00% | +181+23.7% | Added |
| Plante Moran Financial Advisors, LLC | 833 | $35.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 697 | $29.5K | 0.00% | +137+24.5% | Added |
| Acadian Asset Management LLC | 710 | $29.0K | 0.00% | −564,692−99.9% | Reduced |
| MAI Capital Management | 632 | $26.8K | 0.00% | −83−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 625 | $26.5K | 0.00% | −2,760−81.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $25.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 592 | $25.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 581 | $24.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 548 | $23.2K | 0.00% | −21−3.7% | Reduced |
| Brown Brothers Harriman & Co | 529 | $22.4K | 0.00% | +106+25.1% | Added |
| Northwestern Mutual Wealth Management Co | 527 | $22.3K | 0.00% | −40−7.1% | Reduced |
| Signaturefd, LLC | 524 | $22.2K | 0.00% | +79+17.8% | Added |
| BOK Financial Private Wealth, Inc. | 511 | $21.6K | 0.00% | −7,127−93.3% | Reduced |
| Hollencrest Capital Management | 500 | $21.2K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 500 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 450 | $19.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 424 | $18.0K | 0.01% | +87+25.8% | Added |
| Old Second National Bank of Aurora | 400 | $16.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 383 | $16.2K | 0.00% | −3,674−90.6% | Reduced |
| Sterling Capital Management LLC | 334 | $14.1K | 0.00% | +1+0.3% | Added |
| Umb Bank N A | 300 | $12.7K | 0.00% | −9−2.9% | Reduced |
| Noble Wealth Management PBC | 300 | $12.7K | 0.01% | +300 | New |
| Asset Dedication, LLC | 295 | $12.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 271 | $11.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 253 | $10.7K | 0.00% | −90−26.2% | Reduced |
| Quaker Wealth Management, LLC | 250 | $10.6K | 0.00% | −51−16.9% | Reduced |
| Cedar Mountain Advisors, LLC | 221 | $9.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $8.68K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 204 | $8.64K | 0.00% | +204 | New |
| Golden State Wealth Management, LLC | 194 | $8.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 199 | $8.15K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $8.13K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 189 | $8.01K | 0.00% | +189 | New |
| Root Financial Partners, LLC | 180 | $7.62K | 0.00% | +180 | New |
| Meeder Asset Management Inc | 164 | $6.95K | 0.00% | +164 | New |
| Montag A & Associates Inc | 160 | $6.78K | 0.00% | −437−73.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 158 | $6.69K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 143 | $6.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 139 | $5.89K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 137 | $5.80K | 0.00% | +137 | New |
| LRI Investments, LLC | 126 | $5.34K | 0.00% | +126 | New |
| Newton One Investments LLC | 114 | $4.83K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 107 | $4.53K | 0.00% | −3,375−96.9% | Reduced |
| First Horizon Corp | 103 | $4.36K | 0.00% | +103 | New |
| Anchor Investment Management, LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $4.24K | 0.00% | +100 | New |
| Park Place Capital Corp | 96 | $4.07K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 95 | $4.02K | 0.00% | +22+30.1% | Added |
| Transamerica Financial Advisors, Inc. | 93 | $3.94K | 0.00% | +93 | New |
| Ronald Blue Trust, Inc. | 88 | $3.73K | 0.00% | −4,273−98.0% | Reduced |
| Geneos Wealth Management Inc. | 75 | $3.18K | 0.00% | −99−56.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 73 | $3.09K | 0.00% | −14−16.1% | Reduced |
| Compass Financial Services Inc | 73 | $3.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 72 | $3.05K | 0.00% | +72 | New |
| Stephens Consulting, LLC | 70 | $2.96K | 0.00% | +50+250.0% | Added |
| Bell Investment Advisors, Inc | 66 | $2.80K | 0.00% | −44−40.0% | Reduced |
| Proffitt & Goodson Inc | 60 | $2.54K | 0.00% | +60 | New |
| Kozak & Associates, Inc. | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 51 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.12K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 49 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 48 | $2.03K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Atlantic Trust, LLC | 41 | $1.74K | 0.00% | +41 | New |
| Private Trust Co NA | 41 | $1.74K | 0.00% | −475−92.1% | Reduced |
| Cromwell Holdings LLC | 36 | $1.52K | 0.00% | +36 | New |
| Security National Bank | 31 | $1.31K | 0.00% | +31 | New |
| Atwood & Palmer Inc | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.08K | 0.00% | +25 | New |
| Main Street Group, LTD | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $763 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17 | $720 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $593 | 0.00% | +14 | New |
| Bare Financial Services, Inc | 13 | $551 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $508 | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 12 | $508 | 0.00% | +12 | New |
| Rocky Mountain Advisers, LLC | 11 | $466 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $381 | 0.00% | +9 | New |
| Greykasell Wealth Strategies, Inc. | 7 | $296 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 4 | $170 | 0.00% | −2−33.3% | Reduced |
| Ancora Advisors, LLC | 1 | $42 | 0.00% | −4−80.0% | Reduced |
| Essential Partners LLC | 1 | $42 | 0.00% | +1 | New |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −4,766,825−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,531,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,323,952−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,120,400−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −999,300−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −751,229−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −449,467−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −434,743−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −411,492−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −377,378−100.0% | Sold out |