| Massmutual Trust Co FSB | 620 | $22.0K | 0.00% | +206+49.8% | Added |
| Northwestern Mutual Wealth Management Co | 617 | $21.9K | 0.00% | +49+8.6% | Added |
| Colonial Trust Co | 609 | $21.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $21.3K | 0.00% | +600 | New |
| Lindbrook Capital, LLC | 599 | $21.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 593 | $21.0K | 0.00% | +77+14.9% | Added |
| Contravisory Investment Management, Inc. | 583 | $20.6K | 0.00% | −10,637−94.8% | Reduced |
| Financial Perspectives, Inc | 522 | $18.5K | 0.01% | +4+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 499 | $18.0K | 0.00% | +499 | New |
| Rosenberg Matthew Hamilton | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 485 | $17.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 452 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 448 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 390 | $13.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 363 | $12.9K | 0.00% | −29,606−98.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 335 | $11.9K | 0.02% | +335 | New |
| Flaharty Asset Management, LLC | 315 | $11.2K | 0.00% | +315 | New |
| Coston, McIsaac & Partners | 312 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 295 | $10.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 289 | $10.2K | 0.00% | +289 | New |
| General Partner, Inc. | 288 | $10.2K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 260 | $9.19K | 0.00% | +76+41.3% | Added |
| First Horizon Advisors, Inc. | 243 | $8.64K | 0.00% | −13−5.1% | Reduced |
| Private Wealth Management Group, LLC | 239 | $8.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 230 | $8.16K | 0.00% | +14+6.5% | Added |
| Bell Investment Advisors, Inc | 215 | $7.62K | 0.00% | −69−24.3% | Reduced |
| GHP Investment Advisors, Inc. | 213 | $7.54K | 0.00% | +213 | New |
| St Germain D J Co Inc | 210 | $7.44K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 210 | $7.44K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 208 | $7.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 205 | $7.26K | 0.00% | −290−58.6% | Reduced |
| Boyd Watterson Asset Management LLC | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $6.76K | 0.00% | +3+1.6% | Added |
| Principal Securities, Inc. | 189 | $6.69K | 0.00% | −136−41.8% | Reduced |
| Prestige Wealth Management Group LLC | 183 | $6.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $5.53K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 161 | $5.00K | 0.00% | +161 | New |
| TD Private Client Wealth LLC | 140 | $4.96K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 120 | $4.25K | 0.00% | −462−79.4% | Reduced |
| AdvisorNet Financial, Inc | 118 | $4.18K | 0.00% | −92−43.8% | Reduced |
| Mather Group, LLC. | 108 | $3.82K | 0.00% | −786−87.9% | Reduced |
| GoalVest Advisory LLC | 106 | $3.77K | 0.00% | +106 | New |
| Farmers & Merchants Investments Inc | 105 | $3.72K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 100 | $3.54K | 0.00% | +100 | New |
| Sachetta, LLC | 82 | $2.90K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 71 | $2.52K | 0.00% | +71 | New |
| DiNuzzo Private Wealth, Inc. | 69 | $2.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 68 | $2.41K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 68 | $2.41K | 0.00% | +17+33.3% | Added |
| Caitlin John, LLC | 62 | $2.32K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $1.77K | 0.00% | −30−37.5% | Reduced |
| Voisard Asset Management Group, Inc. | 32 | $1.13K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 32 | $1.13K | 0.00% | +5+18.5% | Added |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 33 | $1.00K | 0.00% | +33 | New |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $936 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $886 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $825 | 0.00% | +22 | New |
| Legacy Wealth Managment, LLC | 22 | $825 | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 18 | $638 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $638 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $426 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $373 | 0.00% | +10 | New |
| Bokf, NA | 9 | $318 | 0.00% | +9 | New |
| Larson Financial Group LLC | 7 | $248 | 0.00% | +6+600.0% | Added |
| MV Capital Management, Inc. | 7 | $248 | 0.00% | +7 | New |
| Anchor Investment Management, LLC | 1 | $36 | 0.00% | +1 | New |
| Essex Investment Management Co LLC | 1 | $30 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −91,560−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −90,285−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −77,047−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −68,837−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −54,135−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −36,565−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −32,734−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −30,658−100.0% | Sold out |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −27,075−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −26,350−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −25,965−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| State Farm Mutual Automobile Insurance Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,022−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −14,542−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,178−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,580−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,768−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −10,526−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −9,736−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,577−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −9,251−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |