| HHM Wealth Advisors, LLC | 90 | $27.4K | 0.01% | +70+350.0% | Added |
| Ridgewood Investments LLC | 87 | $26.4K | 0.02% | +87 | New |
| Cary Street Partner Investment Advisory LLC | 85 | $25.8K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 83 | $25.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 81 | $25.0K | 0.00% | +19+30.6% | Added |
| Quadrant Capital Group LLC | 81 | $24.6K | 0.00% | −140−63.3% | Reduced |
| Addison Advisors LLC | 75 | $22.8K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 72 | $21.9K | 0.01% | +72 | New |
| Armstrong Advisory Group, Inc | 68 | $20.7K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 67 | $20.4K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 67 | $20.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 66 | $20.1K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 65 | $19.8K | 0.01% | +65 | New |
| Colonial Trust Co | 65 | $19.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 63 | $19.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 61 | $18.5K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 60 | $18.2K | 0.00% | +60 | New |
| Quent Capital, LLC | 56 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $16.7K | 0.00% | −26−32.1% | Reduced |
| Financial Freedom, LLC | 52 | $15.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 51 | $15.5K | 0.00% | −1−1.9% | Reduced |
| Raleigh Capital Management Inc. | 49 | $14.9K | 0.01% | +9+22.5% | Added |
| TCI Wealth Advisors, Inc. | 43 | $13.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $11.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $10.0K | 0.00% | +13+65.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $9.42K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 26 | $7.91K | 0.00% | −65−71.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 25 | $7.60K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $7.60K | 0.00% | −75−75.0% | Reduced |
| Values First Advisors, Inc. | 24 | $7.32K | 0.00% | +24 | New |
| Umb Bank N A | 24 | $7.30K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $7.00K | 0.00% | +2+9.5% | Added |
| Clearstead Advisors, LLC | 22 | $6.69K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $6.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $6.08K | 0.00% | −27−57.4% | Reduced |
| Level Financial Advisors, Inc. | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $5.78K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $5.47K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $4.96K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 16 | $4.87K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $4.56K | 0.00% | +15 | New |
| NewSquare Capital LLC | 15 | $4.56K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $4.56K | 0.00% | +10+200.0% | Added |
| Smithfield Trust Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $3.95K | 0.00% | −1−7.1% | Reduced |
| Sutton Wealth Advisors Inc. | 13 | $3.95K | 0.00% | −378−96.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $3.04K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 8 | $3.00K | 0.00% | −1−11.1% | Reduced |
| Abound Wealth Management | 9 | $2.74K | 0.00% | +7+350.0% | Added |
| Raffa Wealth Management, LLC | 8 | $2.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $2.13K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $2.13K | 0.00% | +7 | New |
| Nalls Sherbakoff Group, LLC | 7 | $2.08K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | −15−75.0% | Reduced |
| Steward Financial Group LLC | 8 | $2.00K | 0.00% | +5+166.7% | Added |
| Bell Investment Advisors, Inc | 6 | $1.82K | 0.00% | −16−72.7% | Reduced |
| Schubert & Co | 6 | $1.82K | 0.00% | −3−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 6 | $1.82K | 0.00% | −22−78.6% | Reduced |
| Tucker Asset Management LLC | 6 | $1.82K | 0.00% | −1−14.3% | Reduced |
| DT Investment Partners, LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | −4,826−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| MCF Advisors LLC | 3 | $913 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $913 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $609 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2 | $608 | 0.00% | −69−97.2% | Reduced |
| Disciplined Investments, LLC | 2 | $608 | 0.00% | −2−50.0% | Reduced |
| West Paces Advisors Inc. | 2 | $608 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $608 | 0.00% | +2 | New |
| Grey Fox Wealth Advisors, LLC | 2 | $608 | 0.00% | +2 | New |
| 25 LLC | 2 | $549 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $305 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $305 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $305 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $304 | 0.00% | −2−66.7% | Reduced |
| Beacon Capital Management, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $304 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 304 | $1 | 0.00% | −6−1.9% | Reduced |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Quilter Plc | 285 | – | – | +285 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −608,805−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −101,400−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −47,016−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −13,422−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,519−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −9,834−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,976−100.0% | Sold out |