| Baystate Wealth Management LLC | 60 | $15.9K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 60 | $15.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $15.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 59 | $15.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 59 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 57 | $15.0K | 0.00% | +2+3.6% | Added |
| Rise Advisors, LLC | 55 | $14.5K | 0.01% | +50+1,000.0% | Added |
| NBC Securities, Inc. | 56 | $14.0K | 0.00% | +56 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $13.7K | 0.01% | +52 | New |
| Truvestments Capital LLC | 52 | $13.7K | 0.01% | +52 | New |
| Quarry LP | 51 | $13.4K | 0.01% | +51 | New |
| Pittenger & Anderson Inc | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $13.2K | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 50 | $13.2K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 49 | $13.0K | 0.00% | +48+4,800.0% | Added |
| Indiana Trust & Investment Management CO | 47 | $12.4K | 0.01% | +47 | New |
| Asset Dedication, LLC | 45 | $12.0K | 0.00% | +45 | New |
| West Paces Advisors Inc. | 45 | $11.9K | 0.00% | −3−6.3% | Reduced |
| American National Bank | 44 | $11.6K | 0.00% | −56−56.0% | Reduced |
| GW&K Investment Management, LLC | 43 | $11.0K | 0.00% | +1+2.4% | Added |
| EverSource Wealth Advisors, LLC | 41 | $10.8K | 0.00% | −107−72.3% | Reduced |
| Investors Research Corp | 41 | $10.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $10.3K | 0.00% | −56−58.9% | Reduced |
| DecisionPoint Financial, LLC | 39 | $10.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 35 | $9.22K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $8.96K | 0.00% | −13−27.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $8.70K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $8.70K | 0.00% | −10−23.3% | Reduced |
| Financial Avengers, Inc. | 33 | $8.59K | 0.01% | +1+3.1% | Added |
| West Tower Group, LLC | 31 | $8.17K | 0.00% | −165−84.2% | Reduced |
| ClariVest Asset Management LLC | 27 | $8.00K | 0.00% | +2+8.0% | Added |
| Provenance Wealth Advisors, LLC | 30 | $7.91K | 0.00% | +30 | New |
| Manitou Investment Management Ltd. | 27 | $7.12K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 25 | $6.59K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 24 | $6.32K | 0.00% | +24 | New |
| Abound Wealth Management | 20 | $5.33K | 0.00% | −9−31.0% | Reduced |
| DT Investment Partners, LLC | 20 | $5.27K | 0.00% | −90−81.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 20 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 18 | $4.74K | 0.00% | +7+63.6% | Added |
| Raffa Wealth Management, LLC | 17 | $4.48K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $4.48K | 0.00% | +6+54.5% | Added |
| Venturi Wealth Management, LLC | 16 | $4.22K | 0.00% | +16 | New |
| Versant Capital Management, Inc | 15 | $3.95K | 0.00% | +11+275.0% | Added |
| WR Wealth Planners, LLC | 14 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 12 | $3.16K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 13 | $3.00K | 0.00% | −24−64.9% | Reduced |
| Cornerstone Planning Group LLC | 11 | $2.90K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10 | $2.63K | 0.00% | +10 | New |
| Fortis Group Advisors, LLC | 10 | $2.63K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $2.37K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 8 | $2.12K | 0.00% | +8 | New |
| MCF Advisors LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 7 | $1.84K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $1.84K | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 6 | $1.58K | 0.00% | −6−50.0% | Reduced |
| TFC Financial Management | 6 | $1.58K | 0.00% | −1−14.3% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.05K | 0.00% | −15−78.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $791 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $791 | 0.00% | +3 | New |
| Column Capital Advisors, LLC | 2 | $527 | 0.00% | −6−75.0% | Reduced |
| Private Ocean, LLC | 2 | $527 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $527 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2 | $527 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $233 | 0.00% | −26−96.3% | Reduced |
| Adelante Capital Management LLC | 253,863 | $0 | 0.00% | −19,605−7.2% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | −13−86.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −154,692−100.0% | Sold out |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −92,092−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −88,402−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −37,959−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −36,824−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −29,307−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,210−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −24,787−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −23,991−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,020−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −10,298−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,438−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −7,092−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,886−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −4,898−100.0% | Sold out |
