| GW&K Investment Management, LLC | 148 | $11.0K | 0.00% | +4+2.8% | Added |
| JNBA Financial Advisors | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 153 | $10.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $10.7K | 0.01% | −135−47.4% | Reduced |
| Naples Money Management LLC | 146 | $10.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 144 | $10.0K | 0.00% | −437−75.2% | Reduced |
| SJS Investment Consulting Inc. | 136 | $9.65K | 0.00% | +4+3.0% | Added |
| Chelsea Counsel Co | 133 | $9.47K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 132 | $9.39K | 0.00% | +132 | New |
| Abound Wealth Management | 131 | $9.32K | 0.00% | +114+670.6% | Added |
| Cherry Tree Wealth Management, LLC | 128 | $9.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $8.55K | 0.00% | −1,092−89.5% | Reduced |
| IAG Wealth Partners, LLC | 118 | $8.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 110 | $7.83K | 0.00% | −12,047−99.1% | Reduced |
| Oakworth Capital, Inc. | 110 | $7.83K | 0.00% | +110 | New |
| HighMark Wealth Management LLC | 102 | $7.29K | 0.00% | +2+2.0% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $7.12K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 101 | $7.00K | 0.00% | +59+140.5% | Added |
| Hantz Financial Services, Inc. | 104 | $7.00K | 0.00% | +104 | New |
| Signature Resources Capital Management, LLC | 95 | $6.76K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 92 | $6.55K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 90 | $6.41K | 0.00% | −50−35.7% | Reduced |
| Coastline Trust Co | 90 | $6.41K | 0.00% | +90 | New |
| MV Capital Management, Inc. | 79 | $5.62K | 0.00% | +79 | New |
| Larson Financial Group LLC | 79 | $5.62K | 0.00% | −1,274−94.2% | Reduced |
| Founders Capital Management | 77 | $5.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $5.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 65 | $4.62K | 0.00% | +25+62.5% | Added |
| Carolinas Wealth Consulting LLC | 53 | $3.76K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 49 | $3.49K | 0.00% | +49 | New |
| Plante Moran Financial Advisors, LLC | 44 | $3.13K | 0.00% | +44 | New |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 50 | $3.00K | 0.00% | +50 | New |
| Caldwell Sutter Capital, Inc. | 40 | $2.85K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $2.35K | 0.00% | −15−31.3% | Reduced |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $1.99K | 0.00% | +28 | New |
| Hollencrest Capital Management | 27 | $1.91K | 0.00% | +1+3.8% | Added |
| Westside Investment Management, Inc. | 24 | $1.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $1.57K | 0.00% | +4+22.2% | Added |
| Creekmur Asset Management LLC | 20 | $1.40K | 0.00% | −29−59.2% | Reduced |
| Iron Horse Wealth Management, LLC | 14 | $996 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $921 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $866 | 0.00% | +5+71.4% | Added |
| EnRich Financial Partners LLC | 12 | $854 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12 | $854 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 11 | $783 | 0.00% | +11 | New |
| Legacy Investment Solutions, LLC | 9 | $546 | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $546 | 0.00% | +9 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $498 | 0.00% | +7 | New |
| Activest Wealth Management | 4 | $285 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $139 | 0.00% | +2 | New |
| Reston Wealth Management LLC | 1 | $53 | 0.00% | +1 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −568,691−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −230,833−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −137,500−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −92,900−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −70,848−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −65,407−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −60,750−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −50,464−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −42,280−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −31,519−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −31,250−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −28,939−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −26,433−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −25,755−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −25,277−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,810−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −20,672−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −17,404−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,284−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,040−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,886−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,513−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −9,809−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −31,605−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −6,642−100.0% | Sold out |
| Wela Strategies, Inc. | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,813−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |