| Optimum Investment Advisors | 265 | $29.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 261 | $29.4K | 0.00% | +250+2,272.7% | Added |
| Ridgewood Investments LLC | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 235 | $27.7K | 0.03% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 243 | $27.4K | 0.00% | −50−17.1% | Reduced |
| WealthTrak Capital Management LLC | 235 | $26.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 234 | $26.4K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 160 | $25.9K | 0.09% | +160 | New |
| Kiker Wealth Management, LLC | 230 | $25.9K | 0.02% | +230 | New |
| Smartleaf Asset Management LLC | 208 | $23.3K | 0.00% | +2+1.0% | Added |
| Transce3nd, LLC | 205 | $23.1K | 0.01% | −100−32.8% | Reduced |
| Missouri Trust & Investment Co | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 183 | $20.6K | 0.00% | +183 | New |
| Capital A Wealth Management, LLC | 179 | $20.2K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 166 | $18.7K | 0.01% | −44−21.0% | Reduced |
| JNBA Financial Advisors | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 145 | $16.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 134 | $15.1K | 0.00% | −14−9.5% | Reduced |
| CoreCap Advisors, LLC | 133 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 130 | $14.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $14.2K | 0.00% | +120+2,000.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 129 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $13.5K | 0.00% | −6−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 107 | $12.1K | 0.00% | −118−52.4% | Reduced |
| Penserra Capital Management LLC | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 99 | $11.2K | 0.00% | +3+3.1% | Added |
| Hantz Financial Services, Inc. | 99 | $11.0K | 0.00% | −98−49.7% | Reduced |
| MCF Advisors LLC | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 89 | $10.0K | 0.00% | +89 | New |
| Wolff Wiese Magana LLC | 75 | $8.45K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $8.38K | 0.00% | +60+428.6% | Added |
| Carolinas Wealth Consulting LLC | 74 | $8.34K | 0.00% | +2+2.8% | Added |
| Clear Investment Research, LLC | 67 | $7.55K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $7.18K | 0.00% | +61 | New |
| Continuum Advisory, LLC | 63 | $7.10K | 0.00% | +3+5.0% | Added |
| Bell Investment Advisors, Inc | 61 | $6.88K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $6.76K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $6.65K | 0.00% | +59 | New |
| South State Corp. | 47 | $5.30K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $4.85K | 0.00% | +43 | New |
| Larson Financial Group LLC | 40 | $4.51K | 0.00% | −1,166−96.7% | Reduced |
| Clean Yield Group | 39 | $4.40K | 0.00% | −47−54.7% | Reduced |
| Western Pacific Wealth Management, LP | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $3.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 26 | $2.93K | 0.00% | +26 | New |
| Investment Management Corp | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 23 | $2.59K | 0.00% | +23 | New |
| LRI Investments, LLC | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $2.37K | 0.00% | +2+10.5% | Added |
| Raffa Wealth Management, LLC | 20 | $2.25K | 0.00% | −23−53.5% | Reduced |
| New England Capital Financial Advisors LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $1.80K | 0.00% | +16 | New |
| YANKCOM Partnership | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $1.24K | 0.00% | +11 | New |
| Mattson Financial Services, LLC | 11 | $1.24K | 0.00% | +11 | New |
| Grove Bank & Trust | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 8 | $902 | 0.00% | +8 | New |
| High Note Wealth, LLC | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Nexus Investment Management ULC | 0 | $0 | 0.00% | −448,759−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −416,409−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −138,535−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −163,853−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −72,881−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −51,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Tremblant Capital Group | 0 | $0 | 0.00% | −20,960−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −19,837−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −17,452−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −16,762−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −790,441−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −6,422−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |