| Farther Finance Advisors, LLC | 520 | $33.6K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 520 | $33.6K | 0.00% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 478 | $33.0K | 0.00% | −54−10.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 500 | $32.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 423 | $27.3K | 0.01% | +70+19.8% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $26.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 400 | $25.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 393 | $25.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 388 | $25.1K | 0.00% | +88+29.3% | Added |
| Lindbrook Capital, LLC | 341 | $22.0K | 0.00% | −2−0.6% | Reduced |
| Antonetti Capital Management LLC | 300 | $19.4K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 274 | $17.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 244 | $15.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 239 | $15.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 238 | $15.4K | 0.01% | +1+0.4% | Added |
| Covestor Ltd | 236 | $15.0K | 0.01% | −2−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 226 | $14.4K | 0.00% | +1+0.4% | Added |
| JJJ Advisors Inc. | 211 | $13.6K | 0.00% | −4−1.9% | Reduced |
| South State Corp. | 184 | $11.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 164 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 156 | $10.1K | 0.00% | −14−8.2% | Reduced |
| IFP Advisors, Inc | 270 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 149 | $9.62K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 137 | $8.85K | 0.01% | −356−72.2% | Reduced |
| Sound Income Strategies, LLC | 125 | $8.07K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 122 | $7.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $6.91K | 0.00% | −161−60.1% | Reduced |
| Whittier Trust Co | 107 | $6.91K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 103 | $6.65K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 89 | $6.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $5.55K | 0.00% | +2+2.4% | Added |
| Concord Wealth Partners | 82 | $5.30K | 0.00% | +64+355.6% | Added |
| Central Trust Co | 80 | $5.17K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 79 | $5.00K | 0.00% | +79 | New |
| Farmers & Merchants Investments Inc | 70 | $4.52K | 0.00% | −18−20.5% | Reduced |
| Assetmark, Inc | 70 | $4.52K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 | $4.33K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $4.26K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 61 | $3.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $3.62K | 0.00% | +8+16.7% | Added |
| Copeland Capital Management, LLC | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 51 | $3.29K | 0.00% | +51 | New |
| Blue Bell Private Wealth Management, LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $2.97K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 46 | $2.97K | 0.00% | +12+35.3% | Added |
| Washington Trust Advisors, Inc. | 46 | $2.96K | 0.00% | +46 | New |
| Riggs Asset Managment Co. Inc. | 43 | $2.78K | 0.00% | +43 | New |
| Intrepid Capital Management Inc | 43 | $2.78K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $2.39K | 0.00% | −2−5.1% | Reduced |
| Colonial Trust Co | 34 | $2.20K | 0.00% | +34 | New |
| Beacon Capital Management, LLC | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| Valley National Advisers Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $1.61K | 0.00% | −5−16.7% | Reduced |
| Clearstead Advisors, LLC | 25 | $1.61K | 0.00% | +25 | New |
| Earnest Partners LLC | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.49K | 0.00% | +5+27.8% | Added |
| Lee Financial Co | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 16 | $1.04K | 0.00% | +16 | New |
| Twin Tree Management, LP | 16 | $1.03K | 0.00% | −102−86.4% | Reduced |
| VitalStone Financial, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 65 | $914 | 0.00% | −4−5.8% | Reduced |
| Private Trust Co NA | 14 | $904 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $582 | 0.00% | +9 | New |
| Glassman Wealth Services | 8 | $517 | 0.00% | +3+60.0% | Added |
| True Wealth Design, LLC | 7 | $453 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $452 | 0.00% | −398−98.3% | Reduced |
| VisionPoint Advisory Group, LLC | 6 | $388 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $194 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1 | $66 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −22−75.9% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −182,395−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −114,913−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −101,792−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −95,467−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −44,614−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −32,990−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| Decatur Capital Management, Inc. | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −17,072−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,061−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,646−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |