| Glassman Wealth Services | 69 | $21.0K | 0.00% | +4+6.2% | Added |
| Milestone Investment Advisors LLC | 68 | $20.7K | 0.01% | +68 | New |
| Rise Advisors, LLC | 62 | $18.8K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $15.8K | 0.00% | +32+160.0% | Added |
| TCI Wealth Advisors, Inc. | 50 | $15.2K | 0.00% | −12−19.4% | Reduced |
| Sandy Spring Bank | 50 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 48 | $14.6K | 0.01% | +36+300.0% | Added |
| Newbridge Financial Services Group, Inc. | 47 | $14.3K | 0.01% | +47 | New |
| Ronald Blue Trust, Inc. | 51 | $14.0K | 0.00% | −2−3.8% | Reduced |
| IFP Advisors, Inc | 251 | $13.7K | 0.00% | −43−14.6% | Reduced |
| TD Waterhouse Canada Inc. | 44 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $12.2K | 0.00% | +40 | New |
| Investment Research & Advisory Group, Inc. | 38 | $11.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $10.9K | 0.00% | −14−28.0% | Reduced |
| Rational Advisors LLC | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $10.6K | 0.00% | −2−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $10.6K | 0.00% | +22+169.2% | Added |
| Global Financial Private Client, LLC | 35 | $10.4K | 0.01% | −15−30.0% | Reduced |
| Massmutual Trust Co FSB | 34 | $10.3K | 0.00% | +16+88.9% | Added |
| JFS Wealth Advisors, LLC | 33 | $10.0K | 0.00% | +5+17.9% | Added |
| WealthPLAN Partners, LLC | 33 | $10.0K | 0.00% | +33 | New |
| Whittier Trust Co | 33 | $10.0K | 0.00% | +18+120.0% | Added |
| Carolina Wealth Advisors, LLC | 32 | $9.73K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $9.12K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 29 | $8.81K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 28 | $8.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $8.21K | 0.00% | +27 | New |
| AlphaMark Advisors, LLC | 25 | $8.00K | 0.00% | −25−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $7.60K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $7.29K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $7.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $6.99K | 0.00% | +14+155.6% | Added |
| Versant Capital Management, Inc | 23 | $6.98K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $6.08K | 0.00% | −475−96.0% | Reduced |
| CVA Family Office, LLC | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | +20 | New |
| GPS Wealth Strategies Group, LLC | 19 | $5.78K | 0.00% | +19 | New |
| Missouri Trust & Investment Co | 18 | $5.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $5.47K | 0.00% | +3+20.0% | Added |
| Allworth Financial LP | 17 | $5.17K | 0.00% | +11+183.3% | Added |
| Magellan Asset Management Ltd | 16 | $4.86K | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 15 | $4.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $3.65K | 0.00% | +2+20.0% | Added |
| Bogart Wealth, LLC | 12 | $3.65K | 0.00% | +12 | New |
| Truvestments Capital LLC | 12 | $3.65K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 11 | $3.34K | 0.00% | −4−26.7% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $3.34K | 0.00% | +11 | New |
| Tucker Asset Management LLC | 10 | $3.04K | 0.00% | −3−23.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 11 | $3.00K | 0.00% | +5+83.3% | Added |
| Schubert & Co | 9 | $2.74K | 0.00% | −1−10.0% | Reduced |
| Washington Trust Advisors, Inc. | 9 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $2.43K | 0.00% | −4−33.3% | Reduced |
| Clean Yield Group | 8 | $2.43K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Lee Financial Co | 6 | $1.82K | 0.00% | −1−14.3% | Reduced |
| Montag A & Associates Inc | 6 | $1.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.82K | 0.00% | +2+50.0% | Added |
| Parallax Volatility Advisers, L.P. | 5 | $1.52K | 0.00% | −32,517−100.0% | Reduced |
| Clearstead Advisors, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.22K | 0.00% | −4−50.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $1.22K | 0.00% | −2−33.3% | Reduced |
| Larson Financial Group LLC | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $912 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $912 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $912 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $912 | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 3 | $912 | 0.00% | +3 | New |
| Kistler-Tiffany Companies, LLC | 2 | $608 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $304 | 0.00% | −4−80.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −479,617−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −125,549−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −115,702−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −73,332−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −53,803−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −44,884−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,151−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −13,208−100.0% | Sold out |