| Covestor Ltd | 1,392 | $112.0K | 0.08% | −271−16.3% | Reduced |
| CWM, LLC | 1,310 | $105.7K | 0.00% | +459+53.9% | Added |
| Hantz Financial Services, Inc. | 1,262 | $102.0K | 0.00% | +1,167+1,228.4% | Added |
| Nomura Asset Management Co Ltd | 1,230 | $99.2K | 0.00% | +640+108.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,137 | $91.7K | 0.00% | +532+87.9% | Added |
| EverSource Wealth Advisors, LLC | 1,102 | $88.9K | 0.00% | +568+106.4% | Added |
| Bayforest Capital Ltd | 970 | $78.2K | 0.09% | +970 | New |
| Northwestern Mutual Wealth Management Co | 961 | $77.5K | 0.00% | +961 | New |
| Salomon & Ludwin, LLC | 897 | $75.7K | 0.01% | +514+134.2% | Added |
| Signature Equity Partners, LLC | 907 | $73.2K | 0.04% | +260+40.2% | Added |
| Nisa Investment Advisors, LLC | 861 | $69.4K | 0.00% | +349+68.2% | Added |
| Larson Financial Group LLC | 816 | $65.8K | 0.00% | +113+16.1% | Added |
| International Assets Investment Management, LLC | 787 | $63.6K | 0.00% | +262+49.9% | Added |
| Basecamp Wealth Advisors LLC | 512 | $41.3K | 0.01% | +170+49.7% | Added |
| Sterling Capital Management LLC | 476 | $38.4K | 0.00% | +156+48.8% | Added |
| Cullen/Frost Bankers, Inc. | 475 | $38.3K | 0.00% | +169+55.2% | Added |
| Bryn Mawr Trust Co | 469 | $37.8K | 0.00% | +256+120.2% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $36.3K | 0.00% | +150+50.0% | Added |
| Cassaday & Co Wealth Management LLC | 422 | $34.0K | 0.00% | +422 | New |
| Umb Bank N A | 421 | $34.0K | 0.00% | +141+50.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 357 | $28.8K | 0.00% | +119+50.0% | Added |
| Kemnay Advisory Services Inc. | 348 | $28.1K | 0.00% | +233+202.6% | Added |
| Versant Capital Management, Inc | 345 | $27.8K | 0.00% | +147+74.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 322 | $26.0K | 0.01% | +322 | New |
| Root Financial Partners, LLC | 299 | $24.1K | 0.00% | +139+86.9% | Added |
| Wealth Preservation Advisors, LLC | 278 | $22.4K | 0.02% | +187+205.5% | Added |
| Smithfield Trust Co | 284 | $22.0K | 0.00% | +95+50.3% | Added |
| Smartleaf Asset Management LLC | 282 | $22.0K | 0.00% | −478−62.9% | Reduced |
| Federated Hermes, Inc. | 265 | $21.4K | 0.00% | −87−24.7% | Reduced |
| Huntington National Bank | 256 | $20.6K | 0.00% | +256 | New |
| Sound Income Strategies, LLC | 252 | $20.4K | 0.00% | +84+50.0% | Added |
| Red Tortoise LLC | 244 | $19.7K | 0.01% | +81+49.7% | Added |
| Hollencrest Capital Management | 229 | $18.5K | 0.00% | +76+49.7% | Added |
| Signaturefd, LLC | 202 | $16.3K | 0.00% | +78+62.9% | Added |
| Private Wealth Management Group, LLC | 197 | $15.9K | 0.00% | +65+49.2% | Added |
| First Command Advisory Services, Inc. | 172 | $13.9K | 0.00% | +57+49.6% | Added |
| Private Trust Co NA | 168 | $13.5K | 0.00% | −64−27.6% | Reduced |
| Geneos Wealth Management Inc. | 154 | $12.4K | 0.00% | +51+49.5% | Added |
| Atwood & Palmer Inc | 150 | $12.1K | 0.00% | +50+50.0% | Added |
| Greykasell Wealth Strategies, Inc. | 150 | $12.1K | 0.00% | +50+50.0% | Added |
| Bare Financial Services, Inc | 148 | $11.9K | 0.00% | +111+300.0% | Added |
| Accent Capital Management, LLC | 147 | $11.9K | 0.01% | +49+50.0% | Added |
| Rothschild Investment LLC | 96 | $7.74K | 0.00% | +33+52.4% | Added |
| C M Bidwell & Associates Ltd | 93 | $7.50K | 0.00% | +31+50.0% | Added |
| Bell Investment Advisors, Inc | 87 | $7.02K | 0.00% | +28+47.5% | Added |
| CVA Family Office, LLC | 84 | $6.78K | 0.00% | +84 | New |
| True Link Financial Advisors, LLC | 70 | $5.65K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 65 | $5.24K | 0.00% | +21+47.7% | Added |
| Parallel Advisors, LLC | 63 | $5.08K | 0.00% | +34+117.2% | Added |
| Massmutual Trust Co FSB | 59 | $4.76K | 0.00% | +19+47.5% | Added |
| Colonial Trust Co | 58 | $4.51K | 0.00% | +19+48.7% | Added |
| Optiver Holding B.V. | 55 | $4.44K | 0.00% | −67−54.9% | Reduced |
| Golden State Wealth Management, LLC | 54 | $4.36K | 0.00% | +18+50.0% | Added |
| Farmers & Merchants Investments Inc | 54 | $4.36K | 0.00% | +27+100.0% | Added |
| MAI Capital Management | 52 | $4.19K | 0.00% | +26+100.0% | Added |
| Ronald Blue Trust, Inc. | 48 | $3.87K | 0.00% | +16+50.0% | Added |
| UMA Financial Services, Inc. | 43 | $3.47K | 0.00% | +14+48.3% | Added |
| Fortitude Family Office, LLC | 35 | $2.82K | 0.00% | +25+250.0% | Added |
| Kilter Group LLC | 34 | $2.74K | 0.00% | +10+41.7% | Added |
| Zions Bancorporation, National Association | 34 | $2.74K | 0.00% | +34 | New |
| Picton Mahoney Asset Management | 31 | $2.50K | 0.00% | +10+47.6% | Added |
| Godfrey Financial Associates, Inc. | 31 | $2.50K | 0.00% | +10+47.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $2.18K | 0.00% | +9+50.0% | Added |
| Brown Brothers Harriman & Co | 27 | $2.18K | 0.00% | +9+50.0% | Added |
| Bruce G. Allen Investments, LLC | 22 | $1.77K | 0.00% | +7+46.7% | Added |
| Ankerstar Wealth, LLC | 21 | $1.69K | 0.00% | +7+50.0% | Added |
| Rialto Wealth Management, LLC | 18 | $1.45K | 0.00% | +6+50.0% | Added |
| Assetmark, Inc | 18 | $1.45K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 11 | $1.19K | 0.00% | +11 | New |
| South State Corp. | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| True Wealth Design, LLC | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| SJS Investment Consulting Inc. | 13 | $1.05K | 0.00% | +7+116.7% | Added |
| Gilpin Wealth Management, LLC | 13 | $1.05K | 0.00% | +9+225.0% | Added |
| CoreCap Advisors, LLC | 11 | $887 | 0.00% | +11 | New |
| Trium Capital LLP | 10 | $806 | 0.00% | +10 | New |
| Trust Co | 9 | $726 | 0.00% | +3+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $645 | 0.00% | +3+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $565 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7 | $565 | 0.00% | +2+40.0% | Added |
| Abound Wealth Management | 4 | $323 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $323 | 0.00% | +1+33.3% | Added |
| Prestige Wealth Management Group LLC | 4 | $323 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 3 | $242 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $162 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $161 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $81 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $81 | 0.00% | +1 | New |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −18,248−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,439−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −7,189−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −6,972−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
