| Washington Trust Advisors, Inc. | 94 | $14.7K | 0.00% | +4+4.4% | Added |
| Pacific Center for Financial Services | 89 | $13.9K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 88 | $13.8K | 0.00% | +27+44.3% | Added |
| Center for Financial Planning, Inc. | 87 | $13.6K | 0.00% | +11+14.5% | Added |
| Headlands Technologies LLC | 87 | $13.6K | 0.00% | +87 | New |
| Frazier Financial Advisors, LLC | 83 | $13.0K | 0.01% | +63+315.0% | Added |
| Brown Brothers Harriman & Co | 77 | $12.1K | 0.00% | −39−33.6% | Reduced |
| Optiver Holding B.V. | 77 | $12.1K | 0.00% | +77 | New |
| Fortitude Family Office, LLC | 75 | $11.7K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $11.7K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 73 | $11.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 72 | $11.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 69 | $10.8K | 0.01% | +69 | New |
| Colonial Trust Advisors | 67 | $10.5K | 0.00% | −17−20.2% | Reduced |
| Adirondack Trust Co | 66 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $10.2K | 0.00% | −1−1.5% | Reduced |
| Hexagon Capital Partners LLC | 65 | $10.2K | 0.00% | −600−90.2% | Reduced |
| Financial Management Professionals, Inc. | 66 | $10.0K | 0.00% | −22−25.0% | Reduced |
| Costello Asset Management, INC | 60 | $9.39K | 0.01% | +9+17.6% | Added |
| Aspect Partners, LLC | 59 | $9.23K | 0.01% | +2+3.5% | Added |
| Northwest Investment Counselors, LLC | 56 | $8.76K | 0.00% | +56 | New |
| Redmont Wealth Advisors LLC | 56 | $8.76K | 0.01% | +56 | New |
| Oakworth Capital, Inc. | 52 | $8.14K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $7.83K | 0.00% | +50 | New |
| Sofos Investments, Inc. | 48 | $7.58K | 0.00% | +45+1,500.0% | Added |
| Gold Investment Management Ltd. | 45 | $7.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $7.00K | 0.00% | +5+14.3% | Added |
| Sittner & Nelson, LLC | 44 | $6.89K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 41 | $6.34K | 0.00% | +1+2.5% | Added |
| Independence Bank of Kentucky | 40 | $6.26K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 38 | $5.95K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 34 | $5.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $5.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 34 | $5.31K | 0.00% | +14+70.0% | Added |
| Creative Capital Management Investments LLC | 33 | $5.16K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 31 | $4.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $4.85K | 0.00% | +31 | New |
| Gradient Investments LLC | 30 | $4.70K | 0.00% | −6−16.7% | Reduced |
| Institutional & Family Asset Management, LLC | 30 | $4.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $4.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 29 | $4.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $4.31K | 0.00% | +5+21.7% | Added |
| Caitlin John, LLC | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 24 | $3.76K | 0.00% | −150−86.2% | Reduced |
| Red Tortoise LLC | 23 | $3.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $3.44K | 0.00% | −48−68.6% | Reduced |
| MCF Advisors LLC | 22 | $3.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 19 | $2.97K | 0.00% | −1−5.0% | Reduced |
| Continuum Advisory, LLC | 19 | $2.83K | 0.00% | +19 | New |
| PFG Private Wealth Management, LLC | 17 | $2.66K | 0.00% | −8−32.0% | Reduced |
| Eagle Bay Advisors LLC | 17 | $2.66K | 0.00% | −7−29.2% | Reduced |
| HighMark Wealth Management LLC | 17 | $2.66K | 0.00% | +17 | New |
| Planning Capital Management Corp | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $2.19K | 0.00% | −105−88.2% | Reduced |
| TFC Financial Management | 14 | $2.19K | 0.00% | +3+27.3% | Added |
| Tidemark, LLC | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.72K | 0.00% | −3−21.4% | Reduced |
| ICA Group Wealth Management, LLC | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.56K | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 9 | $1.41K | 0.00% | +1+12.5% | Added |
| FRG Family Wealth Advisors LLC | 10 | $1.41K | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 8 | $1.25K | 0.00% | −649−98.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 8 | $1.25K | 0.00% | +8 | New |
| Piscataqua Savings Bank | 8 | $1.25K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.10K | 0.00% | +7 | New |
| VitalStone Financial, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $939 | 0.00% | −192−97.0% | Reduced |
| Johnson Financial Group, Inc. | 5 | $793 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $792 | 0.00% | +5 | New |
| Macroview Investment Management LLC | 5 | $783 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $768 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $469 | 0.00% | +3 | New |
| MeadowBrook Investment Advisors LLC | 2 | $313 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $313 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 26,245 | $171 | 0.01% | +26,245 | New |
| SOA Wealth Advisors, LLC. | 1 | $156 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 1 | $85 | 0.00% | −1,398−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −281,212−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −216,839−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −69,094−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −57,961−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −51,079−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −48,577−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −47,199−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −38,382−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −28,178−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −23,416−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −22,088−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,599−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −21,553−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −16,062−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −15,644−100.0% | Sold out |
