| Central Trust Co | 176 | $26.1K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 175 | $25.9K | 0.02% | +175 | New |
| Millburn Ridgefield Corp | 172 | $25.5K | 0.00% | −14−7.5% | Reduced |
| Larson Financial Group LLC | 171 | $25.3K | 0.00% | +171 | New |
| REAP Financial Group, LLC | 168 | $24.9K | 0.01% | −260−60.7% | Reduced |
| GW&K Investment Management, LLC | 163 | $24.0K | 0.00% | +2+1.2% | Added |
| TD Private Client Wealth LLC | 156 | $23.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 154 | $22.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $22.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 138 | $20.5K | 0.01% | +68+97.1% | Added |
| C M Bidwell & Associates Ltd | 128 | $19.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $19.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 125 | $18.5K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 119 | $17.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 115 | $17.0K | 0.01% | +115 | New |
| GWM Advisors LLC | 114 | $16.9K | 0.00% | −67−37.0% | Reduced |
| Tortoise Investment Management, LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $13.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 93 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $13.5K | 0.01% | +91 | New |
| LRI Investments, LLC | 82 | $12.2K | 0.00% | +82 | New |
| Continuum Advisory, LLC | 83 | $11.2K | 0.00% | +83 | New |
| Raleigh Capital Management Inc. | 66 | $9.78K | 0.00% | +41+164.0% | Added |
| Rosenberg Matthew Hamilton | 65 | $9.70K | 0.00% | +62+2,066.7% | Added |
| Versant Capital Management, Inc | 65 | $9.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $9.04K | 0.00% | 00.0% | Unchanged |
| City State Bank | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 58 | $8.60K | 0.00% | −7−10.8% | Reduced |
| Concord Wealth Partners | 54 | $8.03K | 0.00% | −61−53.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 53 | $7.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $7.56K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $7.41K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 49 | $7.26K | 0.00% | +49 | New |
| Abich Financial Wealth Management LLC | 47 | $6.97K | 0.01% | +10+27.0% | Added |
| Brown Brothers Harriman & Co | 45 | $6.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $6.08K | 0.00% | −6−12.8% | Reduced |
| Estabrook Capital Management | 40 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $5.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 36 | $5.34K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 35 | $5.19K | 0.00% | −8−18.6% | Reduced |
| Fortitude Family Office, LLC | 34 | $5.04K | 0.00% | +11+47.8% | Added |
| Financial Management Professionals, Inc. | 31 | $5.00K | 0.00% | +21+210.0% | Added |
| Crewe Advisors LLC | 33 | $4.89K | 0.00% | +33 | New |
| Zions Bancorporation, N.A. | 32 | $4.74K | 0.00% | −8−20.0% | Reduced |
| Sachetta, LLC | 40 | $4.73K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $4.45K | 0.00% | +30 | New |
| Tucker Asset Management LLC | 29 | $4.30K | 0.00% | −23−44.2% | Reduced |
| Abound Wealth Management | 27 | $4.00K | 0.00% | −14−34.1% | Reduced |
| Pin Oak Investment Advisors Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 25 | $3.71K | 0.00% | +25 | New |
| Bokf, NA | 24 | $3.58K | 0.00% | +2+9.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.41K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 17 | $2.53K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $2.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.10K | 0.00% | +2+16.7% | Added |
| Venturi Wealth Management, LLC | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| ClariVest Asset Management LLC | 13 | $1.93K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $1.48K | 0.00% | −2−16.7% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10 | $1.48K | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $1.33K | 0.00% | +3+50.0% | Added |
| Western Pacific Wealth Management, LP | 9 | $1.33K | 0.00% | +9 | New |
| Gilliland Jeter Wealth Management LLC | 9 | $1.33K | 0.00% | +9 | New |
| Semmax Financial Advisors Inc. | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −692−98.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $957 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $742 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $445 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $149 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $149 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $149 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $148 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −215,558−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −172,664−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −136,689−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −69,211−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −67,976−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −63,392−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −59,247−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −56,371−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −54,435−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −47,415−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −47,128−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −46,891−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −41,557−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −38,058−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,035−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −33,155−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,138−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −24,032−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |