| Steward Partners Investment Advisory, LLC | 911 | $232.2K | 0.00% | +70+8.3% | Added |
| Hummer Financial Advisory Services Inc | 900 | $229.4K | 0.16% | +900 | New |
| Bouchey Financial Group Ltd | 840 | $229.0K | 0.02% | +840 | New |
| Skopos Labs, Inc. | 898 | $228.9K | 0.01% | +898 | New |
| Smartleaf Asset Management LLC | 912 | $228.0K | 0.01% | −307−25.2% | Reduced |
| Associated Banc-Corp | 877 | $223.5K | 0.01% | +877 | New |
| Kohmann Bosshard Financial Services, LLC | 867 | $221.0K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 830 | $211.5K | 0.02% | +830 | New |
| Curated Wealth Partners LLC | 815 | $207.7K | 0.03% | +815 | New |
| Evergreen Capital Management LLC | 796 | $202.9K | 0.00% | +796 | New |
| Rockefeller Capital Management L.P. | 790 | $201.4K | 0.00% | +358+82.9% | Added |
| Nisa Investment Advisors, LLC | 695 | $177.1K | 0.00% | +12+1.8% | Added |
| Quadrant Capital Group LLC | 551 | $140.4K | 0.00% | −8−1.4% | Reduced |
| KBC Group NV | 510 | $130.0K | 0.00% | +141+38.2% | Added |
| Northwestern Mutual Wealth Management Co | 387 | $98.6K | 0.00% | −12−3.0% | Reduced |
| Simplex Trading, LLC | 299 | $76.2K | 0.00% | +137+84.6% | Added |
| Jones Financial Companies LLLP | 290 | $72.7K | 0.00% | +55+23.4% | Added |
| GAMMA Investing LLC | 268 | $68.3K | 0.00% | +9+3.5% | Added |
| Huntington National Bank | 267 | $68.0K | 0.00% | +4+1.5% | Added |
| Versant Capital Management, Inc | 240 | $61.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 233 | $59.4K | 0.00% | +37+18.9% | Added |
| Financial Consulate, Inc | 218 | $55.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 212 | $53.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 192 | $48.9K | 0.00% | +30+18.5% | Added |
| Advisory Services Network, LLC | 185 | $47.2K | 0.00% | +185 | New |
| SRS Capital Advisors, Inc. | 163 | $41.6K | 0.00% | −45−21.6% | Reduced |
| EverSource Wealth Advisors, LLC | 159 | $40.5K | 0.00% | +31+24.2% | Added |
| Birchbrook, Inc. | 150 | $38.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 144 | $36.7K | 0.00% | +144 | New |
| Parkside Financial Bank & Trust | 143 | $36.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 138 | $35.6K | 0.00% | +39+39.4% | Added |
| Allworth Financial LP | 133 | $33.9K | 0.00% | +11+9.0% | Added |
| Transamerica Financial Advisors, Inc. | 130 | $33.2K | 0.00% | +36+38.3% | Added |
| Umb Bank N A | 129 | $32.9K | 0.00% | +1+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 119 | $30.2K | 0.00% | +20+20.2% | Added |
| Cornerstone Planning Group LLC | 116 | $29.9K | 0.00% | +1+0.9% | Added |
| Cedar Mountain Advisors, LLC | 113 | $28.8K | 0.01% | +113 | New |
| Farther Finance Advisors, LLC | 109 | $28.4K | 0.00% | +18+19.8% | Added |
| First Horizon Corp | 111 | $28.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 111 | $28.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 108 | $27.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 87 | $22.2K | 0.01% | +87 | New |
| Retirement Wealth Solutions LLC | 86 | $21.8K | 0.01% | −2−2.3% | Reduced |
| Hantz Financial Services, Inc. | 84 | $21.0K | 0.00% | +34+68.0% | Added |
| Centerpoint Advisors, LLC | 79 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 76 | $19.4K | 0.00% | +76 | New |
| Eastern Bank | 66 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $15.0K | 0.00% | +33+126.9% | Added |
| Los Angeles Capital Management LLC | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $12.7K | 0.01% | +50 | New |
| Key Financial Inc | 48 | $12.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 40 | $10.2K | 0.00% | +18+81.8% | Added |
| Aster Capital Management (DIFC) Ltd | 60 | $9.68K | 0.00% | −19−24.1% | Reduced |
| WPG Advisers, LLC | 35 | $8.92K | 0.01% | −7−16.7% | Reduced |
| Root Financial Partners, LLC | 35 | $8.92K | 0.00% | +5+16.7% | Added |
| CBIZ Investment Advisory Services, LLC | 32 | $8.16K | 0.00% | −100−75.8% | Reduced |
| JNBA Financial Advisors | 26 | $6.63K | 0.00% | +26 | New |
| Legacy Wealth Managment, LLC | 25 | $6.37K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $5.61K | 0.00% | +22 | New |
| St. Johns Investment Management Company, LLC | 20 | $5.10K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $5.10K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $5.10K | 0.00% | +20 | New |
| Torren Management, LLC | 16 | $4.10K | 0.00% | −610−97.4% | Reduced |
| Rothschild Investment LLC | 15 | $3.82K | 0.00% | +6+66.7% | Added |
| TD Private Client Wealth LLC | 14 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $3.31K | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 12 | $3.06K | 0.00% | +10+500.0% | Added |
| LRI Investments, LLC | 12 | $3.06K | 0.00% | +12 | New |
| Signaturefd, LLC | 11 | $2.80K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $2.55K | 0.00% | +10 | New |
| Private Trust Co NA | 9 | $2.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $1.78K | 0.00% | −1−12.5% | Reduced |
| Montag A & Associates Inc | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $510 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $510 | 0.00% | +1+100.0% | Added |
| TD Waterhouse Canada Inc. | 1 | $260 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $255 | 0.00% | +1 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,497−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,458−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −7,176−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,569−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
