| Allworth Financial LP | 243 | $16.2K | 0.00% | −49−16.8% | Reduced |
| Institute for Wealth Management, LLC. | 236 | $15.7K | 0.00% | +236 | New |
| Ronald Blue Trust, Inc. | 222 | $14.8K | 0.00% | −87−28.2% | Reduced |
| IFP Advisors, Inc | 206 | $13.7K | 0.00% | +1+0.5% | Added |
| Smartleaf Asset Management LLC | 204 | $13.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 185 | $12.3K | 0.00% | −2−1.1% | Reduced |
| Sterling Capital Management LLC | 176 | $11.7K | 0.00% | −213−54.8% | Reduced |
| Larson Financial Group LLC | 157 | $10.5K | 0.00% | −81−34.0% | Reduced |
| Massmutual Trust Co FSB | 156 | $10.4K | 0.00% | −35−18.3% | Reduced |
| Bare Financial Services, Inc | 144 | $9.60K | 0.00% | +66+84.6% | Added |
| EverSource Wealth Advisors, LLC | 137 | $9.13K | 0.00% | −620−81.9% | Reduced |
| Bollard Group LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $6.69K | 0.00% | −1−1.0% | Reduced |
| Private Wealth Management Group, LLC | 92 | $6.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 76 | $5.06K | 0.00% | +4+5.6% | Added |
| SJS Investment Consulting Inc. | 74 | $4.93K | 0.00% | +67+957.1% | Added |
| Global Retirement Partners, LLC | 72 | $4.80K | 0.00% | +72 | New |
| Northwestern Mutual Wealth Management Co | 67 | $4.46K | 0.00% | +39+139.3% | Added |
| Jones Financial Companies LLLP | 64 | $4.30K | 0.00% | +38+146.2% | Added |
| Clearstead Advisors, LLC | 62 | $4.13K | 0.00% | +62 | New |
| Dogwood Wealth Management LLC | 58 | $3.87K | 0.00% | −22−27.5% | Reduced |
| CVA Family Office, LLC | 56 | $3.73K | 0.00% | −14−20.0% | Reduced |
| Colonial Trust Co | 52 | $3.46K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 51 | $3.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $3.33K | 0.00% | −3−5.7% | Reduced |
| Washington Trust Advisors, Inc. | 47 | $3.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 43 | $2.87K | 0.00% | −95−68.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 35 | $2.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $2.40K | 0.00% | +3+9.1% | Added |
| Fortitude Family Office, LLC | 32 | $2.13K | 0.00% | −2−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 28 | $1.87K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $1.47K | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 21 | $1.40K | 0.00% | +15+250.0% | Added |
| Action Point Financial Planning, LLC | 21 | $1.33K | 0.00% | +21 | New |
| Abound Wealth Management | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 15 | $999 | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 15 | $999 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 14 | $933 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $866 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 13 | $866 | 0.00% | +13 | New |
| Ancora Advisors, LLC | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $667 | 0.00% | −84−89.4% | Reduced |
| Fulcrum Asset Management LLP | 10 | $666 | 0.00% | −47,188−100.0% | Reduced |
| Ankerstar Wealth, LLC | 9 | $600 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9 | $600 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $534 | 0.00% | +4+100.0% | Added |
| Cedar Mountain Advisors, LLC | 8 | $533 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $467 | 0.00% | +1+16.7% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $466 | 0.00% | −4−36.4% | Reduced |
| Essential Partners LLC | 7 | $466 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $334 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 5 | $328 | 0.00% | +5 | New |
| Davis Capital Management | 3 | $200 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $200 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $135 | 0.00% | +2 | New |
| Leonteq Securities AG | 2 | $133 | 0.00% | −74−97.4% | Reduced |
| Hughes Financial Services, LLC | 2 | $133 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $67 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −121,297−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −116,156−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −71,835−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −36,585−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −28,667−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −20,416−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −19,887−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −18,195−100.0% | Sold out |
| PensionDanmark Pensionsforsikringsaktieselskab | 0 | $0 | 0.00% | −17,794−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −15,453−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −12,069−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,633−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,926−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,783−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Murphy Pohlad Asset Management LLC | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Longview Financial Advisors, Inc. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −200−100.0% | Sold out |
