| Sound Income Strategies, LLC | 290 | $44.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 289 | $43.9K | 0.00% | +67+30.2% | Added |
| Penserra Capital Management LLC | 276 | $41.0K | 0.00% | −347−55.7% | Reduced |
| St Germain D J Co Inc | 245 | $37.2K | 0.00% | +15+6.5% | Added |
| Millburn Ridgefield Corp | 245 | $37.2K | 0.00% | +245 | New |
| CWM, LLC | 236 | $36.0K | 0.00% | −6−2.5% | Reduced |
| Private Trust Co NA | 229 | $34.8K | 0.00% | −18−7.3% | Reduced |
| AdvisorNet Financial, Inc | 222 | $33.8K | 0.00% | −1−0.4% | Reduced |
| Brown Brothers Harriman & Co | 216 | $32.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 207 | $31.5K | 0.01% | −1−0.5% | Reduced |
| Farther Finance Advisors, LLC | 195 | $29.7K | 0.00% | −46−19.1% | Reduced |
| Baystate Wealth Management LLC | 192 | $29.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $27.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 180 | $27.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 142 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 135 | $19.6K | 0.01% | +5+3.8% | Added |
| Trust Co | 125 | $19.0K | 0.00% | +125 | New |
| Plante Moran Financial Advisors, LLC | 119 | $18.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 116 | $18.0K | 0.01% | −1−0.9% | Reduced |
| 1832 Asset Management L.P. | 118 | $17.9K | 0.00% | −96−44.9% | Reduced |
| Signaturefd, LLC | 111 | $16.9K | 0.00% | +5+4.7% | Added |
| LGT Financial Advisors LLC | 111 | $16.9K | 0.02% | +111 | New |
| Quarry LP | 108 | $16.4K | 0.01% | +108 | New |
| Householder Group Estate & Retirement Specialist, LLC | 104 | $15.8K | 0.01% | +104 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $12.0K | 0.01% | −367−82.5% | Reduced |
| Itau Unibanco Holding S.A. | 70 | $10.6K | 0.00% | +70 | New |
| Glen Eagle Advisors, LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $9.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $9.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $9.43K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 59 | $8.98K | 0.00% | +30+103.4% | Added |
| SRS Capital Advisors, Inc. | 58 | $8.87K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 54 | $8.00K | 0.00% | +54 | New |
| Northwest Investment Counselors, LLC | 52 | $7.88K | 0.00% | +52 | New |
| Sandy Spring Bank | 51 | $7.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 49 | $7.45K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 43 | $6.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $6.08K | 0.00% | −11−21.6% | Reduced |
| VisionPoint Advisory Group, LLC | 38 | $5.78K | 0.00% | +36+1,800.0% | Added |
| Baker Avenue Asset Management, LP | 37 | $5.63K | 0.00% | −14−27.5% | Reduced |
| PFS Partners, LLC | 36 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $5.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $5.32K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $4.11K | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 27 | $4.10K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 27 | $4.00K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 24 | $3.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $3.35K | 0.00% | −1−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 21 | $3.19K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $2.74K | 0.00% | −2−10.0% | Reduced |
| Glassman Wealth Services | 17 | $2.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14 | $2.12K | 0.00% | −18−56.3% | Reduced |
| Bell Investment Advisors, Inc | 12 | $1.82K | 0.00% | −4−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $1.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.37K | 0.00% | +1+12.5% | Added |
| Cornerstone Planning Group LLC | 9 | $1.37K | 0.00% | −24−72.7% | Reduced |
| RFP Financial Group LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Archer Investment Corp | 5 | $760 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $608 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −164−100.0% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −34,259−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −22,697−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −13,595−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −12,404−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |