| Bryn Mawr Trust Co | 346 | $16.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 336 | $15.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 333 | $15.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 259 | $12.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 265 | $12.3K | 0.00% | +33+14.2% | Added |
| EverSource Wealth Advisors, LLC | 261 | $12.1K | 0.00% | +85+48.3% | Added |
| Accent Capital Management, LLC | 260 | $12.1K | 0.01% | −135−34.2% | Reduced |
| Signaturefd, LLC | 256 | $11.9K | 0.00% | +162+172.3% | Added |
| Main Street Group, LTD | 233 | $10.8K | 0.00% | +233 | New |
| GWM Advisors LLC | 217 | $10.1K | 0.00% | +195+886.4% | Added |
| Root Financial Partners, LLC | 202 | $9.37K | 0.00% | +88+77.2% | Added |
| Carolina Wealth Advisors, LLC | 201 | $9.32K | 0.00% | +201 | New |
| Golden State Wealth Management, LLC | 174 | $8.06K | 0.00% | −3−1.7% | Reduced |
| Sound Income Strategies, LLC | 157 | $7.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 158 | $7.33K | 0.00% | +158 | New |
| Rothschild Investment LLC | 144 | $6.68K | 0.00% | −2−1.4% | Reduced |
| Fortitude Family Office, LLC | 137 | $6.35K | 0.00% | +33+31.7% | Added |
| CoreCap Advisors, LLC | 133 | $6.17K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 125 | $5.79K | 0.00% | +2+1.6% | Added |
| IFP Advisors, Inc | 115 | $5.33K | 0.00% | +17+17.3% | Added |
| Federation des caisses Desjardins du Quebec | 109 | $5.04K | 0.00% | +109 | New |
| Covestor Ltd | 115 | $5.00K | 0.00% | −193−62.7% | Reduced |
| Hilton Head Capital Partners, LLC | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.64K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 97 | $4.50K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 80 | $3.71K | 0.00% | +35+77.8% | Added |
| True Wealth Design, LLC | 75 | $3.48K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 75 | $3.48K | 0.00% | +9+13.6% | Added |
| Trust Co of Toledo NA | 72 | $3.34K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 72 | $3.34K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 72 | $3.34K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $3.20K | 0.00% | +52+305.9% | Added |
| PlanVest Financial, Inc | 66 | $3.06K | 0.00% | +66 | New |
| Parkside Financial Bank & Trust | 64 | $2.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 57 | $2.64K | 0.34% | +57 | New |
| Exchange Traded Concepts, LLC | 56 | $2.60K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 52 | $2.41K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $2.41K | 0.00% | +52 | New |
| Transamerica Financial Advisors, Inc. | 51 | $2.36K | 0.00% | +51 | New |
| Boyd Watterson Asset Management LLC | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $2.32K | 0.00% | +50 | New |
| Bare Financial Services, Inc | 48 | $2.23K | 0.00% | −35−42.2% | Reduced |
| Private Trust Co NA | 48 | $2.23K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 48 | $2.23K | 0.00% | +9+23.1% | Added |
| SBI Securities Co., Ltd. | 47 | $2.18K | 0.00% | −24−33.8% | Reduced |
| Globeflex Capital L P | 44 | $2.04K | 0.00% | +44 | New |
| Decker Retirement Planning Inc. | 39 | $1.81K | 0.00% | +39 | New |
| Sunbelt Securities, Inc. | 37 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 36 | $1.67K | 0.00% | +36 | New |
| Asset Dedication, LLC | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.62K | 0.00% | +7+25.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $1.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 30 | $1.39K | 0.00% | +30 | New |
| Ankerstar Wealth, LLC | 29 | $1.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $1.25K | 0.00% | +7+35.0% | Added |
| WPG Advisers, LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $835 | 0.00% | −29−61.7% | Reduced |
| Financial Consulate, Inc | 15 | $696 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 14 | $650 | 0.00% | +2+16.7% | Added |
| Arlington Trust Co LLC | 12 | $556 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $510 | 0.00% | +3+37.5% | Added |
| Gill Capital Partners, LLC | 10 | $464 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 10 | $464 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $463 | 0.00% | +8+400.0% | Added |
| Ancora Advisors, LLC | 7 | $325 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $284 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $279 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $279 | 0.00% | +1+20.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $278 | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $232 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $186 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $185 | 0.00% | +2+100.0% | Added |
| Fiduciary Advisors, Inc. | 3 | $140 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $93 | 0.00% | −3−60.0% | Reduced |
| MV Capital Management, Inc. | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $46 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $46 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −651,920−100.0% | Sold out |
| Barington Capital Group, L.P. | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −336,597−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −177,423−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −150,743−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −145,984−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −133,927−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −99,236−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −93,058−100.0% | Sold out |
| Newport Trust Co | 0 | $0 | 0.00% | −91,526−100.0% | Sold out |
| Bayberry Capital Partners LP | 0 | $0 | 0.00% | −77,700−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −60,165−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −44,141−100.0% | Sold out |