| JFS Wealth Advisors, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 37 | $14.3K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $13.9K | 0.03% | −197−84.5% | Reduced |
| Geneos Wealth Management Inc. | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 33 | $12.7K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 33 | $12.7K | 0.01% | +33 | New |
| WPG Advisers, LLC | 32 | $12.4K | 0.01% | +32 | New |
| Zions Bancorporation, N.A. | 31 | $12.0K | 0.00% | +1+3.3% | Added |
| Pinnacle Bancorp, Inc. | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $11.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $10.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $10.4K | 0.00% | +27 | New |
| Rosenberg Matthew Hamilton | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 25 | $9.66K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 24 | $9.31K | 0.01% | +24 | New |
| AdvisorNet Financial, Inc | 23 | $8.88K | 0.00% | −156−87.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 21 | $8.11K | 0.00% | +21 | New |
| Abound Wealth Management | 20 | $7.72K | 0.00% | −2−9.1% | Reduced |
| Golden State Wealth Management, LLC | 20 | $7.72K | 0.00% | +20 | New |
| Sachetta, LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $6.95K | 0.00% | −6−25.0% | Reduced |
| ESL Trust Services, LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $6.95K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 17 | $6.57K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $6.18K | 0.00% | −64−80.0% | Reduced |
| Atticus Wealth Management, LLC | 16 | $6.18K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $5.79K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $5.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $5.79K | 0.00% | −1−6.3% | Reduced |
| Dunhill Financial, LLC | 14 | $5.55K | 0.00% | +3+27.3% | Added |
| Quest 10 Wealth Builders, Inc. | 14 | $5.41K | 0.01% | +14 | New |
| Transce3nd, LLC | 13 | $5.02K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $4.25K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $3.48K | 0.01% | +9 | New |
| McIlrath & Eck, LLC | 8 | $3.09K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $3.09K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7 | $2.70K | 0.00% | −3−30.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.32K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.93K | 0.00% | −1−16.7% | Reduced |
| Private Wealth Management Group, LLC | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $1.93K | 0.00% | +5 | Added |
| Provenance Wealth Advisors, LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $1.54K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $1.45K | 0.00% | +2+100.0% | Added |
| Legacy Wealth Managment, LLC | 4 | $1.45K | 0.00% | +2+100.0% | Added |
| Manchester Capital Management LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $1.16K | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $1.16K | 0.00% | +3 | New |
| Bokf, NA | 3 | $1.16K | 0.00% | +2+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2 | $772 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $772 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $772 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $772 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 1 | $387 | 0.00% | −117−99.2% | Reduced |
| Sandy Spring Bank | 1 | $387 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $387 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $387 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $386 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $386 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $386 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $386 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $386 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 1 | $386 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $386 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $320 | 0.00% | +1 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −385,455−100.0% | Sold out |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −316,462−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −46,737−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −40,639−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −22,051−100.0% | Sold out |
| Georgetown University | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |