| TSFG, LLC | 226 | $20.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 214 | $19.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 214 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 206 | $18.3K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $18.0K | 0.00% | −100−33.3% | Reduced |
| Gradient Investments LLC | 184 | $16.4K | 0.00% | −110−37.4% | Reduced |
| Farmers & Merchants Investments Inc | 170 | $15.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $13.9K | 0.00% | +92+143.8% | Added |
| Intelligent Financial Strategies | 155 | $13.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 142 | $12.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 138 | $12.4K | 0.00% | +87+170.6% | Added |
| Sutton Wealth Advisors Inc. | 139 | $12.4K | 0.00% | +41+41.8% | Added |
| Northwest Investment Counselors, LLC | 137 | $12.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 136 | $12.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 139 | $12.0K | 0.00% | +5+3.7% | Added |
| Versant Capital Management, Inc | 133 | $11.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 126 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 122 | $10.9K | 0.00% | +16+15.1% | Added |
| Ruedi Wealth Management, Inc. | 119 | $10.6K | 0.01% | +119 | New |
| West Paces Advisors Inc. | 110 | $9.78K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 107 | $9.51K | 0.00% | +107 | New |
| Gs Investments, Inc. | 103 | $9.16K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 101 | $8.96K | 0.01% | +1+1.0% | Added |
| Hussman Strategic Advisors, Inc. | 100 | $8.89K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $8.89K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 96 | $8.54K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $8.00K | 0.07% | −90−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 89 | $7.91K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 88 | $7.83K | 0.00% | +23+35.4% | Added |
| Bell Investment Advisors, Inc | 87 | $7.74K | 0.00% | +47+117.5% | Added |
| Cribstone Capital Management, LLC | 86 | $7.65K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $7.20K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $7.03K | 0.00% | +14+21.5% | Added |
| Accurate Wealth Management, LLC | 75 | $6.68K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 72 | $6.40K | 0.00% | −8−10.0% | Reduced |
| Washington Trust Advisors, Inc. | 68 | $6.05K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $5.68K | 0.00% | +66 | New |
| Crewe Advisors LLC | 59 | $5.25K | 0.00% | −2−3.3% | Reduced |
| Coastal Capital Group, Inc. | 51 | $4.07K | 0.00% | +1+2.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 43 | $3.82K | 0.00% | +43 | New |
| First Financial Corp | 40 | $3.56K | 0.00% | −159−79.9% | Reduced |
| Beacon Capital Management, LLC | 38 | $3.38K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 36 | $3.20K | 0.00% | +36 | New |
| RFP Financial Group LLC | 34 | $3.02K | 0.00% | +34 | New |
| TD Ameritrade Investment Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $2.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.65K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 28 | $2.49K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.49K | 0.00% | +28 | New |
| EWG Elevate Inc. | 27 | $2.40K | 0.00% | +27 | New |
| Schubert & Co | 26 | $2.31K | 0.00% | −17−39.5% | Reduced |
| Abound Wealth Management | 26 | $2.31K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $2.22K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $2.13K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $2.00K | 0.00% | +31 | New |
| Tortoise Investment Management, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $1.51K | 0.00% | −4−19.0% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $1.51K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 16 | $1.42K | 0.00% | +7+77.8% | Added |
| Red Tortoise LLC | 13 | $1.16K | 0.00% | +13 | New |
| Sageworth Trust Co | 10 | $1.00K | 0.00% | +10 | New |
| Level Financial Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Glass Jacobson Investment Advisors llc | 10 | $889 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 6 | $534 | 0.00% | +2+50.0% | Added |
| Operose Advisors LLC | 5 | $484 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $445 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $445 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 5 | $444 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 89 | $316 | 0.00% | +89 | New |
| My Personal CFO, LLC | 3 | $267 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $267 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $178 | 0.00% | +2 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −229,481−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −199,431−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −100,678−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −58,476−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −44,336−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −43,696−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −42,711−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −41,201−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −36,245−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −33,361−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −27,469−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −25,758−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −24,925−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,038−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,189−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −19,507−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −18,170−100.0% | Sold out |