| Quest 10 Wealth Builders, Inc. | 14 | $7.08K | 0.01% | +13+1,300.0% | Added |
| Hazlett, Burt & Watson, Inc. | 15 | $7.00K | 0.00% | +15 | New |
| Cedar Wealth Management, LLC | 13 | $6.39K | 0.00% | −7−35.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13 | $6.39K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $6.39K | 0.00% | +5+62.5% | Added |
| Highline Wealth Partners LLC | 12 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $5.89K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $5.89K | 0.00% | +12 | New |
| Mma Asset Management LLC | 12 | $5.89K | 0.00% | +12 | New |
| Corsicana & Co. | 12 | $5.89K | 0.00% | +12 | New |
| Sachetta, LLC | 11 | $5.40K | 0.00% | −7−38.9% | Reduced |
| Godsey & Gibb Associates | 11 | $5.40K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 11 | $5.40K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $4.91K | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 10 | $4.91K | 0.00% | +10 | New |
| Rossby Financial, LCC | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $4.70K | 0.00% | +10 | New |
| Pineridge Advisors LLC | 9 | $4.43K | 0.00% | +9 | New |
| Activest Wealth Management | 9 | $4.42K | 0.00% | −2−18.2% | Reduced |
| Granite FO LLC | 9 | $4.42K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 9 | $4.42K | 0.00% | +2+28.6% | Added |
| Vision Financial Markets LLC | 9 | $4.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $4.13K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $4.00K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $3.93K | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $3.93K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $3.93K | 0.00% | +2+33.3% | Added |
| Darwin Advisors, LLC | 7 | $3.85K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $3.44K | 0.00% | +3+75.0% | Added |
| Accredited Wealth Management, LLC | 3,250 | $2.95K | 0.00% | +3,244+54,066.7% | Added |
| Binnacle Investments Inc | 6 | $2.95K | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $2.94K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $2.46K | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $2.46K | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 4 | $1.97K | 0.00% | −1−20.0% | Reduced |
| DAGCO, Inc. | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4 | $1.97K | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 4 | $1.97K | 0.00% | +4 | New |
| ZRC Wealth Management, LLC | 4 | $1.97K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 3 | $1.47K | 0.00% | −1−25.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2 | $986 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $983 | 0.00% | −2−50.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $983 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $983 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $983 | 0.00% | +2 | New |
| Hurley Capital, LLC | 2 | $983 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $983 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $983 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $974 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $492 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $492 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $491 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $491 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $486 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $459 | 0.00% | −3−75.0% | Reduced |
| Y.D. More Investments Ltd | 76 | $113 | 0.00% | −13−14.6% | Reduced |
| AXA S.A. | 0 | $0 | 0.00% | −143,158−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −116,884−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −38,052−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −19,067−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,531−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,671−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −8,590−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,907−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| MASTERINVEST Kapitalanlage GmbH | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Westmount Partners, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Regimen Wealth, LLC | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |