| Ocean Capital Management, LLC | 7,729 | $449.0K | 0.18% | +7,729 | New |
| Summit Wealth & Retirement Planning, Inc. | 8,081 | $447.0K | 0.16% | −11−0.1% | Reduced |
| D.A. Davidson & Co. | 7,339 | $406.0K | 0.00% | +7,339 | New |
| Keudell/Morrison Wealth Management | 7,191 | $397.0K | 0.17% | −465−6.1% | Reduced |
| Verition Fund Management LLC | 7,103 | $393.0K | 0.01% | +7,103 | New |
| Hilltop Holdings Inc. | 7,007 | $387.0K | 0.04% | +7,007 | New |
| CIBC Asset Management Inc | 6,953 | $384.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 6,933 | $383.0K | 0.00% | +6,933 | New |
| Kingsview Wealth Management, LLC | 6,674 | $368.9K | 0.02% | −10,146−60.3% | Reduced |
| American Portfolios Advisors | 6,360 | $351.5K | 0.01% | +110+1.8% | Added |
| Tower Research Capital LLC (TRC) | 6,276 | $347.0K | 0.00% | −7,676−55.0% | Reduced |
| First Republic Investment Management, Inc. | 6,242 | $345.0K | 0.00% | +6,242 | New |
| IFP Advisors, Inc | 9,039 | $333.0K | 0.00% | +8,717+2,707.1% | Added |
| Kestra Private Wealth Services, LLC | 5,887 | $325.0K | 0.02% | +840+16.6% | Added |
| National Asset Management, Inc. | 5,855 | $324.0K | 0.01% | +625+12.0% | Added |
| Tilia Fiduciary Partners, Inc. | 5,562 | $307.0K | 0.26% | −1,269−18.6% | Reduced |
| Summit Place Financial Advisors, LLC | 5,545 | $306.0K | 0.21% | +5,545 | New |
| Advisory Research Inc | 5,302 | $293.0K | 0.02% | +5,302 | New |
| Two Sigma Securities, LLC | 5,093 | $281.0K | 0.04% | +5,093 | New |
| Gilder Gagnon Howe & Co LLC | 4,929 | $272.0K | 0.00% | +1,791+57.1% | Added |
| B. Riley Wealth Management, Inc. | 4,900 | $271.0K | 0.02% | +4,900 | New |
| UBS Asset Management Americas Inc | 4,871 | $269.2K | 0.00% | +4,871 | New |
| AdvisorShares Investments LLC | 4,800 | $265.0K | 0.04% | +4,800 | New |
| Creative Planning | 4,748 | $262.0K | 0.00% | +4,748 | New |
| Gladstone Institutional Advisory LLC | 4,730 | $261.0K | 0.02% | +4,730 | New |
| Berger Financial Group, Inc | 4,676 | $258.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,646 | $257.0K | 0.02% | +261+6.0% | Added |
| SeaCrest Wealth Management, LLC | 4,379 | $242.0K | 0.03% | −147−3.2% | Reduced |
| Alpha Paradigm Partners, LLC | 4,155 | $230.0K | 0.09% | +4,155 | New |
| Smith Anglin Financial, LLC | 4,000 | $221.0K | 0.05% | +4,000 | New |
| RB Capital Management, LLC | 3,849 | $213.0K | 0.07% | +3,849 | New |
| Van Hulzen Asset Management, LLC | 3,700 | $204.0K | 0.02% | +3,700 | New |
| SkyView Investment Advisors, LLC | 3,650 | $202.0K | 0.05% | +3,650 | New |
| Cutler Group LP | 3,643 | $201.0K | 0.02% | +554+17.9% | Added |
| Bank of Montreal | 3,031 | $190.0K | 0.00% | +3,031 | New |
| Clearview Wealth Advisors LLC | 3,059 | $169.0K | 0.11% | +1,080+54.6% | Added |
| Sittner & Nelson, LLC | 2,920 | $161.0K | 0.09% | +2,500+595.2% | Added |
| Geneos Wealth Management Inc. | 2,783 | $153.0K | 0.01% | +2,783 | New |
| Parallel Advisors, LLC | 1,781 | $110.0K | 0.00% | +1,689+1,835.9% | Added |
| Focused Wealth Management, Inc | 1,880 | $104.0K | 0.02% | −400−17.5% | Reduced |
| US Bancorp | 1,593 | $88.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,530 | $85.0K | 0.00% | +1,530 | New |
| Rockefeller Capital Management L.P. | 1,260 | $69.0K | 0.00% | +900+250.0% | Added |
| Allworth Financial LP | 1,227 | $68.0K | 0.00% | +500+68.8% | Added |
| Gradient Investments LLC | 1,138 | $63.0K | 0.00% | +153+15.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $55.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 900 | $50.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 802 | $44.0K | 0.01% | +802 | New |
| Kessler Investment Group, LLC | 775 | $43.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,369 | $41.0K | 0.00% | +1,369 | New |
| The PNC Financial Services Group, Inc. | 660 | $36.0K | 0.00% | +460+230.0% | Added |
| Captrust Financial Advisors | 593 | $33.0K | 0.00% | +235+65.6% | Added |
| Trustcore Financial Services, LLC | 550 | $30.0K | 0.00% | +150+37.5% | Added |
| Sargent Bickham Lagudis LLC | 476 | $26.0K | 0.00% | +59+14.1% | Added |
| Northwest Investment Counselors, LLC | 427 | $24.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 440 | $24.0K | 0.02% | +215+95.6% | Added |
| SOA Wealth Advisors, LLC. | 450 | $24.0K | 0.01% | +450 | New |
| Ten Capital Wealth Advisors, LLC | 415 | $23.0K | 0.01% | +50+13.7% | Added |
| Bellevue Asset Management, LLC | 391 | $23.0K | 0.01% | +391 | New |
| Harbor Investment Advisory, LLC | 400 | $22.0K | 0.00% | +400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $22.0K | 0.00% | +400 | New |
| Signaturefd, LLC | 375 | $21.0K | 0.00% | +375 | New |
| Archer Investment Corp | 350 | $18.3K | 0.01% | +350 | New |
| Citigroup Inc | 325 | $18.0K | 0.00% | +325 | New |
| Covington Capital Management | 325 | $18.0K | 0.00% | +325 | New |
| Koshinski Asset Management, Inc. | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 271 | $15.0K | 0.00% | −107−28.3% | Reduced |
| Endurance Wealth Management, Inc. | 275 | $15.0K | 0.00% | +275 | New |
| Arcadia Investment Advisors LLC | 204 | $11.3K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 204 | $11.0K | 0.02% | −70−25.5% | Reduced |
| Tradewinds Capital Management, LLC | 197 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 190 | $11.0K | 0.00% | +15+8.6% | Added |
| Prospera Financial Services Inc | 192 | $11.0K | 0.00% | +192 | New |
| Brown, Lisle/Cummings, Inc. | 185 | $10.2K | 0.00% | +185 | New |
| Gould Capital, LLC | 186 | $10.0K | 0.01% | +56+43.1% | Added |
| Sugarloaf Wealth Management, LLC | 175 | $10.0K | 0.00% | +75+75.0% | Added |
| Lansing Street Advisors | 200 | $10.0K | 0.01% | +200 | New |
| Valley National Advisers Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Selective Wealth Management, Inc. | 94 | $5.00K | 0.00% | +94 | New |
| Washington Trust Advisors, Inc. | 69 | $4.00K | 0.00% | +69 | New |
| Clearstead Advisors, LLC | 51 | $3.00K | 0.00% | +51 | New |
| Exchange Traded Concepts, LLC | 32 | $2.00K | 0.00% | −121−79.1% | Reduced |
| San Luis Wealth Advisors LLC | 45 | $2.00K | 0.00% | +45 | New |
| Emfo, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Pacific Center for Financial Services | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| HWG Holdings LP | 18 | $1.00K | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 11 | $1.00K | 0.00% | +11 | New |
| Retirement Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −164,430−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −155,281−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −65,245−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −53,714−100.0% | Sold out |
