| CarsonAllaria Wealth Management, Ltd. | 115 | $22.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $22.2K | 0.00% | −8−6.5% | Reduced |
| Addison Advisors LLC | 115 | $22.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 117 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 113 | $21.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 112 | $21.6K | 0.00% | +4+3.7% | Added |
| Byrne Asset Management LLC | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $21.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 95 | $21.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 108 | $20.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $20.4K | 0.01% | +9+9.3% | Added |
| Carmel Capital Partners, LLC | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 99 | $19.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 99 | $19.1K | 0.01% | +99 | New |
| Financial Perspectives, Inc | 94 | $18.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 90 | $17.3K | 0.01% | +90 | New |
| Delos Wealth Advisors, LLC | 89 | $17.1K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 88 | $17.0K | 0.00% | −23−20.7% | Reduced |
| Capital Analysts, LLC | 89 | $17.0K | 0.00% | +3+3.5% | Added |
| GW&K Investment Management, LLC | 87 | $17.0K | 0.00% | +87 | New |
| Impact Partnership Wealth, LLC | 87 | $16.8K | 0.01% | +87 | New |
| ICA Group Wealth Management, LLC | 73 | $14.1K | 0.00% | −87−54.4% | Reduced |
| Northwest Bank & Trust Co | 72 | $13.9K | 0.01% | +72 | New |
| Mendota Financial Group, LLC | 65 | $12.5K | 0.01% | −371−85.1% | Reduced |
| Copeland Capital Management, LLC | 64 | $12.3K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 59 | $11.4K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 59 | $11.4K | 0.00% | +59 | New |
| Global Financial Private Client, LLC | 56 | $10.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 55 | $10.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $10.4K | 0.00% | +9+20.0% | Added |
| Archer Investment Corp | 53 | $10.2K | 0.00% | +40+307.7% | Added |
| Sutton Wealth Advisors Inc. | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $10.0K | 0.00% | +28+112.0% | Added |
| Level Financial Advisors, Inc. | 51 | $9.82K | 0.01% | +51 | New |
| Raffa Wealth Management, LLC | 48 | $9.24K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $8.66K | 0.00% | +15+50.0% | Added |
| Northwest Investment Counselors, LLC | 43 | $8.28K | 0.00% | −48−52.7% | Reduced |
| Cornerstone Planning Group LLC | 42 | $8.09K | 0.00% | +42 | New |
| DT Investment Partners, LLC | 35 | $7.11K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 36 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $6.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $6.74K | 0.00% | −3−7.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $6.74K | 0.00% | +5+16.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 34 | $6.62K | 0.00% | −11−24.4% | Reduced |
| Ridgewood Investments LLC | 33 | $6.42K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 33 | $6.36K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 31 | $5.97K | 0.00% | +6+24.0% | Added |
| Mascoma Wealth Management LLC | 29 | $5.83K | 0.00% | −59−67.0% | Reduced |
| Horan Securities, Inc. | 30 | $5.78K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 29 | $5.58K | 0.00% | +29 | New |
| Westside Investment Management, Inc. | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 27 | $5.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 27 | $5.11K | 0.00% | +27 | New |
| TSFG, LLC | 27 | $5.00K | 0.00% | +9+50.0% | Added |
| Crewe Advisors LLC | 25 | $4.81K | 0.00% | −325−92.9% | Reduced |
| Sofos Investments, Inc. | 193 | $4.79K | 0.02% | −1−0.5% | Reduced |
| Godsey & Gibb Associates | 24 | $4.62K | 0.00% | +24 | New |
| Ritter Daniher Financial Advisory LLC | 24 | $4.62K | 0.00% | +24 | New |
| Buck Wealth Strategies, LLC | 23 | $4.48K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21 | $4.04K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $4.04K | 0.00% | +1+5.0% | Added |
| Pin Oak Investment Advisors Inc | 19 | $4.00K | 0.00% | −102−84.3% | Reduced |
| Focused Wealth Management, Inc | 19 | $3.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $3.27K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17 | $3.27K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 17 | $3.27K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | +6+46.2% | Added |
| GeoWealth Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 15 | $2.89K | 0.00% | −5−25.0% | Reduced |
| Centerpoint Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.73K | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Motco | 8 | $1.54K | 0.00% | −41−83.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.16K | 0.00% | +2+50.0% | Added |
| Highline Wealth Partners LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $963 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $884 | 0.00% | +7 | New |
| PEAK6 Investments LLC | 3 | $549 | 0.00% | +3 | New |
| Lee Financial Co | 0 | $37 | 0.00% | −166−100.0% | Reduced |
| Westpac Banking Corp | 0 | $0 | 0.00% | −140,374−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −120,223−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −87,072−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −75,882−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −39,965−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −37,025−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −35,212−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −23,210−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −21,614−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −12,899−100.0% | Sold out |
