| Alaska Permanent Fund Corp | 103 | $17.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 104 | $16.7K | 0.00% | +104 | New |
| Roble, Belko & Company, Inc | 100 | $16.0K | 0.00% | +100 | New |
| Core Alternative Capital | 99 | $15.9K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $14.8K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 91 | $14.6K | 0.01% | +91 | New |
| AdvisorNet Financial, Inc | 88 | $14.1K | 0.00% | −35−28.5% | Reduced |
| West Paces Advisors Inc. | 86 | $13.8K | 0.00% | +86 | New |
| Pathway Financial Advisers, LLC | 86 | $13.8K | 0.01% | +86 | New |
| BerganKDV Wealth Management, LLC | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 76 | $12.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 74 | $11.9K | 0.00% | +40+117.6% | Added |
| Fortis Capital Advisors, LLC | 74 | $11.9K | 0.01% | +74 | New |
| GHP Investment Advisors, Inc. | 70 | $11.2K | 0.00% | −234−77.0% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $11.1K | 0.00% | −1−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 60 | $9.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 59 | $9.48K | 0.00% | +52+742.9% | Added |
| Belmont Capital, LLC | 55 | $9.00K | 0.01% | +55 | New |
| Delta Asset Management LLC | 56 | $9.00K | 0.00% | +56 | New |
| Pittenger & Anderson Inc | 47 | $7.55K | 0.00% | −7−13.0% | Reduced |
| Investors Research Corp | 45 | $7.23K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 38 | $6.10K | 0.00% | +38 | New |
| Red Tortoise LLC | 36 | $5.78K | 0.00% | +36 | New |
| Crewe Advisors LLC | 35 | $5.62K | 0.00% | −111−76.0% | Reduced |
| SRS Capital Advisors, Inc. | 34 | $5.46K | 0.00% | −6−15.0% | Reduced |
| Hartford Financial Management Inc. | 33 | $5.30K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 32 | $5.14K | 0.00% | +32 | New |
| Asset Dedication, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 32 | $5.00K | 0.00% | +1+3.2% | Added |
| Strengthening Families & Communities, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $4.98K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $4.82K | 0.00% | +15+100.0% | Added |
| Raffa Wealth Management, LLC | 29 | $4.66K | 0.00% | −15−34.1% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $4.34K | 0.00% | −4,142−99.4% | Reduced |
| Okabena Investment Services Inc | 27 | $4.34K | 0.00% | +27 | New |
| Capital Analysts, LLC | 27 | $4.00K | 0.00% | −29−51.8% | Reduced |
| Versant Capital Management, Inc | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 23 | $3.69K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $3.21K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 20 | $3.21K | 0.00% | +20 | New |
| Legend Financial Advisors, Inc. | 19 | $3.05K | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $3.00K | 0.00% | −184−90.6% | Reduced |
| Abound Wealth Management | 18 | $2.89K | 0.00% | +1+5.9% | Added |
| EWG Elevate Inc. | 18 | $2.89K | 0.00% | +18 | New |
| Armstrong Advisory Group, Inc | 18 | $2.89K | 0.00% | +18 | New |
| My Personal CFO, LLC | 17 | $2.73K | 0.00% | +17 | New |
| Hollencrest Capital Management | 16 | $2.57K | 0.00% | +16 | New |
| Lee Financial Co | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $2.41K | 0.00% | +15 | New |
| Bellwether Advisors, LLC | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $2.25K | 0.00% | −6−30.0% | Reduced |
| Beacon Capital Management, LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 14 | $2.25K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 822 | $2.00K | 0.00% | +760+1,225.8% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.77K | 0.00% | −3−21.4% | Reduced |
| North Star Investment Management Corp. | 11 | $1.77K | 0.00% | +11 | New |
| Colonial Trust Advisors | 11 | $1.77K | 0.00% | +11 | New |
| Ranger Investment Management, L.P. | 10 | $1.61K | 0.00% | −12−54.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Concord Wealth Partners | 7 | $1.12K | 0.00% | +7 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $1.00K | 0.00% | +9 | New |
| VitalStone Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $964 | 0.00% | −9−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $964 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $803 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $803 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $643 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $643 | 0.00% | +4 | New |
| NewSquare Capital LLC | 3 | $482 | 0.00% | −6−66.7% | Reduced |
| True Wealth Design, LLC | 3 | $482 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $322 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $321 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 161 | $202 | 0.00% | +161 | New |
| Tfo-TDC, LLC | 1 | $50 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −1,047−99.9% | Reduced |
| Ancora Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 57,658 | – | – | +16,420+39.8% | Added |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −127,248−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −89,093−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −34,192−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −33,051−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,542−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −19,050−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −16,936−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,239−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −12,315−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,154−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −7,149−100.0% | Sold out |