| Red Tortoise LLC | 36 | $7.56K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $7.35K | 0.00% | +8+29.6% | Added |
| Versant Capital Management, Inc | 34 | $7.14K | 0.00% | +10+41.7% | Added |
| Tradition Wealth Management, LLC | 34 | $7.00K | 0.00% | +2+6.3% | Added |
| Hartford Financial Management Inc. | 33 | $6.93K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $6.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.09K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $6.09K | 0.00% | +29 | New |
| Strengthening Families & Communities, LLC | 29 | $6.00K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $5.25K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 22 | $5.00K | 0.00% | −800−97.3% | Reduced |
| DT Investment Partners, LLC | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 86 | $4.76K | 0.00% | +59+218.5% | Added |
| Carmel Capital Partners, LLC | 22 | $4.62K | 0.00% | +22 | New |
| Nalls Sherbakoff Group, LLC | 22 | $4.55K | 0.00% | +22 | New |
| Parallax Volatility Advisers, L.P. | 20 | $4.20K | 0.00% | −49,934−100.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.20K | 0.00% | +20 | New |
| Legend Financial Advisors, Inc. | 19 | $3.99K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 18 | $3.78K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $3.36K | 0.00% | +2+14.3% | Added |
| Hollencrest Capital Management | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 16 | $3.36K | 0.00% | +16 | New |
| HM Payson & Co | 15 | $3.15K | 0.00% | −15−50.0% | Reduced |
| WealthPLAN Partners, LLC | 15 | $3.15K | 0.00% | +15 | New |
| Beacon Capital Management, LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $2.94K | 0.00% | +14 | New |
| Lee Financial Co | 12 | $2.52K | 0.00% | −3−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $2.52K | 0.00% | +1+9.1% | Added |
| North Star Investment Management Corp. | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $2.10K | 0.00% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.10K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $2.10K | 0.00% | +10 | New |
| WR Wealth Planners, LLC | 10 | $2.10K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Arlington Partners LLC | 9 | $1.89K | 0.00% | +9 | New |
| Koesten, Hirschmann & Crabtree, INC. | 9 | $1.89K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.47K | 0.00% | +1+16.7% | Added |
| Delos Wealth Advisors, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6 | $1.26K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.05K | 0.00% | +5 | New |
| VitalStone Financial, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| TFC Financial Management | 4 | $841 | 0.00% | +4 | New |
| NewSquare Capital LLC | 3 | $630 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $421 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $420 | 0.00% | – | – |
| 25 LLC | 2 | $412 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $210 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 210 | $2 | 0.00% | +49+30.4% | Added |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −93,000−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −26,928−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −22,962−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −16,661−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,778−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −8,856−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,284−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −6,968−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −5,135−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −2,305−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Fortress Wealth Group, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |