| Private Wealth Management Group, LLC | 89 | $10.4K | 0.00% | +36+67.9% | Added |
| Criterion Capital Advisors, LLC | 62 | $10.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 82 | $9.59K | 0.01% | +82 | New |
| Bell Investment Advisors, Inc | 76 | $8.89K | 0.00% | −75−49.7% | Reduced |
| Parkside Financial Bank & Trust | 74 | $8.65K | 0.00% | −19−20.4% | Reduced |
| TruNorth Capital Management, LLC | 73 | $8.54K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 68 | $7.95K | 0.00% | +68 | New |
| Eagle Bay Advisors LLC | 64 | $7.48K | 0.00% | −34−34.7% | Reduced |
| Spire Wealth Management | 59 | $6.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $6.43K | 0.00% | −18−24.7% | Reduced |
| Sachetta, LLC | 51 | $5.96K | 0.00% | +14+37.8% | Added |
| Coppell Advisory Solutions LLC | 52 | $5.88K | 0.00% | +1+2.0% | Added |
| Huntington National Bank | 41 | $4.79K | 0.00% | −582−93.4% | Reduced |
| MV Capital Management, Inc. | 39 | $4.56K | 0.00% | +25+178.6% | Added |
| CIBC Private Wealth Group, LLC | 36 | $4.41K | 0.00% | +20+125.0% | Added |
| Johnson Financial Group, Inc. | 38 | $4.27K | 0.00% | +5+15.2% | Added |
| Versant Capital Management, Inc | 33 | $3.86K | 0.00% | −29−46.8% | Reduced |
| AdvisorNet Financial, Inc | 32 | $3.74K | 0.00% | −12−27.3% | Reduced |
| Colonial Trust Co | 28 | $3.27K | 0.00% | +13+86.7% | Added |
| Hollencrest Capital Management | 27 | $3.16K | 0.00% | +27 | New |
| Gen-Wealth Partners Inc | 26 | $3.04K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 25 | $2.92K | 0.00% | +25 | New |
| Rosenberg Matthew Hamilton | 22 | $2.57K | 0.00% | −117−84.2% | Reduced |
| Studio Investment Management LLC | 21 | $2.46K | 0.00% | +21 | New |
| Mountain Hill Investment Partners Corp. | 20 | $2.38K | 0.00% | +20 | New |
| Continuum Advisory, LLC | 20 | $2.34K | 0.00% | −15−42.9% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.99K | 0.00% | +5+41.7% | Added |
| Brown Brothers Harriman & Co | 17 | $1.99K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $1.99K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 17 | $1.99K | 0.00% | +17 | New |
| ORG Partners LLC | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.29K | 0.00% | −271−96.1% | Reduced |
| Catherine Avery Investment Management LLC | 10 | $1.17K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.14K | 0.00% | +4+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 9 | $1.05K | 0.00% | −1−10.0% | Reduced |
| Horizon Investments, LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.05K | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 9 | $1.05K | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | −16,300−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Montag A & Associates Inc | 8 | $993 | 0.00% | +1+14.3% | Added |
| NBC Securities, Inc. | 8 | $953 | 0.09% | −8,446−99.9% | Reduced |
| Laurel Wealth Advisors LLC | 8 | $936 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $702 | 0.00% | +6 | New |
| Transce3nd, LLC | 5 | $585 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $585 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 5 | $585 | 0.00% | +5 | New |
| Distillate Capital Partners LLC | 4 | $468 | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 3 | $355 | 0.00% | −3−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $351 | 0.00% | −4−57.1% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $234 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $234 | 0.00% | +1+100.0% | Added |
| Cape Investment Advisory, Inc. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $112 | 0.00% | +1 | Added |
| Retirement Wealth Solutions LLC | 0 | $26 | 0.00% | 0 | New |
| Thompson Investment Management, Inc. | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $3 | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 0 | $0 | 0.00% | −243,135−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −140,951−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −138,295−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −117,273−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −102,175−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −102,004−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −83,977−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −77,117−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −57,285−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −53,421−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −52,009−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −47,969−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −42,103−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,788−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −36,518−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −36,393−100.0% | Sold out |
| Lloyd Harbor Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,105−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −22,374−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −21,340−100.0% | Sold out |
| Seascape Capital Management | 0 | $0 | 0.00% | −16,725−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,356−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −10,697−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,584−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8,657−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,632−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,402−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
