| UMA Financial Services, Inc. | 32 | $12.1K | 0.00% | +16+100.0% | Added |
| TSFG, LLC | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $11.6K | 0.00% | +2+5.6% | Added |
| Fortitude Family Office, LLC | 30 | $11.3K | 0.00% | +3+11.1% | Added |
| Murphy & Mullick Capital Management Corp | 35 | $11.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $11.0K | 0.00% | +9+42.9% | Added |
| Bell Investment Advisors, Inc | 28 | $10.6K | 0.00% | +1+3.7% | Added |
| TD Private Client Wealth LLC | 26 | $9.81K | 0.00% | +4+18.2% | Added |
| Eukles Asset Management | 25 | $9.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 24 | $9.05K | 0.00% | +1+4.3% | Added |
| NBC Securities, Inc. | 22 | $8.30K | 0.00% | +1+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $8.00K | 0.00% | +20 | New |
| Atlantic Union Bankshares Corp | 20 | $7.54K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 20 | $7.54K | 0.00% | +20 | New |
| GPS Wealth Strategies Group, LLC | 18 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $6.45K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| Motco | 17 | $6.41K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 15 | $5.66K | 0.00% | +1+7.1% | Added |
| Accent Capital Management, LLC | 15 | $5.66K | 0.00% | +15 | New |
| Kilter Group LLC | 14 | $5.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $5.28K | 0.00% | +1+7.7% | Added |
| Retirement Wealth Solutions LLC | 14 | $5.28K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 14 | $5.28K | 0.00% | −11−44.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $5.28K | 0.00% | +14 | New |
| Cloud Capital Management, LLC | 14 | $5.00K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $4.53K | 0.00% | −600−98.0% | Reduced |
| Manchester Capital Management LLC | 12 | $4.53K | 0.00% | +9+300.0% | Added |
| Marquette Asset Management, LLC | 12 | $4.53K | 0.00% | +12 | New |
| Fairscale Capital, LLC | 11 | $4.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $4.15K | 0.00% | +3+37.5% | Added |
| Highline Wealth Partners LLC | 11 | $4.15K | 0.00% | +3+37.5% | Added |
| Raffa Wealth Management, LLC | 10 | $3.77K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $3.40K | 0.00% | −5−35.7% | Reduced |
| AdvisorNet Financial, Inc | 9 | $3.40K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $3.02K | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.98K | 0.00% | +2+33.3% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $2.68K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $2.64K | 0.00% | −50−87.7% | Reduced |
| Tortoise Investment Management, LLC | 7 | $2.64K | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $2.64K | 0.00% | +2+40.0% | Added |
| Darwin Advisors, LLC | 6 | $2.26K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6 | $2.26K | 0.00% | +6 | New |
| Colonial Trust Co | 5 | $2.04K | 0.00% | +1+25.0% | Added |
| Rise Advisors, LLC | 5 | $1.89K | 0.00% | +1+25.0% | Added |
| Bogart Wealth, LLC | 5 | $1.89K | 0.00% | +2+66.7% | Added |
| Wealth Watch Advisors, INC | 5 | $1.89K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.89K | 0.00% | +5 | New |
| Mather Group, LLC. | 4 | $1.58K | 0.00% | +4 | New |
| Atlantic Private Wealth, LLC | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $1.51K | 0.00% | +3+300.0% | Added |
| Montag A & Associates Inc | 4 | $1.47K | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 3 | $1.19K | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $1.13K | 0.00% | −1−25.0% | Reduced |
| CNB Bank | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $1.13K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $791 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $755 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $755 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $755 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $704 | 0.00% | +2 | New |
| Breakwater Investment Management | 1 | $378 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $377 | 0.00% | −150−99.3% | Reduced |
| REAP Financial Group, LLC | 1 | $377 | 0.00% | −6−85.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $377 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $377 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $377 | 0.00% | +1 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,766−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −64,575−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,324−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −16,783−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −16,262−100.0% | Sold out |
| Nwi Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,743−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |