| Accel Wealth Management | 71 | $9.59K | 0.00% | −69−49.3% | Reduced |
| Coastal Capital Group, Inc. | 80 | $9.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $9.07K | 0.00% | +40+148.1% | Added |
| Valley National Advisers Inc | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $8.28K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 61 | $8.26K | 0.00% | −74−54.8% | Reduced |
| Delta Asset Management LLC | 60 | $8.18K | 0.00% | +60 | New |
| Trustcore Financial Services, LLC | 59 | $7.99K | 0.00% | +35+145.8% | Added |
| JJJ Advisors Inc. | 55 | $7.86K | 0.00% | +5+10.0% | Added |
| Heritage Wealth Management, LLC | 58 | $7.85K | 0.00% | +58 | New |
| Core Wealth Advisors, Inc. | 56 | $7.58K | 0.00% | +56 | New |
| Stuart Chaussee & Associates, Inc. | 55 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $7.04K | 0.00% | +52 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $7.00K | 0.06% | −60−54.5% | Reduced |
| Financial Management Professionals, Inc. | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 51 | $6.91K | 0.00% | +51 | New |
| Horan Securities, Inc. | 50 | $6.77K | 0.00% | +50 | New |
| Sandy Spring Bank | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $6.77K | 0.01% | +1+2.0% | Added |
| Laurel Wealth Advisors LLC | 45 | $6.09K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 42 | $5.69K | 0.00% | +42 | New |
| Asset Dedication, LLC | 35 | $5.00K | 0.00% | −3−7.9% | Reduced |
| Tradition Wealth Management, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $5.00K | 0.00% | +37 | New |
| FinTrust Capital Advisors, LLC | 36 | $4.88K | 0.00% | −183−83.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 36 | $4.88K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 36 | $4.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $4.47K | 0.00% | −11−25.0% | Reduced |
| Retirement Financial Solutions, LLC | 33 | $4.47K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 32 | $4.35K | 0.00% | +32 | New |
| ICA Group Wealth Management, LLC | 31 | $4.20K | 0.00% | +31 | New |
| Northwest Investment Counselors, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $3.93K | 0.00% | +29 | New |
| Baker Avenue Asset Management, LP | 27 | $3.66K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 24 | $3.25K | 0.00% | −35−59.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 23 | $3.11K | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.71K | 0.00% | +12+150.0% | Added |
| Hollencrest Capital Management | 20 | $2.71K | 0.00% | +20 | New |
| Disciplined Investments, LLC | 17 | $2.30K | 0.00% | +7+70.0% | Added |
| CIBC Private Wealth Group, LLC | 15,443 | $2.09K | 0.00% | −218−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | −28−66.7% | Reduced |
| Westside Investment Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.63K | 0.00% | +12 | New |
| MinichMacGregor Wealth Management, LLC | 12 | $1.62K | 0.00% | +12 | New |
| Colonial Trust Advisors | 10 | $1.35K | 0.00% | +10 | New |
| Abound Wealth Management | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $812 | 0.00% | +6 | New |
| True Wealth Design, LLC | 4 | $542 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $235 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −383,700−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −182,812−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −157,078−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −81,505−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −55,017−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,669−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −22,499−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −17,677−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,672−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,793−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,614−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,090−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,684−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −8,170−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,694−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,031−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |