| Prestige Wealth Management Group LLC | 94 | $8.00K | 0.00% | −4−4.1% | Reduced |
| Hexagon Capital Partners LLC | 93 | $8.00K | 0.00% | +93 | New |
| Sutton Wealth Advisors Inc. | 93 | $7.86K | 0.00% | +15+19.2% | Added |
| United Community Bank | 90 | $7.60K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 84 | $7.00K | 0.00% | +70+500.0% | Added |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $6.00K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $5.66K | 0.00% | +67 | New |
| High Net Worth Advisory Group LLC | 56 | $5.00K | 0.00% | −59−51.3% | Reduced |
| Proffitt & Goodson Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 55 | $5.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $5.00K | 0.00% | +59 | New |
| Ci Investments Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 47 | $4.00K | 0.00% | +47 | New |
| Ronald Blue Trust, Inc. | 49 | $4.00K | 0.00% | +49 | New |
| Morton Brown Family Wealth, LLC | 47 | $4.00K | 0.00% | +47 | New |
| Ancora Advisors, LLC | 31 | $3.00K | 0.00% | −136−81.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 41 | $3.00K | 0.00% | −5−10.9% | Reduced |
| Winch Advisory Services, LLC | 38 | $3.00K | 0.00% | −1−2.6% | Reduced |
| McIlrath & Eck, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 36 | $3.00K | 0.00% | +36 | New |
| Castleview Partners, LLC | 32 | $2.90K | 0.00% | −49−60.5% | Reduced |
| SOA Wealth Advisors, LLC. | 26 | $2.00K | 0.00% | −47−64.4% | Reduced |
| Fieldpoint Private Securities, LLC | 20 | $2.00K | 0.00% | −15−42.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| Delos Wealth Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $2.00K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Carmichael Hill & Associates, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $423 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $337 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 150,822 | – | – | +114,169+311.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −271,151−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −82,100−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −49,264−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −182,376−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,628−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,521−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −12,489−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −9,506−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,917−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,619−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,461−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,155−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Peak Financial Management, Inc. | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Triad Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Investment Advisory Group, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −800−100.0% | Sold out |
