| West Paces Advisors Inc. | 94 | $23.3K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 91 | $23.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 95 | $23.0K | 0.00% | +23+31.9% | Added |
| Cassady Schiller Wealth Management, LLC | 89 | $22.1K | 0.01% | +89 | New |
| Banque Cantonale Vaudoise | 88 | $22.0K | 0.00% | −336−79.2% | Reduced |
| RFP Financial Group LLC | 88 | $21.8K | 0.01% | +88 | New |
| DecisionPoint Financial, LLC | 85 | $21.1K | 0.01% | +85 | New |
| Cutler Group LP | 86 | $21.0K | 0.00% | +86 | New |
| Sofos Investments, Inc. | 248 | $20.9K | 0.22% | −3,356−93.1% | Reduced |
| Bell Investment Advisors, Inc | 82 | $20.3K | 0.01% | +2+2.5% | Added |
| Maryland Capital Advisors Inc. | 80 | $19.8K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $17.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $17.4K | 0.01% | +70 | New |
| My Personal CFO, LLC | 68 | $16.9K | 0.02% | +68 | New |
| Core Alternative Capital | 67 | $16.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 67 | $16.6K | 0.01% | +67 | New |
| Perkins Coie Trust Co | 65 | $16.1K | 0.01% | −15−18.8% | Reduced |
| Heritage Wealth Management, LLC | 64 | $15.9K | 0.00% | +49+326.7% | Added |
| High Net Worth Advisory Group LLC | 61 | $15.2K | 0.01% | −30−33.0% | Reduced |
| Eukles Asset Management | 55 | $14.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $13.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $12.5K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $12.4K | 0.01% | +50 | New |
| Paragon Wealth Strategies, LLC | 49 | $12.3K | 0.01% | +35+250.0% | Added |
| Front Row Advisors LLC | 49 | $12.0K | 0.01% | −1−2.0% | Reduced |
| Close Asset Management Ltd | 50 | $12.0K | 0.00% | +50 | New |
| Slocum, Gordon & Co LLP | 47 | $11.7K | 0.01% | +47 | New |
| SOA Wealth Advisors, LLC. | 43 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 41 | $10.2K | 0.01% | +41 | New |
| Laffer Tengler Investments | 41 | $10.2K | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 41 | $10.0K | 0.00% | +4+10.8% | Added |
| Ritter Daniher Financial Advisory LLC | 40 | $9.92K | 0.00% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 40 | $9.92K | 0.00% | +40 | New |
| Financial Perspectives, Inc | 38 | $9.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $9.48K | 0.00% | −82−68.3% | Reduced |
| RWM Asset Management, LLC | 38 | $9.43K | 0.00% | +38 | New |
| Dividend Assets Capital, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $8.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 36 | $8.93K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $7.20K | 0.00% | −1−3.3% | Reduced |
| Schubert & Co | 29 | $7.20K | 0.01% | +4+16.0% | Added |
| Valley National Advisers Inc | 30 | $7.00K | 0.00% | +10+50.0% | Added |
| Morton Brown Family Wealth, LLC | 27 | $6.70K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 26 | $6.45K | 0.01% | +26 | New |
| Western Pacific Wealth Management, LP | 25 | $6.20K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $5.21K | 0.00% | −44−67.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 21 | $5.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $5.21K | 0.00% | +21 | New |
| Emfo, LLC | 20 | $4.96K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $4.71K | 0.00% | −21−52.5% | Reduced |
| Byrne Asset Management LLC | 18 | $4.47K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.22K | 0.00% | +8+88.9% | Added |
| Field & Main Bank | 17 | $4.22K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $3.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $3.72K | 0.00% | +15 | New |
| Lee Financial Co | 13 | $3.23K | 0.00% | +9+225.0% | Added |
| First Community Trust NA | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 12 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 11 | $2.73K | 0.00% | +11 | New |
| McElhenny Sheffield Capital Management, LLC | 11 | $2.73K | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $2.48K | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 8 | $1.99K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 7 | $1.74K | 0.00% | +7 | New |
| EWG Elevate Inc. | 6 | $1.49K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $992 | 0.00% | +4 | New |
| PEAK6 Investments LLC | 4 | $990 | 0.00% | +4 | New |
| Affiance Financial, LLC | 3 | $744 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $672 | 0.00% | +2 | New |
| Cribstone Capital Management, LLC | 2 | $496 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $197 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −32,862−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,409−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −16,717−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −13,277−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −8,435−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,825−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,554−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |