| Ten Capital Wealth Advisors, LLC | 50 | $5.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $5.03K | 0.00% | +25+100.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 50 | $5.03K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 50 | $5.03K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $5.00K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 50 | $5.00K | 0.00% | +25+100.0% | Added |
| Accurate Wealth Management, LLC | 43 | $4.71K | 0.00% | +43 | New |
| New Millennium Group LLC | 46 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 45 | $4.53K | 0.00% | −271−85.8% | Reduced |
| Quent Capital, LLC | 44 | $4.43K | 0.00% | −75−63.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 44 | $4.43K | 0.00% | +19+76.0% | Added |
| Lindbrook Capital, LLC | 42 | $4.23K | 0.00% | −115−73.2% | Reduced |
| Versant Capital Management, Inc | 42 | $4.23K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 39 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $3.62K | 0.00% | +8+28.6% | Added |
| Central Bank & Trust Co | 36 | $3.62K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $3.42K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $3.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $3.00K | 0.00% | +8+47.1% | Added |
| Retirement Group, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Creative Capital Management Investments LLC | 27 | $3.00K | 0.00% | +27 | New |
| Albion Financial Group | 29 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 25 | $2.52K | 0.00% | −4,276−99.4% | Reduced |
| Fairfield Financial Advisors, LTD | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 24 | $2.42K | 0.00% | +24 | New |
| Mendota Financial Group, LLC | 21 | $2.11K | 0.00% | +21 | New |
| Annapolis Financial Services, LLC | 20 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.91K | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 19 | $1.91K | 0.00% | +19 | New |
| Clearview Wealth Advisors LLC | 18 | $1.81K | 0.00% | +18 | New |
| Colonial Trust Co | 18 | $1.81K | 0.00% | +18 | New |
| Trustcore Financial Services, LLC | 15 | $1.51K | 0.00% | −529−97.2% | Reduced |
| DT Investment Partners, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $1.31K | 0.00% | −126−90.6% | Reduced |
| Kelly Financial Services LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $1.21K | 0.00% | +12 | New |
| McIlrath & Eck, LLC | 11 | $1.11K | 0.00% | −24−68.6% | Reduced |
| Burleson & Company, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.01K | 0.00% | −135−93.1% | Reduced |
| Rosenberg Matthew Hamilton | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5 | $1.00K | 0.00% | +5 | New |
| Park Place Capital Corp | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 9 | $906 | 0.00% | −6−40.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $906 | 0.00% | +4+80.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $805 | 0.00% | −25−75.8% | Reduced |
| Disciplined Investments, LLC | 8 | $805 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $705 | 0.00% | +7 | New |
| Fiduciary Alliance LLC | 5 | $503 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 4 | $403 | 0.00% | −2−33.3% | Reduced |
| NewSquare Capital LLC | 4 | $403 | 0.00% | +4 | New |
| Horan Securities, Inc. | 3 | $302 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $201 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 0 | $50 | 0.00% | −2−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $0 | 0.00% | +32 | New |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −994,336−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −491,286−100.0% | Sold out |
| Veritas Investment Partners (UK) Ltd. | 0 | $0 | 0.00% | −283,030−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −269,700−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −231,254−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −196,448−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −156,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −146,262−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −94,476−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −88,105−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −85,058−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −83,914−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −78,990−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −75,726−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −75,024−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −64,395−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −64,222−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −54,968−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −54,470−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,587−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −42,072−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −38,313−100.0% | Sold out |
| XXEC, Inc. | 0 | $0 | 0.00% | −38,248−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −36,508−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −27,668−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −29,885−100.0% | Sold out |
| North Growth Management Ltd. | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −27,286−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −25,858−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −24,662−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −24,472−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,875−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −23,006−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −21,426−100.0% | Sold out |