| Oliver Lagore Vanvalin Investment Group | 100 | $17.4K | 0.01% | +100 | New |
| Register Financial Advisors LLC | 100 | $17.4K | 0.01% | +100 | New |
| West Oak Capital, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 96 | $16.7K | 0.00% | −18,387−99.5% | Reduced |
| Clear Perspectives Financial Planning, LLC | 95 | $16.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 95 | $16.5K | 0.00% | +45+90.0% | Added |
| Meeder Asset Management Inc | 94 | $16.3K | 0.00% | −8,368−98.9% | Reduced |
| TCI Wealth Advisors, Inc. | 94 | $16.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $16.0K | 0.01% | −4−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 88 | $15.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 84 | $15.0K | 0.00% | +63+300.0% | Added |
| Earnest Partners LLC | 84 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 81 | $14.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 83 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 77 | $13.4K | 0.00% | +73+1,825.0% | Added |
| Key Financial Inc | 88 | $13.1K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $11.6K | 0.00% | −69−50.7% | Reduced |
| McIlrath & Eck, LLC | 65 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $11.3K | 0.00% | +23+54.8% | Added |
| Capital Directions Investment Advisors, LLC | 65 | $11.3K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 64 | $11.1K | 0.00% | +1+1.6% | Added |
| Bogart Wealth, LLC | 62 | $10.8K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $10.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 58 | $10.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $9.00K | 0.01% | +49 | New |
| High Net Worth Advisory Group LLC | 50 | $8.68K | 0.00% | −400−88.9% | Reduced |
| Financial Freedom, LLC | 50 | $8.68K | 0.01% | +50 | New |
| Accurate Wealth Management, LLC | 49 | $8.32K | 0.00% | +49 | New |
| TSFG, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 46 | $8.00K | 0.00% | +8+21.1% | Added |
| Hollencrest Capital Management | 46 | $7.98K | 0.00% | +46 | New |
| Tradewinds Capital Management, LLC | 46 | $7.98K | 0.00% | +46 | New |
| JDM Financial Group LLC | 44 | $7.63K | 0.01% | +44 | New |
| Baker Avenue Asset Management, LP | 42 | $7.29K | 0.00% | +42 | New |
| Proffitt & Goodson Inc | 41 | $7.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $7.11K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 39 | $6.77K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 37 | $6.42K | 0.01% | +37 | New |
| Johnson Financial Group, Inc. | 36 | $6.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $6.25K | 0.00% | +19+111.8% | Added |
| Ancora Advisors, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 34 | $5.84K | 0.01% | +1+3.0% | Added |
| Solstein Capital, LLC | 33 | $5.73K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $5.73K | 0.00% | +5+17.9% | Added |
| FWL Investment Management, LLC | 32 | $5.55K | 0.00% | +32 | New |
| Atlas Capital Advisors LLC | 30 | $5.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $5.06K | 0.00% | +29 | New |
| Coppell Advisory Solutions Corp. | 29 | $5.06K | 0.00% | +29 | New |
| American National Bank | 28 | $5.00K | 0.00% | +7+33.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.51K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $4.34K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $3.55K | 0.00% | −4−16.0% | Reduced |
| SJS Investment Consulting Inc. | 20 | $3.53K | 0.00% | +2+11.1% | Added |
| Disciplined Investments, LLC | 18 | $3.12K | 0.00% | +1+5.9% | Added |
| Baystate Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $2.78K | 0.00% | +4+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 13 | $2.26K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 12 | $2.08K | 0.00% | +12 | New |
| Front Row Advisors LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 9 | $1.56K | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $868 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $521 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 0 | $201 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $55 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −142,600−100.0% | Sold out |
| Torray LLC | 0 | $0 | 0.00% | −87,589−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −76,243−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −54,669−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −37,583−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,250−100.0% | Sold out |
| Advisors Management Group Inc | 0 | $0 | 0.00% | −26,656−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,035−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −22,124−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,925−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −16,071−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −13,278−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −13,061−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −11,075−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,239−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,142−100.0% | Sold out |
| Asset Allocation & Management Company, LLC | 0 | $0 | 0.00% | −7,821−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −7,711−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |