| Lake Point Wealth Management | 292 | $41.0K | 0.02% | +168+135.5% | Added |
| GW&K Investment Management, LLC | 289 | $41.0K | 0.00% | +211+270.5% | Added |
| PrairieView Partners, LLC | 284 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 268 | $38.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 260 | $37.0K | 0.02% | +260 | New |
| West Paces Advisors Inc. | 258 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 251 | $35.0K | 0.01% | +251 | New |
| Clearview Wealth Advisors LLC | 243 | $34.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 240 | $34.0K | 0.03% | 00.0% | Unchanged |
| Win Advisors, Inc | 236 | $33.0K | 0.06% | +81+52.3% | Added |
| DB Wealth Management Group, LLC | 230 | $32.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 227 | $32.0K | 0.03% | +1+0.4% | Added |
| Canton Hathaway, LLC | 221 | $31.0K | 0.01% | +221 | New |
| JJJ Advisors Inc. | 231 | $30.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 211 | $30.0K | 0.01% | −4−1.9% | Reduced |
| Insight Financial Services | 214 | $30.0K | 0.08% | +1+0.5% | Added |
| Financial Enhancement Group LLC | 202 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 196 | $28.0K | 0.01% | +196 | New |
| Tacita Capital Inc | 185 | $26.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 180 | $25.0K | 0.01% | −27−13.0% | Reduced |
| Cribstone Capital Management, LLC | 178 | $25.0K | 0.02% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 174 | $25.0K | 0.03% | +174 | New |
| Raffa Wealth Management, LLC | 165 | $23.3K | 0.01% | +2+1.2% | Added |
| Proffitt & Goodson Inc | 150 | $21.0K | 0.00% | −294−66.2% | Reduced |
| Gables Capital Management Inc. | 150 | $21.0K | 0.02% | +150 | New |
| Horrell Capital Management, Inc. | 139 | $20.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 140 | $19.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 137 | $19.0K | 0.01% | +13+10.5% | Added |
| Delos Wealth Advisors, LLC | 128 | $18.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 117 | $17.0K | 0.01% | −188−61.6% | Reduced |
| Strategic Asset Management, LLC | 120 | $17.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 116 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 112 | $16.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 122 | $16.0K | 0.01% | +112+1,120.0% | Added |
| Cedar Mountain Advisors, LLC | 104 | $15.0K | 0.01% | −49−32.0% | Reduced |
| Cornerstone Management, Inc. | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $14.0K | 0.01% | −1,999−95.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 102 | $14.0K | 0.01% | −10−8.9% | Reduced |
| Costello Asset Management, INC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 100 | $14.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 99 | $13.0K | 0.00% | −1−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 91 | $13.0K | 0.01% | +18+24.7% | Added |
| Halpern Financial, Inc. | 81 | $11.4K | 0.00% | −650−88.9% | Reduced |
| Arcadia Investment Management Corp | 75 | $11.0K | 0.00% | −319−81.0% | Reduced |
| O'Dell Group, LLC | 80 | $11.0K | 0.00% | −32−28.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $11.0K | 0.00% | +57+316.7% | Added |
| Family CFO Inc | 75 | $10.6K | 0.01% | +1+1.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 72 | $10.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 59 | $8.00K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 10,000 | $7.00K | 0.00% | +10,000 | New |
| Laurel Wealth Planning LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 41 | $6.00K | 0.00% | +5+13.9% | Added |
| GoalVest Advisory LLC | 40 | $6.00K | 0.00% | +36+900.0% | Added |
| Financial Perspectives, Inc | 40 | $5.65K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 36 | $5.00K | 0.00% | −125−77.6% | Reduced |
| Activest Wealth Management | 39 | $5.00K | 0.00% | +1+2.6% | Added |
| Versant Capital Management, Inc | 35 | $5.00K | 0.00% | +2+6.1% | Added |
| Fortis Advisors, LLC | 33 | $5.00K | 0.00% | +33 | New |
| Castleview Partners, LLC | 101 | $4.86K | 0.00% | −3,866−97.5% | Reduced |
| Cordant, Inc. | 30 | $4.00K | 0.00% | −48−61.5% | Reduced |
| KB Financial Partners, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.70K | 0.00% | +12 | New |
| WestEnd Advisors, LLC | 8 | $1.13K | 0.00% | – | – |
| Eukles Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4 | $565 | 0.52% | +1+33.3% | Added |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Westside Investment Management, Inc. | 803 | – | – | 00.0% | Unchanged |
| Apeiron RIA LLC | 144 | – | – | +144 | New |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,512,821−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −275,322−100.0% | Sold out |
| Old Republic International Corporation | 0 | $0 | 0.00% | −244,500−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −133,706−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −128,765−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −116,230−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −58,897−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −57,117−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −54,250−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −45,292−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −44,233−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −41,211−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −39,677−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,891−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −25,849−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −25,512−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,652−100.0% | Sold out |
