| Artemis Wealth Advisors, LLC | 423 | $50.0K | 0.01% | +423 | New |
| Financial Avengers, Inc. | 409 | $49.0K | 0.04% | +5+1.2% | Added |
| Bray Capital Advisors | 404 | $48.0K | 0.02% | +101+33.3% | Added |
| West Branch Capital LLC | 370 | $44.0K | 0.03% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 370 | $44.0K | 0.03% | +370 | New |
| Kempen Capital Management N.V. | 365 | $43.0K | 0.00% | −31−7.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 362 | $43.0K | 0.02% | +282+352.5% | Added |
| FSC Wealth Advisors, LLC | 356 | $42.0K | 0.40% | 00.0% | Unchanged |
| Corsicana & Co. | 353 | $42.0K | 0.04% | +53+17.7% | Added |
| Heritage Wealth Management, LLC | 346 | $41.0K | 0.01% | +16+4.8% | Added |
| Kelly Financial Services LLC | 330 | $39.2K | 0.02% | +2+0.6% | Added |
| McClarren Financial Advisors, Inc. | 326 | $38.0K | 0.04% | +326 | New |
| Pacific Center for Financial Services | 312 | $37.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 315 | $37.0K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 308 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 305 | $37.0K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $36.0K | 0.05% | −601−66.7% | Reduced |
| RWM Asset Management, LLC | 300 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 301 | $36.0K | 0.01% | +50+19.9% | Added |
| EdgeRock Capital LLC | 303 | $36.0K | 0.02% | +303 | New |
| Morton Brown Family Wealth, LLC | 297 | $35.0K | 0.03% | −11−3.6% | Reduced |
| PrairieView Partners, LLC | 284 | $34.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 289 | $34.0K | 0.04% | +62+27.3% | Added |
| JJJ Advisors Inc. | 267 | $31.0K | 0.01% | +36+15.6% | Added |
| West Paces Advisors Inc. | 258 | $30.7K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 244 | $29.0K | 0.02% | +1+0.4% | Added |
| Win Advisors, Inc | 230 | $27.0K | 0.01% | −6−2.5% | Reduced |
| DB Wealth Management Group, LLC | 230 | $27.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 217 | $26.0K | 0.01% | −80−26.9% | Reduced |
| Canton Hathaway, LLC | 221 | $26.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 210 | $25.0K | 0.01% | −1−0.5% | Reduced |
| Insight Financial Services | 214 | $25.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 202 | $24.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 198 | $24.0K | 0.01% | +2+1.0% | Added |
| Cribstone Capital Management, LLC | 201 | $24.0K | 0.01% | +23+12.9% | Added |
| TSFG, LLC | 204 | $24.0K | 0.01% | +113+124.2% | Added |
| BCR Wealth Strategies, LLC | 174 | $21.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 162 | $19.0K | 0.01% | +22+15.7% | Added |
| Raffa Wealth Management, LLC | 156 | $18.5K | 0.01% | −9−5.5% | Reduced |
| Tacita Capital Inc | 150 | $18.0K | 0.01% | −35−18.9% | Reduced |
| Gables Capital Management Inc. | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 139 | $17.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 137 | $16.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 128 | $15.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 117 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 118 | $14.0K | 0.01% | +2+1.7% | Added |
| Strategic Asset Management, LLC | 120 | $14.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 112 | $13.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 105 | $13.0K | 0.00% | +1+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $12.0K | 0.01% | +100 | New |
| SJS Investment Consulting Inc. | 99 | $12.0K | 0.00% | +99 | New |
| New Millennium Group LLC | 100 | $12.0K | 0.01% | +100 | New |
| Cornerstone Management, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 98 | $11.6K | 0.00% | +17+21.0% | Added |
| Evolution Advisers, Inc. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 76 | $9.03K | 0.01% | +1+1.3% | Added |
| Arcadia Investment Management Corp | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 72 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 72 | $8.00K | 0.01% | −50−41.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $8.00K | 0.11% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 59 | $7.00K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 51 | $6.00K | 0.00% | −308−85.8% | Reduced |
| Laurel Wealth Planning LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $4.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $4.00K | 0.00% | −1−2.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $4.00K | 0.00% | +33+3,300.0% | Added |
| Bellwether Advisors, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 23 | $3.00K | 0.00% | −18−43.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 13 | $2.00K | 0.00% | −23,460−99.9% | Reduced |
| Pacifica Partners Inc. | 19 | $2.00K | 0.00% | −907−97.9% | Reduced |
| Paragon Wealth Strategies, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.19K | 0.00% | −2−16.7% | Reduced |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Eukles Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 691,179 | – | – | +40,779+6.3% | Added |
| Westside Investment Management, Inc. | 803 | – | – | 00.0% | Unchanged |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −423,363−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −160,005−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Nepsis, Inc. | 0 | $0 | 0.00% | −93,197−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −69,902−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −69,180−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −67,461−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −67,161−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −26,453−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Financial Advisory Partners, LLC | 0 | $0 | 0.00% | −27,812−100.0% | Sold out |
