| CKW Financial Group | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $13.0K | 0.00% | −42−61.8% | Reduced |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $7.82K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14 | $7.00K | 0.00% | +14 | New |
| USA Financial Portformulas Corp | 10 | $5.00K | 0.00% | −4−28.6% | Reduced |
| Tradewinds Capital Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $5.00K | 0.00% | +6+150.0% | Added |
| Lloyd Advisory Services, LLC. | 5 | $3.00K | 0.00% | −10−66.7% | Reduced |
| AllSquare Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Viridian Ria, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −34,100−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −32,078−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −18,752−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −13,670−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,518−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,924−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Granite Investment Advisors, LLC | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Financial Services Advisory Inc | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Vision Capital Management, Inc. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Epiq Partners, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| FundX Investment Group, LLC | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Aperimus Capital, LLC | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| Allegiant Private Advisors, LLC | – | – | – | – | Not filed |
| Badgley Phelps & Bell Inc | – | – | – | – | Not filed |
| Novak Financial Planning, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |
| Strategic Wealth Management Group, LLC | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| 20/20 Capital Management, Inc. | – | – | – | – | Not filed |
| Bel Air Investment Advisors LLC | – | – | – | – | Not filed |
| Pratt Collard Advisory Partners LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |
| FormulaFolio Investments, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| Elmwood Wealth Management, Inc. | – | – | – | – | Not filed |
