| City State Bank | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $2.41K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 96 | $2.31K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 95 | $2.29K | 0.00% | +95 | New |
| HighMark Wealth Management LLC | 85 | $2.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $1.88K | 0.00% | +21+36.8% | Added |
| Ritter Daniher Financial Advisory LLC | 75 | $1.81K | 0.00% | +75 | New |
| Key Financial Inc | 69 | $1.66K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 68 | $1.64K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 65 | $1.63K | 0.00% | +65 | New |
| Rialto Wealth Management, LLC | 63 | $1.52K | 0.00% | −8−11.3% | Reduced |
| Lummis Asset Management, LP | 55 | $1.32K | 0.00% | +55 | New |
| Quintet Private Bank (Europe) S.A. | 54 | $1.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $1.28K | 0.00% | −177−77.0% | Reduced |
| Valued Wealth Advisors LLC | 52 | $1.25K | 0.00% | −17−24.6% | Reduced |
| Raffa Wealth Management, LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $1.05K | 0.00% | −333−88.3% | Reduced |
| Valley National Advisers Inc | 42 | $1.00K | 0.00% | +42 | New |
| Winthrop Capital Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Cornerstone Financial Management LLC | 41 | $988 | 0.00% | +41 | New |
| Archer Investment Corp | 40 | $964 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $930 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $922 | 0.00% | −391−91.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 36 | $906 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 37 | $891 | 0.00% | +37 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $843 | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $820 | 0.00% | −10−22.7% | Reduced |
| DecisionPoint Financial, LLC | 34 | $820 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $723 | 0.00% | −101−77.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 30 | $722 | 0.00% | +6+25.0% | Added |
| 1015 Capital Partners, LLC | 28 | $675 | 0.00% | +28 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $578 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $577 | 0.00% | +13+118.2% | Added |
| Principia Wealth Advisory, LLC | 23 | $554 | 0.00% | +2+9.5% | Added |
| True Wealth Design, LLC | 21 | $506 | 0.00% | −785−97.4% | Reduced |
| UMA Financial Services, Inc. | 19 | $458 | 0.00% | −166−89.7% | Reduced |
| Clayton Financial Group LLC | 19 | $458 | 0.00% | +19 | New |
| Cullen/Frost Bankers, Inc. | 18 | $434 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 16 | $385 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $313 | 0.00% | −13−50.0% | Reduced |
| Wealth Watch Advisors, INC | 12 | $289 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 11 | $265 | 0.00% | −150−93.2% | Reduced |
| HFM Investment Advisors, LLC | 11 | $265 | 0.00% | −10−47.6% | Reduced |
| Aspect Partners, LLC | 11 | $265 | 0.00% | +11 | New |
| Trust Co | 10 | $241 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 8 | $225 | 0.00% | −6−42.9% | Reduced |
| Distillate Capital Partners LLC | 8 | $193 | 0.00% | +7+700.0% | Added |
| Accordant Advisory Group Inc | 8 | $193 | 0.00% | +8 | New |
| Murphy & Mullick Capital Management Corp | 8 | $193 | 0.00% | +8 | New |
| Eastern Bank | 7 | $169 | 0.00% | +7 | New |
| TFC Financial Management | 5 | $121 | 0.00% | −103−95.4% | Reduced |
| NVWM, LLC | 5 | $120 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $97 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $97 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $73 | 0.00% | −17−85.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1 | $29 | 0.00% | +1 | New |
| Financial Consulate, Inc | 0 | $6 | 0.00% | −480−100.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −865,698−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −723,258−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −714,980−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −634,800−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −493,070−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −390,477−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −377,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −365,570−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −333,907−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −312,084−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −234,163−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −177,981−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −144,460−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −135,157−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −120,253−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −100,360−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −85,793−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −82,661−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −64,210−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −60,946−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −59,565−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −58,267−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −58,146−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −56,790−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −49,100−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −45,400−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −40,574−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −37,019−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −36,965−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −35,344−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −33,410−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −33,112−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −30,909−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −30,361−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −27,295−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −26,993−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −25,235−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −24,469−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −23,746−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −24,561−100.0% | Sold out |
