| Glass Jacobson Investment Advisors llc | 184 | $15.7K | 0.01% | +184 | New |
| Arcadia Investment Management Corp | 181 | $15.4K | 0.00% | +181 | New |
| Larson Financial Group LLC | 178 | $15.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 178 | $15.1K | 0.00% | +178 | New |
| Granite FO LLC | 160 | $14.9K | 0.01% | +160 | New |
| Cary Street Partners Asset Management LLC | 171 | $14.5K | 0.00% | −28−14.1% | Reduced |
| Schubert & Co | 171 | $14.5K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 167 | $14.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 162 | $13.8K | 0.01% | +1+0.6% | Added |
| Tortoise Investment Management, LLC | 159 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 156 | $13.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 143 | $12.2K | 0.01% | +109+320.6% | Added |
| Colonial Trust Co | 142 | $12.1K | 0.00% | +142 | New |
| Sierra Capital LLC | 126 | $11.0K | 0.00% | 00.0% | Unchanged |
| QVR LLC | 129 | $11.0K | 0.02% | −4,779−97.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 127 | $10.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $10.6K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 112 | $9.52K | 0.00% | +112 | New |
| Sittner & Nelson, LLC | 108 | $9.18K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 106 | $9.01K | 0.00% | −65,881−99.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.84K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $8.59K | 0.00% | +25+32.9% | Added |
| Lowe Wealth Advisors, LLC | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $8.50K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 99 | $8.42K | 0.00% | +99 | New |
| Morton Brown Family Wealth, LLC | 98 | $8.33K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 96 | $8.16K | 0.00% | +96 | New |
| EWG Elevate Inc. | 95 | $8.09K | 0.00% | +95 | New |
| Legend Financial Advisors, Inc. | 87 | $7.40K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 86 | $7.30K | 0.00% | −18−17.3% | Reduced |
| Cornerstone Planning Group LLC | 76 | $7.16K | 0.00% | +76 | New |
| First Community Trust NA | 83 | $7.00K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 92 | $7.00K | 0.00% | +92 | New |
| Coastal Capital Group, Inc. | 84 | $6.64K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,712 | $6.60K | 0.00% | −315−7.8% | Reduced |
| Disciplined Investments, LLC | 75 | $6.38K | 0.00% | +9+13.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 75 | $6.38K | 0.01% | +75 | New |
| KB Financial Partners, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $5.95K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.95K | 0.01% | – | New |
| Financial Synergies Wealth Advisors, Inc. | 63 | $5.36K | 0.00% | +63 | New |
| Westside Investment Management, Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 53 | $5.00K | 0.00% | +53 | New |
| Your Advocates Ltd., LLP | 56 | $4.76K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 55 | $4.68K | 0.00% | +55 | New |
| Accel Wealth Management | 50 | $4.25K | 0.00% | −514−91.1% | Reduced |
| Ancora Advisors, LLC | 44 | $4.00K | 0.00% | −49−52.7% | Reduced |
| Colonial Trust Advisors | 46 | $3.91K | 0.00% | +46 | New |
| Costello Asset Management, INC | 45 | $3.83K | 0.00% | +45 | New |
| Mascoma Wealth Management LLC | 43 | $3.66K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $3.34K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 39 | $3.32K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 34 | $3.08K | 0.00% | +13+61.9% | Added |
| AlphaMark Advisors, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Country Trust Bank | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.47K | 0.00% | +29 | New |
| Acima Private Wealth, LLC | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 22 | $2.00K | 0.00% | +22 | New |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | +29 | New |
| West Branch Capital LLC | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 85 | $1.74K | 0.02% | −1,179−93.3% | Reduced |
| Davidson Capital Management Inc. | 20 | $1.70K | 0.00% | +20 | New |
| Glassy Mountain Advisors, Inc. | 18 | $1.53K | 0.00% | +18 | New |
| Arlington Partners LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $1.45K | 0.00% | +17 | New |
| Robbins Farley LLC | 14 | $1.19K | 0.00% | +14 | New |
| Grey Fox Wealth Advisors, LLC | 12 | $1.02K | 0.00% | +12 | New |
| RWM Asset Management, LLC | 11 | $935 | 0.00% | +11 | New |
| Beacon Capital Management, LLC | 8 | $680 | 0.00% | −235−96.7% | Reduced |
| DecisionPoint Financial, LLC | 5 | $426 | 0.00% | +5 | New |
| Aua Capital Management, LLC | 5 | $425 | 0.00% | −310−98.4% | Reduced |
| State of Wyoming | 3 | $255 | 0.00% | +1+50.0% | Added |
| Delos Wealth Advisors, LLC | 3 | $255 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $88 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 0 | $28 | 0.00% | 0 | New |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | +2 | New |
| Independent Advisor Alliance | 39,562 | – | – | +1,636+4.3% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,094,015−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −783,459−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −410,753−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −379,160−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −173,730−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −158,078−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −107,295−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −105,055−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −76,477−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −76,440−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −73,308−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −69,876−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −68,965−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −50,215−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −40,758−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,266−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −35,330−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −31,196−100.0% | Sold out |
