| Valley National Advisers Inc | 35 | $5.42K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $5.28K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 34 | $5.26K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 34 | $5.26K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 34 | $5.26K | 0.00% | +34 | New |
| Addison Advisors LLC | 32 | $4.95K | 0.00% | −6−15.8% | Reduced |
| Arlington Trust Co LLC | 32 | $4.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $4.80K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 31 | $4.80K | 0.00% | +20+181.8% | Added |
| Creative Capital Management Investments LLC | 29 | $4.49K | 0.00% | +29 | New |
| Caldwell Sutter Capital, Inc. | 28 | $4.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $4.28K | 0.00% | +8+42.1% | Added |
| AdvisorNet Financial, Inc | 27 | $4.18K | 0.00% | +3+12.5% | Added |
| JPL Wealth Management, LLC | 26 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $4.02K | 0.00% | +2+8.3% | Added |
| William B. Walkup & Associates, Inc. | 25 | $3.87K | 0.00% | +25 | New |
| Creative Financial Designs Inc | 24 | $3.71K | 0.00% | −889−97.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 24 | $3.71K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 24 | $3.71K | 0.00% | +24 | New |
| NBH Bank | 24 | $3.71K | 0.00% | +24 | New |
| High Note Wealth, LLC | 23 | $3.56K | 0.00% | +23 | New |
| Whipplewood Advisors, LLC | 22 | $3.40K | 0.00% | −42−65.6% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $3.25K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $3.10K | 0.00% | +11+122.2% | Added |
| NVWM, LLC | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $2.79K | 0.00% | +18 | New |
| Oakworth Capital, Inc. | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $1.88K | 0.00% | +5+71.4% | Added |
| American Capital Advisory, LLC | 12 | $1.86K | 0.00% | +8+200.0% | Added |
| Brown, Lisle/Cummings, Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $1.70K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $1.55K | 0.00% | +2+25.0% | Added |
| Princeton Global Asset Management LLC | 10 | $1.55K | 0.00% | +10 | New |
| LifeSteps Financial, Inc. | 10 | $1.55K | 0.00% | +10 | New |
| Financial Gravity Companies, Inc. | 9 | $1.39K | 0.00% | +9 | New |
| Financial Consulate, Inc | 7 | $1.08K | 0.00% | +2+40.0% | Added |
| Navigoe, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Activest Wealth Management | 6 | $929 | 0.00% | −92−93.9% | Reduced |
| Ameriflex Group, Inc. | 6 | $929 | 0.00% | +3+100.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $929 | 0.00% | +6 | New |
| Buck Wealth Strategies, LLC | 6 | $929 | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 5 | $782 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $774 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 5 | $774 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $774 | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $774 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $619 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 4 | $619 | 0.00% | +4 | New |
| Cassaday & Co Wealth Management LLC | 3 | $465 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $431 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 2 | $310 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $310 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $310 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $155 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −622,156−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −377,507−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −89,266−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −40,860−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −29,444−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −25,062−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −24,890−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −24,657−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −15,018−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,570−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Edmp, Inc. | 0 | $0 | 0.00% | −10,219−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −9,831−100.0% | Sold out |
| Sylvest Advisors, LLC | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,397−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,678−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,392−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |