| AdvisorNet Financial, Inc | 12 | $87.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $87.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $87.5K | 0.00% | +3+33.3% | Added |
| Farther Finance Advisors, LLC | 12 | $87.5K | 0.00% | +3+33.3% | Added |
| DHJJ Financial Advisors, Ltd. | 11 | $80.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $80.2K | 0.00% | −2−15.4% | Reduced |
| Versant Capital Management, Inc | 10 | $72.9K | 0.01% | −4−28.6% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $72.9K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $72.9K | 0.01% | +10 | New |
| EverSource Wealth Advisors, LLC | 9 | $67.2K | 0.00% | +2+28.6% | Added |
| Parkside Financial Bank & Trust | 9 | $65.6K | 0.00% | −1−10.0% | Reduced |
| Sofos Investments, Inc. | 9 | $65.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $65.6K | 0.01% | +5+125.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9 | $65.6K | 0.01% | +9 | New |
| Torren Management, LLC | 9 | $65.6K | 0.03% | +9 | New |
| Estabrook Capital Management | 8 | $58.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 8 | $58.3K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 8 | $58.3K | 0.01% | +2+33.3% | Added |
| Sound Income Strategies, LLC | 7 | $52.9K | 0.00% | −2−22.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $51.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $51.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $51.0K | 0.00% | +3+75.0% | Added |
| Zions Bancorporation, National Association | 7 | $51.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $51.0K | 0.01% | +3+75.0% | Added |
| Sentry Investment Management LLC | 7 | $51.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $50.7K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 6 | $43.8K | 0.02% | +6 | New |
| Umb Bank N A | 6 | $43.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $36.5K | 0.01% | −1−16.7% | Reduced |
| Oakworth Capital, Inc. | 5 | $36.5K | 0.00% | +5 | New |
| Covestor Ltd | 5 | $36.0K | 0.02% | −1−16.7% | Reduced |
| Toth Financial Advisory Corp | 4 | $29.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $29.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $29.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $29.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $29.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4 | $29.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $29.2K | 0.00% | +1+33.3% | Added |
| DV Equities, LLC | 4 | $29.2K | 0.01% | +4 | New |
| Strive Financial Group ,LLC | 4 | $29.2K | 0.02% | +4 | New |
| CX Institutional | 4 | $29.0K | 0.00% | −2−33.3% | Reduced |
| Smithfield Trust Co | 4 | $28.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 3 | $21.9K | 0.01% | +3 | New |
| Atlantic Trust, LLC | 3 | $21.9K | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 3 | $21.9K | 0.00% | −41−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 3 | $21.9K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $21.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | $21.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $21.9K | 0.00% | +1+50.0% | Added |
| Leonteq Securities AG | 3 | $21.9K | 0.00% | +1+50.0% | Added |
| Larson Financial Group LLC | 3 | $21.9K | 0.00% | +1+50.0% | Added |
| Raiffeisen Bank International AG | 2 | $14.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2 | $14.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $14.6K | 0.00% | +1+100.0% | Added |
| Harbour Investments, Inc. | 2 | $14.6K | 0.00% | +2 | New |
| Prosperity Bancshares Inc | 2 | $14.6K | 0.01% | +2 | New |
| Marquette Asset Management, LLC | 2 | $14.6K | 0.00% | +2 | New |
| SageView Advisory Group, LLC | 2 | $14.6K | 0.00% | +2 | New |
| Barnes Dennig Private Wealth Management LLC | 2 | $14.6K | 0.01% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $14.6K | 0.00% | +2 | New |
| Reflection Asset Management | 2 | $14.6K | 0.01% | +2 | New |
| Westside Investment Management, Inc. | 2 | $14.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1 | $7.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $7.29K | 0.00% | −26−96.3% | Reduced |
| CVA Family Office, LLC | 1 | $7.29K | 0.00% | −1−50.0% | Reduced |
| Central Trust Co | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1 | $7.29K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $7.29K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $7.29K | 0.01% | +1 | New |
| Osbon Capital Management LLC | 1 | $7.29K | 0.01% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $7.29K | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 1 | $7.00K | 0.00% | −1−50.0% | Reduced |
| GW&K Investment Management, LLC | 1 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $3.00K | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 0 | $365 | 0.00% | 0 | Unchanged |
| SHP Wealth Management | 0 | $292 | 0.00% | 0 | New |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $146 | 0.00% | 0 | New |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −247−100.0% | Sold out |