| D'Orazio & Associates, Inc. | 221 | $20.0K | 0.00% | +221 | New |
| Capital Directions Investment Advisors, LLC | 211 | $19.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 204 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 194 | $18.0K | 0.00% | +57+41.6% | Added |
| Carroll Financial Associates, Inc. | 196 | $17.0K | 0.00% | −67−25.5% | Reduced |
| Rockbridge Investment Management, LCC | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 164 | $15.0K | 0.00% | −27,809−99.4% | Reduced |
| Jacobi Capital Management LLC | 170 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 169 | $15.0K | 0.00% | +56+49.6% | Added |
| Arlington Partners LLC | 164 | $15.0K | 0.00% | +164 | New |
| Bell Investment Advisors, Inc | 168 | $15.0K | 0.00% | +168 | New |
| RPg Family Wealth Advisory, LLC | 159 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 156 | $14.0K | 0.01% | +6+4.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 155 | $14.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 139 | $13.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 143 | $13.0K | 0.00% | +55+62.5% | Added |
| MV Capital Management, Inc. | 142 | $13.0K | 0.00% | +77+118.5% | Added |
| Rosenberg Matthew Hamilton | 140 | $13.0K | 0.01% | +140 | New |
| Versant Capital Management, Inc | 134 | $12.0K | 0.00% | −27−16.8% | Reduced |
| Lenox Wealth Advisors, LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 134 | $12.0K | 0.00% | +93+226.8% | Added |
| West Paces Advisors Inc. | 126 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $11.3K | 0.00% | −14−10.1% | Reduced |
| Bartlett & Co. LLC | 125 | $11.0K | 0.00% | −14−10.1% | Reduced |
| Endurance Wealth Management, Inc. | 123 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 117 | $11.0K | 0.00% | +59+101.7% | Added |
| South State Corp. | 125 | $11.0K | 0.00% | +125 | New |
| Legacy Bridge, LLC | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 107 | $10.0K | 0.00% | +107 | New |
| Evoke Wealth, LLC | 101 | $9.00K | 0.00% | −57−36.1% | Reduced |
| NewSquare Capital LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 102 | $9.00K | 0.00% | +102 | New |
| Raffa Wealth Management, LLC | 99 | $8.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $8.00K | 0.00% | −2−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 84 | $8.00K | 0.00% | +12+16.7% | Added |
| Carolinas Wealth Consulting LLC | 89 | $8.00K | 0.00% | +66+287.0% | Added |
| Kowal Investment Group, LLC | 94 | $8.00K | 0.00% | +94 | New |
| Smith Group Asset Management, LLC | 89 | $8.00K | 0.00% | +89 | New |
| BerganKDV Wealth Management, LLC | 82 | $7.00K | 0.00% | +69+530.8% | Added |
| Country Trust Bank | 74 | $7.00K | 0.00% | +74 | New |
| Concord Wealth Partners | 66 | $6.00K | 0.00% | −338−83.7% | Reduced |
| IMA Wealth, Inc. | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 66 | $6.00K | 0.00% | +13+24.5% | Added |
| Liberty Wealth Management LLC | 56 | $6.00K | 0.00% | +28+100.0% | Added |
| Valley National Advisers Inc | 58 | $5.00K | 0.00% | −33−36.3% | Reduced |
| Institutional & Family Asset Management, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $5.00K | 0.00% | +58 | New |
| Clean Yield Group | 58 | $5.00K | 0.00% | +58 | New |
| PSI Advisors, LLC | 55 | $5.00K | 0.00% | +55 | New |
| Ellis Investment Partners, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $4.00K | 0.00% | +50 | New |
| NVWM, LLC | 42 | $4.00K | 0.00% | +42 | New |
| O'Dell Group, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Reilly Financial Advisors, LLC | 38 | $3.00K | 0.00% | −15−28.3% | Reduced |
| Heritage Wealth Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Atticus Wealth Management, LLC | 26 | $2.00K | 0.00% | −4−13.3% | Reduced |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.00K | 0.00% | +13+108.3% | Added |
| First Manhattan Co | 20 | $1.00K | 0.00% | −35−63.6% | Reduced |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $632 | 0.00% | – | – |
| Gradient Investments LLC | 3 | $0 | 0.00% | −27−90.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Consolidated Planning Corp | 1 | $0 | 0.00% | +1 | New |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 37 | – | – | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −281,600−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −167,607−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −149,332−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −74,363−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −67,743−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −60,437−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −43,818−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −38,610−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −35,726−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −33,581−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −19,843−100.0% | Sold out |