| Bogart Wealth, LLC | 264 | $22.1K | 0.00% | +264 | New |
| Fulcrum Asset Management LLP | 274 | $21.6K | 0.00% | +274 | New |
| Parallel Advisors, LLC | 258 | $21.6K | 0.00% | −370−58.9% | Reduced |
| Cornerstone Planning Group LLC | 296 | $21.5K | 0.00% | −21−6.6% | Reduced |
| REAP Financial Group, LLC | 250 | $20.9K | 0.00% | +250 | New |
| Kilter Group LLC | 243 | $20.4K | 0.01% | +243 | New |
| AdvisorNet Financial, Inc | 239 | $20.0K | 0.00% | +123+106.0% | Added |
| Sterling Capital Management LLC | 197 | $16.5K | 0.00% | −11,335−98.3% | Reduced |
| Park Place Capital Corp | 192 | $16.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 184 | $15.4K | 0.00% | +85+85.9% | Added |
| Transamerica Financial Advisors, Inc. | 178 | $14.9K | 0.00% | +1+0.6% | Added |
| Custom Index Systems, LLC | 175 | $14.7K | 0.01% | +175 | New |
| Bare Financial Services, Inc | 166 | $13.9K | 0.00% | +121+268.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 160 | $13.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 155 | $13.0K | 0.00% | +155 | New |
| Massmutual Trust Co FSB | 141 | $11.8K | 0.00% | +25+21.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 130 | $10.9K | 0.00% | −165−55.9% | Reduced |
| Asset Planning,Inc | 127 | $10.6K | 0.01% | +1+0.8% | Added |
| Blume Capital Management, Inc. | 125 | $10.5K | 0.00% | +125 | New |
| National Bank of Canada | 121 | $10.1K | 0.00% | +85+236.1% | Added |
| True Wealth Design, LLC | 111 | $9.30K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 107 | $8.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 106 | $8.88K | 0.00% | −38−26.4% | Reduced |
| Quarry LP | 100 | $8.38K | 0.00% | +100 | New |
| Flagship Wealth Advisors, LLC | 100 | $8.38K | 0.00% | +100 | New |
| GWM Advisors LLC | 96 | $8.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $7.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $7.29K | 0.00% | −57−39.6% | Reduced |
| Boreal Capital Management LLC | 80 | $6.70K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 80 | $6.70K | 0.00% | +80 | New |
| Zions Bancorporation, National Association | 76 | $6.37K | 0.00% | +1+1.3% | Added |
| Crewe Advisors LLC | 74 | $6.20K | 0.00% | −38−33.9% | Reduced |
| Smithfield Trust Co | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $5.45K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 59 | $4.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $4.86K | 0.00% | +26+81.3% | Added |
| TD Private Client Wealth LLC | 54 | $4.52K | 0.00% | −12−18.2% | Reduced |
| International Assets Investment Management, LLC | 52 | $4.20K | 0.00% | −3−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44 | $3.69K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $3.64K | 0.00% | +24+126.3% | Added |
| WPG Advisers, LLC | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 53 | $2.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $2.60K | 0.00% | +31 | New |
| Synergy Investment Management, LLC | 43 | $2.43K | 0.00% | +43 | New |
| Ameriflex Group, Inc. | 28 | $2.35K | 0.00% | +28 | New |
| Horizon Investments, LLC | 27 | $2.26K | 0.00% | −27−50.0% | Reduced |
| Ancora Advisors, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | +5+18.5% | Added |
| Financial Network Wealth Advisors LLC | 19 | $1.61K | 0.00% | +19 | New |
| Brown Brothers Harriman & Co | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $1.26K | 0.00% | +15 | New |
| North Star Investment Management Corp. | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $1.09K | 0.00% | +13 | New |
| Cedar Mountain Advisors, LLC | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $756 | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 8 | $671 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $671 | 0.00% | +8 | New |
| Essential Partners LLC | 8 | $670 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $670 | 0.00% | +8 | New |
| Ankerstar Wealth, LLC | 7 | $586 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $528 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $419 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $336 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $335 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $251 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $168 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $80 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −360,161−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −325,257−100.0% | Sold out |
| Foresight Group Ltd Liability Partnership | 0 | $0 | 0.00% | −219,475−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −206,508−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −136,900−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −16,453−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Van Diest Capital, LLC | 0 | $0 | 0.00% | −9,290−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,988−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| StonePine Asset Management Inc. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −4,523−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |