| Baker Avenue Asset Management, LP | 84 | $7.61K | 0.00% | +84 | New |
| Archer Investment Corp | 81 | $7.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 81 | $7.34K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 74 | $6.71K | 0.00% | −91−55.2% | Reduced |
| Massmutual Trust Co FSB | 68 | $6.00K | 0.00% | −24−26.1% | Reduced |
| AdvisorNet Financial, Inc | 66 | $5.98K | 0.00% | −47−41.6% | Reduced |
| Financial Avengers, Inc. | 65 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $5.08K | 0.00% | −13−18.8% | Reduced |
| Providence Capital Advisors, LLC | 56 | $5.08K | 0.00% | +56 | New |
| Centerpoint Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 57 | $5.00K | 0.00% | +57 | New |
| Clearview Wealth Advisors LLC | 54 | $4.89K | 0.00% | −37−40.7% | Reduced |
| Global Retirement Partners, LLC | 54 | $4.89K | 0.00% | +2+3.8% | Added |
| Earnest Partners LLC | 51 | $4.62K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 50 | $4.53K | 0.00% | +25+100.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 50 | $4.53K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 49 | $4.44K | 0.00% | +49 | New |
| Investors Research Corp | 45 | $4.08K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 44 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $3.99K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 43 | $3.90K | 0.00% | +19+79.2% | Added |
| Prestige Wealth Management Group LLC | 41 | $3.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $3.63K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 40 | $3.63K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 36 | $3.26K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $3.26K | 0.00% | +10+38.5% | Added |
| Toth Financial Advisory Corp | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | +32 | New |
| McIlrath & Eck, LLC | 30 | $2.72K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 27 | $2.45K | 0.00% | +27 | New |
| Hartford Financial Management Inc. | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.27K | 0.00% | +5+25.0% | Added |
| Piershale Financial Group, Inc. | 25 | $2.27K | 0.00% | +25 | New |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | −211−91.7% | Reduced |
| Jones Financial Companies LLLP | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 27 | $2.00K | 0.00% | −2−6.9% | Reduced |
| Asset Dedication, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | −2−8.7% | Reduced |
| Red Tortoise LLC | 21 | $1.90K | 0.00% | +21 | New |
| Cribstone Capital Management, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $1.81K | 0.00% | +9+81.8% | Added |
| Trifecta Capital Advisors, LLC | 20 | $1.81K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 15 | $1.36K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 14 | $1.27K | 0.00% | −5−26.3% | Reduced |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | −129−95.6% | Reduced |
| Cambridge Trust Co | 7 | $1.00K | 0.00% | +7 | New |
| Colonial Trust Advisors | 11 | $997 | 0.00% | +11 | New |
| Disciplined Investments, LLC | 10 | $906 | 0.00% | +3+42.9% | Added |
| Rise Advisors, LLC | 10 | $906 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $906 | 0.00% | −4−28.6% | Reduced |
| CVA Family Office, LLC | 10 | $906 | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $453 | 0.00% | −21−80.8% | Reduced |
| Hollencrest Capital Management | 5 | $453 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 3 | $272 | 0.00% | +2+200.0% | Added |
| Laurel Wealth Advisors LLC | 3 | $272 | 0.00% | +3 | New |
| Huntington National Bank | 2 | $181 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $181 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $91 | 0.00% | +1 | New |
| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Clean Yield Group | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −260,677−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −219,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −84,675−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −81,091−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −63,162−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −31,941−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −25,381−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −18,618−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,103−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −17,997−100.0% | Sold out |
| SFE Investment Counsel | 0 | $0 | 0.00% | −13,951−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −13,764−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,757−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,567−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,935−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,023−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,323−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,709−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |