| Coppell Advisory Solutions Corp. | 300 | $21.4K | 0.01% | +300 | New |
| Farther Finance Advisors, LLC | 300 | $21.4K | 0.01% | +300 | New |
| Allworth Financial LP | 296 | $21.0K | 0.00% | +50+20.3% | Added |
| Banque Cantonale Vaudoise | 285 | $20.0K | 0.00% | −800−73.7% | Reduced |
| Pin Oak Investment Advisors Inc | 282 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $18.2K | 0.00% | +176+220.0% | Added |
| Sound Income Strategies, LLC | 253 | $18.0K | 0.00% | +116+84.7% | Added |
| TD Ameritrade Investment Management, LLC | 247 | $18.0K | 0.00% | −81−24.7% | Reduced |
| Centerpoint Advisors, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 243 | $17.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 241 | $17.2K | 0.00% | +241 | New |
| Baker Avenue Asset Management, LP | 234 | $16.7K | 0.00% | +234 | New |
| Crewe Advisors LLC | 234 | $16.7K | 0.00% | +234 | New |
| DT Investment Partners, LLC | 224 | $15.9K | 0.00% | +224 | New |
| Cornerstone Planning Group LLC | 200 | $15.5K | 0.01% | +200 | New |
| Accel Wealth Management | 214 | $15.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 211 | $15.0K | 0.00% | −218−50.8% | Reduced |
| Harvest Fund Management Co., Ltd | 205 | $15.0K | 0.00% | −38−15.6% | Reduced |
| PEAK6 Investments LLC | 206 | $14.7K | 0.00% | −2,240−91.6% | Reduced |
| Cary Street Partners Asset Management LLC | 200 | $14.2K | 0.00% | −1,360−87.2% | Reduced |
| Heritage Wealth Advisors | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $14.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 250 | $13.8K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 186 | $13.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 178 | $12.7K | 0.00% | −36−16.8% | Reduced |
| Princeton Global Asset Management LLC | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $11.7K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 200 | $11.0K | 0.01% | +200 | New |
| Highlander Capital Management, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 161 | $11.0K | 0.00% | +9+5.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $11.0K | 0.01% | +152 | New |
| ICA Group Wealth Management, LLC | 150 | $10.7K | 0.00% | +150 | New |
| Skandinaviska Enskilda Banken AB (publ) | 140 | $10.0K | 0.00% | −935−87.0% | Reduced |
| South State Corp. | 138 | $9.83K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 125 | $8.90K | 0.00% | +100+400.0% | Added |
| Washington Trust Advisors, Inc. | 123 | $8.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 120 | $8.58K | 0.00% | −2−1.6% | Reduced |
| Disciplined Investments, LLC | 118 | $8.40K | 0.00% | −185−61.1% | Reduced |
| IAG Wealth Partners, LLC | 118 | $8.40K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $8.19K | 0.00% | +115 | New |
| BerganKDV Wealth Management, LLC | 114 | $8.12K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $8.00K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 115 | $8.00K | 0.00% | +100+666.7% | Added |
| Beacon Capital Management, LLC | 109 | $7.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $7.76K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $7.12K | 0.00% | +100 | New |
| Piershale Financial Group, Inc. | 100 | $7.12K | 0.01% | +100 | New |
| Dividend Assets Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 92 | $6.55K | 0.01% | −152−62.3% | Reduced |
| Baillie Gifford & Co | 92 | $6.55K | 0.00% | +32+53.3% | Added |
| My Personal CFO, LLC | 78 | $5.55K | 0.01% | +78 | New |
| Jones Financial Companies LLLP | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $4.70K | 0.00% | +53+407.7% | Added |
| Strengthening Families & Communities, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $3.59K | 0.00% | +5+11.1% | Added |
| Annapolis Financial Services, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 49 | $3.49K | 0.00% | +49 | New |
| Albion Financial Group | 49 | $3.49K | 0.00% | +49 | New |
| Gradient Investments LLC | 44 | $3.13K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 43 | $3.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 71 | $2.93K | 0.03% | −864−92.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 37 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.63K | 0.00% | +37 | New |
| True Wealth Design, LLC | 33 | $2.35K | 0.00% | +33 | New |
| Thomas White International Ltd | 29 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.92K | 0.00% | +27 | New |
| Rise Advisors, LLC | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.35K | 0.00% | +19 | New |
| Okabena Investment Services Inc | 18 | $1.33K | 0.00% | +18 | New |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $712 | 0.00% | −165−94.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 7 | $498 | 0.00% | +7 | New |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −1,480,701−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −683,635−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −357,106−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −181,400−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −108,759−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −90,264−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −89,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Gabalex Capital Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Ulrich Consultants & Investment Group, LLC | 0 | $0 | 0.00% | −54,431−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −48,752−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −25,688−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −25,494−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −23,959−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −21,142−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,170−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,852−100.0% | Sold out |