| Westend Capital Management, LLC | 44 | $36.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 43 | $36.1K | 0.02% | +2+4.9% | Added |
| Fortitude Family Office, LLC | 43 | $36.1K | 0.01% | +5+13.2% | Added |
| CoreCap Advisors, LLC | 37 | $31.1K | 0.00% | −21−36.2% | Reduced |
| Bare Financial Services, Inc | 37 | $31.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 36 | $30.2K | 0.00% | +26+260.0% | Added |
| Barrett & Company, Inc. | 35 | $29.4K | 0.01% | −15−30.0% | Reduced |
| Wellington Shields & Co., LLC | 35 | $29.4K | 0.01% | +35 | New |
| CVA Family Office, LLC | 34 | $28.5K | 0.00% | −4−10.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 34 | $28.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 70 | $28.5K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $27.7K | 0.01% | +24+266.7% | Added |
| National Bank of Canada | 31 | $26.0K | 0.00% | +31 | New |
| United Financial Planning Group LLC | 29 | $24.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $21.8K | 0.00% | −45−63.4% | Reduced |
| American National Bank | 26 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $21.0K | 0.01% | +25 | New |
| First Horizon Corp | 24 | $20.1K | 0.00% | −15−38.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $20.1K | 0.00% | −8−25.0% | Reduced |
| Bell Investment Advisors, Inc | 24 | $20.1K | 0.00% | +1+4.3% | Added |
| Premier Financial Group | 24 | $20.1K | 0.00% | +24 | New |
| Acumen Wealth Advisors, LLC | 23 | $19.3K | 0.00% | −3−11.5% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $19.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $19.3K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $18.5K | 0.00% | +22 | New |
| Marshall Investment Management, LLC | 21 | $17.6K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 20 | $17.0K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 20 | $16.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $16.8K | 0.00% | +4+25.0% | Added |
| SHP Wealth Management | 19 | $15.9K | 0.00% | −9−32.1% | Reduced |
| Dogwood Wealth Management LLC | 19 | $15.9K | 0.01% | +5+35.7% | Added |
| True Wealth Design, LLC | 18 | $15.1K | 0.00% | −1−5.3% | Reduced |
| Basecamp Wealth Advisors LLC | 16 | $13.4K | 0.00% | −2−11.1% | Reduced |
| High Note Wealth, LLC | 16 | $13.4K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 16 | $13.4K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 18 | $12.9K | 0.00% | −8−30.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14 | $11.8K | 0.00% | +14 | New |
| City Holding Co | 14 | $11.8K | 0.00% | +14 | New |
| Anchor Bay Capital, Inc. | 21 | $11.1K | 0.01% | +21 | New |
| Vision Retirement, LLC | 11 | $9.23K | 0.00% | +11 | New |
| Nomura Asset Management Co Ltd | 10 | $8.39K | 0.00% | −57−85.1% | Reduced |
| First Pacific Financial | 10 | $8.39K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 9 | $7.55K | 0.00% | +5+125.0% | Added |
| Financial Network Wealth Advisors LLC | 9 | $7.55K | 0.01% | −10−52.6% | Reduced |
| Whipplewood Advisors, LLC | 9 | $7.55K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $7.55K | 0.00% | +1+12.5% | Added |
| Ameriflex Group, Inc. | 9 | $7.55K | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 8 | $6.71K | 0.00% | +1+14.3% | Added |
| Carolina Wealth Advisors, LLC | 8 | $6.71K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 8 | $6.71K | 0.00% | +8 | New |
| Avion Wealth | 8 | $6.00K | 0.00% | +4+100.0% | Added |
| HFM Investment Advisors, LLC | 7 | $5.88K | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $5.04K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 6 | $5.04K | 0.05% | −8−57.1% | Reduced |
| Creative Financial Designs Inc | 6 | $5.04K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $5.04K | 0.00% | +6 | New |
| William B. Walkup & Associates, Inc. | 6 | $5.04K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $4.20K | 0.00% | +1+25.0% | Added |
| Valued Wealth Advisors LLC | 5 | $4.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $4.20K | 0.00% | +4+400.0% | Added |
| Exchange Traded Concepts, LLC | 5 | $4.20K | 0.00% | +5 | New |
| Cromwell Holdings LLC | 5 | $4.20K | 0.00% | +5 | New |
| Arlington Trust Co LLC | 5 | $4.20K | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $4.20K | 0.00% | +5 | New |
| South State Corp. | 4 | $3.36K | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $3.36K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Hollencrest Capital Management | 3 | $2.52K | 0.00% | −10−76.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $2.52K | 0.00% | +3 | New |
| Capital Analysts, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Optiver Holding B.V. | 2 | $1.68K | 0.00% | −125−98.4% | Reduced |
| TD Capital Management LLC | 2 | $1.68K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $1.68K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $1.68K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.68K | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $1.68K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.68K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $1.68K | 0.00% | +2 | New |
| Institute for Wealth Management, LLC. | 2 | $1.53K | 0.00% | +2 | New |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 1 | $840 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $840 | 0.00% | +1 | New |
| Motco | 1 | $839 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 1 | $839 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $839 | 0.00% | +1 | New |
| Bayforest Capital Ltd | 1 | $839 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $777 | 0.00% | +1 | New |
| Munro Partners | 0 | $0 | 0.00% | −164,995−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −107,035−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −99,201−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −51,019−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −48,875−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −34,332−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −12,792−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −11,954−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Leibman Financial Services, Inc. | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
