| Estabrook Capital Management | 127 | $8.40K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 125 | $8.27K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 118 | $7.80K | 0.00% | +118 | New |
| North Star Investment Management Corp. | 114 | $7.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $7.42K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 111 | $7.34K | 0.00% | +27+32.1% | Added |
| Trust Co of Vermont | 110 | $7.27K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 103 | $6.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 103 | $6.69K | 0.00% | −100−49.3% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $6.61K | 0.00% | +100 | New |
| Kenfarb & Co. | 100 | $6.61K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 96 | $6.35K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $5.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 81 | $5.36K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 68 | $4.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $4.43K | 0.00% | +33+97.1% | Added |
| Delos Wealth Advisors, LLC | 66 | $4.36K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 78 | $4.10K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 62 | $4.10K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $3.17K | 0.00% | +8+20.0% | Added |
| Sutton Wealth Advisors Inc. | 47 | $3.11K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $3.00K | 0.00% | +23+62.2% | Added |
| Strengthening Families & Communities, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Truvestments Capital LLC | 44 | $2.91K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $2.84K | 0.00% | +23+115.0% | Added |
| Carolina Wealth Advisors, LLC | 40 | $2.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 37 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.12K | 0.00% | −71−68.9% | Reduced |
| JNBA Financial Advisors | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.12K | 0.00% | +6+23.1% | Added |
| Winch Advisory Services, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 30 | $1.98K | 0.00% | +30 | New |
| Mascoma Wealth Management LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $1.59K | 0.00% | +24 | New |
| Central Bank & Trust Co | 24 | $1.59K | 0.00% | +24 | New |
| Syverson Strege & Co | 23 | $1.52K | 0.00% | +23 | New |
| Logan Capital Management Inc | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $1.37K | 0.00% | +1+5.0% | Added |
| Tucker Asset Management LLC | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $1.06K | 0.00% | +16 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 15 | $992 | 0.00% | +15 | New |
| TCI Wealth Advisors, Inc. | 13 | $860 | 0.00% | +1+8.3% | Added |
| Baystate Wealth Management LLC | 12 | $812 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $727 | 0.00% | −300−96.5% | Reduced |
| Wolff Wiese Magana LLC | 10 | $662 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $661 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $448 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $331 | 0.00% | −74−93.7% | Reduced |
| USA Financial Portformulas Corp | 5 | $331 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $198 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $132 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $66 | 0.00% | – | – |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10 | $0 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −377,368−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −212,534−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −166,080−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −158,781−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −128,949−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −65,149−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| New England Asset Management Inc | 0 | $0 | 0.00% | −61,250−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −55,444−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −46,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −39,361−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −34,900−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −30,267−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −29,108−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,341−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,999−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,472−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −20,642−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −20,299−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −19,801−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −19,095−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −14,037−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −12,484−100.0% | Sold out |
| Proquility Private Wealth Partners, LLC | 0 | $0 | 0.00% | −12,288−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,104−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,406−100.0% | Sold out |