| CarsonAllaria Wealth Management, Ltd. | 200 | $9.00K | 0.01% | +200 | New |
| Archer Investment Corp | 178 | $8.26K | 0.00% | +178 | New |
| South State Corp. | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 182 | $8.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 171 | $8.00K | 0.00% | +26+17.9% | Added |
| Barrett Asset Management, LLC | 183 | $8.00K | 0.00% | +183 | New |
| High Net Worth Advisory Group LLC | 175 | $8.00K | 0.00% | +175 | New |
| Atlas Capital Advisors LLC | 159 | $7.38K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $7.00K | 0.00% | −4,074−96.4% | Reduced |
| Motco | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $6.00K | 0.00% | −21−13.9% | Reduced |
| Cordasco Financial Network | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 136 | $6.00K | 0.00% | +38+38.8% | Added |
| Signet Financial Management, LLC | 127 | $6.00K | 0.00% | +127 | New |
| Cedar Wealth Management, LLC | 136 | $6.00K | 0.00% | +136 | New |
| Piscataqua Savings Bank | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $5.00K | 0.00% | +94 | New |
| Newbridge Financial Services Group, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 99 | $4.59K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 100 | $4.00K | 0.00% | −361−78.3% | Reduced |
| BerganKDV Wealth Management, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 96 | $4.00K | 0.00% | +96 | New |
| Widmann Financial Services, Inc. | 92 | $4.00K | 0.00% | +92 | New |
| City State Bank | 81 | $4.00K | 0.00% | +81 | New |
| Raffa Wealth Management, LLC | 79 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.00K | 0.00% | −97−64.2% | Reduced |
| Atwood & Palmer Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $3.00K | 0.00% | −34−38.6% | Reduced |
| Bogart Wealth, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 69 | $3.00K | 0.00% | +69 | New |
| Tyler-Stone Wealth Management | 75 | $3.00K | 0.00% | +75 | New |
| Sutton Wealth Advisors Inc. | 54 | $2.50K | 0.00% | +6+12.5% | Added |
| USA Financial Portformulas Corp | 44 | $2.00K | 0.00% | −17,531−99.7% | Reduced |
| Tortoise Investment Management, LLC | 50 | $2.00K | 0.00% | −20−28.6% | Reduced |
| Howe & Rusling Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Schubert & Co | 53 | $2.00K | 0.00% | +53 | New |
| Gradient Investments LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 31 | $1.00K | 0.00% | +1+3.3% | Added |
| Carolinas Wealth Consulting LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 19 | $1.00K | 0.00% | +19 | New |
| Reilly Financial Advisors, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Surevest, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Core Alternative Capital | 31 | $1.00K | 0.00% | +31 | New |
| Sierra Capital LLC | 28 | $1.00K | 0.00% | +28 | New |
| Retirement Planning Co of New England, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Addison Advisors LLC | 23 | $1.00K | 0.00% | +23 | New |
| Curi Capital | 38 | $1.00K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Credential Qtrade Securities Inc. | 21 | $974 | 0.00% | +21 | New |
| WestEnd Advisors, LLC | 7 | $324 | 0.00% | – | – |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −2,373,449−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,075,316−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −802,111−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −712,600−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −668,055−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −325,163−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −110,172−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −67,458−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −56,054−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −47,648−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −27,793−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −22,342−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,217−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −11,936−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −10,990−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,981−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −6,624−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,356−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |