| Global Trust Asset Management, LLC | 33 | $7.51K | 0.00% | +33 | New |
| Glen Eagle Advisors, LLC | 33 | $7.49K | 0.00% | −25−43.1% | Reduced |
| Meramec Financial Planners, LLC | 34 | $7.34K | 0.00% | +34 | New |
| Wolff Wiese Magana LLC | 32 | $7.28K | 0.00% | −22−40.7% | Reduced |
| Cape Investment Advisory, Inc. | 31 | $7.05K | 0.00% | +29+1,450.0% | Added |
| Dunhill Financial, LLC | 30 | $6.87K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 30 | $6.83K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 30 | $6.83K | 0.00% | +30 | New |
| Kingdom Financial Group LLC. | 30 | $6.83K | 0.00% | +30 | New |
| LGT Financial Advisors LLC | 29 | $6.65K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $6.60K | 0.00% | +10+52.6% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $6.37K | 0.00% | +1+3.7% | Added |
| Optima Capital LLC | 28 | $6.37K | 0.00% | +28 | New |
| IMG Wealth Management, Inc. | 28 | $6.37K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 28 | $6.37K | 0.00% | +28 | New |
| Arlington Trust Co LLC | 27 | $6.14K | 0.00% | −113−80.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 27 | $6.14K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $5.92K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 25 | $5.69K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 25 | $5.69K | 0.00% | +25 | New |
| Greykasell Wealth Strategies, Inc. | 24 | $5.50K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 24 | $5.46K | 0.00% | +24 | New |
| Godfrey Financial Associates, Inc. | 24 | $5.46K | 0.00% | +24 | New |
| Wealth Enhancement Trust Services, Inc. | 23 | $5.23K | 0.00% | +23 | New |
| Gilpin Wealth Management, LLC | 22 | $5.01K | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 22 | $5.00K | 0.00% | −8−26.7% | Reduced |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | −1,071−97.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 23 | $5.00K | 0.00% | +23 | New |
| New Millennium Group LLC | 21 | $4.78K | 0.00% | −1−4.5% | Reduced |
| Redwood Park Advisors LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 20 | $4.55K | 0.00% | +20 | New |
| Robinswood Financial LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 20 | $4.55K | 0.00% | +20 | New |
| Winch Advisory Services, LLC | 19 | $4.36K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $4.32K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $4.10K | 0.00% | +9+100.0% | Added |
| Newbridge Financial Services Group, Inc. | 18 | $4.09K | 0.00% | +18 | New |
| Independence Bank of Kentucky | 17 | $3.87K | 0.00% | −25−59.5% | Reduced |
| Cedar Mountain Advisors, LLC | 17 | $3.87K | 0.00% | +2+13.3% | Added |
| Crewe Advisors LLC | 16 | $3.64K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $3.64K | 0.00% | +6+60.0% | Added |
| Clark Wealth Partners | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $3.41K | 0.00% | +3+25.0% | Added |
| Sunrise Financial Services, LLC | 15 | $3.41K | 0.00% | +15 | New |
| TFC Financial Management | 14 | $3.19K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 14 | $3.19K | 0.00% | +14 | New |
| Hazlett, Burt & Watson, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.96K | 0.00% | +2+18.2% | Added |
| Toth Financial Advisory Corp | 13 | $2.96K | 0.00% | +3+30.0% | Added |
| Ransom Advisory, Ltd | 13 | $2.96K | 0.00% | +13 | New |
| Cypress Capital Management LLC (WY) | 12 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 15 | $2.56K | 0.00% | +15 | New |
| Altshuler Shaham Ltd | 11 | $2.50K | 0.00% | −3−21.4% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $2.50K | 0.00% | +3+37.5% | Added |
| Comprehensive Financial Planning, Inc. | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $2.05K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $1.59K | 0.00% | −121−94.5% | Reduced |
| Activest Wealth Management | 7 | $1.59K | 0.00% | +2+40.0% | Added |
| Investors Portfolio Services LLC | 7 | $1.59K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 5 | $1.14K | 0.00% | −1−16.7% | Reduced |
| Turning Point Benefit Group, Inc. | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $1.14K | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 4 | $911 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $911 | 0.00% | +2+100.0% | Added |
| Davis Capital Management | 4 | $910 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $910 | 0.00% | +4 | New |
| Pittenger & Anderson Inc | 3 | $683 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $683 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3 | $683 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $456 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $455 | 0.00% | +2 | New |
| Hilton Head Capital Partners, LLC | 2 | $455 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $454 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $228 | 0.00% | +1 | New |
| MidFirst Bank | 508 | $0 | 0.00% | +508 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −580,570−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −111,578−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −52,700−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −51,347−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −49,877−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −43,107−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −35,180−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −27,938−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −22,928−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −20,170−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,606−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −19,154−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −10,323−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −9,783−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −9,414−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −9,232−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,872−100.0% | Sold out |