| Continuum Advisory, LLC | 167 | $122.6K | 0.02% | +2+1.2% | Added |
| Creative Financial Designs Inc | 165 | $121.4K | 0.01% | +120+266.7% | Added |
| JJJ Advisors Inc. | 150 | $110.1K | 0.02% | +60+66.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 129 | $94.0K | 0.03% | +129 | New |
| Quarry LP | 121 | $88.8K | 0.04% | +111+1,110.0% | Added |
| Arlington Trust Co LLC | 120 | $88.1K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $79.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 99 | $72.7K | 0.01% | +3+3.1% | Added |
| Tidemark, LLC | 99 | $72.7K | 0.03% | +99 | New |
| Spectrum Wealth Counsel, LLC | 93 | $68.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 93 | $68.3K | 0.00% | −513−84.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 79 | $58.0K | 0.00% | +79 | New |
| Signaturefd, LLC | 77 | $56.5K | 0.00% | −13−14.4% | Reduced |
| Halpern Financial, Inc. | 75 | $55.1K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 69 | $50.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 66 | $48.5K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 66 | $48.5K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 62 | $45.5K | 0.00% | +26+72.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $44.1K | 0.01% | +60 | New |
| American National Bank | 57 | $41.9K | 0.01% | +57 | New |
| GAMMA Investing LLC | 54 | $39.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $38.2K | 0.00% | +52 | New |
| Caldwell Sutter Capital, Inc. | 51 | $37.4K | 0.02% | +34+200.0% | Added |
| GeoWealth Management, LLC | 42 | $30.8K | 0.00% | +6+16.7% | Added |
| Ransom Advisory, Ltd | 42 | $30.8K | 0.02% | +42 | New |
| Benjamin F. Edwards & Company, Inc. | 41 | $30.0K | 0.00% | −4−8.9% | Reduced |
| EntryPoint Capital, LLC | 40 | $29.0K | 0.01% | +40 | New |
| TD Waterhouse Canada Inc. | 39 | $28.3K | 0.00% | +22+129.4% | Added |
| IFP Advisors, Inc | 33 | $24.2K | 0.00% | +3+10.0% | Added |
| Key Financial Inc | 33 | $24.2K | 0.01% | +33 | New |
| HHM Wealth Advisors, LLC | 30 | $22.0K | 0.00% | +30 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $22.0K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 29 | $21.3K | 0.01% | +29 | New |
| Pittenger & Anderson Inc | 28 | $20.6K | 0.00% | +28 | New |
| Newbridge Financial Services Group, Inc. | 21 | $15.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 21 | $15.4K | 0.01% | +21 | New |
| Quent Capital, LLC | 18 | $13.2K | 0.00% | −2,895−99.4% | Reduced |
| LRI Investments, LLC | 18 | $13.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $13.2K | 0.00% | +18 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $12.6K | 0.00% | +5+41.7% | Added |
| Global Trust Asset Management, LLC | 16 | $11.7K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 15 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 15 | $11.0K | 0.01% | +15 | New |
| Versant Capital Management, Inc | 15 | $11.0K | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 10 | $8.45K | 0.00% | +7+233.3% | Added |
| Allworth Financial LP | 10 | $8.14K | 0.00% | +1+11.1% | Added |
| Private Wealth Management Group, LLC | 11 | $8.08K | 0.00% | +8+266.7% | Added |
| Umb Bank N A | 10 | $7.34K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 9 | $7.00K | 0.00% | +3+50.0% | Added |
| First Personal Financial Services | 9 | $6.61K | 0.00% | −126−93.3% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $6.61K | 0.00% | +6+200.0% | Added |
| Altshuler Shaham Ltd | 6 | $4.41K | 0.00% | −2−25.0% | Reduced |
| Valued Wealth Advisors LLC | 6 | $4.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $4.41K | 0.00% | +3+100.0% | Added |
| Massmutual Trust Co FSB | 6 | $4.41K | 0.00% | +6 | New |
| LGT Financial Advisors LLC | 6 | $4.41K | 0.01% | +6 | New |
| Farmers & Merchants Investments Inc | 5 | $3.67K | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 5 | $3.67K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $2.94K | 0.00% | +1+33.3% | Added |
| Principal Securities, Inc. | 4 | $2.94K | 0.00% | −5−55.6% | Reduced |
| Anfield Capital Management, LLC | 4 | $2.94K | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 3 | $2.20K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3 | $2.20K | 0.00% | +3 | New |
| Larson Financial Group LLC | 3 | $2.20K | 0.00% | +3 | New |
| Sachetta, LLC | 2 | $1.65K | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 2 | $1.47K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $1.47K | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $1.47K | 0.00% | +2 | New |
| Ashton Thomas Private Wealth, LLC | 2 | $1.47K | 0.00% | +2 | New |
| TFC Financial Management | 1 | $735 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 1 | $734 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −50,587−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −32,314−100.0% | Sold out |
| Insight Wealth Partners, LLC | 0 | $0 | 0.00% | −24,585−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,626−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,040−100.0% | Sold out |
| Schwerin Boyle Capital Management Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,328−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Ridgecrest Wealth Partners, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −365−100.0% | Sold out |
