| Richardson Financial Services Inc. | 36 | $11.1K | 0.01% | −37−50.7% | Reduced |
| Binnacle Investments Inc | 36 | $11.1K | 0.01% | +36 | New |
| JFS Wealth Advisors, LLC | 34 | $10.5K | 0.00% | −4−10.5% | Reduced |
| Legacy Wealth Managment, LLC | 33 | $10.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $10.2K | 0.00% | +15+83.3% | Added |
| Central Trust Co | 32 | $9.87K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $9.56K | 0.00% | +28+933.3% | Added |
| Harbor Investment Advisory, LLC | 30 | $9.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $8.94K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $8.63K | 0.00% | +24+600.0% | Added |
| Brown Brothers Harriman & Co | 23 | $7.09K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 23 | $7.09K | 0.00% | +23 | New |
| Colonial Trust Co | 23 | $7.07K | 0.00% | −4−14.8% | Reduced |
| Whipplewood Advisors, LLC | 15 | $6.78K | 0.00% | −7−31.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 22 | $6.78K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 20 | $6.17K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $5.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $5.86K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $5.86K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $5.55K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 18 | $5.55K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18 | $5.55K | 0.00% | +18 | New |
| Saudi Central Bank | 17 | $5.24K | 0.03% | +17 | New |
| Tidemark, LLC | 17 | $5.24K | 0.00% | +17 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $4.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 15 | $4.62K | 0.00% | −18−54.5% | Reduced |
| Iron Horse Wealth Management, LLC | 15 | $4.62K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $4.00K | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $3.70K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $3.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $3.39K | 0.00% | −3−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $3.39K | 0.00% | −1−8.3% | Reduced |
| Horizon Investments, LLC | 10 | $3.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $2.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $2.47K | 0.00% | −151−95.0% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $2.47K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $2.47K | 0.00% | +5+166.7% | Added |
| N.E.W. Advisory Services LLC | 8 | $2.47K | 0.00% | +8 | New |
| Eq Wealth Advisors, LLC | 7 | $2.16K | 0.00% | +7 | New |
| Zions Bancorporation, National Association | 6 | $1.85K | 0.00% | +6 | New |
| South State Corp. | 6 | $1.85K | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $1.54K | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.54K | 0.00% | +2+66.7% | Added |
| Bare Financial Services, Inc | 5 | $1.54K | 0.00% | +5 | New |
| Kiker Wealth Management, LLC | 5 | $1.54K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.17K | 0.00% | +3+300.0% | Added |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $925 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $925 | 0.00% | +2+200.0% | Added |
| Key Financial Inc | 3 | $925 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $925 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $617 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $617 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $617 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $617 | 0.01% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $617 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $616 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $309 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $308 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $308 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $308 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $293 | 0.00% | −1−50.0% | Reduced |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | +2 | New |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,387−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Eagle Health Investments LP | 0 | $0 | 0.00% | −21,802−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,528−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,117−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −3,522−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,996−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,742−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |