| Salem Investment Counselors Inc | 65 | $12.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 59 | $11.0K | 0.00% | −20−25.3% | Reduced |
| JJJ Advisors Inc. | 56 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 53 | $10.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $9.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $9.63K | 0.00% | +50 | New |
| PSI Advisors, LLC | 47 | $9.05K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 42 | $8.09K | 0.00% | −2−4.5% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $7.89K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 30 | $6.22K | 0.00% | +30 | New |
| Quent Capital, LLC | 31 | $5.97K | 0.00% | +15+93.8% | Added |
| Bell Investment Advisors, Inc | 30 | $5.78K | 0.00% | −21−41.2% | Reduced |
| Venturi Wealth Management, LLC | 28 | $5.39K | 0.00% | +3+12.0% | Added |
| JFS Wealth Advisors, LLC | 27 | $5.20K | 0.00% | −1−3.6% | Reduced |
| FinTrust Capital Advisors, LLC | 27 | $5.20K | 0.00% | +27 | New |
| Chesapeake Asset Management LLC | 27 | $5.20K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.81K | 0.00% | −35−58.3% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $4.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $4.81K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $4.81K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $4.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $4.62K | 0.00% | +8+50.0% | Added |
| Clear Investment Research, LLC | 24 | $4.62K | 0.01% | +24 | New |
| Addison Advisors LLC | 23 | $4.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23 | $4.43K | 0.00% | +2+9.5% | Added |
| ICA Group Wealth Management, LLC | 23 | $4.43K | 0.00% | +23 | New |
| Zions Bancorporation, N.A. | 22 | $4.24K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $4.24K | 0.00% | +22 | New |
| MCF Advisors LLC | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.66K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $3.46K | 0.00% | −5−21.7% | Reduced |
| Creative Financial Designs Inc | 18 | $3.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.27K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 15 | $3.00K | 0.00% | −2,138−99.3% | Reduced |
| FSA Wealth Management LLC | 16 | $3.00K | 0.00% | +16 | New |
| Richardson Financial Services Inc. | 15 | $2.89K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 14 | $2.85K | 0.00% | +14 | New |
| Larson Financial Group LLC | 13 | $2.50K | 0.00% | −46−78.0% | Reduced |
| First Pacific Financial | 13 | $2.50K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 11 | $2.24K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | −150−94.3% | Reduced |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.93K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $1.93K | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 10 | $1.93K | 0.00% | +10 | New |
| Missouri Trust & Investment Co | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $1.38K | 0.00% | +4+133.3% | Added |
| GPS Wealth Strategies Group, LLC | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $1.35K | 0.00% | −46−86.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7 | $1.00K | 0.00% | −1,345−99.5% | Reduced |
| Evermay Wealth Management LLC | 5 | $963 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $963 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $963 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $963 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $963 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 4 | $770 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $770 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $578 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $386 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $386 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $385 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $385 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $193 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $193 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Spence Asset Management | 44 | – | – | −79,794−99.9% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −584,395−100.0% | Sold out |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −312,989−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −177,656−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −107,510−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −88,566−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −84,016−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,206−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,144−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −25,012−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −11,705−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,722−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |