| Wilkerson Advisory Group LLC | 16 | $3.89K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 15 | $3.64K | 0.00% | −6−28.6% | Reduced |
| Torren Management, LLC | 14 | $3.41K | 0.00% | +14 | New |
| Colonial Trust Co | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $2.92K | 0.00% | −10−45.5% | Reduced |
| LRI Investments, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.92K | 0.00% | +5+71.4% | Added |
| Cornerstone Planning Group LLC | 11 | $2.79K | 0.00% | −4,156−99.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $2.67K | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 11 | $2.67K | 0.00% | +11 | New |
| RMG Wealth Management LLC | 10 | $2.52K | 0.00% | +10 | New |
| SHP Wealth Management | 10 | $2.50K | 0.00% | +10 | New |
| HM Payson & Co | 10 | $2.43K | 0.00% | −91−90.1% | Reduced |
| Anchor Investment Management, LLC | 10 | $2.43K | 0.00% | −30−75.0% | Reduced |
| Networth Advisors, LLC | 9 | $2.19K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $2.09K | 0.00% | +2+28.6% | Added |
| Greenline Wealth Management LLC | 8 | $2.04K | 0.00% | +8 | New |
| Optima Capital LLC | 8 | $1.94K | 0.00% | +8 | New |
| TFC Financial Management | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $1.70K | 0.00% | +7 | New |
| Plato Investment Management Ltd | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.46K | 0.00% | −5−45.5% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.46K | 0.00% | +2+50.0% | Added |
| Clayton Financial Group LLC | 6 | $1.46K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.21K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $972 | 0.00% | −1−20.0% | Reduced |
| Westside Investment Management, Inc. | 4 | $972 | 0.00% | +4 | New |
| Palladiem, LLC | 4 | $972 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $972 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $972 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $972 | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 3 | $744 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $735 | 0.00% | +3 | New |
| Chilton Capital Management LLC | 3 | $729 | 0.00% | −30−90.9% | Reduced |
| Winnow Wealth LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3 | $729 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $486 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $486 | 0.00% | +1+100.0% | Added |
| North Star Investment Management Corp. | 2 | $486 | 0.00% | +2 | New |
| Financial Consulate, Inc | 2 | $486 | 0.00% | +2 | New |
| Solstein Capital, LLC | 2 | $486 | 0.00% | +2 | New |
| Elevated Capital Advisors, LLC | 2 | $486 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $486 | 0.00% | +2 | New |
| Jessup Wealth Management, Inc | 1 | $244 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $243 | 0.00% | −6−85.7% | Reduced |
| Atlantic Trust, LLC | 1 | $243 | 0.00% | −5−83.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $243 | 0.00% | −5−83.3% | Reduced |
| WestEnd Advisors, LLC | 1 | $243 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −932,408−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −209,654−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −150,730−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −125,049−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −105,473−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −102,271−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −38,196−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −26,918−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −24,956−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −22,776−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −20,427−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −16,859−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,349−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,177−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,831−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,237−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,777−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,244−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −3,979−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Elevate Capital Advisors, LLC | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |