| Cornerstone Financial Management LLC | 44 | $3.12K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 40 | $2.83K | 0.00% | +40 | New |
| Torren Management, LLC | 39 | $2.73K | 0.00% | −663−94.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 36 | $2.55K | 0.00% | −19−34.5% | Reduced |
| JPL Wealth Management, LLC | 35 | $2.48K | 0.00% | +35 | New |
| Clearstead Advisors, LLC | 34 | $2.41K | 0.00% | −377−91.7% | Reduced |
| Sachetta, LLC | 31 | $2.20K | 0.00% | +31 | New |
| Private Wealth Management Group, LLC | 30 | $2.13K | 0.00% | −16−34.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $1.77K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $1.59K | 0.00% | −118−84.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22 | $1.56K | 0.00% | +22 | New |
| WPG Advisers, LLC | 20 | $1.42K | 0.00% | −11−35.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 17 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.06K | 0.00% | +5+50.0% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $992 | 0.00% | −13−48.1% | Reduced |
| Huntington National Bank | 14 | $992 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $921 | 0.00% | +2+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $850 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 12 | $850 | 0.00% | +12 | New |
| Twin Peaks Wealth Advisors, LLC | 12 | $850 | 0.00% | +12 | New |
| Creative Financial Designs Inc | 11 | $779 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $737 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $709 | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 9 | $638 | 0.00% | +9 | New |
| Scarborough Advisors, LLC | 9 | $638 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 8 | $567 | 0.00% | −1−11.1% | Reduced |
| HFM Investment Advisors, LLC | 7 | $496 | 0.00% | −1−12.5% | Reduced |
| Marquette Asset Management, LLC | 7 | $496 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 5 | $355 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $354 | 0.00% | +3+150.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $283 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $283 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $213 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $213 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $142 | 0.00% | −6−75.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $71 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $71 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| Beacon Capital Management, Inc. | 0 | $23 | 0.00% | −1−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,711,503−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −432,672−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −246,208−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −161,200−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −42,664−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −37,247−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −33,236−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,365−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,290−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −19,398−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,183−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −9,796−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Angel Oak Capital Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −7,165−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,590−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,429−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,712−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,577−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,087−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −4,921−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,764−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |