| West Branch Capital LLC | 56 | $33.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $33.0K | 0.01% | +6+12.0% | Added |
| McDonald Partners LLC | 53 | $31.5K | 0.03% | +53 | New |
| Absolute Capital Management, LLC | 53 | $31.5K | 0.03% | +53 | New |
| Charter Oak Capital Management, LLC | 51 | $30.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $29.0K | 0.00% | +32+188.2% | Added |
| KRS Capital Management, LLC | 50 | $29.0K | 0.02% | +50 | New |
| GeoWealth Management, LLC | 47 | $28.0K | 0.00% | −1−2.1% | Reduced |
| Sandy Spring Bank | 44 | $27.0K | 0.00% | −27−38.0% | Reduced |
| MUFG Americas Holdings Corp | 42 | $25.0K | 0.00% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 43 | $25.0K | 0.02% | +43 | New |
| Lee Financial Co | 40 | $24.0K | 0.00% | −16−28.6% | Reduced |
| Allworth Financial LP | 39 | $23.0K | 0.00% | +19+95.0% | Added |
| Signet Financial Management, LLC | 39 | $23.0K | 0.00% | +39 | New |
| Vigilant Capital Management, LLC | 33 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 33 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 31 | $19.0K | 0.00% | +31 | New |
| Lumature Wealth Partners, LLC | 30 | $18.0K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 30 | $18.0K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 29 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 27 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $16.0K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 33 | $16.0K | 0.01% | +33 | New |
| GPS Wealth Strategies Group, LLC | 25 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $15.0K | 0.00% | +1+4.2% | Added |
| Blue Bell Private Wealth Management, LLC | 26 | $15.0K | 0.00% | +26 | New |
| Surevest, LLC | 25 | $15.0K | 0.00% | +25 | New |
| Sofos Investments, Inc. | 595 | $14.0K | 0.00% | +595 | Added |
| Global Retirement Partners, LLC | 24 | $14.0K | 0.01% | −1−4.0% | Reduced |
| Ancora Advisors, LLC | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $14.0K | 0.00% | +2+9.5% | Added |
| First Financial Corp | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 21 | $12.0K | 0.01% | +21 | New |
| City State Bank | 20 | $12.0K | 0.01% | +20 | New |
| Earnest Partners LLC | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $11.0K | 0.00% | +2+12.5% | Added |
| Raffa Wealth Management, LLC | 17 | $10.1K | 0.00% | +2+13.3% | Added |
| Carroll Financial Associates, Inc. | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 16 | $10.0K | 0.00% | +16 | New |
| Truvestments Capital LLC | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $9.00K | 0.00% | +3+25.0% | Added |
| Trustcore Financial Services, LLC | 14 | $8.00K | 0.00% | −200−93.5% | Reduced |
| Front Row Advisors LLC | 13 | $8.00K | 0.00% | −2−13.3% | Reduced |
| BerganKDV Wealth Management, LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 14 | $8.00K | 0.00% | +11+366.7% | Added |
| Exchange Traded Concepts, LLC | 11 | $7.00K | 0.00% | −835−98.7% | Reduced |
| Jones Financial Companies LLLP | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $7.00K | 0.01% | +4+57.1% | Added |
| Pittenger & Anderson Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 10 | $6.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 10 | $5.95K | 0.00% | +2+25.0% | Added |
| MV Capital Management, Inc. | 9 | $5.00K | 0.00% | −2−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 8 | $5.00K | 0.00% | −3−27.3% | Reduced |
| Toth Financial Advisory Corp | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $4.00K | 0.00% | +6 | New |
| Alaska Permanent Fund Corp | 8 | $4.00K | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 5 | $3.00K | 0.00% | +3+150.0% | Added |
| Schubert & Co | 5 | $3.00K | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 4 | $2.00K | 0.00% | −158−97.5% | Reduced |
| Atticus Wealth Management, LLC | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| MCF Advisors LLC | 3 | $2.00K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $2.00K | 0.00% | +3 | New |
| Amplius Wealth Advisors, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Rise Advisors, LLC | 3 | $1.79K | 0.00% | +3 | New |
| JJJ Advisors Inc. | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −93,394−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −56,899−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −29,264−100.0% | Sold out |
| Axel Capital Management, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,855−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −6,648−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |