| NBC Securities, Inc. | 200 | $2.00K | 0.00% | −400−66.7% | Reduced |
| Innealta Capital, LLC | 155 | $1.76K | 0.00% | +155 | New |
| WR Wealth Planners, LLC | 152 | $1.72K | 0.00% | +76+100.0% | Added |
| Ransom Advisory, Ltd | 150 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 135 | $1.70K | 0.00% | +135 | New |
| Morton Brown Family Wealth, LLC | 157 | $1.67K | 0.00% | +101+180.4% | Added |
| Carolinas Wealth Consulting LLC | 144 | $1.63K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 143 | $1.62K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 140 | $1.59K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 110 | $1.25K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 54 | $1.24K | 0.00% | +54 | New |
| Cedar Mountain Advisors, LLC | 107 | $1.21K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 104 | $1.18K | 0.00% | +104 | New |
| Central Trust Co | 103 | $1.17K | 0.00% | −927−90.0% | Reduced |
| Aspire Private Capital, LLC | 100 | $1.13K | 0.00% | −550−84.6% | Reduced |
| City State Bank | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 100 | $1.13K | 0.00% | +100 | New |
| SWAN Capital LLC | 100 | $1.13K | 0.00% | +100 | New |
| Triad Wealth Partners, LLC | 100 | $1.13K | 0.00% | +100 | New |
| Bank & Trust Co | 100 | $1.13K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 94 | $1.07K | 0.00% | +94 | New |
| Private Trust Co NA | 94 | $1.06K | 0.00% | +53+129.3% | Added |
| Raffa Wealth Management, LLC | 93 | $1.05K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 92 | $1.04K | 0.00% | +92 | New |
| Resources Management Corp | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 86 | $975 | 0.00% | +86 | New |
| SJS Investment Consulting Inc. | 81 | $918 | 0.00% | +20+32.8% | Added |
| Bruce G. Allen Investments, LLC | 78 | $884 | 0.00% | −35−31.0% | Reduced |
| LGT Financial Advisors LLC | 77 | $872 | 0.00% | −10,143−99.2% | Reduced |
| Abound Wealth Management | 72 | $816 | 0.00% | −6−7.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 67 | $760 | 0.00% | −4−5.6% | Reduced |
| Pineridge Advisors LLC | 61 | $691 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $567 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $555 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 47 | $533 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $510 | 0.00% | +20+80.0% | Added |
| Jamison Private Wealth Management, Inc. | 44 | $499 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $476 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 30 | $461 | 0.00% | +30 | New |
| Global Wealth Strategies & Associates | 40 | $453 | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 36 | $408 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $407 | 0.00% | +36 | New |
| Manchester Capital Management LLC | 33 | $374 | 0.00% | +33 | New |
| Dunhill Financial, LLC | 33 | $373 | 0.00% | −19−36.5% | Reduced |
| True Wealth Design, LLC | 31 | $352 | 0.00% | +4+14.8% | Added |
| Center for Financial Planning, Inc. | 30 | $340 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $340 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $340 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 30 | $340 | 0.00% | +30 | New |
| Bullock Wealth Management Group | 30 | $331 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26 | $295 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $284 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $283 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $283 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $221 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $193 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $170 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $113 | 0.00% | +10 | New |
| Ruedi Wealth Management, Inc. | 10 | $113 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 7 | $79 | 0.00% | +7 | New |
| Logan Capital Management Inc | 6 | $68 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $57 | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $43 | 0.00% | +4 | New |
| Assetmark, Inc | 3 | $34 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 2 | $23 | 0.00% | −43−95.6% | Reduced |
| HM Payson & Co | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $23 | 0.00% | +2 | New |
| Security National Bank | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1 | $11 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $1 | 0.00% | −106−90.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| GW&K Investment Management, LLC | 13 | $0 | 0.00% | +13 | New |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | +5 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,035,874−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −777,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −678,652−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −625,439−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −500,005−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −366,536−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −350,775−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −312,249−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −278,972−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −201,344−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −189,703−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −175,144−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −173,100−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −166,345−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −148,065−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −135,215−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −104,583−100.0% | Sold out |