| Keating Financial Advisory Services, Inc. | 387 | $15.7K | 0.00% | +2+0.5% | Added |
| Owl Creek Wealth Partners LLC | 382 | $15.5K | 0.01% | +382 | New |
| Contravisory Investment Management, Inc. | 369 | $15.0K | 0.00% | +369 | New |
| Washington Trust Advisors, Inc. | 350 | $14.2K | 0.00% | −441−55.8% | Reduced |
| Acumen Wealth Advisors, LLC | 340 | $13.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 336 | $13.6K | 0.00% | +336 | New |
| Farmers & Merchants Investments Inc | 325 | $13.2K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 311 | $12.6K | 0.01% | +311 | New |
| Clearstead Advisors, LLC | 302 | $12.2K | 0.00% | −1,418−82.4% | Reduced |
| Kemnay Advisory Services Inc. | 292 | $11.8K | 0.00% | +292 | New |
| CoreCap Advisors, LLC | 290 | $11.8K | 0.00% | −10−3.3% | Reduced |
| Essential Partners LLC | 281 | $11.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 270 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 251 | $10.2K | 0.00% | +14+5.9% | Added |
| Morse Asset Management, Inc | 250 | $10.1K | 0.00% | +250 | New |
| CVA Family Office, LLC | 247 | $10.0K | 0.00% | +247 | New |
| CX Institutional | 243 | $10.0K | 0.00% | +243 | New |
| JFS Wealth Advisors, LLC | 246 | $9.97K | 0.00% | +13+5.6% | Added |
| Country Trust Bank | 225 | $9.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 215 | $8.71K | 0.00% | +215 | New |
| Covestor Ltd | 192 | $8.00K | 0.01% | −374−66.1% | Reduced |
| Vermillion Wealth Management, Inc. | 190 | $7.70K | 0.00% | −220−53.7% | Reduced |
| Fortitude Family Office, LLC | 189 | $7.66K | 0.00% | +118+166.2% | Added |
| Golden State Equity Partners | 186 | $7.54K | 0.00% | +186 | New |
| Twin Peaks Wealth Advisors, LLC | 179 | $7.25K | 0.00% | +179 | New |
| Private Trust Co NA | 172 | $6.97K | 0.00% | +21+13.9% | Added |
| Abound Wealth Management | 170 | $6.90K | 0.00% | +170 | New |
| Quent Capital, LLC | 142 | $5.75K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 133 | $5.39K | 0.00% | +133 | New |
| Richardson Capital Management LLC | 129 | $5.23K | 0.00% | +109+545.0% | Added |
| WPG Advisers, LLC | 122 | $4.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 115 | $4.66K | 0.00% | +77+202.6% | Added |
| Albion Financial Group | 113 | $4.58K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $4.05K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 93 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 91 | $3.69K | 0.00% | −13−12.5% | Reduced |
| JPL Wealth Management, LLC | 89 | $3.61K | 0.00% | +89 | New |
| HM Payson & Co | 78 | $3.16K | 0.00% | −74−48.7% | Reduced |
| Parkside Financial Bank & Trust | 77 | $3.12K | 0.00% | −6−7.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 75 | $3.04K | 0.00% | −13−14.8% | Reduced |
| Rialto Wealth Management, LLC | 75 | $3.04K | 0.00% | +8+11.9% | Added |
| Massmutual Trust Co FSB | 75 | $3.04K | 0.00% | +25+50.0% | Added |
| North Star Investment Management Corp. | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $2.88K | 0.00% | +71 | New |
| Brown, Lisle/Cummings, Inc. | 66 | $2.67K | 0.00% | +66 | New |
| Rossby Financial, LCC | 64 | $2.66K | 0.00% | +57+814.3% | Added |
| Cromwell Holdings LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $2.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $2.15K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bayban | 52 | $2.11K | 0.00% | +52 | New |
| RMG Wealth Management LLC | 39 | $1.72K | 0.00% | +39 | New |
| Bay Harbor Wealth Management, LLC | 41 | $1.66K | 0.00% | +15+57.7% | Added |
| SBI Securities Co., Ltd. | 40 | $1.62K | 0.00% | −155−79.5% | Reduced |
| ZRC Wealth Management, LLC | 36 | $1.46K | 0.00% | +36 | New |
| Principia Wealth Advisory, LLC | 35 | $1.42K | 0.00% | +18+105.9% | Added |
| South State Corp. | 34 | $1.38K | 0.00% | +12+54.5% | Added |
| Creative Financial Designs Inc | 33 | $1.34K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 30 | $1.22K | 0.00% | +13+76.5% | Added |
| HFM Investment Advisors, LLC | 29 | $1.18K | 0.00% | −48−62.3% | Reduced |
| SHP Wealth Management | 28 | $1.14K | 0.00% | +28 | New |
| TopTier Wealth Management, LLC | 17 | $689 | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 16 | $649 | 0.00% | +4+33.3% | Added |
| Cornerstone Financial Management LLC | 14 | $567 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $527 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $486 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 11 | $446 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $406 | 0.00% | +7+233.3% | Added |
| Hughes Financial Services, LLC | 10 | $405 | 0.00% | +10 | New |
| Curio Wealth, LLC | 9 | $365 | 0.00% | +9 | New |
| Zions Bancorporation, National Association | 7 | $284 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $278 | 0.00% | −1−14.3% | Reduced |
| TD Private Client Wealth LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $134 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 3 | $122 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $122 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −2,204,600−100.0% | Sold out |
| Permian Investment Partners, LP | 0 | $0 | 0.00% | −1,500,039−100.0% | Sold out |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −354,000−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −196,537−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −101,630−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −78,082−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −62,535−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −57,561−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −22,135−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −18,104−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −14,242−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −8,781−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,674−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −7,279−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,103−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
