| Carolina Wealth Advisors, LLC | 18 | $2.64K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $2.24K | 0.00% | +15 | New |
| North Capital, Inc. | 15 | $2.20K | 0.00% | +15 | New |
| S&T Bank | 14 | $2.05K | 0.00% | +14 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $1.76K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $1.76K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $1.47K | 0.00% | +6+150.0% | Added |
| American Capital Advisory, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $1.47K | 0.00% | +1+11.1% | Added |
| Riggs Asset Managment Co. Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.28K | 0.00% | +5+125.0% | Added |
| DHJJ Financial Advisors, Ltd. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $1.03K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 6 | $880 | 0.00% | −3−33.3% | Reduced |
| Provenance Wealth Advisors, LLC | 6 | $880 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $880 | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 5 | $734 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4 | $643 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $587 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $586 | 0.00% | +4 | New |
| Activest Wealth Management | 3 | $440 | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $440 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 2 | $311 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $294 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $293 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $147 | 0.00% | −40−97.6% | Reduced |
| Sachetta, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $137 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,861−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −639,424−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −271,510−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −232,000−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −201,215−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −46,183−100.0% | Sold out |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −34,595−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −32,907−100.0% | Sold out |
| RDST Capital LLC | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,981−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,775−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −13,421−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,130−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −8,461−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,351−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| Sulzberger Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Clarity Capital Partners LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Yarger Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |