| Hurley Capital, LLC | 16 | $11.5K | 0.01% | +1+6.7% | Added |
| Activest Wealth Management | 16 | $11.5K | 0.00% | +3+23.1% | Added |
| First Horizon Corp | 16 | $11.5K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 15 | $10.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $10.8K | 0.00% | +15 | New |
| Atlantic Edge Private Wealth Management, LLC | 15 | $10.8K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 13 | $9.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $8.95K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12 | $8.61K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $8.61K | 0.00% | +12 | New |
| Avion Wealth | 12 | $8.00K | 0.00% | −2−14.3% | Reduced |
| Advanced Portfolio Management, LLC | 11 | $7.89K | 0.02% | +11 | New |
| Legacy Wealth Managment, LLC | 10 | $7.18K | 0.00% | +7+233.3% | Added |
| Berkshire Capital Holdings Inc | 10 | $7.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $7.18K | 0.00% | +1+11.1% | Added |
| Peoples Financial Services Corp. | 10 | $7.18K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 10 | $7.18K | 0.00% | +10 | New |
| T. Rowe Price Investment Management, Inc. | 9 | $7.00K | 0.00% | +9 | New |
| Addison Advisors LLC | 9 | $6.46K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 9 | $6.46K | 0.00% | +2+28.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 9 | $6.46K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 8 | $5.87K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $5.74K | 0.00% | +1+14.3% | Added |
| Ameriflex Group, Inc. | 8 | $5.74K | 0.00% | +8 | New |
| Kilter Group LLC | 7 | $5.02K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $5.02K | 0.00% | +7 | New |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $5.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $4.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $4.31K | 0.00% | −4−40.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 6 | $4.31K | 0.00% | −1−14.3% | Reduced |
| Park Place Capital Corp | 6 | $4.31K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $4.31K | 0.00% | +6 | New |
| Chilton Capital Management LLC | 6 | $4.31K | 0.00% | +6 | New |
| Abich Financial Wealth Management LLC | 6 | $4.31K | 0.00% | +6 | New |
| Accent Capital Management, LLC | 6 | $4.31K | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 5 | $3.59K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $3.59K | 0.00% | +1+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $3.59K | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 5 | $3.00K | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 5 | $2.92K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $2.87K | 0.00% | −1−20.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $2.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $2.87K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $2.87K | 0.00% | +1+33.3% | Added |
| Clark Wealth Partners | 5 | $2.84K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $2.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $2.15K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $2.15K | 0.00% | +3 | New |
| ZRC Wealth Management, LLC | 3 | $2.15K | 0.00% | +3 | New |
| United Community Bank | 3 | $2.15K | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $2.15K | 0.00% | +3 | New |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $2.15K | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $2.13K | 0.00% | +2+200.0% | Added |
| Decker Retirement Planning Inc. | 2 | $1.44K | 0.00% | −9−81.8% | Reduced |
| Bare Financial Services, Inc | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $1.44K | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $1.44K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $721 | 0.00% | −1−50.0% | Reduced |
| Bogart Wealth, LLC | 1 | $718 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1 | $718 | 0.00% | +1 | New |
| Palisade Asset Management, LLC | 1 | $718 | 0.00% | +1 | New |
| Financial Consulate, Inc | 1 | $718 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $718 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $718 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $718 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $718 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $711 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 0 | $266 | 0.00% | 0 | New |
| AXA S.A. | 0 | $0 | 0.00% | −167,210−100.0% | Sold out |
| Analog Century Management LP | 0 | $0 | 0.00% | −69,459−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,482−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −40,224−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,653−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −15,324−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,904−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,747−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |