| DecisionPoint Financial, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $5.22K | 0.00% | +13+41.9% | Added |
| Darwin Advisors, LLC | 44 | $5.22K | 0.00% | +44 | New |
| Newbridge Financial Services Group, Inc. | 42 | $4.98K | 0.00% | −23−35.4% | Reduced |
| Global Financial Private Client, LLC | 42 | $4.98K | 0.00% | +20+90.9% | Added |
| Reuter James Wealth Management, LLC | 42 | $4.98K | 0.00% | +42 | New |
| PSI Advisors, LLC | 40 | $4.75K | 0.00% | −225−84.9% | Reduced |
| Venturi Wealth Management, LLC | 40 | $4.70K | 0.00% | −87−68.5% | Reduced |
| Global Wealth Strategies & Associates | 39 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $4.27K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $4.24K | 0.00% | −33−47.8% | Reduced |
| Legacy Bridge, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 34 | $4.05K | 0.02% | +34 | New |
| Robinswood Financial LLC | 34 | $4.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $3.92K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $2.97K | 0.00% | +25 | New |
| Paladin Wealth, LLC | 25 | $2.97K | 0.00% | +25 | New |
| Jaffetilchin Investment Partners, LLC | 25 | $2.92K | 0.00% | +25 | New |
| Peterson Wealth Services | 23 | $2.77K | 0.00% | +23 | New |
| Vermillion & White Wealth Management Group, LLC | 23 | $2.73K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.61K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $2.55K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.49K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $2.14K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $2.13K | 0.00% | +18 | New |
| Core Alternative Capital | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 13 | $1.54K | 0.00% | +13 | New |
| POM Investment Strategies, LLC | 13 | $1.54K | 0.00% | −51−79.7% | Reduced |
| Legend Financial Advisors, Inc. | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 11 | $1.30K | 0.00% | −80−87.9% | Reduced |
| Heritage Wealth Advisors | 10 | $1.19K | 0.00% | −499−98.0% | Reduced |
| TFC Financial Management | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $1.19K | 0.00% | −53−84.1% | Reduced |
| Goodman Advisory Group, LLC | 10 | $1.19K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 8 | $950 | 0.00% | −4−33.3% | Reduced |
| Riverview Trust Co | 8 | $949 | 0.00% | +8 | New |
| JDM Financial Group LLC | 8 | $949 | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $830 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7 | $802 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 6 | $712 | 0.00% | −125−95.4% | Reduced |
| Planned Solutions, Inc. | 6 | $676 | 0.00% | +6 | New |
| Caitlin John, LLC | 6 | $598 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $593 | 0.00% | −53−91.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 5 | $593 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 4 | $431 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $356 | 0.00% | +3 | New |
| Reston Wealth Management LLC | 3 | $356 | 0.00% | +3 | New |
| Copley Financial Group, Inc. | 3 | $356 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 26,810 | $226 | 0.00% | +22,941+592.9% | Added |
| Mendota Financial Group, LLC | 1 | $119 | 0.00% | −5−83.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,864,932−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −443,794−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −334,030−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −139,127−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −124,915−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −93,703−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −83,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −82,753−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −52,618−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −52,093−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −42,447−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −28,234−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −27,863−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −23,880−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −23,864−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,878−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −13,665−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −12,322−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −9,397−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,610−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −6,326−100.0% | Sold out |
| Aristotle Capital Management, LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Fullcircle Wealth LLC | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Shira Ridge Wealth Management | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |