| Register Financial Advisors LLC | 20 | $6.63K | 0.00% | +20 | New |
| First National Bank of South Miami | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 18 | $6.00K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $5.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $5.63K | 0.00% | −152−89.9% | Reduced |
| Lumature Wealth Partners, LLC | 17 | $5.63K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $5.63K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 16 | $5.32K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $5.30K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16 | $5.30K | 0.00% | +16 | New |
| McElhenny Sheffield Capital Management, LLC | 16 | $5.30K | 0.00% | +16 | New |
| Pflug Koory, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 15 | $4.97K | 0.00% | +13+650.0% | Added |
| Clear Perspectives Financial Planning, LLC | 15 | $4.97K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $4.31K | 0.00% | −9−40.9% | Reduced |
| New Millennium Group LLC | 13 | $4.31K | 0.00% | +13 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.98K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $3.65K | 0.00% | +11 | New |
| Trifecta Capital Advisors, LLC | 11 | $3.65K | 0.00% | +11 | New |
| First Personal Financial Services | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.74K | 0.00% | +8 | New |
| Kelly Lawrence W & Associates Inc | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $2.32K | 0.00% | −4−36.4% | Reduced |
| Sofos Investments, Inc. | 331 | $2.06K | 0.02% | −5,209−94.0% | Reduced |
| Financial Perspectives, Inc | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7 | $2.00K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $2.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $1.99K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.66K | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 5 | $1.66K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.66K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 2 | $663 | 0.00% | +2 | New |
| Coppell Advisory Solutions Corp. | 2 | $663 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 5 | $426 | 0.00% | +5 | New |
| Sugarloaf Wealth Management, LLC | 1 | $341 | 0.00% | −1−50.0% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −2,430,633−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,462,556−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −350,297−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −143,315−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −140,794−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −118,266−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −76,910−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −68,080−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −54,610−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −41,358−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −39,916−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,223−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −31,527−100.0% | Sold out |
| Redwood Grove Capital, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,247−100.0% | Sold out |
| Tamarack Advisers, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,356−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,019−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −9,436−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −8,538−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,244−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Pioneer Trust Bank N A | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −15,631−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |