| Princeton Global Asset Management LLC | 55 | $4.91K | 0.00% | +55 | New |
| Traub Capital Management LLC | 47 | $4.24K | 0.00% | +47 | New |
| Briaud Financial Planning, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 44 | $3.92K | 0.00% | +44 | New |
| Hughes Financial Services, LLC | 34 | $3.64K | 0.00% | +34 | New |
| Key Financial Inc | 35 | $3.12K | 0.00% | +35 | New |
| Sachetta, LLC | 33 | $2.94K | 0.00% | −91−73.4% | Reduced |
| Estabrook Capital Management | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 24 | $2.14K | 0.00% | +14+140.0% | Added |
| Avion Wealth | 31 | $2.00K | 0.00% | +8+34.8% | Added |
| Cromwell Holdings LLC | 22 | $1.96K | 0.00% | +12+120.0% | Added |
| True Wealth Design, LLC | 21 | $1.87K | 0.00% | +12+133.3% | Added |
| Raleigh Capital Management Inc. | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $1.61K | 0.00% | −179−90.9% | Reduced |
| SJS Investment Consulting Inc. | 17 | $1.52K | 0.00% | −11−39.3% | Reduced |
| Kilter Group LLC | 17 | $1.52K | 0.00% | +17 | New |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.25K | 0.00% | +7+100.0% | Added |
| N.E.W. Advisory Services LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 12 | $1.07K | 0.00% | +7+140.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 11 | $981 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $892 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $892 | 0.00% | +5+100.0% | Added |
| Parkworth Wealth Management, Inc. | 10 | $892 | 0.00% | +7+233.3% | Added |
| Binnacle Investments Inc | 9 | $803 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $803 | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 9 | $803 | 0.00% | +6+200.0% | Added |
| Cornerstone Planning Group LLC | 6 | $634 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $625 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $624 | 0.00% | +5+250.0% | Added |
| Activest Wealth Management | 7 | $624 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $607 | 0.00% | +7 | New |
| TD Capital Management LLC | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $357 | 0.00% | −9−69.2% | Reduced |
| Hoey Investments, Inc | 4 | $357 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $268 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $268 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $268 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $179 | 0.00% | −4−66.7% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $178 | 0.00% | +2 | New |
| Atlantic Union Bankshares Corp | 0 | $39 | 0.00% | 0 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Sawyer & Company, Inc | 30 | – | – | +30 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,569,406−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −451,939−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −170,963−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −160,353−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −130,638−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −116,173−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −93,585−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,293−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −71,568−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −53,882−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −53,318−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,173−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −37,874−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −29,686−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −32,621−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −29,058−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −24,387−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,969−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −19,932−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −19,265−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,529−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −17,853−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −15,974−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,393−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,335−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −11,143−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,908−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,897−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −7,541−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,269−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,155−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,358−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |