| Fortitude Family Office, LLC | 94 | $6.72K | 0.00% | +67+248.1% | Added |
| JFS Wealth Advisors, LLC | 90 | $6.43K | 0.00% | −8−8.2% | Reduced |
| LRI Investments, LLC | 86 | $6.15K | 0.00% | −1,166−93.1% | Reduced |
| Covestor Ltd | 77 | $6.00K | 0.00% | −64−45.4% | Reduced |
| Smithfield Trust Co | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 82 | $6.00K | 0.00% | +8+10.8% | Added |
| Keating Financial Advisory Services, Inc. | 77 | $5.51K | 0.00% | −11−12.5% | Reduced |
| Anchor Investment Management, LLC | 76 | $5.43K | 0.00% | −988−92.9% | Reduced |
| Financial Management Professionals, Inc. | 76 | $5.43K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 72 | $5.15K | 0.00% | +72 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $5.00K | 0.00% | −79−53.0% | Reduced |
| Colonial Trust Co | 69 | $4.96K | 0.00% | +7+11.3% | Added |
| Pacific Center for Financial Services | 68 | $4.86K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $4.43K | 0.00% | +31+100.0% | Added |
| Wolff Wiese Magana LLC | 60 | $4.29K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 56 | $4.00K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 55 | $3.93K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 54 | $3.86K | 0.00% | +35+184.2% | Added |
| Johnson Financial Group, Inc. | 53 | $3.79K | 0.00% | −212−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 51 | $3.65K | 0.00% | −4−7.3% | Reduced |
| Dunhill Financial, LLC | 50 | $3.59K | 0.00% | +1+2.0% | Added |
| Sapience Investments, LLC | 42 | $3.00K | 0.39% | −5,937−99.3% | Reduced |
| Abound Wealth Management | 41 | $2.93K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 40 | $2.86K | 0.00% | +40 | New |
| Imprint Wealth LLC | 34 | $2.43K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 33 | $2.36K | 0.00% | +24+266.7% | Added |
| Clear Street Markets LLC | 32 | $2.29K | 0.00% | −263−89.2% | Reduced |
| Principia Wealth Advisory, LLC | 31 | $2.22K | 0.00% | +15+93.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.22K | 0.00% | +31 | New |
| Raleigh Capital Management Inc. | 30 | $2.15K | 0.00% | +30 | New |
| Marquette Asset Management, LLC | 29 | $2.07K | 0.00% | +15+107.1% | Added |
| Sunbelt Securities, Inc. | 28 | $2.00K | 0.00% | −7−20.0% | Reduced |
| Red Tortoise LLC | 28 | $2.00K | 0.00% | −1−3.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $1.79K | 0.00% | +5+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $1.72K | 0.00% | +6+33.3% | Added |
| New Age Alpha Advisors, LLC | 23 | $1.65K | 0.00% | −9,658−99.8% | Reduced |
| Proathlete Wealth Management LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $1.29K | 0.00% | +18 | New |
| Spire Wealth Management | 17 | $1.22K | 0.00% | −1−5.6% | Reduced |
| Private Wealth Management Group, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 12 | $1.01K | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 14 | $1.00K | 0.00% | +9+180.0% | Added |
| Avion Wealth | 21 | $1.00K | 0.00% | −13−38.2% | Reduced |
| Clayton Financial Group LLC | 13 | $930 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $930 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $858 | 0.00% | +7+140.0% | Added |
| Hughes Financial Services, LLC | 11 | $787 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $715 | 0.00% | +10 | New |
| North Star Investment Management Corp. | 9 | $644 | 0.00% | +9 | New |
| Burk Holdings LLC | 9 | $644 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $572 | 0.00% | −2−20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $572 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $572 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $572 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $572 | 0.00% | +2+33.3% | Added |
| Clark Wealth Partners | 7 | $501 | 0.00% | −3−30.0% | Reduced |
| Bogart Wealth, LLC | 7 | $501 | 0.00% | −2−22.2% | Reduced |
| Breakwater Investment Management | 7 | $501 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $429 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $358 | 0.00% | −16−76.2% | Reduced |
| Redwood Park Advisors LLC | 5 | $358 | 0.00% | −7−58.3% | Reduced |
| Aventura Private Wealth, LLC | 5 | $358 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $358 | 0.00% | +5 | New |
| Cassaday & Co Wealth Management LLC | 5 | $358 | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $358 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 6 | $356 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 4 | $286 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $286 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $215 | 0.00% | +1+50.0% | Added |
| Sunrise Financial Services, LLC | 3 | $215 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4 | $0 | 0.00% | +4 | New |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −820,183−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −275,837−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −172,270−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −113,846−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −108,005−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −75,443−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −70,420−100.0% | Sold out |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −70,397−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −59,877−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −48,066−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −43,056−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −29,634−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −25,846−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,927−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −18,832−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −17,888−100.0% | Sold out |
| Irenic Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −14,121−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −12,506−100.0% | Sold out |