| Strategic Advocates LLC | 57 | $4.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 56 | $4.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $4.70K | 0.00% | −52−48.6% | Reduced |
| Cetera Trust Company, N.A | 55 | $4.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $4.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $4.11K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $3.76K | 0.00% | +44 | New |
| Financial Perspectives, Inc | 43 | $3.68K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 42 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $3.32K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $2.91K | 0.00% | +34 | New |
| SRS Capital Advisors, Inc. | 32 | $2.74K | 0.00% | −27,919−99.9% | Reduced |
| Bell Investment Advisors, Inc | 31 | $2.65K | 0.00% | +1+3.3% | Added |
| JFS Wealth Advisors, LLC | 31 | $2.65K | 0.00% | +23+287.5% | Added |
| Sachetta, LLC | 30 | $2.57K | 0.00% | +2+7.1% | Added |
| Atlantic Trust, LLC | 27 | $2.31K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $2.31K | 0.00% | +27 | New |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $2.05K | 0.00% | +24 | New |
| Fourth Dimension Wealth, LLC | 22 | $1.88K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $1.80K | 0.00% | +11+110.0% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $1.80K | 0.00% | +21 | New |
| Kilter Group LLC | 20 | $1.71K | 0.00% | −5−20.0% | Reduced |
| Rakuten Securities, Inc. | 20 | $1.71K | 0.00% | −1−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20 | $1.71K | 0.00% | +20 | New |
| Rossby Financial, LCC | 19 | $1.63K | 0.00% | +5+35.7% | Added |
| Solstein Capital, LLC | 19 | $1.63K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $1.54K | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 18 | $1.54K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 14 | $1.19K | 0.00% | +14 | New |
| Assetmark, Inc | 13 | $1.12K | 0.00% | −4−23.5% | Reduced |
| Zions Bancorporation, National Association | 13 | $1.11K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | −2−10.5% | Reduced |
| TFC Financial Management | 10 | $856 | 0.00% | −1−9.1% | Reduced |
| Cromwell Holdings LLC | 10 | $855 | 0.00% | +4+66.7% | Added |
| Fortitude Family Office, LLC | 10 | $855 | 0.00% | +6+150.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $770 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $770 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 9 | $770 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $599 | 0.00% | −2−22.2% | Reduced |
| Brown Brothers Harriman & Co | 7 | $599 | 0.00% | +7 | New |
| Wilkerson Advisory Group LLC | 7 | $599 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 6 | $513 | 0.00% | +2+50.0% | Added |
| USA Financial Portformulas Corp | 6 | $513 | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 5 | $428 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $343 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $342 | 0.00% | +2+100.0% | Added |
| Westside Investment Management, Inc. | 4 | $342 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 4 | $342 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $342 | 0.00% | +4 | New |
| Gould Capital, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $257 | 0.00% | +1+50.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3 | $257 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 3 | $257 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $171 | 0.00% | −8−80.0% | Reduced |
| Dunhill Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $86 | 0.00% | +1 | New |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Voss Capital, LLC | 0 | $0 | 0.00% | −665,000−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −436,387−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −209,895−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −199,230−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −82,492−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −78,600−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −72,658−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −69,640−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −56,806−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −50,459−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −48,721−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −39,384−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −39,121−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −36,677−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,952−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −32,708−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,178−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,056−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −14,263−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −12,528−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −9,073−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,265−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,368−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,087−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,357−100.0% | Sold out |
