| Retirement Wealth Solutions LLC | 20 | $6.29K | 0.00% | −3−13.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $6.29K | 0.00% | +17+566.7% | Added |
| MCF Advisors LLC | 19 | $5.97K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 19 | $5.97K | 0.01% | −6−24.0% | Reduced |
| NBT Bank N A | 19 | $5.97K | 0.00% | +19 | New |
| Kingdom Financial Group LLC. | 18 | $5.66K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 18 | $5.66K | 0.00% | +18 | New |
| Strategic Wealth Partners, Ltd. | 17 | $5.24K | 0.00% | +17 | New |
| Whittier Trust Co | 16 | $5.07K | 0.00% | +16 | New |
| Atlantic Trust, LLC | 16 | $5.03K | 0.00% | +1+6.7% | Added |
| Cassaday & Co Wealth Management LLC | 16 | $5.03K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 16 | $5.03K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 65 | $4.96K | 0.00% | +65 | New |
| Accent Capital Management, LLC | 15 | $4.72K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 15 | $4.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $4.72K | 0.00% | +15 | New |
| True Wealth Design, LLC | 13 | $4.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $4.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $3.46K | 0.00% | −452−97.6% | Reduced |
| Fairscale Capital, LLC | 11 | $3.46K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $3.14K | 0.00% | +10 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.83K | 0.00% | −1−10.0% | Reduced |
| First Command Advisory Services, Inc. | 9 | $2.83K | 0.00% | +9 | New |
| Washington Trust Advisors, Inc. | 9 | $2.75K | 0.00% | +9 | New |
| Mosley Wealth Management | 7 | $2.64K | 0.00% | +7 | New |
| GatePass Capital, LLC | 8 | $2.64K | 0.00% | −8,702−99.9% | Reduced |
| Dogwood Wealth Management LLC | 8 | $2.52K | 0.00% | −6−42.9% | Reduced |
| AdvisorNet Financial, Inc | 8 | $2.52K | 0.00% | −1−11.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $2.49K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $2.20K | 0.00% | −2−22.2% | Reduced |
| Highline Wealth Partners LLC | 7 | $2.20K | 0.00% | −2−22.2% | Reduced |
| Vermillion Wealth Management, Inc. | 7 | $2.20K | 0.00% | +7 | New |
| Addison Advisors LLC | 6 | $1.89K | 0.00% | +6 | New |
| Darwin Advisors, LLC | 6 | $1.89K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.89K | 0.00% | +2+50.0% | Added |
| Investors Portfolio Services LLC | 14 | $1.71K | 0.00% | +8+133.3% | Added |
| Private Trust Co NA | 5 | $1.57K | 0.00% | −4−44.4% | Reduced |
| JNBA Financial Advisors | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $1.57K | 0.00% | +3+150.0% | Added |
| American National Bank | 5 | $1.57K | 0.00% | −5−50.0% | Reduced |
| Bogart Wealth, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.26K | 0.00% | +1+33.3% | Added |
| Arlington Trust Co LLC | 4 | $1.26K | 0.00% | +3+300.0% | Added |
| First Pacific Financial | 4 | $1.26K | 0.00% | +4 | New |
| Colonial Trust Co | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Johnson Financial Group, Inc. | 3 | $944 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $944 | 0.00% | +1+50.0% | Added |
| GHP Investment Advisors, Inc. | 3 | $944 | 0.00% | +3 | New |
| Spire Wealth Management | 3 | $943 | 0.00% | −450−99.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $943 | 0.00% | −12−80.0% | Reduced |
| CNB Bank | 3 | $943 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $943 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $943 | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $907 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $629 | 0.00% | −10−83.3% | Reduced |
| Bare Financial Services, Inc | 2 | $629 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $629 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $629 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $629 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $629 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $629 | 0.00% | +1+100.0% | Added |
| Vanguard National Trust Co | 2 | $629 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $629 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $593 | 0.00% | +2 | New |
| Walleye Capital LLC | 1 | $314 | 0.00% | −6,206−100.0% | Reduced |
| Creative Financial Designs Inc | 1 | $314 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $314 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $314 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $314 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −695,090−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −309,275−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −226,963−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −212,744−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −208,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −118,287−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −97,913−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −96,682−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −96,199−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −90,864−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −87,958−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −68,721−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −45,412−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −44,604−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −39,833−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −38,290−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −37,990−100.0% | Sold out |