| Core Wealth Advisors, Inc. | 389 | $33.8K | 0.01% | −97−20.0% | Reduced |
| MBM Wealth Consultants, LLC | 366 | $33.0K | 0.02% | +243+197.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 359 | $31.0K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 350 | $30.4K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 340 | $29.6K | 0.01% | +340 | New |
| Luken Investment Analytics, LLC | 335 | $29.1K | 0.02% | +335 | New |
| TD Ameritrade Investment Management, LLC | 329 | $29.0K | 0.00% | −44−11.8% | Reduced |
| Financial Connections Group, Inc. | 337 | $29.0K | 0.02% | +87+34.8% | Added |
| Win Advisors, Inc | 332 | $28.8K | 0.01% | +332 | New |
| Rational Advisors LLC | 330 | $28.7K | 0.00% | +12+3.8% | Added |
| Headlands Technologies LLC | 322 | $28.0K | 0.02% | +322 | New |
| Operose Advisors LLC | 319 | $27.7K | 0.01% | +37+13.1% | Added |
| Bell Investment Advisors, Inc | 315 | $27.4K | 0.01% | −252−44.4% | Reduced |
| TD Capital Management LLC | 310 | $26.9K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 308 | $26.8K | 0.00% | +274+805.9% | Added |
| Interactive Financial Advisors | 300 | $26.1K | 0.02% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 270 | $23.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 275 | $23.0K | 0.02% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 265 | $23.0K | 0.02% | +265 | New |
| QVR LLC | 252 | $21.9K | 0.03% | −10,831−97.7% | Reduced |
| Baldrige Asset Management LLC | 238 | $21.0K | 0.01% | +25+11.7% | Added |
| Retirement Group, LLC | 240 | $21.0K | 0.01% | +131+120.2% | Added |
| Iron Horse Wealth Management, LLC | 242 | $21.0K | 0.01% | +222+1,110.0% | Added |
| Morgan Dempsey Capital Management LLC | 225 | $19.5K | 0.01% | +225 | New |
| Bay Harbor Wealth Management, LLC | 224 | $19.0K | 0.01% | +224 | New |
| Clearview Wealth Advisors LLC | 210 | $18.3K | 0.01% | −200−48.8% | Reduced |
| Okabena Investment Services Inc | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 197 | $17.1K | 0.01% | +50+34.0% | Added |
| Paragon Wealth Strategies, LLC | 183 | $15.9K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 175 | $15.0K | 0.09% | −470−72.9% | Reduced |
| Macroview Investment Management LLC | 165 | $14.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 153 | $13.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 142 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 137 | $11.9K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 129 | $11.2K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 127 | $11.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $10.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 125 | $10.9K | 0.01% | +125 | New |
| Goodwin Investment Advisory | 120 | $10.4K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 116 | $10.0K | 0.01% | −125−51.9% | Reduced |
| SkyView Investment Advisors, LLC | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 110 | $9.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 106 | $9.21K | 0.01% | +106 | New |
| Stephenson National Bank & Trust | 106 | $9.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $8.86K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $8.69K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $8.69K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $8.69K | 0.01% | +100 | New |
| Lam Group, Inc. | 100 | $8.69K | 0.01% | +100 | New |
| GeoWealth Management, LLC | 91 | $8.00K | 0.00% | −62−40.5% | Reduced |
| Red Cedar Capital, LLC | 93 | $8.00K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 332 | $7.56K | 0.01% | +245+281.6% | Added |
| Your Advocates Ltd., LLP | 83 | $7.21K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 80 | $6.95K | 0.00% | +30+60.0% | Added |
| Schubert & Co | 76 | $6.60K | 0.01% | −66−46.5% | Reduced |
| JDM Financial Group LLC | 75 | $6.52K | 0.01% | +75 | New |
| PayPay Securities Corp | 71 | $6.17K | 0.41% | +71 | New |
| Bollard Group LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 69 | $6.00K | 0.00% | +7+11.3% | Added |
| Lansing Street Advisors | 69 | $6.00K | 0.00% | −245−78.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.78K | 0.00% | +55 | New |
| Bellwether Advisors, LLC | 54 | $4.69K | 0.00% | −55−50.5% | Reduced |
| Horrell Capital Management, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 51 | $4.00K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 44 | $3.82K | 0.00% | +44 | New |
| Capital Management Associates | 41 | $3.56K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 41 | $3.56K | 0.00% | +27+192.9% | Added |
| C M Bidwell & Associates Ltd | 38 | $3.30K | 0.00% | 00.0% | Unchanged |
| WJ Interests, LLC | 35 | $3.04K | 0.00% | +35 | New |
| Johnson Midwest Financial, LLC | 37 | $3.00K | 0.01% | −100−73.0% | Reduced |
| Cordant, Inc. | 32 | $2.78K | 0.00% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 30 | $2.61K | 0.00% | +30 | New |
| Eukles Asset Management | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| Cedar Wealth Management, LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −165−97.6% | Reduced |
| Cowen Prime Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| McCarthy Grittinger Financial Group, LLC | 10 | $869 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 9 | $792 | 0.00% | −5,047−99.8% | Reduced |
| Arcadia Investment Management Corp | 9 | $782 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $685 | 0.00% | −391−97.8% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $521 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,822 | $396 | 0.00% | +103+6.0% | Added |
| First Command Advisory Services, Inc. | 53 | $0 | 0.00% | +20+60.6% | Added |
| Bank of Montreal | 2,351,536 | – | – | −833,133−26.2% | Reduced |
| Independent Advisor Alliance | 62,044 | – | – | −1,745−2.7% | Reduced |
| Westside Investment Management, Inc. | 15,213 | – | – | −1,471−8.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 467 | – | – | +467 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,963,741−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −926,850−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −768,307−100.0% | Sold out |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −659,918−100.0% | Sold out |
