| Pinnacle Wealth Planning Services, Inc. | 57 | $8.95K | 0.00% | −1,374−96.0% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $8.79K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $8.17K | 0.00% | +17+48.6% | Added |
| North Star Investment Management Corp. | 50 | $7.85K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $7.38K | 0.00% | +18+62.1% | Added |
| Golden State Wealth Management, LLC | 45 | $7.07K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 47 | $7.07K | 0.00% | +47 | New |
| GHP Investment Advisors, Inc. | 40 | $6.28K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $6.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $5.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $5.00K | 0.00% | +3+10.0% | Added |
| Colonial Trust Co | 31 | $4.68K | 0.00% | −15−32.6% | Reduced |
| Sittner & Nelson, LLC | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 26 | $4.06K | 0.00% | +26 | New |
| Dogwood Wealth Management LLC | 24 | $3.77K | 0.00% | +24 | New |
| Toronto Dominion Bank | 24 | $3.74K | 0.00% | +24 | New |
| High Note Wealth, LLC | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 18 | $2.83K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $2.83K | 0.00% | +18 | New |
| Caitlin John, LLC | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $2.51K | 0.00% | −8−33.3% | Reduced |
| AdvisorNet Financial, Inc | 16 | $2.51K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $2.36K | 0.00% | +3+25.0% | Added |
| Vermillion Wealth Management, Inc. | 15 | $2.35K | 0.00% | −6−28.6% | Reduced |
| Peterson Wealth Management | 15 | $2.35K | 0.00% | +15 | New |
| Montag A & Associates Inc | 14 | $2.27K | 0.00% | +5+55.6% | Added |
| SJS Investment Consulting Inc. | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $2.04K | 0.00% | −20−60.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.89K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.88K | 0.00% | +1+9.1% | Added |
| Rialto Wealth Management, LLC | 11 | $1.73K | 0.00% | +6+120.0% | Added |
| Bogart Wealth, LLC | 11 | $1.73K | 0.00% | +9+450.0% | Added |
| Institute for Wealth Management, LLC. | 11 | $1.70K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.57K | 0.00% | −99,000−100.0% | Reduced |
| West Paces Advisors Inc. | 10 | $1.57K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $1.41K | 0.00% | +5+125.0% | Added |
| Quarry LP | 9 | $1.41K | 0.00% | −9−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $1.41K | 0.00% | −1−10.0% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $1.26K | 0.00% | +8 | New |
| Fourth Dimension Wealth, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 7 | $1.10K | 0.00% | +3+75.0% | Added |
| Cornerstone Financial Management LLC | 7 | $1.10K | 0.00% | +7 | New |
| Addison Advisors LLC | 6 | $943 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $942 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6 | $942 | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $942 | 0.00% | +6 | New |
| Valley National Advisers Inc | 5 | $786 | 0.00% | +5 | New |
| Beacon Investment Advisory Services, Inc. | 4 | $629 | 0.00% | +4 | New |
| Hollencrest Capital Management | 3 | $471 | 0.00% | −152−98.1% | Reduced |
| Private Trust Co NA | 3 | $471 | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $471 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $471 | 0.00% | +3 | New |
| Motco | 2 | $314 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $290 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $158 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $158 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $157 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $157 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $157 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $145 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $143 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −380,000−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −284,144−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −265,213−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −237,704−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −185,708−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −183,217−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −145,984−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −138,359−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −129,943−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −122,466−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −102,931−100.0% | Sold out |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −81,500−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −68,993−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −46,200−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −40,897−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,355−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −32,138−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,635−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,637−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −21,576−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,705−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −14,370−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,758−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −6,652−100.0% | Sold out |
