| Global Financial Private Client, LLC | 23 | $3.32K | 0.00% | +10+76.9% | Added |
| Guardian Wealth Management, Inc. | 21 | $3.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $3.04K | 0.00% | −353−94.4% | Reduced |
| Raffa Wealth Management, LLC | 21 | $3.04K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 21 | $3.03K | 0.00% | −5,546−99.6% | Reduced |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 21 | $2.96K | 0.00% | +1+5.0% | Added |
| Adirondack Trust Co | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $2.89K | 0.00% | +20 | New |
| TFC Financial Management | 19 | $2.75K | 0.00% | −8−29.6% | Reduced |
| Manitou Investment Management Ltd. | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.46K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $2.46K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 16 | $2.32K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $2.31K | 0.00% | −7,914−99.8% | Reduced |
| Horizon Financial Services, LLC | 16 | $2.31K | 0.00% | +7+77.8% | Added |
| Anchor Investment Management, LLC | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $2.02K | 0.00% | +14 | New |
| Greenline Partners, LLC | 13 | $1.88K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 13 | $1.88K | 0.00% | +13 | New |
| Hexagon Capital Partners LLC | 12 | $1.73K | 0.00% | −26−68.4% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $1.59K | 0.00% | −48−81.4% | Reduced |
| Laurel Wealth Advisors LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $1.45K | 0.00% | −1−9.1% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $1.45K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $1.45K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $1.37K | 0.00% | +2+25.0% | Added |
| Highline Wealth Partners LLC | 9 | $1.31K | 0.00% | −16−64.0% | Reduced |
| Fourth Dimension Wealth, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.17K | 0.00% | +8 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $1.16K | 0.02% | +8 | New |
| Binnacle Investments Inc | 8 | $1.16K | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 7 | $1.01K | 0.00% | −921−99.2% | Reduced |
| WealthTrak Capital Management LLC | 7 | $1.01K | 0.00% | −3−30.0% | Reduced |
| Valued Wealth Advisors LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 7 | $1.01K | 0.00% | +2+40.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | −76−93.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 6 | $868 | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 6 | $867 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $867 | 0.00% | +4+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $867 | 0.00% | +6 | New |
| N.E.W. Advisory Services LLC | 6 | $867 | 0.00% | +6 | New |
| Trust Co | 5 | $723 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $723 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $723 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $617 | 0.00% | −1−16.7% | Reduced |
| Hoey Investments, Inc | 4 | $579 | 0.00% | −449−99.1% | Reduced |
| Bernard Wealth Management Corp. | 4 | $579 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $578 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $434 | 0.00% | −2−40.0% | Reduced |
| LMR Partners LLP | 3 | $434 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $434 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $434 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $290 | 0.00% | +2 | New |
| FSA Wealth Management LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $250 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,435,453−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −583,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −333,602−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −247,311−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −170,402−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −165,013−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −162,000−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −124,104−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −118,561−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −80,502−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −75,100−100.0% | Sold out |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,428−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −60,299−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −59,800−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −53,977−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −42,139−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −42,050−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −41,970−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −39,614−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −35,562−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,771−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −26,357−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −26,117−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −26,074−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −24,953−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −24,872−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −23,097−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −21,917−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,621−100.0% | Sold out |