| Bogart Wealth, LLC | 7 | $6.21K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $6.21K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 6 | $5.33K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $5.33K | 0.00% | +6 | New |
| Reston Wealth Management LLC | 6 | $5.33K | 0.00% | +6 | New |
| Avalon Trust Co | 5 | $4.44K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $4.44K | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 5 | $4.44K | 0.00% | −10−66.7% | Reduced |
| Richardson Financial Services Inc. | 5 | $4.05K | 0.00% | +2+66.7% | Added |
| Winch Advisory Services, LLC | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $3.55K | 0.00% | +4 | New |
| Caitlin John, LLC | 3 | $2.70K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3 | $2.66K | 0.00% | −1,768−99.8% | Reduced |
| Atwood & Palmer Inc | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $2.66K | 0.00% | +1+50.0% | Added |
| Oakworth Capital, Inc. | 3 | $2.66K | 0.00% | +3 | New |
| Legacy Investment Solutions, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $1.78K | 0.00% | +1+100.0% | Added |
| MCF Advisors LLC | 2 | $1.78K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $888 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $888 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $888 | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 1 | $888 | 0.00% | +1 | New |
| Voisard Asset Management Group, Inc. | 1 | $888 | 0.00% | +1 | New |
| Foster Dykema Cabot & Partners, LLC | 1 | $888 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $887 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $752 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1 | $693 | 0.00% | −1−50.0% | Reduced |
| Pathway Financial Advisers, LLC | 398,940 | $449 | 0.00% | +398,494+89,348.4% | Added |
| West Branch Capital LLC | 0 | $63 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −357,031−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −210,400−100.0% | Sold out |
| Svenska Handelsbanken AB (publ) | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −31,990−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −30,987−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,870−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −29,896−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −14,347−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |