| Farmers & Merchants Investments Inc | 182 | $21.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 179 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 179 | $20.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 182 | $20.0K | 0.00% | +2+1.1% | Added |
| Lindbrook Capital, LLC | 180 | $20.0K | 0.00% | +9+5.3% | Added |
| Evoke Wealth, LLC | 179 | $20.0K | 0.00% | +146+442.4% | Added |
| Tyler-Stone Wealth Management | 175 | $20.0K | 0.01% | +175 | New |
| Howe & Rusling Inc | 164 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 152 | $17.0K | 0.00% | −3,469−95.8% | Reduced |
| CVA Family Office, LLC | 150 | $17.0K | 0.00% | −105−41.2% | Reduced |
| Stephenson National Bank & Trust | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $17.0K | 0.01% | +150 | New |
| Bellwether Advisors, LLC | 135 | $15.0K | 0.00% | −4,183−96.9% | Reduced |
| Disciplined Investments, LLC | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 131 | $15.0K | 0.00% | +48+57.8% | Added |
| Elmwood Wealth Management, Inc. | 120 | $14.0K | 0.01% | +120 | New |
| Gibson Wealth Advisors LLC | 126 | $14.0K | 0.01% | +126 | New |
| Gradient Investments LLC | 104 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 103 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $12.0K | 0.00% | +53+93.0% | Added |
| First National Bank of South Miami | 105 | $12.0K | 0.01% | +105 | New |
| Trust Co | 100 | $11.0K | 0.00% | −6−5.7% | Reduced |
| North Star Investment Management Corp. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 98 | $11.0K | 0.01% | +98 | New |
| Widmann Financial Services, Inc. | 100 | $11.0K | 0.01% | +100 | New |
| Gemmer Asset Management LLC | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $7.00K | 0.00% | −2−3.0% | Reduced |
| FinTrust Capital Advisors, LLC | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $7.00K | 0.00% | +65 | New |
| MBM Wealth Consultants, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $6.00K | 0.00% | +34+188.9% | Added |
| Washington Trust Advisors, Inc. | 57 | $6.00K | 0.00% | +57 | New |
| Amplius Wealth Advisors, LLC | 59 | $6.00K | 0.00% | +59 | New |
| Valley National Advisers Inc | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 44 | $5.00K | 0.00% | +44 | New |
| Stephens Consulting, LLC | 41 | $4.62K | 0.00% | +41 | New |
| NEXT Financial Group, Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 42 | $4.00K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 27 | $3.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $3.00K | 0.00% | −1−3.8% | Reduced |
| Optiver Holding B.V. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $3.00K | 0.00% | +28 | New |
| TD Ameritrade Investment Management, LLC | 17 | $2.00K | 0.00% | −5,862−99.7% | Reduced |
| Manchester Capital Management LLC | 19 | $2.00K | 0.00% | −17−47.2% | Reduced |
| Winch Advisory Services, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.00K | 0.00% | −8−36.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $2.00K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $2.00K | 0.00% | +18 | New |
| USA Financial Portformulas Corp | 18 | $2.00K | 0.00% | +18 | New |
| Kozak & Associates, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| KB Financial Partners, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Zullo Investment Group, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Edge Wealth Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Surevest, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Bedel Financial Consulting, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Core Alternative Capital | 12 | $1.00K | 0.00% | +12 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Standard Family Office LLC | 12 | $1.00K | 0.01% | +12 | New |
| Schubert & Co | 11 | $1.00K | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Addison Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6 | $0 | 0.00% | +6 | New |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −130,759−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −85,570−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −69,434−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −55,339−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −32,991−100.0% | Sold out |
| Luminus Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −21,625−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,220−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,139−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,005−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,520−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,051−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −7,963−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,017−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,455−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |