| Essential Partners LLC | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.84K | 0.00% | +7+77.8% | Added |
| RMG Wealth Management LLC | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $1.67K | 0.00% | +1+7.1% | Added |
| Quaker Wealth Management, LLC | 14 | $1.61K | 0.00% | −597−97.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 14 | $1.61K | 0.00% | −17−54.8% | Reduced |
| Purpose Unlimited Inc. | 14 | $1.61K | 0.00% | −11−44.0% | Reduced |
| Davis Capital Management | 12 | $1.38K | 0.00% | +9+300.0% | Added |
| Wolff Wiese Magana LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 9 | $1.03K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 9 | $987 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $919 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 8 | $919 | 0.00% | +4+100.0% | Added |
| Strengthening Families & Communities, LLC | 8 | $919 | 0.00% | +8 | New |
| Oakmont Advisory Group, LLC | 8 | $919 | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 6 | $689 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $689 | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $689 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 5 | $574 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $574 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $574 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 4 | $460 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 4 | $459 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $452 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $431 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $230 | 0.00% | +2 | New |
| Sankala Group LLC | 2 | $217 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $115 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $115 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $115 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,876 | – | – | +32,620+266.2% | Added |
| Natixis | 0 | $0 | 0.00% | −217,108−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −171,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −80,708−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −46,389−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −44,085−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −29,079−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −27,888−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −23,054−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −20,956−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −20,539−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −17,457−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −13,430−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,421−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −10,773−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,627−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −7,462−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,272−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Tannin Capital LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Walleye Partners, LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Stewardship Advisors, LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| JMN Financial LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Thompson David Blair | 0 | $0 | 0.00% | −1,789−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wealth Science Advisors LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −166−100.0% | Sold out |