| Performa Ltd (US), LLC | 123 | $7.39K | 0.00% | −129−51.2% | Reduced |
| Tradition Wealth Management, LLC | 123 | $7.00K | 0.00% | −23−15.8% | Reduced |
| Central Trust Co | 114 | $6.85K | 0.00% | +20+21.3% | Added |
| Bogart Wealth, LLC | 112 | $6.71K | 0.00% | +1+0.9% | Added |
| JJJ Advisors Inc. | 108 | $6.49K | 0.00% | −134−55.4% | Reduced |
| Barrett & Company, Inc. | 108 | $6.46K | 0.00% | −183−62.9% | Reduced |
| Private Wealth Management Group, LLC | 105 | $6.31K | 0.00% | +105 | New |
| RFP Financial Group LLC | 102 | $6.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 101 | $6.07K | 0.00% | +101 | New |
| Battery Global Advisors, LLC | 100 | $6.01K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 99 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 98 | $5.89K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 98 | $5.88K | 0.01% | +98 | New |
| Venturi Wealth Management, LLC | 92 | $5.53K | 0.00% | −19−17.1% | Reduced |
| Abound Wealth Management | 88 | $5.30K | 0.00% | +1+1.1% | Added |
| Credential Qtrade Securities Inc. | 87 | $5.23K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 86 | $5.17K | 0.00% | +86 | New |
| West Branch Capital LLC | 85 | $5.11K | 0.00% | +85 | New |
| Capital Advisors, Ltd. LLC | 76 | $5.00K | 0.00% | −7−8.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 88 | $5.00K | 0.00% | +88 | New |
| Stone House Investment Management, LLC | 83 | $4.97K | 0.00% | +83 | New |
| Kiely Wealth Advisory Group, Inc. | 77 | $4.85K | 0.00% | +77 | New |
| Fortitude Family Office, LLC | 80 | $4.81K | 0.00% | +80 | New |
| Rockbridge Investment Management, LCC | 77 | $4.63K | 0.00% | +77 | New |
| Sachetta, LLC | 77 | $4.63K | 0.00% | +77 | New |
| Jones Financial Companies LLLP | 72 | $4.33K | 0.00% | +22+44.0% | Added |
| Abich Financial Wealth Management LLC | 70 | $4.20K | 0.00% | +70 | New |
| Davis Capital Management | 67 | $4.01K | 0.00% | +67 | New |
| Perkins Coie Trust Co | 65 | $3.90K | 0.00% | −5−7.1% | Reduced |
| Provenance Wealth Advisors, LLC | 64 | $3.84K | 0.00% | +64 | New |
| Hoey Investments, Inc | 57 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 56 | $3.36K | 0.00% | −1−1.8% | Reduced |
| Archer Investment Corp | 54 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $3.18K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 51 | $3.06K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| Avion Wealth | 58 | $3.00K | 0.00% | +58 | New |
| Wiser Advisor Group LLC | 45 | $2.72K | 0.00% | +45 | New |
| Colonial Trust Advisors | 43 | $2.58K | 0.00% | +2+4.9% | Added |
| Pinnacle Bancorp, Inc. | 42 | $2.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 40 | $2.40K | 0.00% | +40 | New |
| Dunhill Financial, LLC | 40 | $2.38K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $2.34K | 0.00% | −72−64.9% | Reduced |
| American National Bank | 36 | $2.16K | 0.00% | +36 | New |
| Exchange Traded Concepts, LLC | 35 | $2.10K | 0.00% | −17−32.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | −4−16.0% | Reduced |
| Long Island Wealth Management, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| West Paces Advisors Inc. | 30 | $1.80K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.50K | 0.00% | +16+177.8% | Added |
| SJS Investment Consulting Inc. | 24 | $1.44K | 0.00% | −4−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.20K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 17 | $1.02K | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 16 | $962 | 0.00% | −18−52.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 16 | $962 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $902 | 0.00% | +2+15.4% | Added |
| South State Corp. | 14 | $841 | 0.00% | −9−39.1% | Reduced |
| POM Investment Strategies, LLC | 12 | $721 | 0.00% | +12 | New |
| Newbridge Financial Services Group, Inc. | 10 | $601 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $436 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $421 | 0.00% | −29−80.6% | Reduced |
| Sofos Investments, Inc. | 6 | $388 | 0.00% | −111−94.9% | Reduced |
| Evermay Wealth Management LLC | 6 | $361 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 6 | $360 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $300 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $180 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −1,765,848−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −349,358−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −320,661−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −283,534−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −230,335−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −204,672−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −155,958−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −136,650−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −105,729−100.0% | Sold out |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −81,397−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −71,027−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −63,302−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −61,115−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −61,065−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −55,348−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,783−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −44,676−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −39,372−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −36,593−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −33,349−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −32,271−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −28,902−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −27,853−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −22,175−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,075−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −18,950−100.0% | Sold out |