| SJS Investment Consulting Inc. | 170 | $2.97K | 0.00% | +35+25.9% | Added |
| JFS Wealth Advisors, LLC | 145 | $2.53K | 0.00% | +39+36.8% | Added |
| St. Johns Investment Management Company, LLC | 145 | $2.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 142 | $2.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 136 | $2.37K | 0.00% | +63+86.3% | Added |
| Webster Bank, N. A. | 132 | $2.30K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 130 | $2.27K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $2.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $2.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 113 | $1.97K | 0.00% | −49−30.2% | Reduced |
| US Bancorp | 109 | $1.90K | 0.00% | −84−43.5% | Reduced |
| Boyd Watterson Asset Management LLC | 107 | $1.86K | 0.00% | −9−7.8% | Reduced |
| Quaker Wealth Management, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 99 | $1.73K | 0.00% | −27−21.4% | Reduced |
| Parallel Advisors, LLC | 96 | $1.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 82 | $1.43K | 0.00% | +82 | New |
| Rossby Financial, LCC | 78 | $1.36K | 0.00% | −5−6.0% | Reduced |
| Compagnie Lombard Odier SCmA | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 63 | $1.10K | 0.00% | +54+600.0% | Added |
| Kingdom Financial Group LLC. | 63 | $1.10K | 0.00% | +63 | New |
| Armstrong Advisory Group, Inc | 60 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $1.00K | 0.00% | +33 | New |
| ORG Partners LLC | 51 | $888 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $872 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 46 | $802 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 45 | $784 | 0.00% | +45 | New |
| Trust Co of Toledo NA | 40 | $697 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 51 | $695 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 38 | $662 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 37 | $645 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 37 | $645 | 0.00% | +37 | New |
| Prestige Wealth Management Group LLC | 33 | $576 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 33 | $575 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 30 | $523 | 0.00% | −10−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $523 | 0.00% | +11+57.9% | Added |
| CIBC Private Wealth Group, LLC | 28 | $488 | 0.00% | +8+40.0% | Added |
| Fortitude Family Office, LLC | 27 | $471 | 0.00% | −30−52.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 26 | $453 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 23 | $401 | 0.00% | −1−4.2% | Reduced |
| Flagship Harbor Advisors, LLC | 22 | $386 | 0.00% | +22 | New |
| Larson Financial Group LLC | 21 | $368 | 0.00% | −1,284−98.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20 | $349 | 0.00% | +20 | New |
| St Germain D J Co Inc | 18 | $314 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 16 | $279 | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 16 | $279 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16 | $279 | 0.00% | +16 | New |
| Hollencrest Capital Management | 15 | $261 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $261 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 15 | $261 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $244 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $227 | 0.00% | +2+18.2% | Added |
| Sachetta, LLC | 12 | $214 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $210 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $191 | 0.00% | −4−26.7% | Reduced |
| Center for Financial Planning, Inc. | 10 | $175 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10 | $174 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $174 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $157 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 8 | $148 | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 11 | $141 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 8 | $139 | 0.00% | −2,260−99.6% | Reduced |
| Creative Financial Designs Inc | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $114 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $105 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $105 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $105 | 0.00% | +6 | New |
| Holos Integrated Wealth LLC | 5 | $87 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $87 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $87 | 0.00% | +5 | New |
| HM Payson & Co | 4 | $70 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3 | $54 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $52 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $36 | 0.00% | +2 | New |
| Signaturefd, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $17 | 0.00% | −1−50.0% | Reduced |
| Alexis Investment Partners, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 1 | $17 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1,397 | $0 | 0.00% | +1,397 | New |
| Motiv8 Investments LLC | 2 | $0 | 0.00% | +2 | New |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −2,682,733−100.0% | Sold out |
| Keyframe Capital Partners, L.P. | 0 | $0 | 0.00% | −1,299,438−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −534,823−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −235,209−100.0% | Sold out |
| Forager Capital Management, LLC | 0 | $0 | 0.00% | −166,095−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −145,059−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −115,107−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −70,749−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −68,161−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −59,514−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −41,663−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −38,065−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −34,782−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −27,616−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −17,893−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,944−100.0% | Sold out |
