| Aventura Private Wealth, LLC | 103 | $4.62K | 0.00% | +9+9.6% | Added |
| UMA Financial Services, Inc. | 103 | $4.62K | 0.00% | +27+35.5% | Added |
| Evolution Wealth Management Inc. | 102 | $4.58K | 0.00% | +102 | New |
| Goodman Advisory Group, LLC | 100 | $4.49K | 0.00% | −27−21.3% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $4.49K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 100 | $4.49K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $4.49K | 0.00% | +25+33.3% | Added |
| HighMark Wealth Management LLC | 100 | $4.49K | 0.00% | +42+72.4% | Added |
| HM Payson & Co | 100 | $4.49K | 0.00% | +100 | New |
| Grove Bank & Trust | 100 | $4.49K | 0.00% | +100 | New |
| Noble Wealth Management PBC | 100 | $4.49K | 0.00% | +100 | New |
| WPG Advisers, LLC | 96 | $4.31K | 0.00% | −67−41.1% | Reduced |
| Hurley Capital, LLC | 93 | $4.17K | 0.00% | +93 | New |
| LRI Investments, LLC | 82 | $3.68K | 0.00% | +53+182.8% | Added |
| Proffitt & Goodson Inc | 76 | $3.41K | 0.00% | +76 | New |
| Delos Wealth Advisors, LLC | 76 | $3.41K | 0.00% | +76 | New |
| Activest Wealth Management | 71 | $3.17K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 70 | $3.14K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 70 | $3.14K | 0.00% | +70 | New |
| Hazlett, Burt & Watson, Inc. | 95 | $3.00K | 0.00% | +85+850.0% | Added |
| Raffa Wealth Management, LLC | 66 | $2.96K | 0.00% | +19+40.4% | Added |
| ORG Partners LLC | 60 | $2.69K | 0.00% | −180−75.0% | Reduced |
| TD Private Client Wealth LLC | 55 | $2.47K | 0.00% | −7−11.3% | Reduced |
| Stone House Investment Management, LLC | 50 | $2.24K | 0.00% | −350−87.5% | Reduced |
| Investors Portfolio Services LLC | 50 | $2.24K | 0.00% | +50 | New |
| Hilton Head Capital Partners, LLC | 50 | $2.24K | 0.00% | +50 | New |
| Umb Bank N A | 48 | $2.15K | 0.00% | −452−90.4% | Reduced |
| TD Capital Management LLC | 42 | $1.89K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $1.79K | 0.00% | +40 | New |
| Pension & Wealth Management Advisors, Inc. | 38 | $1.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 37 | $1.66K | 0.00% | +37 | New |
| Proathlete Wealth Management LLC | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 34 | $1.53K | 0.00% | +5+17.2% | Added |
| Bartlett & Co. Wealth Management LLC | 33 | $1.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 32 | $1.44K | 0.00% | +32 | New |
| GHP Investment Advisors, Inc. | 30 | $1.35K | 0.00% | +30 | New |
| IMA Wealth, Inc. | 29 | $1.30K | 0.00% | +29 | New |
| Barrett & Company, Inc. | 28 | $1.26K | 0.00% | +28 | New |
| Highline Wealth Partners LLC | 27 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $1.12K | 0.00% | +2+8.7% | Added |
| IFC & Insurance Marketing, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 21 | $943 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $898 | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 18 | $808 | 0.00% | −3−14.3% | Reduced |
| Westside Investment Management, Inc. | 18 | $808 | 0.00% | +18 | New |
| Chilton Capital Management LLC | 17 | $763 | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 16 | $718 | 0.00% | +4+33.3% | Added |
| DecisionPoint Financial, LLC | 14 | $629 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 14 | $628 | 0.00% | +14 | New |
| Optima Capital LLC | 13 | $584 | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 12 | $538 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $494 | 0.00% | +5+83.3% | Added |
| Berkshire Capital Holdings Inc | 10 | $449 | 0.00% | 00.0% | Unchanged |
| Trust Co | 9 | $404 | 0.00% | +9 | New |
| Pacer Advisors, Inc. | 8 | $359 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $315 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 7 | $314 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $292 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $270 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $269 | 0.00% | +5+500.0% | Added |
| Vision Financial Markets LLC | 4 | $180 | 0.00% | −96−96.0% | Reduced |
| Davis Capital Management | 4 | $179 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $135 | 0.00% | −9−75.0% | Reduced |
| True Wealth Design, LLC | 3 | $135 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $135 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $90 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 2 | $90 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $90 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1 | $45 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $44 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +1+14.3% | Added |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,079,700−100.0% | Sold out |
| Naspers Ltd | 0 | $0 | 0.00% | −1,233,585−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −297,344−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −283,758−100.0% | Sold out |
| QVT Financial LP | 0 | $0 | 0.00% | −239,228−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −224,290−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −197,700−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −192,586−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −82,686−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −78,500−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −68,535−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −55,403−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −55,236−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −44,172−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −34,999−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −34,989−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,621−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −30,689−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −30,211−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,448−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −28,720−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −25,146−100.0% | Sold out |
