| Valley National Advisers Inc | 33 | $14.0K | 0.00% | +13+65.0% | Added |
| Spectrum Wealth Counsel, LLC | 31 | $13.9K | 0.00% | −11−26.2% | Reduced |
| Kings Path Partners LLC | 30 | $13.5K | 0.01% | +30 | New |
| Versant Capital Management, Inc | 28 | $12.6K | 0.00% | +7+33.3% | Added |
| Proequities, Inc. | 28 | $12.6K | 0.00% | +2+7.7% | Added |
| GW&K Investment Management, LLC | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 26 | $11.7K | 0.01% | +26 | New |
| Eagle Bay Advisors LLC | 25 | $11.2K | 0.01% | −15−37.5% | Reduced |
| Webster Bank, N. A. | 25 | $11.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 24 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 22 | $10.5K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 23 | $10.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $10.3K | 0.00% | +23 | New |
| CNB Bank | 22 | $9.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $9.43K | 0.00% | +10+90.9% | Added |
| Capital Advisors, Ltd. LLC | 21 | $9.00K | 0.00% | −3−12.5% | Reduced |
| Proffitt & Goodson Inc | 20 | $8.98K | 0.00% | +20 | New |
| New Age Alpha Advisors, LLC | 20 | $8.98K | 0.00% | +20 | New |
| Abound Wealth Management | 19 | $8.53K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 19 | $8.53K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $8.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $8.53K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 17 | $7.63K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $7.18K | 0.00% | +11+220.0% | Added |
| SJS Investment Consulting Inc. | 15 | $6.74K | 0.00% | −94−86.2% | Reduced |
| Oakworth Capital, Inc. | 15 | $6.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 15 | $6.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $6.74K | 0.00% | +1+7.1% | Added |
| Key Financial Inc | 15 | $6.74K | 0.00% | +1+7.1% | Added |
| Baldwin Brothers Inc | 14 | $6.29K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 13 | $5.84K | 0.00% | −1−7.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 13 | $5.84K | 0.00% | +13 | New |
| Sachetta, LLC | 11 | $5.49K | 0.00% | +8+266.7% | Added |
| Global Wealth Strategies & Associates | 12 | $5.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $5.39K | 0.00% | −29−70.7% | Reduced |
| Global Financial Private Client, LLC | 11 | $4.94K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $4.94K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 11 | $4.94K | 0.00% | +11 | New |
| Cultivar Capital, Inc. | 11 | $4.94K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 10 | $4.49K | 0.00% | −3−23.1% | Reduced |
| Rogco, LP | 10 | $4.49K | 0.00% | −2−16.7% | Reduced |
| Institutional & Family Asset Management, LLC | 10 | $4.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $4.49K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $4.49K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $3.48K | 0.00% | +2+33.3% | Added |
| Redmont Wealth Advisors LLC | 7 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $3.14K | 0.00% | +1+16.7% | Added |
| Tucker Asset Management LLC | 7 | $3.14K | 0.00% | +7 | New |
| Triad Wealth Partners, LLC | 7 | $3.14K | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 6 | $2.69K | 0.00% | +6 | New |
| Solstein Capital, LLC | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 5 | $2.25K | 0.00% | +5 | New |
| TD Capital Management LLC | 5 | $2.25K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $2.25K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $2.25K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $2.25K | 0.00% | +2+66.7% | Added |
| True Wealth Design, LLC | 4 | $1.80K | 0.00% | +1+33.3% | Added |
| West Paces Advisors Inc. | 4 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $1.80K | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 3 | $1.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $1.35K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 3 | $1.35K | 0.00% | +3 | New |
| Ridgewood Investments LLC | 3 | $1.29K | 0.00% | +3 | New |
| TFC Financial Management | 2 | $899 | 0.00% | −1−33.3% | Reduced |
| WR Wealth Planners, LLC | 2 | $898 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $450 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $449 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $288 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 449 | $0 | 0.00% | +448+44,800.0% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −49,679−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −148,882−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −143,694−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −135,365−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −79,800−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −35,632−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −24,301−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −22,980−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −15,175−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −20,415−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,384−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −16,113−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −14,855−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −14,117−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |