| Montag A & Associates Inc | 89 | $14.2K | 0.00% | +9+11.3% | Added |
| Trust Co of Vermont | 85 | $13.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $11.2K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 65 | $10.4K | 0.00% | +65 | New |
| Crewe Advisors LLC | 64 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 60 | $9.56K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 60 | $9.56K | 0.01% | +60 | New |
| EverSource Wealth Advisors, LLC | 60 | $9.56K | 0.00% | +24+66.7% | Added |
| Ancora Advisors, LLC | 55 | $9.00K | 0.00% | −75−57.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 56 | $8.92K | 0.00% | +56 | New |
| First Horizon Advisors, Inc. | 52 | $8.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $8.28K | 0.00% | +33+173.7% | Added |
| Dark Forest Capital Management LP | 51 | $8.13K | 0.00% | −50−49.5% | Reduced |
| Global Retirement Partners, LLC | 50 | $7.97K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $7.33K | 0.01% | −10−17.9% | Reduced |
| Ellevest, Inc. | 45 | $7.17K | 0.00% | +3+7.1% | Added |
| Plante Moran Financial Advisors, LLC | 45 | $7.17K | 0.00% | +45 | New |
| Front Row Advisors LLC | 44 | $7.00K | 0.00% | −4−8.3% | Reduced |
| Hantz Financial Services, Inc. | 42 | $7.00K | 0.00% | +33+366.7% | Added |
| Advisory Services Network, LLC | 43 | $6.85K | 0.00% | +43 | New |
| GWM Advisors LLC | 1,408 | $6.59K | 0.00% | +1,408 | New |
| Horrell Capital Management, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $5.74K | 0.00% | −1−2.7% | Reduced |
| Fiduciary Alliance LLC | 33 | $5.26K | 0.00% | +33 | New |
| Parallel Advisors, LLC | 32 | $5.10K | 0.00% | −13−28.9% | Reduced |
| AlphaMark Advisors, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $4.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $4.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $4.62K | 0.00% | +2+7.4% | Added |
| BDO Wealth Advisors, LLC | 29 | $4.62K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $4.30K | 0.00% | +9+50.0% | Added |
| Earnest Partners LLC | 26 | $4.14K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 26 | $4.14K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 25 | $4.00K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 25 | $3.98K | 0.00% | +19+316.7% | Added |
| Steward Partners Investment Advisory, LLC | 24 | $3.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $3.82K | 0.00% | +24 | New |
| Washington Trust Advisors, Inc. | 23 | $3.66K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $3.66K | 0.00% | +16+228.6% | Added |
| Baker Avenue Asset Management, LP | 22 | $3.50K | 0.00% | +22 | New |
| Carmichael Hill & Associates, Inc. | 21 | $3.35K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $3.35K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $3.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $3.00K | 0.00% | +3+18.8% | Added |
| Steward Financial Group LLC | 21 | $3.00K | 0.00% | +21 | New |
| Beacon Capital Management, LLC | 15 | $2.39K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15 | $2.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $2.23K | 0.00% | −19−57.6% | Reduced |
| JJJ Advisors Inc. | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | +11+1,100.0% | Added |
| Clearstead Advisors, LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.91K | 0.00% | −1−7.7% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.91K | 0.00% | +11+1,100.0% | Added |
| Whittier Trust Co of Nevada Inc | 12 | $1.91K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 11 | $1.75K | 0.00% | +3+37.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 11 | $1.75K | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.59K | 0.00% | +4+66.7% | Added |
| Piershale Financial Group, Inc. | 10 | $1.59K | 0.00% | +10 | New |
| Rise Advisors, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $1.43K | 0.00% | +9 | New |
| Heritage Wealth Advisors | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.25K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 159 | $1.15K | 0.01% | −3,432−95.6% | Reduced |
| Gradient Investments LLC | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $1.00K | 0.00% | −8−44.4% | Reduced |
| Private Trust Co NA | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Archer Investment Corp | 6 | $956 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 6 | $956 | 0.00% | +3+100.0% | Added |
| Addison Advisors LLC | 5 | $797 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4 | $637 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | $637 | 0.00% | +2+100.0% | Added |
| Zions Bancorporation, N.A. | 4 | $637 | 0.00% | +4 | New |
| Lowe Wealth Advisors, LLC | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $319 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $319 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $159 | 0.00% | +1 | New |
| ICA Group Wealth Management, LLC | 1 | $157 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −571,936−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −114,260−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −106,528−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −59,040−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −46,630−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −33,657−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,979−100.0% | Sold out |
| Tamarack Advisers, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −14,277−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,672−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −20,154−100.0% | Sold out |