| CX Institutional | 110 | $15.0K | 0.00% | −65−37.1% | Reduced |
| Covestor Ltd | 108 | $15.0K | 0.01% | −36−25.0% | Reduced |
| Bell Investment Advisors, Inc | 97 | $13.2K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 101 | $13.1K | 0.00% | +101 | New |
| Frazier Financial Advisors, LLC | 86 | $11.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 84 | $11.4K | 0.00% | +3+3.7% | Added |
| Essential Partners LLC | 80 | $10.9K | 0.01% | +23+40.4% | Added |
| Park Place Capital Corp | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $9.93K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 70 | $9.52K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 68 | $9.25K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 66 | $8.97K | 0.00% | +41+164.0% | Added |
| American National Bank | 50 | $6.80K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 49 | $6.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $6.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $6.25K | 0.00% | −3−6.1% | Reduced |
| Fortitude Family Office, LLC | 43 | $5.85K | 0.00% | +4+10.3% | Added |
| Geneos Wealth Management Inc. | 41 | $5.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $4.76K | 0.00% | −25−41.7% | Reduced |
| Financial Management Professionals, Inc. | 34 | $4.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $4.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $4.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 33 | $4.49K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 28 | $3.81K | 0.00% | +28 | New |
| Creative Financial Designs Inc | 27 | $3.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 27 | $3.67K | 0.00% | +21+350.0% | Added |
| Silver Grove Financial Group, Inc. | 27 | $3.67K | 0.00% | +27 | New |
| McGuire Capital Advisors Inc | 27 | $3.67K | 0.00% | +27 | New |
| Transamerica Financial Advisors, Inc. | 23 | $3.13K | 0.00% | +1+4.5% | Added |
| West Paces Advisors Inc. | 23 | $3.13K | 0.00% | +23 | New |
| Valued Wealth Advisors LLC | 22 | $2.99K | 0.00% | +22 | New |
| TD Private Client Wealth LLC | 20 | $2.72K | 0.00% | +12+150.0% | Added |
| Creative Capital Management Investments LLC | 20 | $2.72K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 18 | $2.45K | 0.00% | +1+5.9% | Added |
| Ameriflex Group, Inc. | 17 | $2.31K | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 16 | $2.18K | 0.00% | +16 | New |
| HM Payson & Co | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $2.04K | 0.00% | +2+15.4% | Added |
| Bruce G. Allen Investments, LLC | 15 | $2.04K | 0.00% | +4+36.4% | Added |
| Cromwell Holdings LLC | 15 | $2.04K | 0.00% | +7+87.5% | Added |
| Quarry LP | 15 | $2.04K | 0.00% | +15 | New |
| Sachetta, LLC | 14 | $1.90K | 0.00% | +1+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 12 | $1.70K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.63K | 0.00% | +2+20.0% | Added |
| Rossby Financial, LCC | 11 | $1.50K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.36K | 0.00% | +2+25.0% | Added |
| Torren Management, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.22K | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 7 | $952 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $952 | 0.00% | +2+40.0% | Added |
| SBI Securities Co., Ltd. | 5 | $680 | 0.00% | −22−81.5% | Reduced |
| Hughes Financial Services, LLC | 4 | $544 | 0.00% | +3+300.0% | Added |
| LRI Investments, LLC | 4 | $544 | 0.00% | +4 | New |
| SHP Wealth Management | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $408 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 2 | $272 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $262 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $262 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $136 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −224,490−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −212,510−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −166,254−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −165,540−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −123,485−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −89,017−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −74,590−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −58,239−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −47,612−100.0% | Sold out |
| SMA Capital LLC | 0 | $0 | 0.00% | −36,460−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −30,878−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −23,428−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,678−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −2,717−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| OpenArc Corporate Advisory, LLC | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |