| Tidemark, LLC | 18 | $12.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $12.6K | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 17 | $11.9K | 0.00% | −1−5.6% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $11.9K | 0.01% | +16+1,600.0% | Added |
| Quarry LP | 16 | $11.2K | 0.00% | −26−61.9% | Reduced |
| McIlrath & Eck, LLC | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $11.0K | 0.00% | +2+15.4% | Added |
| Financial Management Professionals, Inc. | 16 | $11.0K | 0.00% | +9+128.6% | Added |
| Dunhill Financial, LLC | 15 | $10.7K | 0.01% | +1+7.1% | Added |
| Silicon Valley Capital Partners | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $10.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $10.5K | 0.01% | +6+66.7% | Added |
| SJS Investment Consulting Inc. | 14 | $9.78K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $9.78K | 0.01% | +1+7.7% | Added |
| Redmont Wealth Advisors LLC | 14 | $9.78K | 0.01% | +14 | New |
| Financial Perspectives, Inc | 14 | $9.66K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $8.38K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $8.38K | 0.00% | +12 | New |
| Abich Financial Wealth Management LLC | 12 | $8.38K | 0.01% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $7.68K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 10 | $6.99K | 0.01% | +10 | New |
| Adirondack Trust Co | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $6.29K | 0.00% | −1−10.0% | Reduced |
| Arlington Trust Co LLC | 9 | $6.29K | 0.00% | −3−25.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 9 | $6.29K | 0.00% | +9 | New |
| Tower View Investment Management & Research LLC | 7 | $4.89K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $4.19K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $4.19K | 0.00% | +6 | New |
| Macroview Investment Management LLC | 5 | $3.58K | 0.00% | −15−75.0% | Reduced |
| Rosenberg Matthew Hamilton | 5 | $3.55K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $3.49K | 0.00% | −30−85.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $3.49K | 0.00% | +2+66.7% | Added |
| Salem Investment Counselors Inc | 5 | $3.49K | 0.00% | +5 | New |
| Pingora Partners LLC | 5 | $3.49K | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $3.44K | 0.00% | −2−28.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $3.00K | 0.00% | −23−85.2% | Reduced |
| Ulland Investment Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Ancora Advisors, LLC | 3 | $2.23K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $2.13K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $2.10K | 0.00% | −4−57.1% | Reduced |
| TFC Financial Management | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 3 | $2.10K | 0.00% | +3 | New |
| Perkins Coie Trust Co | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.40K | 0.00% | +2 | New |
| Western Pacific Wealth Management, LP | 2 | $1.40K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $1.00K | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $719 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1 | $699 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $699 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −107,909−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −78,521−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −23,136−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −21,996−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −18,320−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,457−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −15,742−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −15,623−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,747−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,955−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,354−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,217−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,069−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Applied Capital LLC | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |