| Kozak & Associates, Inc. | 13 | $12.1K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 13 | $11.6K | 0.00% | +13 | New |
| Beacon Capital Management, LLC | 12 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $10.7K | 0.00% | −17−58.6% | Reduced |
| Kentucky Trust Co | 12 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 11 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $9.85K | 0.00% | +5+83.3% | Added |
| Iron Horse Wealth Management, LLC | 11 | $9.85K | 0.00% | +5+83.3% | Added |
| Toth Financial Advisory Corp | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $8.96K | 0.00% | +10 | New |
| Anfield Capital Management, LLC | 10 | $8.96K | 0.00% | −4−28.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $8.96K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10 | $8.96K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $8.96K | 0.01% | +10 | New |
| Strategic Wealth Partners, Ltd. | 8 | $7.17K | 0.00% | +8 | New |
| VSM Wealth Advisory, LLC | 8 | $7.17K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $7.16K | 0.00% | +1+14.3% | Added |
| Tower View Investment Management & Research LLC | 7 | $6.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $6.27K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $6.27K | 0.00% | −9−56.3% | Reduced |
| Carolina Wealth Advisors, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $6.27K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $6.27K | 0.00% | +5+250.0% | Added |
| Signature Resources Capital Management, LLC | 7 | $6.27K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 6 | $5.38K | 0.00% | +4+200.0% | Added |
| High Note Wealth, LLC | 6 | $5.37K | 0.00% | −1−14.3% | Reduced |
| North Star Investment Management Corp. | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $5.37K | 0.00% | +3+100.0% | Added |
| Total Investment Management Inc | 6 | $5.37K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $5.33K | 0.00% | +1+20.0% | Added |
| WealthTrak Capital Management LLC | 5 | $4.48K | 0.00% | −11−68.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $4.48K | 0.00% | −5−50.0% | Reduced |
| Altshuler Shaham Ltd | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $4.48K | 0.00% | +2+66.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $3.58K | 0.00% | −12−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $3.58K | 0.00% | −6−60.0% | Reduced |
| First Command Advisory Services, Inc. | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $3.58K | 0.00% | +2+100.0% | Added |
| American Capital Advisory, LLC | 4 | $3.58K | 0.00% | +4 | New |
| Ancora Advisors, LLC | 3 | $2.86K | 0.00% | −1−25.0% | Reduced |
| Eq Wealth Advisors, LLC | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $2.34K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.79K | 0.09% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.45K | 0.00% | −1−33.3% | Reduced |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $896 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $896 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $896 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $896 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $770 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −91,109−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −71,778−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −54,394−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −43,061−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −30,353−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −27,658−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,064−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −20,827−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,979−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −7,968−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| BFI Infinity Ltd. | 0 | $0 | 0.00% | −6,316−100.0% | Sold out |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −5,513−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,877−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |