| PFS Partners, LLC | 23 | $4.08K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| Rachor Investment Advisory Services, LLC | 21 | $3.73K | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 20 | $3.55K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 19 | $3.37K | 0.00% | −18−48.6% | Reduced |
| O'Brien Wealth Partners LLC | 19 | $3.37K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 17 | $3.02K | 0.00% | +17 | New |
| Coston, McIsaac & Partners | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $2.86K | 0.00% | +16 | New |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $2.76K | 0.00% | +15 | New |
| Luken Investment Analytics, LLC | 15 | $2.66K | 0.00% | +15 | New |
| Clean Yield Group | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 14 | $2.48K | 0.00% | +14 | New |
| Reyes Financial Architecture, Inc. | 13 | $2.31K | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 12 | $2.13K | 0.00% | +12 | New |
| Key Capital Management, INC | 11 | $1.95K | 0.00% | +11 | New |
| Chelsea Counsel Co | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 9 | $1.60K | 0.00% | +9 | New |
| JNBA Financial Advisors | 8 | $1.42K | 0.00% | −36−81.8% | Reduced |
| Whipplewood Advisors, LLC | 8 | $1.42K | 0.00% | +8 | New |
| Palladiem, LLC | 7 | $1.24K | 0.00% | +7 | New |
| NorthAvenue LLC | 6 | $1.07K | 0.00% | +6 | New |
| Atlantic Private Wealth, LLC | 5 | $888 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 4 | $711 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 4 | $711 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $710 | 0.01% | +3+300.0% | Added |
| Evolution Wealth Management Inc. | 3 | $533 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $533 | 0.00% | +3 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Battery Global Advisors, LLC | 21 | – | – | +21 | New |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −916,809−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −527,449−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −265,884−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −226,442−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −205,630−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −94,433−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −61,636−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −60,719−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −50,261−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −31,136−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −29,070−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,925−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −15,327−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −12,855−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −12,065−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −9,346−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Red Lighthouse Investment Management, LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Zevin Asset Management LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Real Talk Capital, LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Whelan Financial | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Meadowbrook Wealth Management, LLC | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Carter Financial Group, INC. | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Helium Advisors LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
