| Whipplewood Advisors, LLC | 13 | $3.09K | 0.00% | −14−51.9% | Reduced |
| Marshall Investment Management, LLC | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $2.87K | 0.00% | +1+9.1% | Added |
| High Note Wealth, LLC | 12 | $2.86K | 0.00% | −2−14.3% | Reduced |
| Activest Wealth Management | 11 | $2.62K | 0.00% | −6−35.3% | Reduced |
| Elevated Capital Advisors, LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $2.62K | 0.00% | +1+10.0% | Added |
| Harborfront Financial Group LLC | 11 | $2.62K | 0.01% | +11 | New |
| HFM Investment Advisors, LLC | 10 | $2.38K | 0.00% | +5+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10 | $2.38K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 9 | $2.14K | 0.00% | +1+12.5% | Added |
| Montgomery Financial Services LLC | 9 | $2.14K | 0.00% | +9 | New |
| Beaird Harris Wealth Management, LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.67K | 0.00% | +2+40.0% | Added |
| Nemes Rush Group LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.51K | 0.00% | +1+20.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $1.45K | 0.00% | +2+50.0% | Added |
| North Star Investment Management Corp. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.43K | 0.00% | +6 | New |
| Downshift Financial, LLC | 6 | $1.43K | 0.00% | +6 | New |
| Decker Retirement Planning Inc. | 6 | $1.35K | 0.00% | +6 | New |
| CWM Advisors, LLC | 5 | $1.26K | 0.00% | −5−50.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.20K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 5 | $1.19K | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 5 | $1.00K | 0.00% | +5 | New |
| CKW Financial Group | 6 | $1.00K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 4 | $952 | 0.00% | −1−20.0% | Reduced |
| Phillip James Consulting Co. | 4 | $952 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 4 | $952 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $952 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 3 | $714 | 0.00% | +3 | New |
| Cordant, Inc. | 2 | $493 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $477 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $477 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $476 | 0.00% | −1−33.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 2 | $476 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $476 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $476 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $476 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $476 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $450 | 0.00% | +2 | New |
| NorthAvenue LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $239 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $238 | 0.00% | −58−98.3% | Reduced |
| Aspect Partners, LLC | 1 | $238 | 0.00% | −9−90.0% | Reduced |
| Darwin Advisors, LLC | 0 | $229 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 1 | $143 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 94 | $75 | 0.00% | −3−3.1% | Reduced |
| Creative Financial Designs Inc | 0 | $50 | 0.00% | −3−100.0% | Reduced |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −301,645−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −74,276−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −39,040−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −35,147−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −29,839−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −20,276−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −18,782−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,246−100.0% | Sold out |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 0 | $0 | 0.00% | −7,535−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,270−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −6,896−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,331−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −5,261−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |