| Hexagon Capital Partners LLC | 607 | $2.98K | 0.00% | −881−59.2% | Reduced |
| Raffa Wealth Management, LLC | 605 | $2.97K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 597 | $2.93K | 0.01% | +597 | New |
| Key Financial Inc | 591 | $2.90K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 515 | $2.53K | 0.00% | +515 | New |
| Aspire Private Capital, LLC | 501 | $2.46K | 0.00% | +501 | New |
| CVA Family Office, LLC | 500 | $2.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $2.46K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 479 | $2.35K | 0.00% | −38,000−98.8% | Reduced |
| Bell Investment Advisors, Inc | 470 | $2.31K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 339 | $2.00K | 0.00% | −46−11.9% | Reduced |
| Geneos Wealth Management Inc. | 387 | $1.90K | 0.00% | −1,163−75.0% | Reduced |
| MV Capital Management, Inc. | 377 | $1.85K | 0.00% | +377 | New |
| Montag A & Associates Inc | 338 | $1.66K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $1.47K | 0.00% | −200−40.0% | Reduced |
| Manchester Capital Management LLC | 290 | $1.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 272 | $1.34K | 0.00% | +272 | New |
| Cassady Schiller Wealth Management, LLC | 248 | $1.22K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 243 | $1.19K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $1.14K | 0.00% | +231 | New |
| Stone House Investment Management, LLC | 218 | $1.07K | 0.00% | +218 | New |
| Versant Capital Management, Inc | 206 | $1.01K | 0.00% | +206 | New |
| Tompkins Financial Corp | 200 | $982 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $972 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $966 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 189 | $928 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 166 | $814 | 0.00% | +166 | New |
| Concord Wealth Partners | 165 | $809 | 0.00% | +1+0.6% | Added |
| Hollencrest Capital Management | 164 | $805 | 0.00% | +7+4.5% | Added |
| Financial Freedom, LLC | 161 | $792 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 160 | $785 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 143 | $703 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $580 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 105 | $516 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 101 | $496 | 0.00% | +101 | New |
| BerganKDV Wealth Management, LLC | 100 | $491 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $491 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 94 | $462 | 0.00% | +94 | New |
| Cedar Mountain Advisors, LLC | 92 | $452 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 90 | $442 | 0.00% | +8+9.8% | Added |
| SRS Capital Advisors, Inc. | 88 | $431 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $417 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $412 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 80 | $393 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 79 | $387 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 76 | $374 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $368 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 72 | $354 | 0.00% | +72 | New |
| MB, Levis & Associates, LLC | 69 | $339 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $333 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 62 | $305 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 58 | $285 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $265 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $246 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $231 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $202 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 30 | $147 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $145 | 0.00% | +30 | New |
| Quent Capital, LLC | 26 | $129 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $113 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $103 | 0.00% | −1,000−97.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 20 | $98 | 0.00% | −20−50.0% | Reduced |
| Barrett & Company, Inc. | 17 | $83 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $74 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $74 | 0.00% | +15 | New |
| Goodman Advisory Group, LLC | 15 | $74 | 0.00% | +15 | New |
| Toth Financial Advisory Corp | 10 | $50 | 0.00% | +10 | New |
| Macroview Investment Management LLC | 7 | $35 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 7 | $34 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $20 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $20 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $20 | 0.00% | +4 | New |
| Hoertkorn Richard Charles | 3 | $15 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 108 | – | – | +103+2,060.0% | Added |
| STRS Ohio | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −840,000−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −645,652−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −203,020−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −174,580−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −120,859−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −96,344−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −92,400−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −89,215−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −88,595−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −78,190−100.0% | Sold out |