| Ulland Investment Advisors, LLC | 53 | $9.00K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $8.82K | 0.00% | +6+13.0% | Added |
| GHP Investment Advisors, Inc. | 51 | $8.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 47 | $7.97K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $7.46K | 0.00% | +18+69.2% | Added |
| Webster Bank, N. A. | 42 | $7.12K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $6.78K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 39 | $6.62K | 0.00% | +39 | New |
| Armstrong Advisory Group, Inc | 39 | $6.58K | 0.00% | +19+95.0% | Added |
| Grove Bank & Trust | 38 | $6.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $6.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 33 | $5.60K | 0.00% | −64−66.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 32 | $5.43K | 0.00% | +10+45.5% | Added |
| Raffa Wealth Management, LLC | 31 | $5.32K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 31 | $5.26K | 0.08% | +1+3.3% | Added |
| Strengthening Families & Communities, LLC | 30 | $5.09K | 0.00% | +30 | New |
| Avion Wealth | 31 | $5.00K | 0.00% | +6+24.0% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $4.92K | 0.00% | +2+7.4% | Added |
| MV Capital Management, Inc. | 28 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $4.75K | 0.00% | +5+21.7% | Added |
| Creative Capital Management Investments LLC | 28 | $4.75K | 0.00% | +28 | New |
| North Star Investment Management Corp. | 27 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 27 | $4.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $4.41K | 0.00% | +10+62.5% | Added |
| Glen Eagle Advisors, LLC | 25 | $4.31K | 0.00% | +6+31.6% | Added |
| CGC Financial Services, LLC | 23 | $3.90K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 24 | $3.86K | 0.00% | +24 | New |
| Albion Financial Group | 20 | $3.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $3.39K | 0.00% | +10+100.0% | Added |
| Principia Wealth Advisory, LLC | 20 | $3.39K | 0.00% | +8+66.7% | Added |
| Westside Investment Management, Inc. | 20 | $3.39K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 18 | $3.05K | 0.00% | −3−14.3% | Reduced |
| Capital Analysts, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 15 | $2.54K | 0.00% | −25−62.5% | Reduced |
| SWAN Capital LLC | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $2.54K | 0.00% | −15−50.0% | Reduced |
| Activest Wealth Management | 14 | $2.38K | 0.00% | −111−88.8% | Reduced |
| Dogwood Wealth Management LLC | 13 | $2.21K | 0.00% | −2−13.3% | Reduced |
| Oakworth Capital, Inc. | 13 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $2.21K | 0.00% | +4+44.4% | Added |
| PFS Partners, LLC | 12 | $2.05K | 0.00% | −12−50.0% | Reduced |
| Investors Portfolio Services LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 12 | $2.04K | 0.00% | +12 | New |
| Pittenger & Anderson Inc | 11 | $1.87K | 0.00% | +11 | New |
| Aberdeen Wealth Management LLC | 11 | $1.87K | 0.00% | +11 | New |
| Orion Capital Management LLC | 11 | $1.87K | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $1.53K | 0.00% | +4+80.0% | Added |
| Mascoma Wealth Management LLC | 9 | $1.53K | 0.00% | +9 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $1.53K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 8 | $1.36K | 0.00% | −7−46.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $1.02K | 0.00% | +6 | New |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 5 | $849 | 0.00% | +4+400.0% | Added |
| Owl Creek Wealth Partners LLC | 5 | $849 | 0.00% | +5 | New |
| Alerus Financial NA | 5 | $848 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $700 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $678 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $678 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $678 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $640 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $532 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $509 | 0.00% | +3 | New |
| Financial Gravity Companies, Inc. | 3 | $509 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 3 | $509 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 2 | $339 | 0.00% | −1−33.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $339 | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2 | $339 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $339 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $170 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $170 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $170 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $170 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $25 | 0.00% | 0 | Unchanged |
| GFS Advisors, LLC | 35 | – | – | +35 | New |
| PointState Capital LP | 0 | $0 | 0.00% | −2,196,528−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −542,673−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −235,500−100.0% | Sold out |
| Alua Capital Management LP | 0 | $0 | 0.00% | −231,600−100.0% | Sold out |
| Compass Rose Asset Management, LP | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −73,461−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −39,340−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −36,353−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −20,084−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −17,298−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,968−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −15,961−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,571−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −10,036−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −9,523−100.0% | Sold out |