| Fortitude Family Office, LLC | 129 | $11.1K | 0.00% | +113+706.3% | Added |
| Cary Street Partner Investment Advisory LLC | 111 | $9.56K | 0.00% | −3−2.6% | Reduced |
| Kilter Group LLC | 110 | $9.48K | 0.00% | +97+746.2% | Added |
| JFS Wealth Advisors, LLC | 105 | $9.04K | 0.00% | +26+32.9% | Added |
| SHP Wealth Management | 102 | $8.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $8.66K | 0.00% | +101 | New |
| Creative Financial Designs Inc | 84 | $7.24K | 0.00% | +2+2.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 75 | $6.46K | 0.00% | +75 | New |
| North Star Investment Management Corp. | 75 | $6.46K | 0.00% | −6−7.4% | Reduced |
| Bare Financial Services, Inc | 68 | $5.86K | 0.00% | +68 | New |
| Bogart Wealth, LLC | 66 | $5.68K | 0.00% | +60+1,000.0% | Added |
| Brown, Lisle/Cummings, Inc. | 65 | $5.60K | 0.00% | +65 | New |
| Cedar Mountain Advisors, LLC | 64 | $5.51K | 0.00% | +64 | New |
| Avion Wealth | 62 | $5.00K | 0.00% | +62 | New |
| Pinnacle Wealth Planning Services, Inc. | 58 | $5.00K | 0.00% | +55+1,833.3% | Added |
| Torren Management, LLC | 54 | $4.67K | 0.00% | −150−73.5% | Reduced |
| Sachetta, LLC | 53 | $4.57K | 0.00% | +53 | New |
| Asset Dedication, LLC | 49 | $4.22K | 0.00% | +49 | New |
| Transamerica Financial Advisors, Inc. | 45 | $3.88K | 0.00% | +45 | New |
| Whittier Trust Co of Nevada Inc | 43 | $3.79K | 0.00% | +43 | New |
| CVA Family Office, LLC | 43 | $3.70K | 0.00% | +23+115.0% | Added |
| Delta Asset Management LLC | 42 | $3.62K | 0.00% | +42 | New |
| ZRC Wealth Management, LLC | 37 | $3.19K | 0.00% | +37 | New |
| Harbour Investments, Inc. | 37 | $3.19K | 0.00% | +37 | New |
| Dunhill Financial, LLC | 36 | $3.18K | 0.00% | +36 | New |
| Colonial Trust Co | 35 | $3.02K | 0.00% | +35 | New |
| Roble, Belko & Company, Inc | 39 | $3.00K | 0.00% | +39 | New |
| CX Institutional | 40 | $3.00K | 0.00% | +40 | New |
| Keating Financial Advisory Services, Inc. | 32 | $2.76K | 0.00% | −21−39.6% | Reduced |
| Bayban | 32 | $2.76K | 0.00% | +32 | New |
| Triumph Capital Management | 26 | $2.24K | 0.00% | +26 | New |
| Cromwell Holdings LLC | 25 | $2.15K | 0.00% | +15+150.0% | Added |
| FNY Investment Advisers, LLC | 25 | $2.00K | 0.00% | −31,307−99.9% | Reduced |
| Rialto Wealth Management, LLC | 21 | $1.81K | 0.00% | +21 | New |
| TD Capital Management LLC | 20 | $1.75K | 0.00% | +20 | New |
| NBT Bank N A | 20 | $1.73K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 19 | $1.66K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 19 | $1.64K | 0.00% | +7+58.3% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.55K | 0.00% | −1−5.3% | Reduced |
| South State Corp. | 17 | $1.47K | 0.00% | +2+13.3% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $1.38K | 0.00% | +9+128.6% | Added |
| SBI Securities Co., Ltd. | 15 | $1.29K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Atlantic Edge Private Wealth Management, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 11 | $1.09K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $948 | 0.00% | +10+1,000.0% | Added |
| TD Private Client Wealth LLC | 10 | $861 | 0.00% | −7−41.2% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $861 | 0.00% | +9+900.0% | Added |
| TopTier Wealth Management, LLC | 10 | $861 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 9 | $775 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $775 | 0.00% | +9 | New |
| Financial Consulate, Inc | 7 | $603 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $517 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $517 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 5 | $431 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $431 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $264 | 0.00% | +3 | New |
| Central Trust Co | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $173 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $173 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $172 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −302,253−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −250,976−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −181,552−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −110,390−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −85,889−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −67,341−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −61,872−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −55,257−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −45,727−100.0% | Sold out |
| Agp Franklin, LLC | 0 | $0 | 0.00% | −45,192−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −36,837−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −36,204−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −32,012−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −27,525−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,169−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −18,215−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −16,867−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −16,266−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −15,331−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −14,042−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,748−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −12,371−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,616−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −11,570−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −8,711−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −7,541−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −7,366−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −7,187−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
