| Red Tortoise LLC | 22 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $4.77K | 0.00% | +18 | New |
| MJT & Associates Financial Advisory Group, Inc. | 19 | $4.22K | 0.00% | −15−44.1% | Reduced |
| HighMark Wealth Management LLC | 17 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $3.78K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16 | $3.56K | 0.00% | +16 | New |
| Atlantic Edge Private Wealth Management, LLC | 15 | $3.33K | 0.00% | +15 | New |
| Turning Point Benefit Group, Inc. | 15 | $3.33K | 0.00% | +14+1,400.0% | Added |
| Retirement Wealth Solutions LLC | 14 | $3.11K | 0.00% | +3+27.3% | Added |
| Raffa Wealth Management, LLC | 14 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $3.11K | 0.00% | +12+600.0% | Added |
| CX Institutional | 14 | $3.00K | 0.00% | +14 | New |
| Asset Dedication, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $2.44K | 0.00% | −2−15.4% | Reduced |
| Paladin Partners, LLC | 10 | $2.22K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| Johnson Financial Group, Inc. | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 8 | $1.78K | 0.00% | +8 | New |
| Optima Capital LLC | 8 | $1.78K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.56K | 0.00% | +3+75.0% | Added |
| Westside Investment Management, Inc. | 7 | $1.56K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Reyes Financial Architecture, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $1.11K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.11K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $890 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $890 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $890 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $889 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $223 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $222 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $199 | 0.00% | +1 | New |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −86,744−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −61,138−100.0% | Sold out |
| Armor Advisors, L.L.C. | 0 | $0 | 0.00% | −58,805−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −57,196−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −43,367−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −38,463−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −26,851−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −22,616−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,934−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −14,091−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,255−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,745−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −10,532−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −8,556−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −8,032−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Warburton Capital Management, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,207−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |