| Rialto Wealth Management, LLC | 59 | $785 | 0.00% | +59 | New |
| CVA Family Office, LLC | 57 | $758 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53 | $715 | 0.07% | −54,690−99.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 51 | $678 | 0.00% | +51 | New |
| Kennebec Savings Bank | 50 | $675 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 50 | $665 | 0.00% | −320−86.5% | Reduced |
| Global Trust Asset Management, LLC | 50 | $665 | 0.00% | −150−75.0% | Reduced |
| Blume Capital Management, Inc. | 50 | $665 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 50 | $665 | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 46 | $612 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $599 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 44 | $585 | 0.00% | +44 | New |
| Concord Wealth Partners | 42 | $559 | 0.00% | +40+2,000.0% | Added |
| DT Investment Partners, LLC | 40 | $532 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $532 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 40 | $532 | 0.00% | +40 | New |
| Copia Wealth Management | 40 | $532 | 0.00% | +40 | New |
| Old Second National Bank of Aurora | 38 | $505 | 0.00% | +38 | New |
| Legacy Investment Solutions, LLC | 40 | $500 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $500 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 35 | $466 | 0.00% | +35 | New |
| Roxbury Financial LLC | 34 | $416 | 0.00% | +34 | New |
| Pittenger & Anderson Inc | 30 | $399 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $399 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 27 | $367 | 0.00% | −297−91.7% | Reduced |
| REAP Financial Group, LLC | 26 | $346 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $333 | 0.00% | −100−80.0% | Reduced |
| Mather Group, LLC. | 23 | $306 | 0.00% | −22−48.9% | Reduced |
| Frazier Financial Advisors, LLC | 20 | $272 | 0.00% | +20 | New |
| WR Wealth Planners, LLC | 20 | $266 | 0.00% | −2−9.1% | Reduced |
| BFSG, LLC | 20 | $266 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $266 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 17 | $226 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 17 | $225 | 0.00% | +17 | New |
| Atlantic Edge Private Wealth Management, LLC | 15 | $200 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9 | $120 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 9 | $120 | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 9 | $119 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 8 | $106 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $96 | 0.00% | +8 | New |
| Vermillion & White Wealth Management Group, LLC | 7 | $93 | 0.00% | +7 | New |
| Olistico Wealth, LLC | 7 | $93 | 0.00% | +7 | New |
| Davidson Capital Management Inc. | 6 | $80 | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 7 | $79 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 5 | $67 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 3 | $40 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $40 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $27 | 0.00% | −4−66.7% | Reduced |
| Chilton Capital Management LLC | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $13 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | −2,249−99.7% | Reduced |
| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,586,146−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,084,616−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −887,551−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −769,242−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −531,568−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −446,094−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −281,900−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −187,933−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −168,900−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −129,515−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −121,090−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −98,458−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −83,133−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −75,444−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −74,193−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −67,100−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −67,049−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −57,721−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −53,352−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −38,607−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −36,642−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −31,283−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −23,070−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −22,606−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −18,906−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −18,576−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −18,165−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −16,920−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −16,669−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −15,996−100.0% | Sold out |
| Advisory Resource Group | 0 | $0 | 0.00% | −14,716−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −14,477−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,462−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −11,368−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| Sculati Wealth Management, LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |