| DiNuzzo Private Wealth, Inc. | 38 | $3.13K | 0.00% | −1,101−96.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 26 | $3.00K | 0.00% | −3−10.3% | Reduced |
| Ridgewood Investments LLC | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 35 | $2.88K | 0.00% | +35 | New |
| New Millennium Group LLC | 34 | $2.80K | 0.00% | +7+25.9% | Added |
| Principia Wealth Advisory, LLC | 34 | $2.80K | 0.00% | +34 | New |
| PayPay Securities Corp | 32 | $2.63K | 0.11% | +2+6.7% | Added |
| Valued Wealth Advisors LLC | 30 | $2.48K | 0.00% | +5+20.0% | Added |
| MPWM Advisory Solutions, LLC | 26 | $2.14K | 0.00% | +26 | New |
| Bellwether Advisors, LLC | 25 | $2.06K | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 22 | $1.78K | 0.00% | +1+4.8% | Added |
| Winnow Wealth LLC | 22 | $1.78K | 0.00% | +22 | New |
| NBC Securities, Inc. | 21 | $1.76K | 0.16% | −24,914−99.9% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 18 | $1.48K | 0.00% | +18 | New |
| Chesapeake Asset Management LLC | 15 | $1.23K | 0.00% | +5+50.0% | Added |
| Orion Capital Management LLC | 14 | $1.15K | 0.00% | +14 | New |
| Winthrop Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Mountain Hill Investment Partners Corp. | 10 | $849 | 0.00% | +10 | New |
| Sugar Maple Asset Management, LLC | 10 | $823 | 0.00% | +10 | New |
| Nova Wealth Management, Inc. | 7 | $576 | 0.00% | +7 | New |
| Cornerstone National Bank & Trust Co | 6 | $494 | 0.00% | +6 | New |
| Crewe Advisors LLC | 5 | $412 | 0.00% | −6−54.5% | Reduced |
| Synergy Financial Management, LLC | 1 | $99 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 394 | $89 | 0.00% | +82+26.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −236,143−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −120,916−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −117,925−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,860−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −96,501−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −87,594−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −73,382−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −71,782−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −49,927−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −40,423−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −36,242−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −35,943−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −35,205−100.0% | Sold out |
| St. Louis Financial Planners Asset Management, LLC | 0 | $0 | 0.00% | −23,555−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,413−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −14,208−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −13,089−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −9,791−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Leslie Global Wealth, LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Madison Park Capital Advisors, LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Gentry Private Wealth, LLC | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Rainey & Randall Investment Management Inc. | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| FSA Advisors, Inc. | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Old Mission Investment Co LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| MBA Advisors LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Hardin Capital Partners, LLC | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Partners in Financial Planning | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
