| Valued Wealth Advisors LLC | 160 | $5.92K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 154 | $5.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 150 | $5.55K | 0.00% | +11+7.9% | Added |
| Quarry LP | 145 | $5.37K | 0.00% | +86+145.8% | Added |
| Torren Management, LLC | 140 | $5.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $4.48K | 0.00% | +20+19.8% | Added |
| Zions Bancorporation, National Association | 114 | $4.22K | 0.00% | +114 | New |
| Country Trust Bank | 90 | $3.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $3.29K | 0.00% | +6+7.2% | Added |
| Silver Grove Financial Group, Inc. | 85 | $3.15K | 0.00% | +85 | New |
| Fulcrum Asset Management LLP | 80 | $3.03K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 81 | $3.00K | 0.00% | −19−19.0% | Reduced |
| Arlington Trust Co LLC | 70 | $2.59K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 76 | $2.52K | 0.00% | +76 | New |
| CVA Family Office, LLC | 66 | $2.44K | 0.00% | −83−55.7% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 57 | $2.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $1.96K | 0.00% | +53 | New |
| Brown, Lisle/Cummings, Inc. | 49 | $1.81K | 0.00% | −7−12.5% | Reduced |
| Action Point Financial Planning, LLC | 45 | $1.63K | 0.00% | +45 | New |
| Ronald Blue Trust, Inc. | 41 | $1.52K | 0.00% | −52−55.9% | Reduced |
| UMA Financial Services, Inc. | 39 | $1.44K | 0.00% | +39 | New |
| Creative Capital Management Investments LLC | 34 | $1.26K | 0.00% | +34 | New |
| Kilter Group LLC | 32 | $1.19K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $925 | 0.00% | −13−34.2% | Reduced |
| Bell Investment Advisors, Inc | 24 | $889 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $889 | 0.00% | +13+118.2% | Added |
| Plante Moran Financial Advisors, LLC | 22 | $814 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 20 | $741 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $703 | 0.00% | −6−24.0% | Reduced |
| Essential Partners LLC | 17 | $629 | 0.00% | +15+750.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $593 | 0.00% | −2−11.1% | Reduced |
| Ankerstar Wealth, LLC | 16 | $592 | 0.00% | −2−11.1% | Reduced |
| McGuire Capital Advisors Inc | 15 | $555 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $555 | 0.00% | +1+7.1% | Added |
| HFM Investment Advisors, LLC | 14 | $519 | 0.00% | +7+100.0% | Added |
| Marquette Asset Management, LLC | 13 | $482 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $444 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $407 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $334 | 0.00% | −7−43.8% | Reduced |
| TD Capital Management LLC | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 8 | $296 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $222 | 0.00% | +6 | New |
| Davis Capital Management | 5 | $185 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 3 | $112 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $38 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $37 | 0.00% | −2−66.7% | Reduced |
| Evolution Advisers, Inc. | 24 | $0 | 0.00% | +24 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −1,850,000−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −802,000−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −225,400−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −205,492−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −146,013−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −81,746−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −80,187−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −54,292−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −52,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,591−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,768−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −36,271−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −26,660−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −23,586−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −21,633−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −19,615−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −16,266−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,155−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −13,537−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,631−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,760−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −7,297−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,917−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,042−100.0% | Sold out |
| T3 Companies, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |