| Foster Dykema Cabot & Partners, LLC | 74 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 71 | $14.2K | 0.00% | +71 | New |
| Byrne Asset Management LLC | 71 | $14.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 67 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 65 | $13.1K | 0.01% | +5+8.3% | Added |
| Avondale Wealth Management | 62 | $12.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 59 | $11.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $10.4K | 0.00% | −3−5.5% | Reduced |
| South State Corp. | 52 | $10.4K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 51 | $10.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $10.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $10.2K | 0.00% | +20+64.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $10.0K | 0.01% | +50 | New |
| Sound Income Strategies, LLC | 43 | $8.62K | 0.00% | +33+330.0% | Added |
| Dunhill Financial, LLC | 42 | $8.52K | 0.00% | +6+16.7% | Added |
| Aspect Partners, LLC | 40 | $8.02K | 0.00% | −180−81.8% | Reduced |
| Pacific Center for Financial Services | 39 | $7.82K | 0.00% | +39 | New |
| WPG Advisers, LLC | 39 | $7.82K | 0.01% | −8−17.0% | Reduced |
| Financial Management Professionals, Inc. | 39 | $7.82K | 0.00% | +15+62.5% | Added |
| Raffa Wealth Management, LLC | 36 | $7.22K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $7.22K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 33 | $7.00K | 0.00% | +33 | New |
| Abound Wealth Management | 30 | $6.11K | 0.00% | −11−26.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $6.01K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 31 | $6.00K | 0.00% | −342−91.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $6.00K | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 29 | $5.81K | 0.00% | +6+26.1% | Added |
| SJS Investment Consulting Inc. | 27 | $5.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $5.41K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 25 | $5.01K | 0.00% | 00.0% | Unchanged |
| Ossiam | 25 | $5.01K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 24 | $4.81K | 0.00% | +17+242.9% | Added |
| Stone House Investment Management, LLC | 24 | $4.81K | 0.00% | +24 | New |
| ORG Partners LLC | 23 | $4.67K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 23 | $4.61K | 0.00% | +13+130.0% | Added |
| Albion Financial Group | 22 | $4.41K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $3.81K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $3.65K | 0.00% | +18 | New |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | −552−96.8% | Reduced |
| HHM Wealth Advisors, LLC | 13 | $2.61K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $2.61K | 0.00% | +13 | New |
| Motco | 13 | $2.61K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $2.43K | 0.00% | +8+133.3% | Added |
| Clark Wealth Partners | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 11 | $2.21K | 0.00% | −19−63.3% | Reduced |
| TFC Financial Management | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $2.21K | 0.00% | +8+266.7% | Added |
| First Command Advisory Services, Inc. | 11 | $2.21K | 0.00% | +11 | New |
| Navigoe, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $1.60K | 0.00% | −157−95.2% | Reduced |
| JDM Financial Group LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $1.60K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.40K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $1.40K | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $1.23K | 0.00% | +2+40.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.20K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $1.20K | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Continuum Advisory, LLC | 4 | $802 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $802 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $802 | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 3 | $602 | 0.00% | +3 | New |
| Nova Wealth Management, Inc. | 3 | $601 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $601 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 3 | $541 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 2 | $401 | 0.00% | −17−89.5% | Reduced |
| NVWM, LLC | 2 | $401 | 0.00% | +1+100.0% | Added |
| Hexagon Capital Partners LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $200 | 0.00% | +1 | New |
| Adams Natural Resources Fund, Inc. | 5,450 | – | – | −77,850−93.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −462,058−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −374,677−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −219,391−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −161,044−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −80,650−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −78,786−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −78,397−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −68,589−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −64,675−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,378−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −53,431−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −38,170−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,454−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,249−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −16,004−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −12,032−100.0% | Sold out |