| CBIZ Investment Advisory Services, LLC | 53 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 47 | $3.25K | 0.00% | +47 | New |
| Steward Partners Investment Advisory, LLC | 47 | $3.23K | 0.00% | −8−14.5% | Reduced |
| RMG Wealth Management LLC | 46 | $3.22K | 0.00% | +46 | New |
| Mather Group, LLC. | 45 | $3.11K | 0.00% | +45 | New |
| Sachetta, LLC | 44 | $3.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $2.98K | 0.00% | −27−38.6% | Reduced |
| Tidemark, LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.77K | 0.00% | +1+2.6% | Added |
| MidFirst Bank | 39 | $2.70K | 0.00% | −2,688−98.6% | Reduced |
| Bell Investment Advisors, Inc | 37 | $2.56K | 0.00% | −66−64.1% | Reduced |
| Cromwell Holdings LLC | 37 | $2.56K | 0.00% | +5+15.6% | Added |
| Manchester Capital Management LLC | 33 | $2.28K | 0.00% | −9−21.4% | Reduced |
| Johnson Financial Group, Inc. | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 31 | $2.13K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 31 | $2.13K | 0.00% | +31 | New |
| Signature Resources Capital Management, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $1.94K | 0.00% | +9+47.4% | Added |
| High Note Wealth, LLC | 27 | $1.87K | 0.00% | −49−64.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 27 | $1.87K | 0.00% | +27 | New |
| Maseco LLP | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $1.59K | 0.00% | +17+283.3% | Added |
| Ares Financial Consulting, LLC | 23 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.52K | 0.00% | −7−24.1% | Reduced |
| MV Capital Management, Inc. | 21 | $1.45K | 0.00% | +11+110.0% | Added |
| Aspect Partners, LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.11K | 0.00% | +16 | New |
| Signature Equity Partners, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.04K | 0.00% | +9+150.0% | Added |
| South State Corp. | 15 | $1.04K | 0.00% | +15 | New |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $969 | 0.00% | −20−58.8% | Reduced |
| Rialto Wealth Management, LLC | 14 | $969 | 0.00% | +3+27.3% | Added |
| Bruce G. Allen Investments, LLC | 13 | $899 | 0.00% | −34−72.3% | Reduced |
| SBI Securities Co., Ltd. | 13 | $899 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13 | $894 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $830 | 0.00% | −2−14.3% | Reduced |
| Atlantic Trust, LLC | 11 | $762 | 0.00% | −106−90.6% | Reduced |
| Financial Consulate, Inc | 11 | $762 | 0.00% | +11 | New |
| Montag A & Associates Inc | 10 | $709 | 0.00% | −8−44.4% | Reduced |
| Private Wealth Management Group, LLC | 10 | $692 | 0.00% | −1−9.1% | Reduced |
| Aventura Private Wealth, LLC | 10 | $692 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $692 | 0.00% | +1+11.1% | Added |
| American Capital Advisory, LLC | 10 | $692 | 0.00% | +5+100.0% | Added |
| Vermillion Wealth Management, Inc. | 10 | $692 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 8 | $554 | 0.00% | +8 | New |
| SHP Wealth Management | 7 | $484 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $415 | 0.00% | −4−40.0% | Reduced |
| CoreCap Advisors, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4 | $277 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $277 | 0.00% | +4 | New |
| Curio Wealth, LLC | 3 | $208 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $208 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $207 | 0.00% | −7−70.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $139 | 0.00% | −1−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 2 | $139 | 0.00% | +2 | New |
| NBT Bank N A | 2 | $138 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| XN LP | 0 | $0 | 0.00% | −1,748,965−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −933,553−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −675,000−100.0% | Sold out |
| PBCay One RSC Ltd | 0 | $0 | 0.00% | −607,938−100.0% | Sold out |
| Spear Holdings RSC Ltd | 0 | $0 | 0.00% | −607,934−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −292,452−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −236,284−100.0% | Sold out |
| NS Partners Ltd | 0 | $0 | 0.00% | −171,071−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −128,500−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −122,101−100.0% | Sold out |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −122,052−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −110,320−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −91,200−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −87,701−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −76,844−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −77,948−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −77,948−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −65,934−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −49,345−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −37,439−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −36,873−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −21,510−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,423−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,329−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −17,754−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −16,791−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −16,419−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −16,081−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,175−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −12,238−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −11,046−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −9,070−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,822−100.0% | Sold out |