| Carolina Wealth Advisors, LLC | 75 | $5.40K | 0.00% | −50−40.0% | Reduced |
| Investors Research Corp | 75 | $5.40K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 75 | $5.40K | 0.00% | +75 | New |
| Cromwell Holdings LLC | 74 | $5.33K | 0.00% | +54+270.0% | Added |
| Cantor Fitzgerald, L. P. | 74 | $5.33K | 0.00% | +74 | New |
| CBIZ Investment Advisory Services, LLC | 72 | $5.18K | 0.00% | +45+166.7% | Added |
| Boreal Capital Management LLC | 0 | $5.04K | 0.00% | 0 | New |
| Zions Bancorporation, National Association | 68 | $4.89K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $4.89K | 0.00% | +18+36.0% | Added |
| Hager Investment Management Services, LLC | 65 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 61 | $4.39K | 0.00% | +61 | New |
| West Branch Capital LLC | 60 | $4.32K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 59 | $4.25K | 0.00% | +59 | New |
| Total Investment Management Inc | 58 | $4.17K | 0.00% | +58 | New |
| NBC Securities, Inc. | 65 | $4.00K | 0.00% | −169−72.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 53 | $3.81K | 0.00% | +53 | New |
| Banque Transatlantique SA | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 45 | $3.31K | 0.00% | −29−39.2% | Reduced |
| Whipplewood Advisors, LLC | 45 | $3.24K | 0.00% | +5+12.5% | Added |
| WealthTrak Capital Management LLC | 45 | $3.24K | 0.00% | +45 | New |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.88K | 0.00% | −10−20.0% | Reduced |
| Duncker Streett & Co Inc | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 36 | $2.59K | 0.00% | +8+28.6% | Added |
| DecisionPoint Financial, LLC | 32 | $2.35K | 0.00% | +32 | New |
| Addison Advisors LLC | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 32 | $2.30K | 0.00% | +7+28.0% | Added |
| Valued Wealth Advisors LLC | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 30 | $2.16K | 0.00% | +30 | New |
| Financial Network Wealth Advisors LLC | 29 | $2.09K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 29 | $2.09K | 0.00% | +29 | New |
| GHP Investment Advisors, Inc. | 28 | $2.01K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | +14+87.5% | Added |
| Principia Wealth Advisory, LLC | 27 | $1.94K | 0.00% | +17+170.0% | Added |
| Horrell Capital Management, Inc. | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $1.74K | 0.00% | +16+200.0% | Added |
| Concord Wealth Partners | 21 | $1.51K | 0.00% | +1+5.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $1.51K | 0.00% | +7+50.0% | Added |
| Rossby Financial, LCC | 20 | $1.44K | 0.00% | +20 | New |
| DB Fitzpatrick & Co, Inc | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $1.30K | 0.00% | +18 | New |
| Beaird Harris Wealth Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.01K | 0.00% | +11+366.7% | Added |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $864 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $864 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $864 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $864 | 0.00% | +12 | New |
| Stephens Consulting, LLC | 11 | $792 | 0.00% | +11 | New |
| PayPay Securities Corp | 10 | $720 | 0.04% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $720 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $720 | 0.00% | +10 | New |
| Delta Asset Management LLC | 8 | $576 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $576 | 0.00% | +5+166.7% | Added |
| Kestra Investment Management, LLC | 9 | $493 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $432 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $432 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 5 | $360 | 0.00% | −25−83.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $360 | 0.00% | +5 | New |
| Essential Partners LLC | 5 | $360 | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $216 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 3 | $216 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,803,753−100.0% | Sold out |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −978,646−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −712,098−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −685,103−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −540,628−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −463,411−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −256,342−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −223,000−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,738−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −134,291−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −123,304−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −104,143−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −91,203−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −88,038−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −84,300−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −81,885−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −81,774−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −77,985−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −69,860−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −32,893−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −63,232−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −47,806−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −46,383−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −45,700−100.0% | Sold out |